401k Plan data: PRIMED PHYSICIANS, INC. 401K PLAN plan

PRIMED PHYSICIANS, INC. 401K PLAN 401k Plan overview

Plan Name	PRIMED PHYSICIANS, INC. 401K PLAN
Plan identification number	001

PRIMED PHYSICIANS, INC. 401K PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

PRIMED PHYSICIANS, INC. has sponsored the creation of one or more 401k plans.

Company Name: PRIMED PHYSICIANS, INC.

Employer identification number (EIN): 200436418

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMED PHYSICIANS, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01 CHRISTY DAVIS 2017-07-25
001 2015-01-01
001 2014-01-01 CHRISTY DAVIS
001 2013-01-01 CHANG LEVY CHANG LEVY 2014-10-15
001 2012-01-01 LORETTA USRY
001 2011-01-01 CHRISTY DAVIS
001 2009-01-01 MARK GRIFFITH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01
001	2016-01-01	CHRISTY DAVIS	2017-07-25
001	2015-01-01
001	2014-01-01	CHRISTY DAVIS
001	2013-01-01	CHANG LEVY		CHANG LEVY	2014-10-15
001	2012-01-01	LORETTA USRY
001	2011-01-01	CHRISTY DAVIS
001	2009-01-01	MARK GRIFFITH

Plan Statistics for PRIMED PHYSICIANS, INC. 401K PLAN

401k plan membership statisitcs for PRIMED PHYSICIANS, INC. 401K PLAN

Measure Date Value
2014: PRIMED PHYSICIANS, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 157
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 157
Number of participants with account balances 2014-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PRIMED PHYSICIANS, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 59
Number of other retired or separated participants entitled to future benefits 2013-01-01 81
Total of all active and inactive participants 2013-01-01 140
Total participants 2013-01-01 140
Number of participants with account balances 2013-01-01 140
2012: PRIMED PHYSICIANS, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 343
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 166
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 168
Total of all active and inactive participants 2012-01-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 338
Number of participants with account balances 2012-01-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PRIMED PHYSICIANS, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 179
Number of retired or separated participants receiving benefits 2011-01-01 28
Number of other retired or separated participants entitled to future benefits 2011-01-01 124
Total of all active and inactive participants 2011-01-01 331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 331
Number of participants with account balances 2011-01-01 319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 11
2009: PRIMED PHYSICIANS, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 183
Number of other retired or separated participants entitled to future benefits 2009-01-01 97
Total of all active and inactive participants 2009-01-01 280
Total participants 2009-01-01 280
Number of participants with account balances 2009-01-01 200

Measure	Date	Value
2014: PRIMED PHYSICIANS, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	157
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	157
Number of participants with account balances	2014-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PRIMED PHYSICIANS, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	59
Number of other retired or separated participants entitled to future benefits	2013-01-01	81
Total of all active and inactive participants	2013-01-01	140
Total participants	2013-01-01	140
Number of participants with account balances	2013-01-01	140
2012: PRIMED PHYSICIANS, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	343
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	166
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	168
Total of all active and inactive participants	2012-01-01	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	338
Number of participants with account balances	2012-01-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PRIMED PHYSICIANS, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	179
Number of retired or separated participants receiving benefits	2011-01-01	28
Number of other retired or separated participants entitled to future benefits	2011-01-01	124
Total of all active and inactive participants	2011-01-01	331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	331
Number of participants with account balances	2011-01-01	319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	11
2009: PRIMED PHYSICIANS, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	183
Number of other retired or separated participants entitled to future benefits	2009-01-01	97
Total of all active and inactive participants	2009-01-01	280
Total participants	2009-01-01	280
Number of participants with account balances	2009-01-01	200

Financial Data on PRIMED PHYSICIANS, INC. 401K PLAN

Measure	Date	Value
2014 : PRIMED PHYSICIANS, INC. 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
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	$101,154
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$143,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$139,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$68,713
Value of total assets at end of year	2014-12-31	$1,004,256
Value of total assets at beginning of year	2014-12-31	$1,046,433
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,831
Total interest from all sources	2014-12-31	$32,441
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
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$100,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$68,600
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$113
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	$-42,177
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,004,256
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,046,433
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$736,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$732,463
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$32,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$260,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$273,175
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	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Employer contributions (assets) at end of year	2014-12-31	$7,477
Employer contributions (assets) at beginning of year	2014-12-31	$40,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$139,500
Contract administrator fees	2014-12-31	$3,831
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	JACKSON THORNTON & CO., P.C.
Accountancy firm EIN	2014-12-31	631035228
2013 : PRIMED PHYSICIANS, INC. 401K PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$139,918
Total unrealized appreciation/depreciation of assets	2013-12-31	$139,918
Total income from all sources (including contributions)	2013-12-31	$272,114
Total of all expenses incurred	2013-12-31	$294,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$289,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$129,365
Value of total assets at end of year	2013-12-31	$1,046,433
Value of total assets at beginning of year	2013-12-31	$1,069,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,170
Total interest from all sources	2013-12-31	$2,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$100,000
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	$96,293
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$472
Administrative expenses (other) incurred	2013-12-31	$5,170
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	$-22,812
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,046,433
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,069,245
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$732,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$725,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$2,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$273,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$295,684
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	No
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	$33,072
Employer contributions (assets) at end of year	2013-12-31	$40,795
Employer contributions (assets) at beginning of year	2013-12-31	$48,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$289,756
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	TEMPLETON & COMPANY, LLP
Accountancy firm EIN	2013-12-31	141918990
2012 : PRIMED PHYSICIANS, INC. 401K PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$102,678
Total unrealized appreciation/depreciation of assets	2012-12-31	$102,678
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	$263,502
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$100,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$98,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$158,015
Value of total assets at end of year	2012-12-31	$1,069,245
Value of total assets at beginning of year	2012-12-31	$905,784
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,968
Total interest from all sources	2012-12-31	$2,809
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$1,968
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$100,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
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	$114,290
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$734
Participant contributions at end of year	2012-12-31	$472
Participant contributions at beginning of year	2012-12-31	$463
Income. Received or receivable in cash from other sources (including rollovers)	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
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$163,461
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,069,245
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$905,784
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$724,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$641,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$2,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$296,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$215,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
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	$43,725
Employer contributions (assets) at end of year	2012-12-31	$48,004
Employer contributions (assets) at beginning of year	2012-12-31	$47,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$98,073
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	2012-12-31	Yes
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	JACKSON THORNTON & CO., P.C.
Accountancy firm EIN	2012-12-31	631035228
2011 : PRIMED PHYSICIANS, INC. 401K 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	$161,133
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$135,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$135,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$175,523
Value of total assets at end of year	2011-12-31	$905,784
Value of total assets at beginning of year	2011-12-31	$880,583
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$768
Total interest from all sources	2011-12-31	$9,057
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$768
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$100,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
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	$130,530
Participant contributions at end of year	2011-12-31	$734
Participant contributions at beginning of year	2011-12-31	$15,967
Participant contributions at end of year	2011-12-31	$463
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	$25,201
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$905,784
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$880,583
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$641,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$573,629
Interest on participant loans	2011-12-31	$78
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$8,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$215,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$210,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-23,447
Net investment gain/loss from pooled separate accounts	2011-12-31	$-23,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
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
Contributions received in cash from employer	2011-12-31	$44,993
Employer contributions (assets) at end of year	2011-12-31	$47,601
Employer contributions (assets) at beginning of year	2011-12-31	$80,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$135,164
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	JACKSON THORNTON & CO., P.C.
Accountancy firm EIN	2011-12-31	631035228
2010 : PRIMED PHYSICIANS, INC. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$371,414
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$160,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$154,786
Expenses. Certain deemed distributions of participant loans	2010-12-31	$5,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$291,256
Value of total assets at end of year	2010-12-31	$880,583
Value of total assets at beginning of year	2010-12-31	$669,573
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$603
Total interest from all sources	2010-12-31	$8,916
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$100,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$121,208
Participant contributions at end of year	2010-12-31	$15,967
Participant contributions at beginning of year	2010-12-31	$27,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$211,010
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$880,583
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$669,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$573,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$450,044
Interest on participant loans	2010-12-31	$1,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$7,710
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$210,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$192,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$71,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$170,048
Employer contributions (assets) at end of year	2010-12-31	$80,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$154,786
Contract administrator fees	2010-12-31	$603
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	JACKSON THORNTON & CO., P.C.
Accountancy firm EIN	2010-12-31	631035228
2009 : PRIMED PHYSICIANS, INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PRIMED PHYSICIANS, INC. 401K PLAN

2014: PRIMED PHYSICIANS, INC. 401K 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PRIMED PHYSICIANS, INC. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PRIMED PHYSICIANS, INC. 401K 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PRIMED PHYSICIANS, INC. 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: PRIMED PHYSICIANS, INC. 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874899

Policy instance

Insurance contract or identification number	874899
Number of Individuals Covered	129
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $2,478
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

67830

Policy instance

Insurance contract or identification number	67830
Number of Individuals Covered	10
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874899

Policy instance

Insurance contract or identification number	874899
Number of Individuals Covered	139
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,255
Total amount of fees paid to insurance company	USD $1,036
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,255
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	1036
Insurance broker name	PLANTECH LLP

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

37830

Policy instance

Insurance contract or identification number	37830
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874899

Policy instance

Insurance contract or identification number	874899
Number of Individuals Covered	274
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $9,970
Total amount of fees paid to insurance company	USD $214
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,970
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	PLANTECH, LLP

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

67830

Policy instance

Insurance contract or identification number	67830
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $804
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $791
Insurance broker organization code?	3
Insurance broker name	MICHAEL L. PROBST

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

67830

Policy instance

Insurance contract or identification number	67830
Number of Individuals Covered	293
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $4,705
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

67830

Policy instance

Insurance contract or identification number	67830
Number of Individuals Covered	275
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,918
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,459
Insurance broker organization code?	3
Insurance broker name	WILLIAM O SCROGGINS

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:	PRIMED PHYSICIANS, INC.
Employer identification number (EIN):	200436418
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)