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PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN 401k Plan overview

Plan NamePHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN
Plan identification number 001

PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PHYSICIAN PRACTICE PARTNERS LLC has sponsored the creation of one or more 401k plans.

Company Name:PHYSICIAN PRACTICE PARTNERS LLC
Employer identification number (EIN):043473929
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01SHERYL WILD SHERYL WILD2018-06-08
0012016-01-01SHERYL WILD SHERYL WILD2017-08-02
0012015-01-01SHERYL WILD
0012014-01-01ROBERT L. LOUNSBURY ROBERT L. LOUNSBURY2015-07-30
0012013-01-01ROBERT L. LOUNSBURY ROBERT L. LOUNSBURY2014-07-31
0012012-01-01ROBERT L. LOUNSBURY
0012011-01-01ROBERT L. LOUNSBURY ROBERT L. LOUNSBURY2012-08-01
0012009-01-01ROBERT L. LOUNSBURY ROBERT L. LOUNSBURY2010-07-01

Plan Statistics for PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN

401k plan membership statisitcs for PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN

Measure Date Value
2017: PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0164
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01768
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0159
Total of all active and inactive participants2016-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0164
Number of participants with account balances2016-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01728
Total number of active participants reported on line 7a of the Form 55002015-01-01645
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0197
Total of all active and inactive participants2015-01-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01743
Number of participants with account balances2015-01-01688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01711
Total number of active participants reported on line 7a of the Form 55002014-01-01647
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0181
Total of all active and inactive participants2014-01-01728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01729
Number of participants with account balances2014-01-01664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01687
Total number of active participants reported on line 7a of the Form 55002013-01-01634
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0167
Total of all active and inactive participants2013-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01702
Number of participants with account balances2013-01-01649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01676
Total number of active participants reported on line 7a of the Form 55002012-01-01611
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0169
Total of all active and inactive participants2012-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01682
Number of participants with account balances2012-01-01625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01654
Total number of active participants reported on line 7a of the Form 55002011-01-01590
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0175
Total of all active and inactive participants2011-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01667
Number of participants with account balances2011-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01609
Total number of active participants reported on line 7a of the Form 55002009-01-01550
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0168
Total of all active and inactive participants2009-01-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01620
Number of participants with account balances2009-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN

Measure Date Value
2017 : PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN 2017 401k financial data
Total plan liabilities at end of year2017-08-08$0
Total plan liabilities at beginning of year2017-08-08$29,298
Total income from all sources2017-08-08$178,231
Expenses. Total of all expenses incurred2017-08-08$2,220,902
Benefits paid (including direct rollovers)2017-08-08$2,157,356
Total plan assets at end of year2017-08-08$0
Total plan assets at beginning of year2017-08-08$2,071,969
Expenses. Other expenses not covered elsewhere2017-08-08$63,546
Other income received2017-08-08$178,231
Net income (gross income less expenses)2017-08-08$-2,042,671
Net plan assets at end of year (total assets less liabilities)2017-08-08$0
Net plan assets at beginning of year (total assets less liabilities)2017-08-08$2,042,671
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-08-08$0
2016 : PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS 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$29,298
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,118,309
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$80,068,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$80,004,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,290,307
Value of total assets at end of year2016-12-31$2,071,969
Value of total assets at beginning of year2016-12-31$75,992,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$63,480
Total interest from all sources2016-12-31$19,975
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$444,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$444,406
Administrative expenses professional fees incurred2016-12-31$41,456
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,776,945
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$734,994
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,127,137
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$41,551
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$29,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$37,090
Administrative expenses (other) incurred2016-12-31$21,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-73,950,078
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,042,671
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$75,992,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$846
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,946,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$62,779,618
Interest on participant loans2016-12-31$16,560
Value of interest in common/collective trusts at end of year2016-12-31$125,852
Value of interest in common/collective trusts at beginning of year2016-12-31$9,597,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$810,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$810,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,199,031
Net investment gain or loss from common/collective trusts2016-12-31$127,500
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$471,811
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$942,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$80,004,907
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 name2016-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2016-12-31042713795
2015 : PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,676,903
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,508,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,475,388
Expenses. Certain deemed distributions of participant loans2015-12-31$3,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,473,031
Value of total assets at end of year2015-12-31$75,992,749
Value of total assets at beginning of year2015-12-31$76,823,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,617
Total interest from all sources2015-12-31$32,688
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,096,277
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$3,096,277
Administrative expenses professional fees incurred2015-12-31$18,750
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,220,274
Participant contributions at end of year2015-12-31$734,994
Participant contributions at beginning of year2015-12-31$684,285
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,127,137
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,231,083
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$309,769
Other income not declared elsewhere2015-12-31$2,177
Administrative expenses (other) incurred2015-12-31$6,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-831,128
Value of net assets at end of year (total assets less liabilities)2015-12-31$75,992,749
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$76,823,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$4,062
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$62,779,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$63,635,433
Interest on participant loans2015-12-31$32,267
Value of interest in common/collective trusts at end of year2015-12-31$9,597,430
Value of interest in common/collective trusts at beginning of year2015-12-31$9,340,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$810,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$933,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$933,371
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,958,992
Net investment gain or loss from common/collective trusts2015-12-31$31,722
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$942,988
Employer contributions (assets) at end of year2015-12-31$942,988
Employer contributions (assets) at beginning of year2015-12-31$998,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,475,388
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 name2015-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2015-12-31042713795
2014 : PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$8,669,395
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,244,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,202,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,281,358
Value of total assets at end of year2014-12-31$76,823,877
Value of total assets at beginning of year2014-12-31$73,399,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,703
Total interest from all sources2014-12-31$29,351
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,095,508
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$3,095,508
Administrative expenses professional fees incurred2014-12-31$31,250
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,841,827
Participant contributions at end of year2014-12-31$684,285
Participant contributions at beginning of year2014-12-31$708,255
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,231,083
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,193,658
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$438,764
Other income not declared elsewhere2014-12-31$37,424
Administrative expenses (other) incurred2014-12-31$4,508
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$3,424,703
Value of net assets at end of year (total assets less liabilities)2014-12-31$76,823,877
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$73,399,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$5,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$63,635,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$60,980,579
Interest on participant loans2014-12-31$29,226
Value of interest in common/collective trusts at end of year2014-12-31$9,340,730
Value of interest in common/collective trusts at beginning of year2014-12-31$8,192,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$933,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,429,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,429,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,051,397
Net investment gain or loss from common/collective trusts2014-12-31$174,357
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$1,000,767
Employer contributions (assets) at end of year2014-12-31$998,975
Employer contributions (assets) at beginning of year2014-12-31$894,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,202,989
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 name2014-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2014-12-31042713795
2013 : PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$16,305,302
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,884,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,862,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,690,537
Value of total assets at end of year2013-12-31$73,399,174
Value of total assets at beginning of year2013-12-31$59,978,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,044
Total interest from all sources2013-12-31$27,706
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,675,870
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$1,675,870
Administrative expenses professional fees incurred2013-12-31$12,500
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$2,788,292
Participant contributions at end of year2013-12-31$708,255
Participant contributions at beginning of year2013-12-31$663,265
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,193,658
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,325,300
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,237
Other income not declared elsewhere2013-12-31$-1,492
Administrative expenses (other) incurred2013-12-31$9,544
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$13,420,571
Value of net assets at end of year (total assets less liabilities)2013-12-31$73,399,174
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$59,978,603
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$60,980,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$48,843,266
Interest on participant loans2013-12-31$27,442
Value of interest in common/collective trusts at end of year2013-12-31$8,192,717
Value of interest in common/collective trusts at beginning of year2013-12-31$7,674,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,429,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$620,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$620,425
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,967,941
Net investment gain or loss from common/collective trusts2013-12-31$-55,260
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$894,008
Employer contributions (assets) at end of year2013-12-31$894,008
Employer contributions (assets) at beginning of year2013-12-31$851,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,862,687
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 name2013-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2013-12-31042713795
2012 : PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$10,729,788
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,765,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,738,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,606,535
Value of total assets at end of year2012-12-31$59,978,603
Value of total assets at beginning of year2012-12-31$52,014,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,316
Total interest from all sources2012-12-31$28,655
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,335,903
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$1,335,903
Administrative expenses professional fees incurred2012-12-31$18,750
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,703,369
Participant contributions at end of year2012-12-31$663,265
Participant contributions at beginning of year2012-12-31$579,969
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,325,300
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,293,762
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$51,750
Other income not declared elsewhere2012-12-31$80,613
Administrative expenses (other) incurred2012-12-31$8,566
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$7,964,006
Value of net assets at end of year (total assets less liabilities)2012-12-31$59,978,603
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$52,014,597
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$48,843,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$42,444,583
Interest on participant loans2012-12-31$28,462
Value of interest in common/collective trusts at end of year2012-12-31$7,674,931
Value of interest in common/collective trusts at beginning of year2012-12-31$6,897,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$620,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,443,127
Net investment gain or loss from common/collective trusts2012-12-31$234,955
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$851,416
Employer contributions (assets) at end of year2012-12-31$851,416
Employer contributions (assets) at beginning of year2012-12-31$798,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,738,466
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 name2012-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2012-12-31042713795
2011 : PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$3,355,536
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,167,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,146,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,302,754
Value of total assets at end of year2011-12-31$52,014,597
Value of total assets at beginning of year2011-12-31$50,826,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,338
Total interest from all sources2011-12-31$21,949
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,118,261
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$1,118,261
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$2,489,790
Participant contributions at end of year2011-12-31$579,969
Participant contributions at beginning of year2011-12-31$435,606
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,293,762
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$373,789
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$14,566
Other income not declared elsewhere2011-12-31$-21,241
Administrative expenses (other) incurred2011-12-31$8,198
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$1,188,375
Value of net assets at end of year (total assets less liabilities)2011-12-31$52,014,597
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$50,826,222
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$12,140
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$42,444,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$40,167,927
Interest on participant loans2011-12-31$21,949
Value of interest in common/collective trusts at end of year2011-12-31$6,897,885
Value of interest in common/collective trusts at beginning of year2011-12-31$9,096,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,265,095
Net investment gain or loss from common/collective trusts2011-12-31$198,908
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$798,398
Employer contributions (assets) at end of year2011-12-31$798,398
Employer contributions (assets) at beginning of year2011-12-31$752,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,146,823
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2011-12-31042713795
2010 : PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS 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$9,274,497
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,100,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,051,501
Value of total corrective distributions2010-12-31$33,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,076,350
Value of total assets at end of year2010-12-31$50,826,222
Value of total assets at beginning of year2010-12-31$42,651,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,973
Total interest from all sources2010-12-31$23,648
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$742,586
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$742,586
Administrative expenses professional fees incurred2010-12-31$14,973
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,320,731
Participant contributions at end of year2010-12-31$435,606
Participant contributions at beginning of year2010-12-31$467,772
Assets. Other investments not covered elsewhere at end of year2010-12-31$373,789
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$235,740
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,246
Other income not declared elsewhere2010-12-31$44,799
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$8,174,488
Value of net assets at end of year (total assets less liabilities)2010-12-31$50,826,222
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$42,651,734
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$40,167,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,916,572
Interest on participant loans2010-12-31$23,648
Value of interest in common/collective trusts at end of year2010-12-31$9,096,527
Value of interest in common/collective trusts at beginning of year2010-12-31$8,327,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,781,091
Net investment gain or loss from common/collective trusts2010-12-31$606,023
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$752,373
Employer contributions (assets) at end of year2010-12-31$752,373
Employer contributions (assets) at beginning of year2010-12-31$704,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,051,501
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 name2010-12-31J.H. COHN, LLP
Accountancy firm EIN2010-12-31221478099
2009 : PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS 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 PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN

2017: PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS 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 filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS 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: PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PHYSICIAN PRACTICE PARTNERS, LLC EMPLOYEES' SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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