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Plan Name | ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LHHN MEDICAL, P.C. |
Employer identification number (EIN): | 134121055 |
Additional information about LHHN MEDICAL, P.C.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2000-01-07 |
Company Identification Number: | 2458609 |
Legal Registered Office Address: |
55 WATER ST NEW YORK NEW YORK United States of America (USA) 10041 |
More information about LHHN MEDICAL, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2015-01-01 | MYRON SPEKTOR | |||
001 | 2014-01-01 | MARK MOYNIHAN | |||
001 | 2013-01-01 | MARK MOYNIHAN | |||
001 | 2012-01-01 | BARBARA GILBRIDE | BARBARA GILBRIDE | 2013-10-15 | |
001 | 2011-01-01 | WILLIAM MYHRE | |||
001 | 2009-01-01 | EMILE ONDRUS | EMILE ONDRUS | 2010-09-08 | |
001 | 2009-01-01 | EMILE ONDRUS | EMILE ONDRUS | 2010-09-01 | |
001 | 2009-01-01 | EMILE ONDRUS |
Measure | Date | Value |
---|---|---|
2015: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 2,020 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,447 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 104 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 442 |
Total of all active and inactive participants | 2015-01-01 | 1,993 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 7 |
Total participants | 2015-01-01 | 2,000 |
Number of participants with account balances | 2015-01-01 | 1,420 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 8 |
2014: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,811 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,511 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 62 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 421 |
Total of all active and inactive participants | 2014-01-01 | 1,994 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 6 |
Total participants | 2014-01-01 | 2,000 |
Number of participants with account balances | 2014-01-01 | 1,449 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 10 |
2013: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 343 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,507 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 288 |
Total of all active and inactive participants | 2013-01-01 | 1,804 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 1,808 |
Number of participants with account balances | 2013-01-01 | 1,004 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
2012: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 369 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 317 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 26 |
Total of all active and inactive participants | 2012-01-01 | 343 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 343 |
Number of participants with account balances | 2012-01-01 | 203 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 44 |
2011: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 346 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 23 |
Total of all active and inactive participants | 2011-01-01 | 369 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 369 |
Number of participants with account balances | 2011-01-01 | 193 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 63 |
2009: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 202 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 185 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 16 |
Total of all active and inactive participants | 2009-01-01 | 201 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 201 |
Number of participants with account balances | 2009-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $65,867 |
Total transfer of assets from this plan | 2015-12-31 | $456,273 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $13,863,413 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $8,232,631 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $8,195,978 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $24,275 |
Value of total corrective distributions | 2015-12-31 | $2,653 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $14,045,206 |
Value of total assets at end of year | 2015-12-31 | $94,182,032 |
Value of total assets at beginning of year | 2015-12-31 | $88,941,656 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $9,725 |
Total interest from all sources | 2015-12-31 | $29,330 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $9,574,918 |
Participant contributions at end of year | 2015-12-31 | $844,826 |
Participant contributions at beginning of year | 2015-12-31 | $499,390 |
Participant contributions at end of year | 2015-12-31 | $164,506 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $219,249 |
Other income not declared elsewhere | 2015-12-31 | $-6,850 |
Administrative expenses (other) incurred | 2015-12-31 | $9,725 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $5,630,782 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $94,182,032 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $88,941,656 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Interest on participant loans | 2015-12-31 | $29,330 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $88,957,438 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $84,185,512 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $4,251,039 |
Employer contributions (assets) at end of year | 2015-12-31 | $4,215,262 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $4,256,754 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $8,195,978 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2015-12-31 | 135381590 |
2014 : ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $15,947,827 |
Total transfer of assets from this plan | 2014-12-31 | $58,582 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $20,440,802 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $6,494,791 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,354,865 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $10,667 |
Value of total corrective distributions | 2014-12-31 | $122,534 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $14,498,977 |
Value of total assets at end of year | 2014-12-31 | $88,941,656 |
Value of total assets at beginning of year | 2014-12-31 | $59,106,400 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $6,725 |
Total interest from all sources | 2014-12-31 | $19,870 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $600 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $9,698,325 |
Participant contributions at end of year | 2014-12-31 | $499,390 |
Participant contributions at beginning of year | 2014-12-31 | $251,933 |
Participant contributions at beginning of year | 2014-12-31 | $329,005 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $143,185 |
Other income not declared elsewhere | 2014-12-31 | $26,450 |
Administrative expenses (other) incurred | 2014-12-31 | $6,125 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $13,946,011 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $88,941,656 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $59,106,400 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Interest on participant loans | 2014-12-31 | $19,870 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $84,185,512 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $55,634,593 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $4,657,467 |
Employer contributions (assets) at end of year | 2014-12-31 | $4,256,754 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $2,890,869 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,354,865 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $38,101,613 |
Total transfer of assets from this plan | 2013-12-31 | $332,200 |
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 | $15,587,505 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,371,012 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,360,694 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $10,171,714 |
Value of total assets at end of year | 2013-12-31 | $59,106,400 |
Value of total assets at beginning of year | 2013-12-31 | $8,120,494 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $10,318 |
Total interest from all sources | 2013-12-31 | $6,250 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $20,192 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $20,192 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $7,086,249 |
Participant contributions at end of year | 2013-12-31 | $251,933 |
Participant contributions at beginning of year | 2013-12-31 | $92,101 |
Participant contributions at end of year | 2013-12-31 | $329,005 |
Participant contributions at beginning of year | 2013-12-31 | $17,728 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $75,547 |
Administrative expenses (other) incurred | 2013-12-31 | $1,787 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $13,216,493 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $59,106,400 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,120,494 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $6,540 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $6,653,972 |
Interest on participant loans | 2013-12-31 | $6,250 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $55,634,593 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $884,910 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $581,335 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-22,001 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $3,009,918 |
Employer contributions (assets) at end of year | 2013-12-31 | $2,890,869 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $471,783 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,360,694 |
Contract administrator fees | 2013-12-31 | $1,991 |
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 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2013-12-31 | 135381590 |
2012 : ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $2,723,092 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $591,252 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $575,541 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of total corrective distributions | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,867,403 |
Value of total assets at end of year | 2012-12-31 | $8,120,494 |
Value of total assets at beginning of year | 2012-12-31 | $5,988,654 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $15,711 |
Total interest from all sources | 2012-12-31 | $4,982 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $118,261 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $118,261 |
Administrative expenses professional fees incurred | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,008,288 |
Participant contributions at end of year | 2012-12-31 | $92,101 |
Participant contributions at beginning of year | 2012-12-31 | $126,197 |
Participant contributions at end of year | 2012-12-31 | $17,728 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $24,548 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,131,840 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $8,120,494 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,988,654 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $13,371 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $6,653,972 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $5,187,550 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $0 |
Interest on participant loans | 2012-12-31 | $4,982 |
Interest earned on other investments | 2012-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $884,910 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $674,907 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $700,525 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $31,921 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $834,567 |
Employer contributions (assets) at end of year | 2012-12-31 | $471,783 |
Income. Dividends from common stock | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $575,541 |
Contract administrator fees | 2012-12-31 | $2,340 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2012-12-31 | 135381590 |
2011 : ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $983,826 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $610,755 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $599,111 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,212,248 |
Value of total assets at end of year | 2011-12-31 | $5,988,654 |
Value of total assets at beginning of year | 2011-12-31 | $5,615,583 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $11,644 |
Total interest from all sources | 2011-12-31 | $7,229 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $65,256 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $65,256 |
Administrative expenses professional fees incurred | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $926,887 |
Participant contributions at end of year | 2011-12-31 | $126,197 |
Participant contributions at beginning of year | 2011-12-31 | $137,723 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $158,595 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $5,956 |
Administrative expenses (other) incurred | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $373,071 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,988,654 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,615,583 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $8,756 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $5,187,550 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,477,860 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $0 |
Interest on participant loans | 2011-12-31 | $7,229 |
Interest earned on other investments | 2011-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $674,907 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-314,189 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $7,326 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $0 |
Contributions received in cash from employer | 2011-12-31 | $126,766 |
Income. Dividends from common stock | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $599,111 |
Contract administrator fees | 2011-12-31 | $2,888 |
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 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | RAICH ENDE & MALTER CO. LLP |
Accountancy firm EIN | 2011-12-31 | 112336434 |
2009 : ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2009 401k financial data | ||
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2015: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |