401k Plan data: HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN plan

HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN
Plan identification number	004

HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

HIGHLAND MEDICAL PC has sponsored the creation of one or more 401k plans.

Company Name: HIGHLAND MEDICAL PC

Employer identification number (EIN): 134034481

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 JOHN BURKE
004 2017-01-01 JOHN BURKE
004 2016-01-01 JOHN BURKE 2017-10-16
004 2015-01-01 JOHN BURKE 2016-10-14
004 2014-01-01 JOHN BURKE 2015-10-15
004 2013-01-01 JOHN BURKE 2014-10-15
004 2012-01-01 JOHN BURKE 2013-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2022-01-01
004	2021-01-01
004	2020-01-01
004	2019-01-01
004	2018-01-01
004	2017-01-01	JOHN BURKE
004	2017-01-01	JOHN BURKE
004	2016-01-01	JOHN BURKE	2017-10-16
004	2015-01-01	JOHN BURKE	2016-10-14
004	2014-01-01	JOHN BURKE	2015-10-15
004	2013-01-01	JOHN BURKE	2014-10-15
004	2012-01-01	JOHN BURKE	2013-10-15

Plan Statistics for HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN

Measure Date Value
2022: HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 323
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 199
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 76
Total of all active and inactive participants 2022-01-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 279
Number of participants with account balances 2022-01-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 324
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 258
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 61
Total of all active and inactive participants 2021-01-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 323
Number of participants with account balances 2021-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 246
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 193
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 130
Total of all active and inactive participants 2020-01-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 324
Number of participants with account balances 2020-01-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 201
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 44
Total of all active and inactive participants 2019-01-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 246
Number of participants with account balances 2019-01-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 183
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 33
Total of all active and inactive participants 2018-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 218
Number of participants with account balances 2018-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 153
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 184
Number of participants with account balances 2017-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2

Measure	Date	Value
2022: HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	323
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	199
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	76
Total of all active and inactive participants	2022-01-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	279
Number of participants with account balances	2022-01-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	324
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	258
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	61
Total of all active and inactive participants	2021-01-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	323
Number of participants with account balances	2021-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	246
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	193
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	130
Total of all active and inactive participants	2020-01-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	324
Number of participants with account balances	2020-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	201
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	44
Total of all active and inactive participants	2019-01-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	246
Number of participants with account balances	2019-01-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	183
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	33
Total of all active and inactive participants	2018-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	218
Number of participants with account balances	2018-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	153
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	184
Number of participants with account balances	2017-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2

Financial Data on HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-561,045
Total of all expenses incurred	2022-12-31	$1,580,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,541,721
Expenses. Certain deemed distributions of participant loans	2022-12-31	$2,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,850,041
Value of total assets at end of year	2022-12-31	$18,513,489
Value of total assets at beginning of year	2022-12-31	$20,654,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$36,494
Total interest from all sources	2022-12-31	$3,696
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$455,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$455,310
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,419,083
Participant contributions at end of year	2022-12-31	$71,951
Participant contributions at beginning of year	2022-12-31	$56,556
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$517,859
Administrative expenses (other) incurred	2022-12-31	$26,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,141,310
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$18,513,489
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$20,654,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$17,257,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$19,410,443
Interest on participant loans	2022-12-31	$3,519
Interest earned on other investments	2022-12-31	$177
Value of interest in common/collective trusts at end of year	2022-12-31	$259,148
Value of interest in common/collective trusts at beginning of year	2022-12-31	$308,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$12,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$28,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,874,361
Net investment gain or loss from common/collective trusts	2022-12-31	$4,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$913,099
Employer contributions (assets) at end of year	2022-12-31	$913,099
Employer contributions (assets) at beginning of year	2022-12-31	$850,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,541,721
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2022-12-31	271728945
2021 : HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$5,369,831
Total of all expenses incurred	2021-12-31	$833,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$791,985
Expenses. Certain deemed distributions of participant loans	2021-12-31	$6,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,184,677
Value of total assets at end of year	2021-12-31	$20,654,799
Value of total assets at beginning of year	2021-12-31	$16,118,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$35,838
Total interest from all sources	2021-12-31	$4,286
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$349,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$349,238
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,270,930
Participant contributions at end of year	2021-12-31	$56,556
Participant contributions at beginning of year	2021-12-31	$61,753
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$359,042
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$25,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,535,885
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$20,654,799
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$16,118,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$19,410,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$15,791,244
Interest on participant loans	2021-12-31	$3,617
Interest earned on other investments	2021-12-31	$669
Value of interest in common/collective trusts at end of year	2021-12-31	$308,270
Value of interest in common/collective trusts at beginning of year	2021-12-31	$247,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$28,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$18,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,827,530
Net investment gain or loss from common/collective trusts	2021-12-31	$4,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,554,705
Employer contributions (assets) at end of year	2021-12-31	$850,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$791,985
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PFK O'CONNOR DAVIES, LLP
Accountancy firm EIN	2021-12-31	271728945
2020 : HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$4,142,173
Total of all expenses incurred	2020-12-31	$420,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$392,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,931,071
Value of total assets at end of year	2020-12-31	$16,118,914
Value of total assets at beginning of year	2020-12-31	$12,397,480
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$28,290
Total interest from all sources	2020-12-31	$3,978
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$274,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$274,885
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,171,671
Participant contributions at end of year	2020-12-31	$61,753
Participant contributions at beginning of year	2020-12-31	$89,790
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$7,698
Administrative expenses (other) incurred	2020-12-31	$18,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,721,434
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$16,118,914
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,397,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$15,791,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,159,167
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$128,493
Interest on participant loans	2020-12-31	$3,853
Interest earned on other investments	2020-12-31	$125
Value of interest in common/collective trusts at end of year	2020-12-31	$247,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$18,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$20,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,929,779
Net investment gain/loss from pooled separate accounts	2020-12-31	$2,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$751,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$392,449
Contract administrator fees	2020-12-31	$10,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PFK O'CONNOR DAVIES, LLP
Accountancy firm EIN	2020-12-31	271728945
2019 : HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$3,898,463
Total of all expenses incurred	2019-12-31	$638,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$604,206
Expenses. Certain deemed distributions of participant loans	2019-12-31	$27
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,863,120
Value of total assets at end of year	2019-12-31	$12,397,480
Value of total assets at beginning of year	2019-12-31	$9,137,497
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$34,247
Total interest from all sources	2019-12-31	$5,875
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$235,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$235,682
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,154,422
Participant contributions at end of year	2019-12-31	$89,790
Participant contributions at beginning of year	2019-12-31	$119,798
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$22,940
Other income not declared elsewhere	2019-12-31	$174
Administrative expenses (other) incurred	2019-12-31	$24,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,259,983
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,397,480
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,137,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,159,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,890,161
Value of interest in pooled separate accounts at end of year	2019-12-31	$128,493
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$108,309
Interest on participant loans	2019-12-31	$5,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$20,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$19,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,791,402
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$685,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$604,206
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2019-12-31	271728945
2018 : HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,462,078
Total of all expenses incurred	2018-12-31	$659,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$620,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,988,659
Value of total assets at end of year	2018-12-31	$9,137,497
Value of total assets at beginning of year	2018-12-31	$8,334,968
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$38,892
Total interest from all sources	2018-12-31	$3,850
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$191,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$191,810
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$990,454
Participant contributions at end of year	2018-12-31	$119,798
Participant contributions at beginning of year	2018-12-31	$53,169
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$430,475
Administrative expenses (other) incurred	2018-12-31	$28,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$802,529
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,137,497
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,334,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$10,865
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$8,890,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,115,133
Value of interest in pooled separate accounts at end of year	2018-12-31	$108,309
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$147,434
Interest on participant loans	2018-12-31	$3,736
Interest earned on other investments	2018-12-31	$114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$19,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$19,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-723,849
Net investment gain/loss from pooled separate accounts	2018-12-31	$1,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$567,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$620,657
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2018-12-31	271728945
2017 : HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,033,296
Total of all expenses incurred	2017-12-31	$100,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$68,665
Value of total corrective distributions	2017-12-31	$695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,006,091
Value of total assets at end of year	2017-12-31	$8,910,683
Value of total assets at beginning of year	2017-12-31	$5,977,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$30,668
Total interest from all sources	2017-12-31	$2,348
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$138,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$138,755
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$979,378
Participant contributions at end of year	2017-12-31	$53,169
Participant contributions at beginning of year	2017-12-31	$41,351
Participant contributions at end of year	2017-12-31	$15,702
Participant contributions at beginning of year	2017-12-31	$66,710
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$466,700
Administrative expenses (other) incurred	2017-12-31	$21,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,933,268
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,910,683
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,977,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$9,322
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,115,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,384,256
Value of interest in pooled separate accounts at end of year	2017-12-31	$147,434
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$86,603
Interest on participant loans	2017-12-31	$2,127
Interest earned on other investments	2017-12-31	$221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$19,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$25,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$884,906
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$560,013
Employer contributions (assets) at end of year	2017-12-31	$560,013
Employer contributions (assets) at beginning of year	2017-12-31	$373,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$68,665
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2017-12-31	271728945

Form 5500 Responses for HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN

2022: HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080406

Policy instance

Insurance contract or identification number	TT080406
Number of Individuals Covered	241
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080406

Policy instance

Insurance contract or identification number	TT080406
Number of Individuals Covered	217
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080406

Policy instance

Insurance contract or identification number	TT080406
Number of Individuals Covered	262
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080406

Policy instance

Insurance contract or identification number	TT080406
Number of Individuals Covered	246
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080406

Policy instance

Insurance contract or identification number	TT080406
Number of Individuals Covered	218
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080406

Policy instance

Insurance contract or identification number	TT080406
Number of Individuals Covered	184
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	HIGHLAND MEDICAL PC
Employer identification number (EIN):	134034481
NAIC Classification:	622000
NAIC Description:	Hospitals