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ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 401k Plan overview

Plan NameADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN
Plan identification number 001

ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

LHHN MEDICAL, P.C. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01MYRON SPEKTOR
0012014-01-01MARK MOYNIHAN
0012013-01-01MARK MOYNIHAN
0012012-01-01BARBARA GILBRIDE BARBARA GILBRIDE2013-10-15
0012011-01-01WILLIAM MYHRE
0012009-01-01EMILE ONDRUS EMILE ONDRUS2010-09-08
0012009-01-01EMILE ONDRUS EMILE ONDRUS2010-09-01
0012009-01-01EMILE ONDRUS

Plan Statistics for ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN

401k plan membership statisitcs for ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN

Measure Date Value
2015: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,020
Total number of active participants reported on line 7a of the Form 55002015-01-011,447
Number of retired or separated participants receiving benefits2015-01-01104
Number of other retired or separated participants entitled to future benefits2015-01-01442
Total of all active and inactive participants2015-01-011,993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-012,000
Number of participants with account balances2015-01-011,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,811
Total number of active participants reported on line 7a of the Form 55002014-01-011,511
Number of retired or separated participants receiving benefits2014-01-0162
Number of other retired or separated participants entitled to future benefits2014-01-01421
Total of all active and inactive participants2014-01-011,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-012,000
Number of participants with account balances2014-01-011,449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01343
Total number of active participants reported on line 7a of the Form 55002013-01-011,507
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-01288
Total of all active and inactive participants2013-01-011,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-011,808
Number of participants with account balances2013-01-011,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01369
Total number of active participants reported on line 7a of the Form 55002012-01-01317
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01343
Number of participants with account balances2012-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0144
2011: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01126
Total number of active participants reported on line 7a of the Form 55002011-01-01346
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01369
Number of participants with account balances2011-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0163
2009: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01202
Total number of active participants reported on line 7a of the Form 55002009-01-01185
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01201
Number of participants with account balances2009-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN

Measure Date Value
2015 : ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$65,867
Total transfer of assets from this plan2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,232,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,195,978
Expenses. Certain deemed distributions of participant loans2015-12-31$24,275
Value of total corrective distributions2015-12-31$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 year2015-12-31$94,182,032
Value of total assets at beginning of year2015-12-31$88,941,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,725
Total interest from all sources2015-12-31$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 year2015-12-31No
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$9,574,918
Participant contributions at end of year2015-12-31$844,826
Participant contributions at beginning of year2015-12-31$499,390
Participant contributions at end of year2015-12-31$164,506
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$219,249
Other income not declared elsewhere2015-12-31$-6,850
Administrative expenses (other) incurred2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
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
Interest on participant loans2015-12-31$29,330
Value of interest in master investment trust accounts at end of year2015-12-31$88,957,438
Value of interest in master investment trust accounts at beginning of year2015-12-31$84,185,512
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,251,039
Employer contributions (assets) at end of year2015-12-31$4,215,262
Employer contributions (assets) at beginning of year2015-12-31$4,256,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,195,978
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$15,947,827
Total transfer of assets from this plan2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,494,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,354,865
Expenses. Certain deemed distributions of participant loans2014-12-31$10,667
Value of total corrective distributions2014-12-31$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 year2014-12-31$88,941,656
Value of total assets at beginning of year2014-12-31$59,106,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,725
Total interest from all sources2014-12-31$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 year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$600
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$9,698,325
Participant contributions at end of year2014-12-31$499,390
Participant contributions at beginning of year2014-12-31$251,933
Participant contributions at beginning of year2014-12-31$329,005
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$143,185
Other income not declared elsewhere2014-12-31$26,450
Administrative expenses (other) incurred2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
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
Interest on participant loans2014-12-31$19,870
Value of interest in master investment trust accounts at end of year2014-12-31$84,185,512
Value of interest in master investment trust accounts at beginning of year2014-12-31$55,634,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,657,467
Employer contributions (assets) at end of year2014-12-31$4,256,754
Employer contributions (assets) at beginning of year2014-12-31$2,890,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,354,865
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 name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$38,101,613
Total transfer of assets from this plan2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,371,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$59,106,400
Value of total assets at beginning of year2013-12-31$8,120,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,318
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$20,192
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 period2013-12-31Yes
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$7,086,249
Participant contributions at end of year2013-12-31$251,933
Participant contributions at beginning of year2013-12-31$92,101
Participant contributions at end of year2013-12-31$329,005
Participant contributions at beginning of year2013-12-31$17,728
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$75,547
Administrative expenses (other) incurred2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$6,540
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,653,972
Interest on participant loans2013-12-31$6,250
Value of interest in master investment trust accounts at end of year2013-12-31$55,634,593
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$884,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$581,335
Net investment gain or loss from common/collective trusts2013-12-31$-22,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,009,918
Employer contributions (assets) at end of year2013-12-31$2,890,869
Employer contributions (assets) at beginning of year2013-12-31$471,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,360,694
Contract administrator fees2013-12-31$1,991
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : ADVANTAGECARE PHYSICIANS, P.C. 401(K) 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$2,723,092
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$591,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$575,541
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$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 year2012-12-31$8,120,494
Value of total assets at beginning of year2012-12-31$5,988,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,711
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$118,261
Administrative expenses professional fees incurred2012-12-31$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$1,008,288
Participant contributions at end of year2012-12-31$92,101
Participant contributions at beginning of year2012-12-31$126,197
Participant contributions at end of year2012-12-31$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 elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$13,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,653,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,187,550
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$4,982
Interest earned on other investments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$884,910
Value of interest in common/collective trusts at beginning of year2012-12-31$674,907
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$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 accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$31,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$834,567
Employer contributions (assets) at end of year2012-12-31$471,783
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$575,541
Contract administrator fees2012-12-31$2,340
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 name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$983,826
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$610,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$599,111
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$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 year2011-12-31$5,988,654
Value of total assets at beginning of year2011-12-31$5,615,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,644
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$65,256
Administrative expenses professional fees incurred2011-12-31$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 period2011-12-31Yes
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$926,887
Participant contributions at end of year2011-12-31$126,197
Participant contributions at beginning of year2011-12-31$137,723
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$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 elsewhere2011-12-31$5,956
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
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
Investment advisory and management fees2011-12-31$8,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,187,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,477,860
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$7,229
Interest earned on other investments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$674,907
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-314,189
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$7,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$126,766
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$599,111
Contract administrator fees2011-12-31$2,888
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31RAICH ENDE & MALTER CO. LLP
Accountancy firm EIN2011-12-31112336434
2009 : ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN

2015: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ADVANTAGECARE PHYSICIANS, P.C. 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ADVANTAGECARE PHYSICIANS, P.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

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