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UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 401k Plan overview

Plan NameUNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN
Plan identification number 002

UNIVERSITY EMERGENCY MEDICINE FOUNDATION 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.
  • 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

BROWN EMERGENCY MEDICINE has sponsored the creation of one or more 401k plans.

Company Name:BROWN EMERGENCY MEDICINE
Employer identification number (EIN):050486254
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about BROWN EMERGENCY MEDICINE

Jurisdiction of Incorporation: Secretary of State Rhode Island
Incorporation Date:
Company Identification Number: 000086114

More information about BROWN EMERGENCY MEDICINE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01JEREMIAH SCHUUR, MD, MHS2022-09-06
0022020-01-01JAY SCHUUR2021-07-22
0022019-01-01EDWARD O'DONNELL2020-06-23
0022018-01-01EDWARD O'DONNELL2019-07-09
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01KEITH NEAL
0022013-01-01KEITH NEAL
0022012-01-01KEITH NEAL
0022011-01-01JAMES BERRY

Plan Statistics for UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN

401k plan membership statisitcs for UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN

Measure Date Value
2021: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01464
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01479
Total number of active participants reported on line 7a of the Form 55002020-01-01294
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01170
Total of all active and inactive participants2020-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01464
Number of participants with account balances2020-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01465
Total number of active participants reported on line 7a of the Form 55002019-01-01335
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01142
Total of all active and inactive participants2019-01-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01477
Number of participants with account balances2019-01-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01532
Total number of active participants reported on line 7a of the Form 55002018-01-01347
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01116
Total of all active and inactive participants2018-01-01463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01463
Number of participants with account balances2018-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0121
2017: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01510
Total number of active participants reported on line 7a of the Form 55002017-01-01340
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01190
Total of all active and inactive participants2017-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01530
Number of participants with account balances2017-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0120
2016: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01417
Total number of active participants reported on line 7a of the Form 55002016-01-01328
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01176
Total of all active and inactive participants2016-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01504
Number of participants with account balances2016-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01331
Total number of active participants reported on line 7a of the Form 55002015-01-01283
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01132
Total of all active and inactive participants2015-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01415
Number of participants with account balances2015-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01277
Total number of active participants reported on line 7a of the Form 55002014-01-01272
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0159
Total of all active and inactive participants2014-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01331
Number of participants with account balances2014-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01243
Total number of active participants reported on line 7a of the Form 55002013-01-01244
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01275
Number of participants with account balances2013-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01203
Total number of active participants reported on line 7a of the Form 55002012-01-01216
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01237
Number of participants with account balances2012-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-010
Total number of active participants reported on line 7a of the Form 55002011-01-01155
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0147
Total of all active and inactive participants2011-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01202
Number of participants with account balances2011-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN

Measure Date Value
2021 : UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$151,608,650
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$28,087,041
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,867,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,804,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,808,973
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$127,389,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$62,942
Total interest from all sources2021-12-31$17,033
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,945,746
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$11,945,746
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,196,501
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$368,351
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$122,657
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$197,472
Administrative expenses (other) incurred2021-12-31$62,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$24,219,146
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$127,389,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$120,608,045
Interest on participant loans2021-12-31$17,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,604,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,604,420
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,315,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,415,000
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$2,686,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,804,953
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KAHN, LTIWIN, AND RENZA & CO. LTD
Accountancy firm EIN2021-12-31050409384
2020 : UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$25,495,247
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,848,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,842,334
Expenses. Certain deemed distributions of participant loans2020-12-31$9,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,911,496
Value of total assets at end of year2020-12-31$127,389,504
Value of total assets at beginning of year2020-12-31$113,742,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$-2,955
Total interest from all sources2020-12-31$25,107
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,169,201
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,169,201
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,179,333
Participant contributions at end of year2020-12-31$368,351
Participant contributions at beginning of year2020-12-31$451,623
Participant contributions at end of year2020-12-31$122,657
Participant contributions at beginning of year2020-12-31$129,275
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$341,130
Administrative expenses (other) incurred2020-12-31$-2,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$13,646,865
Value of net assets at end of year (total assets less liabilities)2020-12-31$127,389,504
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$113,742,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$120,608,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$108,914,111
Interest on participant loans2020-12-31$20,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,604,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,558,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,558,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,389,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,391,033
Employer contributions (assets) at end of year2020-12-31$2,686,031
Employer contributions (assets) at beginning of year2020-12-31$2,689,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,842,334
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KAHN, LTIWIN, AND RENZA & CO. LTD
Accountancy firm EIN2020-12-31050409384
2019 : UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$29,133,666
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,631,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,626,252
Value of total corrective distributions2019-12-31$1,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,964,088
Value of total assets at end of year2019-12-31$113,742,639
Value of total assets at beginning of year2019-12-31$87,240,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,496
Total interest from all sources2019-12-31$44,525
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,977,157
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,977,157
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,159,127
Participant contributions at end of year2019-12-31$451,623
Participant contributions at beginning of year2019-12-31$457,128
Participant contributions at end of year2019-12-31$129,275
Participant contributions at beginning of year2019-12-31$196,054
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$404,382
Administrative expenses (other) incurred2019-12-31$4,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$26,501,795
Value of net assets at end of year (total assets less liabilities)2019-12-31$113,742,639
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$87,240,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$108,914,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$82,988,187
Interest on participant loans2019-12-31$18,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,558,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$960,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$960,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$25,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,147,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,400,579
Employer contributions (assets) at end of year2019-12-31$2,689,334
Employer contributions (assets) at beginning of year2019-12-31$2,638,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,626,252
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KAHN, LTIWIN, AND RENZA & CO. LTD
Accountancy firm EIN2019-12-31050409384
2018 : UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,249,163
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,601,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,557,010
Expenses. Certain deemed distributions of participant loans2018-12-31$18,645
Value of total corrective distributions2018-12-31$41,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,452,051
Value of total assets at end of year2018-12-31$87,240,844
Value of total assets at beginning of year2018-12-31$88,592,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$-15,982
Total interest from all sources2018-12-31$28,486
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,888,143
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,888,143
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,820,947
Participant contributions at end of year2018-12-31$457,128
Participant contributions at beginning of year2018-12-31$324,083
Participant contributions at end of year2018-12-31$196,054
Participant contributions at beginning of year2018-12-31$208,657
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$386,711
Administrative expenses (other) incurred2018-12-31$-15,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,351,918
Value of net assets at end of year (total assets less liabilities)2018-12-31$87,240,844
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$88,592,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$82,988,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$84,636,911
Interest on participant loans2018-12-31$13,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$960,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$982,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$982,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$15,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,119,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,244,393
Employer contributions (assets) at end of year2018-12-31$2,638,630
Employer contributions (assets) at beginning of year2018-12-31$2,440,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,557,010
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PICCERELLI, GILSTEIN & CO. LLP
Accountancy firm EIN2018-12-31050353162
2017 : UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$20,900,881
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,873,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,919,291
Value of total corrective distributions2017-12-31$360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,804,094
Value of total assets at end of year2017-12-31$88,592,762
Value of total assets at beginning of year2017-12-31$69,565,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$-45,863
Total interest from all sources2017-12-31$17,575
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,325,240
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,325,240
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$2,648,141
Participant contributions at end of year2017-12-31$324,083
Participant contributions at beginning of year2017-12-31$389,472
Participant contributions at end of year2017-12-31$208,657
Participant contributions at beginning of year2017-12-31$190,003
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$241,403
Administrative expenses (other) incurred2017-12-31$-45,863
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$19,027,093
Value of net assets at end of year (total assets less liabilities)2017-12-31$88,592,762
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$69,565,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$84,636,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$64,956,071
Interest on participant loans2017-12-31$10,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$982,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,718,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,718,366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,753,972
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,914,550
Employer contributions (assets) at end of year2017-12-31$2,440,549
Employer contributions (assets) at beginning of year2017-12-31$2,311,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,919,291
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 name2017-12-31PICCERELLI, GILSTEIN & CO. LLP
Accountancy firm EIN2017-12-31050353162
2016 : UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$11,782,271
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$763,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$759,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,070,110
Value of total assets at end of year2016-12-31$69,565,669
Value of total assets at beginning of year2016-12-31$58,546,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,594
Total interest from all sources2016-12-31$11,817
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,890,366
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,890,366
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$2,441,308
Participant contributions at end of year2016-12-31$389,472
Participant contributions at beginning of year2016-12-31$396,122
Participant contributions at end of year2016-12-31$190,003
Participant contributions at beginning of year2016-12-31$180,340
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$230,897
Administrative expenses (other) incurred2016-12-31$3,594
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$11,019,060
Value of net assets at end of year (total assets less liabilities)2016-12-31$69,565,669
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$58,546,609
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$64,956,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$53,555,960
Interest on participant loans2016-12-31$10,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,718,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,263,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,263,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,809,978
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$4,397,905
Employer contributions (assets) at end of year2016-12-31$2,311,757
Employer contributions (assets) at beginning of year2016-12-31$2,151,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$759,617
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 name2016-12-31PICCERELLI, GILSTEIN & CO. LLP
Accountancy firm EIN2016-12-31050353162
2015 : UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) 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$6,099,538
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,348,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,330,096
Expenses. Certain deemed distributions of participant loans2015-12-31$15,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,763,669
Value of total assets at end of year2015-12-31$58,546,609
Value of total assets at beginning of year2015-12-31$54,795,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,170
Total interest from all sources2015-12-31$13,056
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,132,462
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,132,462
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$2,385,486
Participant contributions at end of year2015-12-31$396,122
Participant contributions at beginning of year2015-12-31$431,641
Participant contributions at end of year2015-12-31$180,340
Participant contributions at beginning of year2015-12-31$2,926
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$73,811
Administrative expenses (other) incurred2015-12-31$3,170
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$3,750,889
Value of net assets at end of year (total assets less liabilities)2015-12-31$58,546,609
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$54,795,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$53,555,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$51,539,392
Interest on participant loans2015-12-31$11,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,263,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$817,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$817,944
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,809,649
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$4,304,372
Employer contributions (assets) at end of year2015-12-31$2,151,084
Employer contributions (assets) at beginning of year2015-12-31$2,003,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,330,096
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 name2015-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2015-12-31050409384
2014 : UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$24,416
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$11,529,770
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$253,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$252,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,444,412
Value of total assets at end of year2014-12-31$54,795,720
Value of total assets at beginning of year2014-12-31$43,495,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,722
Total interest from all sources2014-12-31$14,144
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,954,333
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,954,333
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$2,042,623
Participant contributions at end of year2014-12-31$431,641
Participant contributions at beginning of year2014-12-31$443,520
Participant contributions at end of year2014-12-31$2,926
Participant contributions at beginning of year2014-12-31$145,069
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,411,692
Administrative expenses (other) incurred2014-12-31$1,722
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$11,275,894
Value of net assets at end of year (total assets less liabilities)2014-12-31$54,795,720
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$43,495,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$51,539,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$40,527,434
Interest on participant loans2014-12-31$13,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$817,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$599,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$599,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$116,881
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,990,097
Employer contributions (assets) at end of year2014-12-31$2,003,817
Employer contributions (assets) at beginning of year2014-12-31$1,779,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$252,154
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 name2014-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2014-12-31050409384
2013 : UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$22,442
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$13,319,423
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$223,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$210,910
Value of total corrective distributions2013-12-31$6,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,150,499
Value of total assets at end of year2013-12-31$43,495,410
Value of total assets at beginning of year2013-12-31$30,377,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,065
Total interest from all sources2013-12-31$9,223
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,238,938
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,238,938
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$1,799,477
Participant contributions at end of year2013-12-31$443,520
Participant contributions at beginning of year2013-12-31$248,530
Participant contributions at end of year2013-12-31$145,069
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,808,256
Administrative expenses (other) incurred2013-12-31$6,065
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$13,095,929
Value of net assets at end of year (total assets less liabilities)2013-12-31$43,495,410
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$30,377,039
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$40,527,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$29,460,978
Interest on participant loans2013-12-31$9,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$599,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$667,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$667,531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$97
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,920,763
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,542,766
Employer contributions (assets) at end of year2013-12-31$1,779,970
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$210,910
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 name2013-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2013-12-31050409384
2012 : UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$1,721,335
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$9,904,115
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,412,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,405,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,823,930
Value of total assets at end of year2012-12-31$30,377,039
Value of total assets at beginning of year2012-12-31$20,164,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,552
Total interest from all sources2012-12-31$4,369
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$715,352
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$715,352
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$1,647,070
Participant contributions at end of year2012-12-31$248,530
Participant contributions at beginning of year2012-12-31$137,128
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$499,017
Administrative expenses (other) incurred2012-12-31$7,552
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$8,491,233
Value of net assets at end of year (total assets less liabilities)2012-12-31$30,377,039
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,164,471
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$29,460,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,048,710
Interest on participant loans2012-12-31$4,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$667,531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$978,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$978,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$71
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,360,464
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$4,677,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,405,330
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 name2012-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2012-12-31050409384
2011 : UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) 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$2,568,880
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$10,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,579,108
Value of total assets at end of year2011-12-31$20,164,471
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,249
Total interest from all sources2011-12-31$422
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$418,296
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$418,296
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$741,683
Participant contributions at end of year2011-12-31$137,128
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$139,882
Administrative expenses (other) incurred2011-12-31$9,249
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$2,558,272
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,164,471
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,048,710
Interest on participant loans2011-12-31$402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$978,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$571,054
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$697,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,359
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 name2011-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2011-12-31050409384

Form 5500 Responses for UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN

2021: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY EMERGENCY MEDICINE FOUNDATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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

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