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PRACTICE FUSION, INC. 401(K) PLAN 401k Plan overview

Plan NamePRACTICE FUSION, INC. 401(K) PLAN
Plan identification number 001

PRACTICE FUSION, INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

PRACTICE FUSION, INC. has sponsored the creation of one or more 401k plans.

Company Name:PRACTICE FUSION, INC.
Employer identification number (EIN):043838148
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRACTICE FUSION, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012018-01-01
0012017-01-01BRYAN JACOBSON
0012016-01-01BRYAN JACOBSON
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01RYAN HOWARD RYAN HOWARD2013-10-10
0012011-01-01RYAN HOWARD2012-05-08
0012010-01-01RYAN HOWARD2011-07-07

Plan Statistics for PRACTICE FUSION, INC. 401(K) PLAN

401k plan membership statisitcs for PRACTICE FUSION, INC. 401(K) PLAN

Measure Date Value
2018: PRACTICE FUSION, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01323
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PRACTICE FUSION, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01319
Total number of active participants reported on line 7a of the Form 55002017-01-01212
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01111
Total of all active and inactive participants2017-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01323
Number of participants with account balances2017-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PRACTICE FUSION, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01410
Total number of active participants reported on line 7a of the Form 55002016-01-01206
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01113
Total of all active and inactive participants2016-01-01319
Total participants2016-01-01319
Number of participants with account balances2016-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PRACTICE FUSION, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01411
Total number of active participants reported on line 7a of the Form 55002015-01-01309
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01101
Total of all active and inactive participants2015-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01410
Number of participants with account balances2015-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PRACTICE FUSION, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01364
Total number of active participants reported on line 7a of the Form 55002014-01-01327
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0180
Total of all active and inactive participants2014-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01407
Number of participants with account balances2014-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PRACTICE FUSION, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01229
Total number of active participants reported on line 7a of the Form 55002013-01-01328
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01354
Number of participants with account balances2013-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PRACTICE FUSION, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01133
Total number of active participants reported on line 7a of the Form 55002012-01-01223
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01230
Number of participants with account balances2012-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on PRACTICE FUSION, INC. 401(K) PLAN

Measure Date Value
2018 : PRACTICE FUSION, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-11-30$506,301
Total of all expenses incurred2018-11-30$10,891,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-11-30$10,828,562
Value of total corrective distributions2018-11-30$18,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-11-30$338,423
Value of total assets at end of year2018-11-30$0
Value of total assets at beginning of year2018-11-30$10,385,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-11-30$44,223
Total interest from all sources2018-11-30$1,942
Total dividends received (eg from common stock, registered investment company shares)2018-11-30$32,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-11-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-11-30$0
Total dividends received from registered investment company shares (eg mutual funds)2018-11-30$32,796
Administrative expenses professional fees incurred2018-11-30$25,827
Was this plan covered by a fidelity bond2018-11-30Yes
Value of fidelity bond cover2018-11-30$500,000
If this is an individual account plan, was there a blackout period2018-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
Were there any nonexempt tranactions with any party-in-interest2018-11-30No
Contributions received from participants2018-11-30$181,491
Participant contributions at end of year2018-11-30$0
Participant contributions at beginning of year2018-11-30$84,306
Income. Received or receivable in cash from other sources (including rollovers)2018-11-30$156,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Value of net income/loss2018-11-30$-10,385,365
Value of net assets at end of year (total assets less liabilities)2018-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2018-11-30$10,385,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-11-30No
Were any leases to which the plan was party in default or uncollectible2018-11-30No
Investment advisory and management fees2018-11-30$18,396
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-11-30$9,951,346
Interest on participant loans2018-11-30$704
Interest earned on other investments2018-11-30$1,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-11-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-11-30$349,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-11-30$133,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-11-30No
Was there a failure to transmit to the plan any participant contributions2018-11-30No
Has the plan failed to provide any benefit when due under the plan2018-11-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-11-30$10,828,562
Did the plan have assets held for investment2018-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-11-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-11-30Yes
Opinion of an independent qualified public accountant for this plan2018-11-30Disclaimer
Accountancy firm name2018-11-30MOSS ADAMS LLP
Accountancy firm EIN2018-11-30910189318
2017 : PRACTICE FUSION, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,946,145
Total of all expenses incurred2017-12-31$1,319,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,266,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,285,761
Value of total assets at end of year2017-12-31$10,385,365
Value of total assets at beginning of year2017-12-31$7,758,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$52,772
Total interest from all sources2017-12-31$7,318
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$289,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$289,515
Administrative expenses professional fees incurred2017-12-31$30,952
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,021,848
Participant contributions at end of year2017-12-31$84,306
Participant contributions at beginning of year2017-12-31$129,962
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$263,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,626,835
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,385,365
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,758,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$21,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,951,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,393,166
Interest on participant loans2017-12-31$3,806
Interest earned on other investments2017-12-31$3,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$349,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$235,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,363,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,266,538
Contract administrator fees2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : PRACTICE FUSION, INC. 401(K) PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,789
Total income from all sources (including contributions)2016-12-31$2,714,208
Total of all expenses incurred2016-12-31$1,813,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,786,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,139,866
Value of total assets at end of year2016-12-31$7,758,530
Value of total assets at beginning of year2016-12-31$6,863,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,579
Total interest from all sources2016-12-31$4,752
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$186,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$186,671
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
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$1,951,519
Participant contributions at end of year2016-12-31$129,962
Participant contributions at beginning of year2016-12-31$164,513
Participant contributions at beginning of year2016-12-31$73,826
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$188,347
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$4,789
Administrative expenses (other) incurred2016-12-31$3,875
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$900,224
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,758,530
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,858,306
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$7,393,166
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,418,369
Interest on participant loans2016-12-31$4,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$235,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$206,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$382,919
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,786,405
Contract administrator fees2016-12-31$23,704
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : PRACTICE FUSION, INC. 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,789
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$512
Total income from all sources (including contributions)2015-12-31$2,506,344
Total of all expenses incurred2015-12-31$698,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$686,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,633,780
Value of total assets at end of year2015-12-31$6,863,095
Value of total assets at beginning of year2015-12-31$5,051,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,253
Total interest from all sources2015-12-31$6,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$6,143
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
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$2,394,621
Participant contributions at end of year2015-12-31$164,513
Participant contributions at beginning of year2015-12-31$115,744
Participant contributions at end of year2015-12-31$73,826
Participant contributions at beginning of year2015-12-31$85,557
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$239,159
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$4,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$512
Other income not declared elsewhere2015-12-31$1,864
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$1,807,547
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,858,306
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,050,759
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 pooled separate accounts at end of year2015-12-31$6,418,369
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,692,462
Interest on participant loans2015-12-31$4,328
Interest earned on other investments2015-12-31$8
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$206,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$157,508
Net investment gain/loss from pooled separate accounts2015-12-31$-135,886
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$686,544
Contract administrator fees2015-12-31$6,110
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : PRACTICE FUSION, INC. 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$512
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,901
Total income from all sources (including contributions)2014-12-31$2,900,126
Total of all expenses incurred2014-12-31$588,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$582,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,674,927
Value of total assets at end of year2014-12-31$5,051,271
Value of total assets at beginning of year2014-12-31$2,742,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,592
Total interest from all sources2014-12-31$5,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,795
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$2,183,777
Participant contributions at end of year2014-12-31$115,744
Participant contributions at beginning of year2014-12-31$69,840
Participant contributions at end of year2014-12-31$85,557
Participant contributions at beginning of year2014-12-31$58,168
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$491,150
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$76
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,901
Other income not declared elsewhere2014-12-31$326
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$2,311,295
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,050,759
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,739,464
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 pooled separate accounts at end of year2014-12-31$4,692,462
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,492,131
Interest on participant loans2014-12-31$3,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$157,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$122,150
Net investment gain/loss from pooled separate accounts2014-12-31$219,702
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$582,239
Contract administrator fees2014-12-31$2,797
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : PRACTICE FUSION, INC. 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,901
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,313
Total income from all sources (including contributions)2013-12-31$1,873,388
Total of all expenses incurred2013-12-31$226,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$221,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,538,467
Value of total assets at end of year2013-12-31$2,742,365
Value of total assets at beginning of year2013-12-31$1,095,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,475
Total interest from all sources2013-12-31$3,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$1,370,546
Participant contributions at end of year2013-12-31$69,840
Participant contributions at end of year2013-12-31$58,168
Participant contributions at beginning of year2013-12-31$38,377
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$167,921
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$76
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,901
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3,313
Administrative expenses (other) incurred2013-12-31$166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,647,031
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,739,464
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,092,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,249
Value of interest in pooled separate accounts at end of year2013-12-31$2,492,131
Value of interest in pooled separate accounts at beginning of year2013-12-31$917,470
Interest on participant loans2013-12-31$1,619
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$122,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$139,899
Net investment gain/loss from pooled separate accounts2013-12-31$331,768
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$221,882
Contract administrator fees2013-12-31$3,060
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : PRACTICE FUSION, INC. 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,313
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$864,402
Total of all expenses incurred2012-12-31$50,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$46,666
Value of total corrective distributions2012-12-31$3,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$806,418
Value of total assets at end of year2012-12-31$1,095,746
Value of total assets at beginning of year2012-12-31$278,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$470
Total interest from all sources2012-12-31$278
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$25,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$574,603
Participant contributions at end of year2012-12-31$38,377
Participant contributions at beginning of year2012-12-31$7,740
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$231,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$813,953
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,092,433
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$278,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$150
Value of interest in pooled separate accounts at end of year2012-12-31$917,470
Value of interest in pooled separate accounts at beginning of year2012-12-31$269,861
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$139,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$879
Net investment gain/loss from pooled separate accounts2012-12-31$57,706
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$46,666
Contract administrator fees2012-12-31$320
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318

Form 5500 Responses for PRACTICE FUSION, INC. 401(K) PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number945863-01
Policy instance 1
Insurance contract or identification number945863-01
Number of Individuals Covered18
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number945863-01
Policy instance 1
Insurance contract or identification number945863-01
Number of Individuals Covered346
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,155
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,155
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number945863-01
Policy instance 1
Insurance contract or identification number945863-01
Number of Individuals Covered329
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,200
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16245
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number945863-01
Policy instance 1
Insurance contract or identification number945863-01
Number of Individuals Covered235
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,454
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4314
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
Insurance broker nameWS & CO.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number945863-01
Policy instance 1
Insurance contract or identification number945863-01
Number of Individuals Covered163
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $576
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees576
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
Insurance broker nameFINANCIAL TELESIS JHW FINANCIAL SVC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-814713
Policy instance 2
Insurance contract or identification numberGA-814713
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,349
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees178
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker namePLAN DESIGN CONSULTANTS INC

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