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SOUND PHYSICIANS 401(K) PLAN 401k Plan overview

Plan NameSOUND PHYSICIANS 401(K) PLAN
Plan identification number 001

SOUND PHYSICIANS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:SOUND INPATIENT PHYSICIANS, INC
Employer identification number (EIN):203050924
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about SOUND INPATIENT PHYSICIANS, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3990995

More information about SOUND INPATIENT PHYSICIANS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUND PHYSICIANS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEBBIE FAULKNER
0012016-01-01DEBBIE FAULKNER
0012015-01-01DEBBIE FAULKNER
0012014-01-01DEBBIE FAULKNER
0012013-01-01DENA PARKER
0012012-01-01DENA PARKER
0012011-01-01SEAN LYMAN
0012010-01-01SEAN LYMAN
0012009-01-01SEAN LYMAN SEAN LYMAN2010-10-07

Plan Statistics for SOUND PHYSICIANS 401(K) PLAN

401k plan membership statisitcs for SOUND PHYSICIANS 401(K) PLAN

Measure Date Value
2022: SOUND PHYSICIANS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,525
Total number of active participants reported on line 7a of the Form 55002022-01-014,956
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012,073
Total of all active and inactive participants2022-01-017,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-017,029
Number of participants with account balances2022-01-016,197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOUND PHYSICIANS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,193
Total number of active participants reported on line 7a of the Form 55002021-01-014,645
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,880
Total of all active and inactive participants2021-01-016,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-016,525
Number of participants with account balances2021-01-015,700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOUND PHYSICIANS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,856
Total number of active participants reported on line 7a of the Form 55002020-01-014,307
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,886
Total of all active and inactive participants2020-01-016,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016,193
Number of participants with account balances2020-01-015,461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SOUND PHYSICIANS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,564
Total number of active participants reported on line 7a of the Form 55002019-01-014,260
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,596
Total of all active and inactive participants2019-01-015,856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015,856
Number of participants with account balances2019-01-015,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: SOUND PHYSICIANS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,228
Total number of active participants reported on line 7a of the Form 55002018-01-013,901
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,663
Total of all active and inactive participants2018-01-015,564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015,564
Number of participants with account balances2018-01-014,970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: SOUND PHYSICIANS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,978
Total number of active participants reported on line 7a of the Form 55002017-01-013,624
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,604
Total of all active and inactive participants2017-01-015,228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015,228
Number of participants with account balances2017-01-014,556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0130
2016: SOUND PHYSICIANS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,174
Total number of active participants reported on line 7a of the Form 55002016-01-012,884
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,094
Total of all active and inactive participants2016-01-013,978
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,978
Number of participants with account balances2016-01-013,209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01146
2015: SOUND PHYSICIANS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,629
Total number of active participants reported on line 7a of the Form 55002015-01-011,745
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01429
Total of all active and inactive participants2015-01-012,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,174
Number of participants with account balances2015-01-011,645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: SOUND PHYSICIANS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,173
Total number of active participants reported on line 7a of the Form 55002014-01-011,321
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01308
Total of all active and inactive participants2014-01-011,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,629
Number of participants with account balances2014-01-011,295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: SOUND PHYSICIANS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01913
Total number of active participants reported on line 7a of the Form 55002013-01-01938
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01235
Total of all active and inactive participants2013-01-011,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,173
Number of participants with account balances2013-01-01950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122
2012: SOUND PHYSICIANS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01785
Total number of active participants reported on line 7a of the Form 55002012-01-01688
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01225
Total of all active and inactive participants2012-01-01913
Total participants2012-01-01913
Number of participants with account balances2012-01-01761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0131
2011: SOUND PHYSICIANS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01611
Total number of active participants reported on line 7a of the Form 55002011-01-01581
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01204
Total of all active and inactive participants2011-01-01785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01785
Number of participants with account balances2011-01-01644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0159
2010: SOUND PHYSICIANS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01496
Total number of active participants reported on line 7a of the Form 55002010-01-01448
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01163
Total of all active and inactive participants2010-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01611
Number of participants with account balances2010-01-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0146
2009: SOUND PHYSICIANS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01219
Total number of active participants reported on line 7a of the Form 55002009-01-01372
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01124
Total of all active and inactive participants2009-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01496
Number of participants with account balances2009-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0134

Financial Data on SOUND PHYSICIANS 401(K) PLAN

Measure Date Value
2022 : SOUND PHYSICIANS 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$392,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,741
Total income from all sources (including contributions)2022-12-31$7,886,579
Total of all expenses incurred2022-12-31$36,409,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$36,074,384
Value of total corrective distributions2022-12-31$25,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$84,214,795
Value of total assets at end of year2022-12-31$406,216,607
Value of total assets at beginning of year2022-12-31$434,363,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$309,858
Total interest from all sources2022-12-31$126,545
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$12,712,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$12,712,355
Administrative expenses professional fees incurred2022-12-31$229,875
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$55,705,238
Participant contributions at end of year2022-12-31$2,704,057
Participant contributions at beginning of year2022-12-31$2,517,410
Participant contributions at end of year2022-12-31$263,304
Participant contributions at beginning of year2022-12-31$16,056
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$18,783,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$384,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,540
Liabilities. Value of operating payables at end of year2022-12-31$8,321
Liabilities. Value of operating payables at beginning of year2022-12-31$4,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-28,523,261
Value of net assets at end of year (total assets less liabilities)2022-12-31$405,824,036
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$434,347,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$79,983
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$379,783,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$408,135,505
Interest on participant loans2022-12-31$125,701
Value of interest in common/collective trusts at end of year2022-12-31$13,334,909
Value of interest in common/collective trusts at beginning of year2022-12-31$14,558,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$439,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$510,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$510,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-89,008,211
Net investment gain or loss from common/collective trusts2022-12-31$-158,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$9,726,472
Employer contributions (assets) at end of year2022-12-31$9,691,515
Employer contributions (assets) at beginning of year2022-12-31$8,625,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$36,074,384
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$9,954
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2022-12-31208092242
2021 : SOUND PHYSICIANS 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$15,741
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$214,402
Total income from all sources (including contributions)2021-12-31$121,954,866
Total of all expenses incurred2021-12-31$54,934,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$54,672,269
Value of total corrective distributions2021-12-31$23,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$64,523,533
Value of total assets at end of year2021-12-31$434,363,038
Value of total assets at beginning of year2021-12-31$367,540,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$238,619
Total interest from all sources2021-12-31$149,737
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$14,439,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$14,439,690
Administrative expenses professional fees incurred2021-12-31$158,619
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$49,168,749
Participant contributions at end of year2021-12-31$2,517,410
Participant contributions at beginning of year2021-12-31$3,041,959
Participant contributions at end of year2021-12-31$16,056
Participant contributions at beginning of year2021-12-31$247,421
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,723,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,666
Liabilities. Value of operating payables at end of year2021-12-31$4,247
Liabilities. Value of operating payables at beginning of year2021-12-31$1,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$67,020,771
Value of net assets at end of year (total assets less liabilities)2021-12-31$434,347,297
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$367,326,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$80,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$408,135,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$341,552,810
Interest on participant loans2021-12-31$140,963
Interest earned on other investments2021-12-31$8,682
Value of interest in common/collective trusts at end of year2021-12-31$14,558,277
Value of interest in common/collective trusts at beginning of year2021-12-31$14,425,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$510,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,785,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,785,440
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$92
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$42,667,775
Net investment gain or loss from common/collective trusts2021-12-31$174,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$8,631,232
Employer contributions (assets) at end of year2021-12-31$8,625,346
Employer contributions (assets) at beginning of year2021-12-31$6,487,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$54,672,269
Liabilities. Value of benefit claims payable at end of year2021-12-31$9,954
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$211,336
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2021-12-31208092242
2020 : SOUND PHYSICIANS 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$214,402
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,250
Total income from all sources (including contributions)2020-12-31$102,904,777
Total of all expenses incurred2020-12-31$31,594,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$31,414,003
Value of total corrective distributions2020-12-31$48,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$54,125,842
Value of total assets at end of year2020-12-31$367,540,928
Value of total assets at beginning of year2020-12-31$296,019,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$132,588
Total interest from all sources2020-12-31$161,141
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,640,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$9,640,325
Administrative expenses professional fees incurred2020-12-31$52,588
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$44,594,926
Participant contributions at end of year2020-12-31$3,041,959
Participant contributions at beginning of year2020-12-31$2,675,773
Participant contributions at end of year2020-12-31$247,421
Participant contributions at beginning of year2020-12-31$358,465
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,043,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,000
Liabilities. Value of operating payables at end of year2020-12-31$1,400
Liabilities. Value of operating payables at beginning of year2020-12-31$250
Total non interest bearing cash at beginning of year2020-12-31$106,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$71,310,140
Value of net assets at end of year (total assets less liabilities)2020-12-31$367,326,526
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$296,016,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$341,552,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$273,762,305
Interest on participant loans2020-12-31$160,594
Value of interest in common/collective trusts at end of year2020-12-31$14,425,454
Value of interest in common/collective trusts at beginning of year2020-12-31$11,729,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,785,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$344,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$344,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$38,749,325
Net investment gain or loss from common/collective trusts2020-12-31$228,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,487,844
Employer contributions (assets) at end of year2020-12-31$6,487,844
Employer contributions (assets) at beginning of year2020-12-31$7,042,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$31,414,003
Contract administrator fees2020-12-31$80,000
Liabilities. Value of benefit claims payable at end of year2020-12-31$211,336
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2020-12-31208092242
2019 : SOUND PHYSICIANS 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$82,471
Total income from all sources (including contributions)2019-12-31$105,505,287
Total of all expenses incurred2019-12-31$28,009,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$27,825,105
Value of total corrective distributions2019-12-31$27,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$54,764,104
Value of total assets at end of year2019-12-31$296,019,636
Value of total assets at beginning of year2019-12-31$218,603,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$156,805
Total interest from all sources2019-12-31$135,959
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,569,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,569,133
Administrative expenses professional fees incurred2019-12-31$76,805
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$40,764,130
Participant contributions at end of year2019-12-31$2,675,773
Participant contributions at beginning of year2019-12-31$2,149,569
Participant contributions at end of year2019-12-31$358,465
Participant contributions at beginning of year2019-12-31$288,824
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,957,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,451
Liabilities. Value of operating payables at end of year2019-12-31$250
Liabilities. Value of operating payables at beginning of year2019-12-31$600
Total non interest bearing cash at end of year2019-12-31$106,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$77,495,674
Value of net assets at end of year (total assets less liabilities)2019-12-31$296,016,386
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$218,520,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$80,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$273,762,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$197,356,004
Interest on participant loans2019-12-31$131,482
Value of interest in common/collective trusts at end of year2019-12-31$11,729,436
Value of interest in common/collective trusts at beginning of year2019-12-31$11,956,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$344,190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$438,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$438,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$46,807,320
Net investment gain or loss from common/collective trusts2019-12-31$228,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,042,863
Employer contributions (assets) at end of year2019-12-31$7,042,863
Employer contributions (assets) at beginning of year2019-12-31$6,413,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$27,825,105
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$80,420
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2019-12-31208092242
2018 : SOUND PHYSICIANS 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$82,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,902
Total income from all sources (including contributions)2018-12-31$31,526,085
Total of all expenses incurred2018-12-31$20,259,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,098,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$47,060,701
Value of total assets at end of year2018-12-31$218,603,183
Value of total assets at beginning of year2018-12-31$207,261,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$161,063
Total interest from all sources2018-12-31$107,080
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,503,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,503,517
Administrative expenses professional fees incurred2018-12-31$81,063
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$36,585,901
Participant contributions at end of year2018-12-31$2,149,569
Participant contributions at beginning of year2018-12-31$1,702,642
Participant contributions at end of year2018-12-31$288,824
Participant contributions at beginning of year2018-12-31$84,035
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,667,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,451
Liabilities. Value of operating payables at end of year2018-12-31$600
Liabilities. Value of operating payables at beginning of year2018-12-31$3,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$11,266,934
Value of net assets at end of year (total assets less liabilities)2018-12-31$218,520,712
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$207,253,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$80,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$197,356,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$188,203,855
Interest on participant loans2018-12-31$103,656
Value of interest in common/collective trusts at end of year2018-12-31$11,956,965
Value of interest in common/collective trusts at beginning of year2018-12-31$11,650,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$438,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$830,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$830,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-23,337,183
Net investment gain or loss from common/collective trusts2018-12-31$191,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,807,046
Employer contributions (assets) at end of year2018-12-31$6,413,421
Employer contributions (assets) at beginning of year2018-12-31$4,790,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$20,098,088
Liabilities. Value of benefit claims payable at end of year2018-12-31$80,420
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$4,245
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2018-12-31208092242
2017 : SOUND PHYSICIANS 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,925
Total income from all sources (including contributions)2017-12-31$71,737,608
Total of all expenses incurred2017-12-31$14,949,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,796,275
Value of total corrective distributions2017-12-31$15,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$44,694,393
Value of total assets at end of year2017-12-31$207,261,680
Value of total assets at beginning of year2017-12-31$150,476,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$138,042
Total interest from all sources2017-12-31$78,606
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,728,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,728,380
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$30,410,109
Participant contributions at end of year2017-12-31$1,702,642
Participant contributions at beginning of year2017-12-31$1,419,772
Participant contributions at end of year2017-12-31$84,035
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,605,615
Liabilities. Value of operating payables at end of year2017-12-31$3,657
Liabilities. Value of operating payables at beginning of year2017-12-31$10,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$56,787,945
Value of net assets at end of year (total assets less liabilities)2017-12-31$207,253,778
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$150,465,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$79,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$188,203,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$132,447,505
Interest on participant loans2017-12-31$78,040
Value of interest in common/collective trusts at end of year2017-12-31$11,650,525
Value of interest in common/collective trusts at beginning of year2017-12-31$11,281,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$830,435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,147,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,147,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$21,081,043
Net investment gain or loss from common/collective trusts2017-12-31$155,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,678,669
Employer contributions (assets) at end of year2017-12-31$4,790,188
Employer contributions (assets) at beginning of year2017-12-31$3,180,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,796,275
Contract administrator fees2017-12-31$58,046
Liabilities. Value of benefit claims payable at end of year2017-12-31$4,245
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2017-12-31208092242
2016 : SOUND PHYSICIANS 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,599
Total income from all sources (including contributions)2016-12-31$42,018,605
Total of all expenses incurred2016-12-31$14,304,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,128,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$30,544,637
Value of total assets at end of year2016-12-31$150,476,758
Value of total assets at beginning of year2016-12-31$122,758,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$176,129
Total interest from all sources2016-12-31$54,361
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,842,942
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,842,942
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$24,402,574
Participant contributions at end of year2016-12-31$1,419,772
Participant contributions at beginning of year2016-12-31$589,550
Participant contributions at beginning of year2016-12-31$139,102
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,008,180
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$51,525,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$4,453
Liabilities. Value of operating payables at end of year2016-12-31$10,925
Liabilities. Value of operating payables at beginning of year2016-12-31$1,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$27,714,278
Value of net assets at end of year (total assets less liabilities)2016-12-31$150,465,833
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$122,751,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$72,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$132,447,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$63,098,402
Interest on participant loans2016-12-31$53,668
Value of interest in common/collective trusts at end of year2016-12-31$11,281,029
Value of interest in common/collective trusts at beginning of year2016-12-31$5,832,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,147,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$94,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$94,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,440,411
Net investment gain or loss from common/collective trusts2016-12-31$136,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,133,883
Employer contributions (assets) at end of year2016-12-31$3,180,821
Employer contributions (assets) at beginning of year2016-12-31$1,478,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,128,198
Contract administrator fees2016-12-31$103,629
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$228
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2016-12-31208092242
2015 : SOUND PHYSICIANS 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$51,525,560
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,599
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$875
Total income from all sources (including contributions)2015-12-31$16,378,556
Total of all expenses incurred2015-12-31$8,609,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,518,339
Value of total corrective distributions2015-12-31$22,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,299,220
Value of total assets at end of year2015-12-31$122,758,154
Value of total assets at beginning of year2015-12-31$63,458,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$69,294
Total interest from all sources2015-12-31$34,114
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,616,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,616,947
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$14,000,779
Participant contributions at end of year2015-12-31$589,550
Participant contributions at beginning of year2015-12-31$518,370
Participant contributions at end of year2015-12-31$139,102
Participant contributions at beginning of year2015-12-31$126,118
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,820,126
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$51,525,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$4,453
Liabilities. Value of operating payables at end of year2015-12-31$1,918
Liabilities. Value of operating payables at beginning of year2015-12-31$875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$7,768,712
Value of net assets at end of year (total assets less liabilities)2015-12-31$122,751,555
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$63,457,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$46,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$63,098,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$56,037,987
Interest on participant loans2015-12-31$25,666
Interest earned on other investments2015-12-31$8,426
Value of interest in common/collective trusts at end of year2015-12-31$5,832,483
Value of interest in common/collective trusts at beginning of year2015-12-31$4,817,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$94,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$133,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$133,086
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,626,493
Net investment gain or loss from common/collective trusts2015-12-31$54,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,478,315
Employer contributions (assets) at end of year2015-12-31$1,478,315
Employer contributions (assets) at beginning of year2015-12-31$1,824,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,518,339
Contract administrator fees2015-12-31$22,419
Liabilities. Value of benefit claims payable at end of year2015-12-31$228
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2015-12-31208092242
2014 : SOUND PHYSICIANS 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$149,431
Total income from all sources (including contributions)2014-12-31$19,247,010
Total of all expenses incurred2014-12-31$5,757,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,694,790
Value of total corrective distributions2014-12-31$3,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,177,968
Value of total assets at end of year2014-12-31$63,458,158
Value of total assets at beginning of year2014-12-31$50,117,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$58,834
Total interest from all sources2014-12-31$38,128
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,012,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,012,942
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$10,817,999
Participant contributions at end of year2014-12-31$518,370
Participant contributions at beginning of year2014-12-31$447,719
Participant contributions at end of year2014-12-31$126,118
Participant contributions at beginning of year2014-12-31$88,314
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,530,369
Liabilities. Value of operating payables at end of year2014-12-31$875
Liabilities. Value of operating payables at beginning of year2014-12-31$525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$13,489,677
Value of net assets at end of year (total assets less liabilities)2014-12-31$63,457,283
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$49,967,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$34,867
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$56,037,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$44,366,688
Interest on participant loans2014-12-31$20,829
Interest earned on other investments2014-12-31$17,278
Value of interest in common/collective trusts at end of year2014-12-31$4,817,997
Value of interest in common/collective trusts at beginning of year2014-12-31$3,675,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$133,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$649,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$649,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,985,550
Net investment gain or loss from common/collective trusts2014-12-31$32,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,829,600
Employer contributions (assets) at end of year2014-12-31$1,824,600
Employer contributions (assets) at beginning of year2014-12-31$888,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,694,790
Contract administrator fees2014-12-31$23,967
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$148,906
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2014-12-31208029224
2013 : SOUND PHYSICIANS 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$149,431
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,954
Total income from all sources (including contributions)2013-12-31$17,355,410
Total of all expenses incurred2013-12-31$5,765,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,704,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,766,818
Value of total assets at end of year2013-12-31$50,117,037
Value of total assets at beginning of year2013-12-31$38,380,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$60,285
Total interest from all sources2013-12-31$37,474
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,863,262
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,863,262
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,897,235
Participant contributions at end of year2013-12-31$447,719
Participant contributions at beginning of year2013-12-31$398,129
Participant contributions at end of year2013-12-31$88,314
Participant contributions at beginning of year2013-12-31$61,592
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$980,647
Liabilities. Value of operating payables at end of year2013-12-31$525
Liabilities. Value of operating payables at beginning of year2013-12-31$637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,590,319
Value of net assets at end of year (total assets less liabilities)2013-12-31$49,967,606
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$38,377,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$44,366,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$34,565,690
Interest on participant loans2013-12-31$18,397
Interest earned on other investments2013-12-31$19,045
Value of interest in common/collective trusts at end of year2013-12-31$3,675,573
Value of interest in common/collective trusts at beginning of year2013-12-31$3,296,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$649,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$45,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$45,266
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,662,248
Net investment gain or loss from common/collective trusts2013-12-31$25,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$888,936
Employer contributions (assets) at end of year2013-12-31$888,936
Employer contributions (assets) at beginning of year2013-12-31$12,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,704,806
Contract administrator fees2013-12-31$22,785
Liabilities. Value of benefit claims payable at end of year2013-12-31$148,906
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,317
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2013-12-31208029224
2012 : SOUND PHYSICIANS 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,954
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$925
Total income from all sources (including contributions)2012-12-31$11,917,013
Total of all expenses incurred2012-12-31$3,027,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,952,350
Value of total corrective distributions2012-12-31$8,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,842,391
Value of total assets at end of year2012-12-31$38,380,241
Value of total assets at beginning of year2012-12-31$29,488,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$66,609
Total interest from all sources2012-12-31$16,768
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,315,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,315,633
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,920,203
Participant contributions at end of year2012-12-31$398,129
Participant contributions at beginning of year2012-12-31$384,661
Participant contributions at end of year2012-12-31$61,592
Participant contributions at beginning of year2012-12-31$25,924
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$540,870
Other income not declared elsewhere2012-12-31$19,993
Liabilities. Value of operating payables at end of year2012-12-31$637
Liabilities. Value of operating payables at beginning of year2012-12-31$925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,889,940
Value of net assets at end of year (total assets less liabilities)2012-12-31$38,377,287
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$29,487,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$34,565,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$25,587,584
Interest on participant loans2012-12-31$16,756
Value of interest in common/collective trusts at end of year2012-12-31$3,296,841
Value of interest in common/collective trusts at beginning of year2012-12-31$3,401,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$45,266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$80,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$80,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,675,146
Net investment gain or loss from common/collective trusts2012-12-31$47,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,381,318
Employer contributions (assets) at end of year2012-12-31$12,723
Employer contributions (assets) at beginning of year2012-12-31$7,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,952,350
Contract administrator fees2012-12-31$29,109
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,317
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2012-12-31208029224
2011 : SOUND PHYSICIANS 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$859
Total income from all sources (including contributions)2011-12-31$6,327,013
Total of all expenses incurred2011-12-31$3,989,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,920,613
Expenses. Certain deemed distributions of participant loans2011-12-31$16,537
Value of total corrective distributions2011-12-31$11,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,938,279
Value of total assets at end of year2011-12-31$29,488,272
Value of total assets at beginning of year2011-12-31$27,150,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$41,157
Total interest from all sources2011-12-31$12,019
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$801,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$801,724
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,041,220
Participant contributions at end of year2011-12-31$384,661
Participant contributions at beginning of year2011-12-31$260,499
Participant contributions at end of year2011-12-31$25,924
Participant contributions at beginning of year2011-12-31$21,999
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$473,593
Liabilities. Value of operating payables at end of year2011-12-31$925
Liabilities. Value of operating payables at beginning of year2011-12-31$859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,337,450
Value of net assets at end of year (total assets less liabilities)2011-12-31$29,487,347
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,149,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$34,352
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$25,587,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$23,658,324
Interest on participant loans2011-12-31$12,009
Value of interest in common/collective trusts at end of year2011-12-31$3,401,996
Value of interest in common/collective trusts at beginning of year2011-12-31$3,143,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$80,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$62,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$62,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,481,037
Net investment gain or loss from common/collective trusts2011-12-31$56,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,423,466
Employer contributions (assets) at end of year2011-12-31$7,688
Employer contributions (assets) at beginning of year2011-12-31$3,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,920,613
Contract administrator fees2011-12-31$6,805
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2011-12-31208092242
2010 : SOUND PHYSICIANS 401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$859
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$225
Total income from all sources (including contributions)2010-12-31$9,016,192
Total of all expenses incurred2010-12-31$2,240,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,179,273
Expenses. Certain deemed distributions of participant loans2010-12-31$19,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,695,223
Value of total assets at end of year2010-12-31$27,150,756
Value of total assets at beginning of year2010-12-31$20,374,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$42,470
Total interest from all sources2010-12-31$10,428
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$663,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$663,161
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,469,635
Participant contributions at end of year2010-12-31$260,499
Participant contributions at beginning of year2010-12-31$200,264
Participant contributions at end of year2010-12-31$21,999
Participant contributions at beginning of year2010-12-31$33,489
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$176,800
Liabilities. Value of operating payables at end of year2010-12-31$859
Liabilities. Value of operating payables at beginning of year2010-12-31$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,775,214
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,149,897
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,374,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$36,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$23,658,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,416,360
Interest on participant loans2010-12-31$10,412
Value of interest in common/collective trusts at end of year2010-12-31$3,143,924
Value of interest in common/collective trusts at beginning of year2010-12-31$2,513,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$62,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$211,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$211,416
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,584,678
Net investment gain or loss from common/collective trusts2010-12-31$62,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,048,788
Employer contributions (assets) at end of year2010-12-31$3,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,179,273
Contract administrator fees2010-12-31$5,691
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2010-12-31208092242

Form 5500 Responses for SOUND PHYSICIANS 401(K) PLAN

2022: SOUND PHYSICIANS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUND PHYSICIANS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUND PHYSICIANS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUND PHYSICIANS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUND PHYSICIANS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUND PHYSICIANS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUND PHYSICIANS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUND PHYSICIANS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUND PHYSICIANS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUND PHYSICIANS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUND PHYSICIANS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUND PHYSICIANS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUND PHYSICIANS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUND PHYSICIANS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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