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PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 401k Plan overview

Plan NamePRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN
Plan identification number 001

PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PRIMARY CARE CENTERS OF EASTERN KENTUCKY has sponsored the creation of one or more 401k plans.

Company Name:PRIMARY CARE CENTERS OF EASTERN KENTUCKY
Employer identification number (EIN):061685195
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BARRY K. MARTIN
0012016-01-01BARRY K. MARTIN
0012015-01-01BARRY K. MARTIN
0012014-01-01BARRY K. MARTIN
0012013-01-01BARRY K. MARTIN
0012012-01-01BARRY K. MARTIN
0012011-01-01BARRY K. MARTIN
0012010-01-01BARRY K. MARTIN

Plan Statistics for PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN

401k plan membership statisitcs for PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN

Measure Date Value
2022: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01303
Total number of active participants reported on line 7a of the Form 55002022-01-01248
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0158
Total of all active and inactive participants2022-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01306
Number of participants with account balances2022-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01280
Total number of active participants reported on line 7a of the Form 55002021-01-01216
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0157
Total of all active and inactive participants2021-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01273
Number of participants with account balances2021-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01279
Total number of active participants reported on line 7a of the Form 55002020-01-01236
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01276
Number of participants with account balances2020-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01244
Total number of active participants reported on line 7a of the Form 55002019-01-01226
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01258
Number of participants with account balances2019-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01228
Total number of active participants reported on line 7a of the Form 55002018-01-01202
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01233
Number of participants with account balances2018-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01196
Total number of active participants reported on line 7a of the Form 55002017-01-01188
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01215
Number of participants with account balances2017-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01148
Total number of active participants reported on line 7a of the Form 55002016-01-01157
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01180
Number of participants with account balances2016-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01138
Total number of active participants reported on line 7a of the Form 55002015-01-01112
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01134
Number of participants with account balances2015-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01142
Total number of active participants reported on line 7a of the Form 55002014-01-01115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01134
Number of participants with account balances2014-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01142
Total number of active participants reported on line 7a of the Form 55002013-01-01127
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01139
Number of participants with account balances2013-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01116
Total number of active participants reported on line 7a of the Form 55002012-01-01119
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01128
Number of participants with account balances2012-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01120
Total number of active participants reported on line 7a of the Form 55002011-01-01101
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01110
Number of participants with account balances2011-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01122
Total number of active participants reported on line 7a of the Form 55002010-01-01101
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01112
Number of participants with account balances2010-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN

Measure Date Value
2022 : PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-942,803
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$356,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$340,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$967,714
Value of total assets at end of year2022-12-31$9,763,822
Value of total assets at beginning of year2022-12-31$11,062,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,660
Total interest from all sources2022-12-31$11,278
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$580,055
Participant contributions at end of year2022-12-31$263,417
Participant contributions at beginning of year2022-12-31$193,013
Administrative expenses (other) incurred2022-12-31$15,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,299,016
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,763,822
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,062,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,406,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,770,697
Interest on participant loans2022-12-31$11,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$94,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$90,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,921,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$387,659
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$8,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$340,553
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BALDWIN CPAS
Accountancy firm EIN2022-12-31201416603
2021 : PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,348,474
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$95,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$75,271
Expenses. Certain deemed distributions of participant loans2021-12-31$4,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,008,437
Value of total assets at end of year2021-12-31$11,062,838
Value of total assets at beginning of year2021-12-31$8,809,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,724
Total interest from all sources2021-12-31$9,605
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$565,701
Participant contributions at end of year2021-12-31$193,013
Participant contributions at beginning of year2021-12-31$192,086
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$47,139
Administrative expenses (other) incurred2021-12-31$15,724
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$2,253,198
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,062,838
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,809,640
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$10,770,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,535,629
Interest on participant loans2021-12-31$9,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$90,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$81,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,330,432
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$395,597
Employer contributions (assets) at end of year2021-12-31$8,831
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$75,271
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BALDWIN CPAS
Accountancy firm EIN2021-12-31201416603
2020 : PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K 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$2,202,017
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$577,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$564,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$995,012
Value of total assets at end of year2020-12-31$8,809,640
Value of total assets at beginning of year2020-12-31$7,184,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,504
Total interest from all sources2020-12-31$12,294
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$537,177
Participant contributions at end of year2020-12-31$192,086
Participant contributions at beginning of year2020-12-31$190,992
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$100,003
Administrative expenses (other) incurred2020-12-31$12,504
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$1,624,768
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,809,640
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,184,872
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$8,535,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,936,143
Interest on participant loans2020-12-31$12,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$81,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$57,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,194,711
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$357,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$564,745
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BALDWIN CPAS
Accountancy firm EIN2020-12-31201416603
2019 : PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$1,998,392
Total income from all sources (including contributions)2019-12-31$1,998,392
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$311,810
Total of all expenses incurred2019-12-31$311,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$283,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$283,947
Expenses. Certain deemed distributions of participant loans2019-12-31$5,105
Expenses. Certain deemed distributions of participant loans2019-12-31$5,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$801,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$801,287
Value of total assets at end of year2019-12-31$7,184,872
Value of total assets at end of year2019-12-31$7,184,872
Value of total assets at beginning of year2019-12-31$5,498,290
Value of total assets at beginning of year2019-12-31$5,498,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,758
Total interest from all sources2019-12-31$8,161
Total interest from all sources2019-12-31$8,161
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,069
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,069
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,069
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,069
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$473,672
Contributions received from participants2019-12-31$473,672
Participant contributions at end of year2019-12-31$190,992
Participant contributions at end of year2019-12-31$190,992
Participant contributions at beginning of year2019-12-31$124,147
Participant contributions at beginning of year2019-12-31$124,147
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,093
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,093
Administrative expenses (other) incurred2019-12-31$22,758
Administrative expenses (other) incurred2019-12-31$22,758
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
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$1,686,582
Value of net income/loss2019-12-31$1,686,582
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,184,872
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,184,872
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,498,290
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,498,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$6,936,143
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,936,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,321,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,321,507
Interest on participant loans2019-12-31$8,161
Interest on participant loans2019-12-31$8,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$57,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$57,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$52,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$52,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,181,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,181,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$318,522
Contributions received in cash from employer2019-12-31$318,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$283,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$283,947
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BALDWIN CPAS
Accountancy firm name2019-12-31BALDWIN CPAS
Accountancy firm EIN2019-12-31201416603
Accountancy firm EIN2019-12-31201416603
2018 : PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K 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$334,374
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$573,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$551,265
Value of total corrective distributions2018-12-31$1,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$774,895
Value of total assets at end of year2018-12-31$5,498,290
Value of total assets at beginning of year2018-12-31$5,737,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,247
Total interest from all sources2018-12-31$5,507
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$428,477
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$428,477
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$454,414
Participant contributions at end of year2018-12-31$124,147
Participant contributions at beginning of year2018-12-31$109,304
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$33,719
Administrative expenses (other) incurred2018-12-31$21,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-239,142
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,498,290
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,737,432
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$5,321,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,582,476
Interest on participant loans2018-12-31$5,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$52,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$45,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-874,505
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$286,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$551,265
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 name2018-12-31BALDWIN CPAS
Accountancy firm EIN2018-12-31201416603
2017 : PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K 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$1,551,052
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$90,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$73,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$662,795
Value of total assets at end of year2017-12-31$5,737,432
Value of total assets at beginning of year2017-12-31$4,276,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,079
Total interest from all sources2017-12-31$4,986
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$289,384
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$289,384
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$388,595
Participant contributions at end of year2017-12-31$109,304
Participant contributions at beginning of year2017-12-31$115,272
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,175
Administrative expenses (other) incurred2017-12-31$17,079
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$1,460,917
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,737,432
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,276,515
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$5,582,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,136,787
Interest on participant loans2017-12-31$4,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$45,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$24,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$593,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$259,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$73,056
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 name2017-12-31BALDWIN CPAS
Accountancy firm EIN2017-12-31201416603
2016 : PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K 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$890,906
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$148,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$135,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$582,036
Value of total assets at end of year2016-12-31$4,276,515
Value of total assets at beginning of year2016-12-31$3,534,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,465
Total interest from all sources2016-12-31$4,366
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$194,825
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$194,825
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$343,452
Participant contributions at end of year2016-12-31$115,272
Participant contributions at beginning of year2016-12-31$106,023
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,833
Administrative expenses (other) incurred2016-12-31$13,465
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$742,181
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,276,515
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,534,334
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$4,136,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,424,961
Interest on participant loans2016-12-31$4,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$24,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$109,679
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$225,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$135,260
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 name2016-12-31BALDWIN CPAS
Accountancy firm EIN2016-12-31201416603
2015 : PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K 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$444
Total income from all sources (including contributions)2015-12-31$432,211
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$251,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$239,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$463,672
Value of total assets at end of year2015-12-31$3,534,334
Value of total assets at beginning of year2015-12-31$3,354,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,923
Total interest from all sources2015-12-31$3,097
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$234,757
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$234,757
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$284,951
Participant contributions at end of year2015-12-31$106,023
Participant contributions at beginning of year2015-12-31$82,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$444
Administrative expenses (other) incurred2015-12-31$12,923
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$180,266
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,534,334
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,354,068
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$3,424,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,270,650
Interest on participant loans2015-12-31$3,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-269,315
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$178,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$239,022
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 name2015-12-31BALDWIN CPAS
Accountancy firm EIN2015-12-31201416603
2014 : PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$444
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$789,455
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$369,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$361,729
Value of total corrective distributions2014-12-31$444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$651,974
Value of total assets at end of year2014-12-31$3,354,512
Value of total assets at beginning of year2014-12-31$2,934,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,786
Total interest from all sources2014-12-31$2,538
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$163,703
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$163,703
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 period2014-12-31Yes
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$296,626
Participant contributions at end of year2014-12-31$82,750
Participant contributions at beginning of year2014-12-31$58,629
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$171,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$444
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$7,786
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$419,496
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,354,068
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,934,572
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$3,270,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,841,276
Interest on participant loans2014-12-31$2,538
Value of interest in common/collective trusts at end of year2014-12-31$1,112
Value of interest in common/collective trusts at beginning of year2014-12-31$34,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-28,760
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$183,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$361,729
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BALDWIN CPAS
Accountancy firm EIN2014-12-31201416603
2013 : PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$940,799
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$134,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$132,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$427,258
Value of total assets at end of year2013-12-31$2,934,572
Value of total assets at beginning of year2013-12-31$2,128,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,840
Total interest from all sources2013-12-31$2,245
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$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$263,012
Participant contributions at end of year2013-12-31$58,629
Participant contributions at beginning of year2013-12-31$60,613
Administrative expenses (other) incurred2013-12-31$1,840
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$805,984
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,934,572
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,128,588
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$2,841,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,043,171
Interest on participant loans2013-12-31$2,245
Value of interest in common/collective trusts at end of year2013-12-31$34,667
Value of interest in common/collective trusts at beginning of year2013-12-31$24,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$511,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$164,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$132,975
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 name2013-12-31BALDWIN CPAS
Accountancy firm EIN2013-12-31201416603
2012 : PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$656,592
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$140,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$139,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$433,421
Value of total assets at end of year2012-12-31$2,128,588
Value of total assets at beginning of year2012-12-31$1,612,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,140
Total interest from all sources2012-12-31$1,964
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$215,927
Participant contributions at end of year2012-12-31$60,613
Participant contributions at beginning of year2012-12-31$52,420
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$85,289
Administrative expenses (other) incurred2012-12-31$1,140
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$516,181
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,128,588
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,612,407
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$2,043,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,539,922
Interest on participant loans2012-12-31$1,964
Value of interest in common/collective trusts at end of year2012-12-31$24,804
Value of interest in common/collective trusts at beginning of year2012-12-31$20,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$221,207
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$132,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$139,271
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 name2012-12-31BALDWIN CPAS
Accountancy firm EIN2012-12-31201416603
2011 : PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K 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$207,738
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$79,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$77,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$276,717
Value of total assets at end of year2011-12-31$1,612,407
Value of total assets at beginning of year2011-12-31$1,483,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,392
Total interest from all sources2011-12-31$1,841
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$177,918
Participant contributions at end of year2011-12-31$52,420
Participant contributions at beginning of year2011-12-31$18,768
Administrative expenses (other) incurred2011-12-31$1,392
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$128,559
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,612,407
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,483,848
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$1,539,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,445,535
Interest on participant loans2011-12-31$1,841
Value of interest in common/collective trusts at end of year2011-12-31$20,065
Value of interest in common/collective trusts at beginning of year2011-12-31$19,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-70,820
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$98,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$77,787
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 name2011-12-31BALDWIN CPAS
Accountancy firm EIN2011-12-31201416603
2010 : PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$397,238
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$145,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$144,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$257,958
Value of total assets at end of year2010-12-31$1,483,848
Value of total assets at beginning of year2010-12-31$1,232,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,096
Total interest from all sources2010-12-31$769
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$80
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$80
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$168,014
Participant contributions at end of year2010-12-31$18,768
Participant contributions at beginning of year2010-12-31$20,221
Administrative expenses (other) incurred2010-12-31$1,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$251,818
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,483,848
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,232,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,445,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,195,067
Interest on participant loans2010-12-31$769
Value of interest in common/collective trusts at end of year2010-12-31$19,545
Value of interest in common/collective trusts at beginning of year2010-12-31$16,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$138,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$89,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$144,324
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BALDWIN CPAS
Accountancy firm EIN2010-12-31201416603

Form 5500 Responses for PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN

2022: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K 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: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K 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: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K 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: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-LM5N
Policy instance 1
Insurance contract or identification numberGAP-CP-LM5N
Number of Individuals Covered210
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $252
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $126
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-LM5N
Policy instance 1
Insurance contract or identification numberGAP-CP-LM5N
Number of Individuals Covered197
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $302
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $151
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-LM5N
Policy instance 1
Insurance contract or identification numberGAP-CP-LM5N
Number of Individuals Covered191
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $264
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $132
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-LM5N
Policy instance 2
Insurance contract or identification numberGAP-CP-LM5N
Number of Individuals Covered191
Insurance policy start date2019-06-05
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $110
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370116-01
Policy instance 1
Insurance contract or identification number370116-01
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-06-04
Total amount of commissions paid to insurance brokerUSD $140
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $70
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370116-01
Policy instance 1
Insurance contract or identification number370116-01
Number of Individuals Covered14
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $284
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $142
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370116-01
Policy instance 1
Insurance contract or identification number370116-01
Number of Individuals Covered14
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $193
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $111
Insurance broker organization code?3
Insurance broker nameLINSCO/PRIVATE LEDGER CORP
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370116-01
Policy instance 1
Insurance contract or identification number370116-01
Number of Individuals Covered11
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $17
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17
Insurance broker organization code?3
Insurance broker nameUS BANCORP INVESTMENTS INC
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370116-01
Policy instance 2
Insurance contract or identification number370116-01
Number of Individuals Covered9
Insurance policy start date2014-03-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5
Insurance broker organization code?3
Insurance broker nameUS BANCORP INVESTMENTS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-809768
Policy instance 1
Insurance contract or identification numberGA-809768
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $2,356
Total amount of fees paid to insurance companyUSD $348
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,356
Insurance broker organization code?3
Amount paid for insurance broker fees348
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameCREATIVE RETIREMENT SYSTEMS, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-809768
Policy instance 1
Insurance contract or identification numberGA-809768
Number of Individuals Covered87
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,915
Total amount of fees paid to insurance companyUSD $1,140
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,915
Insurance broker organization code?3
Amount paid for insurance broker fees1140
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameCREATIVE RETIREMENT SYSTEMS, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-809768
Policy instance 1
Insurance contract or identification numberGA-809768
Number of Individuals Covered84
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,591
Total amount of fees paid to insurance companyUSD $861
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,591
Insurance broker organization code?3
Amount paid for insurance broker fees861
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameCREATIVE RETIREMENT SYSTEMS, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-809768
Policy instance 1
Insurance contract or identification numberGA-809768
Number of Individuals Covered72
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,430
Total amount of fees paid to insurance companyUSD $1,563
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-809768
Policy instance 1
Insurance contract or identification numberGA-809768
Number of Individuals Covered70
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,514
Total amount of fees paid to insurance companyUSD $1,511
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,514
Amount paid for insurance broker fees911
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker organization code?3
Insurance broker nameCREATIVE RETIREMENT SYSTEMS, INC.

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