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Plan Name | CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | CENTRAL OHIO UROLOGY GROUP, LLC |
Employer identification number (EIN): | 201781799 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about CENTRAL OHIO UROLOGY GROUP, LLC
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 2004-10-22 |
Company Identification Number: | 1495470 |
Legal Registered Office Address: |
701 TECH CENTER DRIVE STE 250 GAHANNA United States of America (USA) 43230 |
More information about CENTRAL OHIO UROLOGY GROUP, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | KERRY MASSEY | 2022-10-14 | ||
001 | 2020-01-01 | ELIZABETH SCHOEN | 2021-10-13 | ||
001 | 2019-01-01 | RICHARD KLUMP | 2020-10-14 | ||
001 | 2018-01-01 | RICHARD KLUMP | 2020-03-04 | ||
001 | 2018-01-01 | RICHARD KLUMP | 2019-10-15 | ||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | TINO VALENTINO | |||
001 | 2015-01-01 | TINO VALENTINO | |||
001 | 2014-01-01 | TINO VALENTINO | |||
001 | 2013-01-01 | TINO VALENTINO | |||
001 | 2012-01-01 | TINO VALENTINO | |||
001 | 2011-01-01 | LINDA MILLER | |||
001 | 2010-01-01 | LINDA MILLER | 2011-02-14 | LINDA MILLER | 2011-02-14 |
Measure | Date | Value |
---|---|---|
2021: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 222 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 243 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 42 |
Total of all active and inactive participants | 2021-01-01 | 285 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 285 |
Number of participants with account balances | 2021-01-01 | 187 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 206 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 162 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 60 |
Total of all active and inactive participants | 2020-01-01 | 222 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 222 |
Number of participants with account balances | 2020-01-01 | 195 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2019: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 206 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 162 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 44 |
Total of all active and inactive participants | 2019-01-01 | 206 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 206 |
Number of participants with account balances | 2019-01-01 | 175 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 6 |
2018: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 206 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 156 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 50 |
Total of all active and inactive participants | 2018-01-01 | 206 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 206 |
Number of participants with account balances | 2018-01-01 | 182 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 11 |
2017: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 180 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 169 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 37 |
Total of all active and inactive participants | 2017-01-01 | 206 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 206 |
Number of participants with account balances | 2017-01-01 | 176 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
2016: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 225 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 148 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 32 |
Total of all active and inactive participants | 2016-01-01 | 180 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 180 |
Number of participants with account balances | 2016-01-01 | 165 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 7 |
2015: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 206 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 201 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 24 |
Total of all active and inactive participants | 2015-01-01 | 225 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 225 |
Number of participants with account balances | 2015-01-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 6 |
2014: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 181 |
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 | 25 |
Total of all active and inactive participants | 2014-01-01 | 206 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 206 |
Number of participants with account balances | 2014-01-01 | 138 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 5 |
2013: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 107 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 24 |
Total of all active and inactive participants | 2013-01-01 | 131 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 131 |
Number of participants with account balances | 2013-01-01 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 6 |
2012: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 117 |
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 | 23 |
Total of all active and inactive participants | 2012-01-01 | 140 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 140 |
Number of participants with account balances | 2012-01-01 | 132 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 5 |
2011: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 117 |
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 | 13 |
Total of all active and inactive participants | 2011-01-01 | 130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 130 |
Number of participants with account balances | 2011-01-01 | 127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2021 : CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $6,846,676 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,748,901 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,687,672 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,395,207 |
Value of total assets at end of year | 2021-12-31 | $42,320,777 |
Value of total assets at beginning of year | 2021-12-31 | $38,223,002 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $61,229 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,759,207 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,759,207 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $915,824 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $74,962 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $4,097,775 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $42,320,777 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $38,223,002 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $55,544 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $36,422,158 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $32,444,235 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,201,679 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,205,821 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $912,504 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $990,545 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $990,545 |
Asset value of US Government securities at end of year | 2021-12-31 | $111,986 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $393,832 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,674,120 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $18,142 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $404,421 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $7,879 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,687,672 |
Contract administrator fees | 2021-12-31 | $5,685 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $3,672,450 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $3,180,690 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MALONEY & NOVOTNY, LLC |
Accountancy firm EIN | 2021-12-31 | 340677006 |
2020 : CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $5,541,430 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $814,539 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $764,311 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,164,359 |
Value of total assets at end of year | 2020-12-31 | $38,223,002 |
Value of total assets at beginning of year | 2020-12-31 | $33,496,111 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $50,228 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $976,363 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $976,363 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $792,574 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $4,432 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $907,800 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,726,891 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $38,223,002 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $33,496,111 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $48,228 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $32,444,235 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $24,785,053 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,205,821 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,188,743 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $990,545 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $149,901 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $149,901 |
Asset value of US Government securities at end of year | 2020-12-31 | $393,832 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $19,565 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,378,895 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $21,813 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $367,353 |
Employer contributions (assets) at end of year | 2020-12-31 | $7,879 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $764,311 |
Contract administrator fees | 2020-12-31 | $2,000 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $3,180,690 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $6,445,049 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MALONEY & NOVOTNY, LLC |
Accountancy firm EIN | 2020-12-31 | 340677006 |
2019 : CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $7,734,294 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $4,882,782 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,836,933 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,836,933 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,145,704 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,145,704 |
Value of total assets at end of year | 2019-12-31 | $33,496,111 |
Value of total assets at beginning of year | 2019-12-31 | $30,644,599 |
Value of total assets at beginning of year | 2019-12-31 | $30,644,599 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $45,849 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $922,678 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $922,678 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $922,678 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $922,678 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $749,209 |
Contributions received from participants | 2019-12-31 | $749,209 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $94,465 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $94,465 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $66,194 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $66,194 |
Total non interest bearing cash at end of year | 2019-12-31 | $907,800 |
Total non interest bearing cash at end of year | 2019-12-31 | $907,800 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $796,177 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $796,177 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,851,512 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $33,496,111 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $33,496,111 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $30,644,599 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $30,644,599 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $41,492 |
Investment advisory and management fees | 2019-12-31 | $41,492 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $24,785,053 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $24,785,053 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $23,792,154 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $23,792,154 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,188,743 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,188,743 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $805,940 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $805,940 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $149,901 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $149,901 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $147,308 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $147,308 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $147,308 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $147,308 |
Asset value of US Government securities at end of year | 2019-12-31 | $19,565 |
Asset value of US Government securities at end of year | 2019-12-31 | $19,565 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $28,623 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $28,623 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,649,168 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $16,744 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $16,744 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $330,301 |
Contributions received in cash from employer | 2019-12-31 | $330,301 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $43,214 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $43,214 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,836,933 |
Contract administrator fees | 2019-12-31 | $4,357 |
Contract administrator fees | 2019-12-31 | $4,357 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $6,445,049 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $6,445,049 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $4,936,718 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $4,936,718 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MALONEY & NOVOTNY, LLC |
Accountancy firm name | 2019-12-31 | MALONEY & NOVOTNY, LLC |
Accountancy firm EIN | 2019-12-31 | 340677006 |
2018 : CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-665,018 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $757,526 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $753,081 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,279,950 |
Value of total assets at end of year | 2018-12-31 | $30,644,493 |
Value of total assets at beginning of year | 2018-12-31 | $32,067,037 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,445 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,196,282 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,196,282 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $849,466 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $21,993 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $94,465 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $114,172 |
Total non interest bearing cash at end of year | 2018-12-31 | $796,177 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $672,651 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,422,544 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $30,644,493 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $32,067,037 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $41,567 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $23,792,153 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $26,283,155 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $805,940 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $762,243 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $147,308 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $145,913 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $145,913 |
Asset value of US Government securities at end of year | 2018-12-31 | $28,623 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $38,146 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,154,516 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $13,266 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $430,484 |
Employer contributions (assets) at end of year | 2018-12-31 | $43,109 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $806,367 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $753,081 |
Contract administrator fees | 2018-12-31 | $4,445 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $4,936,718 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $3,222,397 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MALONEY & NOVOTNY, LLC |
Accountancy firm EIN | 2018-12-31 | 340677006 |
2017 : CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $6,256,270 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,244,627 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,127,156 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,026,265 |
Value of total assets at end of year | 2017-12-31 | $32,067,037 |
Value of total assets at beginning of year | 2017-12-31 | $28,055,394 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $117,471 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,001,142 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,001,142 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $791,741 |
Participant contributions at end of year | 2017-12-31 | $21,993 |
Participant contributions at beginning of year | 2017-12-31 | $1,778 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $114,172 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $109,138 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $13,973 |
Administrative expenses (other) incurred | 2017-12-31 | $77,360 |
Total non interest bearing cash at end of year | 2017-12-31 | $672,651 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $1,605,604 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $4,011,643 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $32,067,037 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $28,055,394 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $26,283,155 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $21,966,248 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $762,243 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $615,562 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $145,913 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $156,296 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $156,296 |
Asset value of US Government securities at end of year | 2017-12-31 | $38,146 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $47,644 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,217,640 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $11,223 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,220,551 |
Employer contributions (assets) at end of year | 2017-12-31 | $806,367 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $857,079 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,127,156 |
Contract administrator fees | 2017-12-31 | $40,111 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $3,222,397 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $2,696,045 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MALONEY & NOVOTNY, LLC |
Accountancy firm EIN | 2017-12-31 | 340677006 |
2016 : CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,123,435 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $695,046 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $691,767 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,077,520 |
Value of total assets at end of year | 2016-12-31 | $28,055,394 |
Value of total assets at beginning of year | 2016-12-31 | $24,627,005 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,279 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,162,228 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,162,228 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $10,527 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $90,400 |
Contributions received from participants | 2016-12-31 | $797,519 |
Participant contributions at end of year | 2016-12-31 | $1,778 |
Participant contributions at beginning of year | 2016-12-31 | $1,000 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $109,138 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $112,555 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $12,761 |
Total non interest bearing cash at end of year | 2016-12-31 | $1,605,604 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $3,308 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,428,389 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $28,055,394 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $24,627,005 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $278,400 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $21,966,248 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $19,105,233 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $615,562 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $484,425 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $156,296 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $661,148 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $661,148 |
Asset value of US Government securities at end of year | 2016-12-31 | $47,644 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $56,731 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $876,311 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $7,376 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,267,240 |
Employer contributions (assets) at end of year | 2016-12-31 | $857,079 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $881,184 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $691,767 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $238,824 |
Contract administrator fees | 2016-12-31 | $3,279 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $2,696,045 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $2,793,670 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MAHONEY & NOVOTNY |
Accountancy firm EIN | 2016-12-31 | 340677006 |
2015 : CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $5,053 |
Total income from all sources (including contributions) | 2015-12-31 | $1,879,761 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,329,097 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,325,542 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,057,340 |
Value of total assets at end of year | 2015-12-31 | $24,627,005 |
Value of total assets at beginning of year | 2015-12-31 | $24,081,394 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,555 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,094,325 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,094,325 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $10,527 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
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 | $789,368 |
Participant contributions at end of year | 2015-12-31 | $1,000 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $112,555 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $696,204 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,630 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $5,053 |
Total non interest bearing cash at end of year | 2015-12-31 | $3,308 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $8,797 |
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 | $550,664 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $24,627,005 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $24,076,341 |
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 |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $278,400 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $105,600 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $19,105,233 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $18,569,557 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $484,425 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $599,881 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $661,148 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $553,972 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $553,972 |
Asset value of US Government securities at end of year | 2015-12-31 | $56,731 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $65,825 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,271,012 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-892 |
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 | No |
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 | $1,266,342 |
Employer contributions (assets) at end of year | 2015-12-31 | $881,184 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $839,153 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,325,542 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $238,824 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $182,128 |
Contract administrator fees | 2015-12-31 | $3,555 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $2,793,670 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $2,460,277 |
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 | MAHONEY & NOVOTNY |
Accountancy firm EIN | 2015-12-31 | 340677006 |
2014 : CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING 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 | $5,053 |
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 | $3,291,260 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $3,485,413 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,478,046 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,991,084 |
Value of total assets at end of year | 2014-12-31 | $24,081,394 |
Value of total assets at beginning of year | 2014-12-31 | $24,270,494 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $7,367 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,011,140 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,011,140 |
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 | $774,925 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $696,204 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $883,890 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $6,364 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $5,053 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Total non interest bearing cash at end of year | 2014-12-31 | $8,797 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $4,603 |
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 | $-194,153 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $24,076,341 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $24,270,494 |
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 |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $105,600 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $148,150 |
Investment advisory and management fees | 2014-12-31 | $4,577 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $18,569,557 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $18,715,918 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $599,881 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $357,807 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $553,972 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $710,997 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $710,997 |
Asset value of US Government securities at end of year | 2014-12-31 | $65,825 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $73,674 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $285,256 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $3,780 |
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 |
Contributions received in cash from employer | 2014-12-31 | $1,209,795 |
Employer contributions (assets) at end of year | 2014-12-31 | $839,153 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $721,564 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,478,046 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $182,128 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $242,388 |
Contract administrator fees | 2014-12-31 | $2,790 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $2,460,277 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $2,411,503 |
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 | MAHONEY & NOVOTNY |
Accountancy firm EIN | 2014-12-31 | 340677006 |
2013 : CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $5,203,541 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $872,786 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $862,938 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,971,138 |
Value of total assets at end of year | 2013-12-31 | $24,270,494 |
Value of total assets at beginning of year | 2013-12-31 | $19,939,739 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $9,848 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $658,580 |
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 | $658,580 |
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 | No |
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 | $687,583 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $7,599 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $883,890 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $8,722,578 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $224,357 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $7,632 |
Administrative expenses (other) incurred | 2013-12-31 | $20 |
Total non interest bearing cash at end of year | 2013-12-31 | $4,603 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $28,540 |
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 | $4,330,755 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $24,270,494 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $19,939,739 |
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 |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $148,150 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $114,875 |
Investment advisory and management fees | 2013-12-31 | $6,368 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $18,715,918 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,503,807 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $357,807 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $432,343 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $710,997 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $169,272 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $169,272 |
Asset value of US Government securities at end of year | 2013-12-31 | $73,674 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $75,554 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,567,876 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $5,947 |
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 | $1,059,198 |
Employer contributions (assets) at end of year | 2013-12-31 | $721,564 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $818,160 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $862,938 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $242,388 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $167,446 |
Contract administrator fees | 2013-12-31 | $3,460 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $2,411,503 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $1,891,933 |
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 | COTTERMAN-WILSON CPAS, INC. |
Accountancy firm EIN | 2013-12-31 | 311526535 |
2012 : CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING 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 | $3,828,607 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $390,242 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $382,078 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,906,122 |
Value of total assets at end of year | 2012-12-31 | $19,939,739 |
Value of total assets at beginning of year | 2012-12-31 | $16,501,374 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $8,164 |
Total interest from all sources | 2012-12-31 | $17 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $541,503 |
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 | $541,503 |
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 | $691,541 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $976 |
Participant contributions at end of year | 2012-12-31 | $7,599 |
Participant contributions at beginning of year | 2012-12-31 | $7,496 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $8,722,578 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $7,562,147 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $33,471 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $7,632 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Total non interest bearing cash at end of year | 2012-12-31 | $28,540 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $9,287 |
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 | $3,438,365 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $19,939,739 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $16,501,374 |
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 |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $114,875 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $114,875 |
Investment advisory and management fees | 2012-12-31 | $5,845 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $7,503,807 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $5,558,984 |
Interest on participant loans | 2012-12-31 | $17 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $432,343 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $408,640 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $169,272 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $137,297 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $137,297 |
Asset value of US Government securities at end of year | 2012-12-31 | $75,554 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $73,145 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,374,928 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $6,037 |
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 | 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 | $1,181,110 |
Employer contributions (assets) at end of year | 2012-12-31 | $818,160 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $794,177 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $382,078 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $167,446 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $155,668 |
Contract administrator fees | 2012-12-31 | $2,319 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $1,891,933 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $1,678,682 |
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 | COTTERMAN-WILSON CPAS, INC. |
Accountancy firm EIN | 2012-12-31 | 311526535 |
2011 : CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING 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 | $1,567,117 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $148,638 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $127,508 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,836,768 |
Value of total assets at end of year | 2011-12-31 | $16,501,374 |
Value of total assets at beginning of year | 2011-12-31 | $15,082,895 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $21,130 |
Total interest from all sources | 2011-12-31 | $126 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $472,225 |
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 | $472,225 |
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 | 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 | $670,018 |
Participant contributions at end of year | 2011-12-31 | $976 |
Participant contributions at beginning of year | 2011-12-31 | $3,154 |
Participant contributions at end of year | 2011-12-31 | $7,496 |
Participant contributions at beginning of year | 2011-12-31 | $9,418 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $7,562,147 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $7,087,360 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $19,743 |
Total non interest bearing cash at end of year | 2011-12-31 | $9,287 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $20,461 |
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 | $1,418,479 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $16,501,374 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $15,082,895 |
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 |
Assets. partnership/joint venture interests at end of year | 2011-12-31 | $114,875 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $35,065 |
Investment advisory and management fees | 2011-12-31 | $19,157 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $5,558,984 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,668,164 |
Interest on participant loans | 2011-12-31 | $126 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $408,640 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $301,848 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $137,297 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $210,724 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $210,724 |
Asset value of US Government securities at end of year | 2011-12-31 | $73,145 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $98,579 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-747,896 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $5,894 |
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 | $1,147,007 |
Employer contributions (assets) at end of year | 2011-12-31 | $794,177 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $781,540 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $127,508 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $155,668 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $126,656 |
Contract administrator fees | 2011-12-31 | $1,973 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $1,678,682 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $1,739,926 |
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 | COTTERMAN-WILSON CPAS, INC. |
Accountancy firm EIN | 2011-12-31 | 311526535 |
2021: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | Yes |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING 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: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING 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: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING 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: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING 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: CENTRAL OHIO UROLOGY GROUP, INC. 401(K) PROFIT SHARING 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 |