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Plan Name | RIVERPOINT MEDICAL 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | RIVERPOINT MEDICAL, LLC |
Employer identification number (EIN): | 203988235 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about RIVERPOINT MEDICAL, LLC
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 2005-08-12 |
Company Identification Number: | 30543193 |
Legal Registered Office Address: |
780 COMMERCIAL ST SE STE 100 SALEM United States of America (USA) 97301 |
More information about RIVERPOINT MEDICAL, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | PATRICK FERGUSON | PATRICK FERGUSON | 2018-10-09 | |
001 | 2016-01-01 | PATRICK FERGUSON | 2017-05-11 | ||
001 | 2015-01-01 | PATRICK FERGUSON | 2016-07-26 |
Measure | Date | Value |
---|---|---|
2022: RIVERPOINT MEDICAL 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 297 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 310 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 37 |
Total of all active and inactive participants | 2022-01-01 | 347 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 347 |
Number of participants with account balances | 2022-01-01 | 326 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
2021: RIVERPOINT MEDICAL 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 203 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 218 |
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 | 43 |
Total of all active and inactive participants | 2021-01-01 | 261 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 261 |
Number of participants with account balances | 2021-01-01 | 243 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 7 |
2020: RIVERPOINT MEDICAL 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 209 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 194 |
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 | 29 |
Total of all active and inactive participants | 2020-01-01 | 223 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 223 |
Number of participants with account balances | 2020-01-01 | 198 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: RIVERPOINT MEDICAL 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 179 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 165 |
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 | 29 |
Total of all active and inactive participants | 2019-01-01 | 194 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 194 |
Number of participants with account balances | 2019-01-01 | 177 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: RIVERPOINT MEDICAL 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 165 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 149 |
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 | 21 |
Total of all active and inactive participants | 2018-01-01 | 170 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 170 |
Number of participants with account balances | 2018-01-01 | 153 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: RIVERPOINT MEDICAL 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 132 |
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 | 17 |
Total of all active and inactive participants | 2017-01-01 | 149 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 149 |
Number of participants with account balances | 2017-01-01 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : RIVERPOINT MEDICAL 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $481,947 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $162,561 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $108,370 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,797,231 |
Value of total assets at end of year | 2022-12-31 | $7,786,143 |
Value of total assets at beginning of year | 2022-12-31 | $7,466,757 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $54,191 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $362,950 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $362,950 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,127,789 |
Participant contributions at end of year | 2022-12-31 | $14,354 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $81,754 |
Other income not declared elsewhere | 2022-12-31 | $10 |
Administrative expenses (other) incurred | 2022-12-31 | $54,191 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $319,386 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,786,143 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,466,757 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,639,691 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,356,840 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $132,098 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $109,917 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,680,637 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $2,393 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $587,688 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $108,370 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MEIHAUS CPA, PC |
Accountancy firm EIN | 2022-12-31 | 880926982 |
2021 : RIVERPOINT MEDICAL 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 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 | $2,399,783 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $323,148 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $280,835 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,483,398 |
Value of total assets at end of year | 2021-12-31 | $7,466,757 |
Value of total assets at beginning of year | 2021-12-31 | $5,390,122 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $42,313 |
Total interest from all sources | 2021-12-31 | $11 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $367,838 |
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 | $367,838 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
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 | $899,600 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $134,972 |
Other income not declared elsewhere | 2021-12-31 | $11,494 |
Administrative expenses (other) incurred | 2021-12-31 | $42,313 |
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 | $2,076,635 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,466,757 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,390,122 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,356,840 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,390,122 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $109,917 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $11 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $536,333 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $709 |
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 | No |
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 | $448,826 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $280,835 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
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 | ALDRICH CPAS ADVISORS LLP |
Accountancy firm EIN | 2021-12-31 | 930623328 |
2020 : RIVERPOINT MEDICAL 401(K) 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 | $1,758,625 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $135,823 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $133,543 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $906,001 |
Value of total assets at end of year | 2020-12-31 | $5,390,122 |
Value of total assets at beginning of year | 2020-12-31 | $3,767,320 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,280 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $230,162 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $230,162 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 | $589,205 |
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 | $1,622,802 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,390,122 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,767,320 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,390,122 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,754,243 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $13,077 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $13,077 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $622,462 |
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 | No |
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 | $316,796 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $133,543 |
Contract administrator fees | 2020-12-31 | $2,280 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | ALDRICH CPAS + ADVISORS LLP |
Accountancy firm EIN | 2020-12-31 | 930623328 |
2019 : RIVERPOINT MEDICAL 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
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 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 | $1,559,392 |
Total income from all sources (including contributions) | 2019-12-31 | $1,559,392 |
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 | $169,639 |
Total of all expenses incurred | 2019-12-31 | $169,639 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $165,881 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $165,881 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $966,335 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $966,335 |
Value of total assets at end of year | 2019-12-31 | $3,767,320 |
Value of total assets at end of year | 2019-12-31 | $3,767,320 |
Value of total assets at beginning of year | 2019-12-31 | $2,377,567 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,758 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,758 |
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 | $177,654 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $177,654 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $177,654 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $177,654 |
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 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 | $557,911 |
Contributions received from participants | 2019-12-31 | $557,911 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $103,659 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $103,659 |
Other income not declared elsewhere | 2019-12-31 | $-742 |
Other income not declared elsewhere | 2019-12-31 | $-742 |
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 |
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 | $1,389,753 |
Value of net income/loss | 2019-12-31 | $1,389,753 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,767,320 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,767,320 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,377,567 |
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 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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,754,243 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,754,243 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,366,744 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,366,744 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $13,077 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $13,077 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $10,823 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $10,823 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $10,823 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $10,823 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $416,145 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $416,145 |
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 |
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 | $304,765 |
Contributions received in cash from employer | 2019-12-31 | $304,765 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $165,881 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $165,881 |
Contract administrator fees | 2019-12-31 | $3,758 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 | ALDRICH CPAS + ADVISORS LLP |
Accountancy firm name | 2019-12-31 | ALDRICH CPAS + ADVISORS LLP |
Accountancy firm EIN | 2019-12-31 | 930623286 |
Accountancy firm EIN | 2019-12-31 | 930623286 |
2018 : RIVERPOINT MEDICAL 401(K) 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 | $575,964 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $27,708 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $24,165 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $729,761 |
Value of total assets at end of year | 2018-12-31 | $2,377,567 |
Value of total assets at beginning of year | 2018-12-31 | $1,829,311 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,543 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $144,411 |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $144,411 |
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 | $477,592 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $4,007 |
Other income not declared elsewhere | 2018-12-31 | $269 |
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 | $548,256 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,377,567 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,829,311 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,366,744 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,818,542 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $10,823 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $10,769 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $10,769 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-298,477 |
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 | $248,162 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $24,165 |
Contract administrator fees | 2018-12-31 | $3,543 |
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 | ALDRICH CPAS + ADVISORS LLP |
Accountancy firm EIN | 2018-12-31 | 930623286 |
2017 : RIVERPOINT MEDICAL 401(K) 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 | $913,524 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $15,562 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $13,127 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $698,066 |
Value of total assets at end of year | 2017-12-31 | $1,829,311 |
Value of total assets at beginning of year | 2017-12-31 | $931,349 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,435 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $63,670 |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $63,670 |
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 | $408,472 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $82,821 |
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 | $897,962 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,829,311 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $931,349 |
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 | $1,818,542 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $931,349 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $10,769 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $151,788 |
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 | $206,773 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $13,127 |
Contract administrator fees | 2017-12-31 | $2,435 |
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 | ALDRICH CPAS PLUS ADVISORS LLP |
Accountancy firm EIN | 2017-12-31 | 931328770 |
2022: RIVERPOINT MEDICAL 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: RIVERPOINT MEDICAL 401(K) 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: RIVERPOINT MEDICAL 401(K) 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: RIVERPOINT MEDICAL 401(K) 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: RIVERPOINT MEDICAL 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
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: RIVERPOINT MEDICAL 401(K) 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 |