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INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 401k Plan overview

Plan NameINTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN
Plan identification number 001

INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INTERGRATED MEDICAL PROFESSIONALS PLLC has sponsored the creation of one or more 401k plans.

Company Name:INTERGRATED MEDICAL PROFESSIONALS PLLC
Employer identification number (EIN):204483367
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about INTERGRATED MEDICAL PROFESSIONALS PLLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2006-03-15
Company Identification Number: 3334512
Legal Registered Office Address: 80 STATE STREET
Suffolk
ALBANY
United States of America (USA)
12207

More information about INTERGRATED MEDICAL PROFESSIONALS PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01RON W. HAGAN2021-10-12
0012019-01-01RON W. HAGAN2020-09-29 WILLIAM PRICE DUNAWAY2020-09-29
0012018-01-01RON W. HAGAN2019-09-30 WILLIAM PRICE DUNAWAY2019-09-30
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01W. PRICE DUNAWAY
0012013-01-01W. PRICE DUNAWAY
0012012-01-01W. PRICE DUNAWAY
0012011-01-01W. PRICE DUNAWAY
0012009-01-01DEEPAK KAPOOR

Plan Statistics for INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN

401k plan membership statisitcs for INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN

Measure Date Value
2020: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01638
Total number of active participants reported on line 7a of the Form 55002020-01-01427
Number of retired or separated participants receiving benefits2020-01-0115
Number of other retired or separated participants entitled to future benefits2020-01-01168
Total of all active and inactive participants2020-01-01610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01611
Number of participants with account balances2020-01-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0160
2019: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01635
Total number of active participants reported on line 7a of the Form 55002019-01-01451
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01163
Total of all active and inactive participants2019-01-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01615
Number of participants with account balances2019-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0127
2018: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01640
Total number of active participants reported on line 7a of the Form 55002018-01-01474
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-01129
Total of all active and inactive participants2018-01-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01614
Number of participants with account balances2018-01-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01620
Total number of active participants reported on line 7a of the Form 55002017-01-01489
Number of retired or separated participants receiving benefits2017-01-0121
Number of other retired or separated participants entitled to future benefits2017-01-01120
Total of all active and inactive participants2017-01-01630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01630
Number of participants with account balances2017-01-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01611
Total number of active participants reported on line 7a of the Form 55002016-01-01491
Number of retired or separated participants receiving benefits2016-01-0116
Number of other retired or separated participants entitled to future benefits2016-01-0199
Total of all active and inactive participants2016-01-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01606
Number of participants with account balances2016-01-01606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0132
2015: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01690
Total number of active participants reported on line 7a of the Form 55002015-01-01495
Number of retired or separated participants receiving benefits2015-01-0117
Number of other retired or separated participants entitled to future benefits2015-01-0183
Total of all active and inactive participants2015-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01595
Number of participants with account balances2015-01-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0133
2014: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01695
Total number of active participants reported on line 7a of the Form 55002014-01-01528
Number of retired or separated participants receiving benefits2014-01-0155
Number of other retired or separated participants entitled to future benefits2014-01-0198
Total of all active and inactive participants2014-01-01681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01682
Number of participants with account balances2014-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0140
2013: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01659
Total number of active participants reported on line 7a of the Form 55002013-01-01525
Number of retired or separated participants receiving benefits2013-01-0129
Number of other retired or separated participants entitled to future benefits2013-01-01141
Total of all active and inactive participants2013-01-01695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01695
Number of participants with account balances2013-01-01692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01636
Total number of active participants reported on line 7a of the Form 55002012-01-01515
Number of retired or separated participants receiving benefits2012-01-0127
Number of other retired or separated participants entitled to future benefits2012-01-0195
Total of all active and inactive participants2012-01-01637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01638
Number of participants with account balances2012-01-01604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0126
2011: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01607
Total number of active participants reported on line 7a of the Form 55002011-01-01521
Number of retired or separated participants receiving benefits2011-01-0127
Number of other retired or separated participants entitled to future benefits2011-01-0174
Total of all active and inactive participants2011-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01624
Number of participants with account balances2011-01-01621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0125
2009: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01425
Total number of active participants reported on line 7a of the Form 55002009-01-01455
Number of retired or separated participants receiving benefits2009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-0187
Total of all active and inactive participants2009-01-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01551
Number of participants with account balances2009-01-01551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN

Measure Date Value
2020 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$4,898,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,874
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$23,463,312
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,578,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,991,472
Expenses. Certain deemed distributions of participant loans2020-12-31$53,185
Value of total corrective distributions2020-12-31$945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,181,116
Value of total assets at end of year2020-12-31$114,651,175
Value of total assets at beginning of year2020-12-31$94,856,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$533,351
Total interest from all sources2020-12-31$47,581
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,879,696
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$1,879,696
Administrative expenses professional fees incurred2020-12-31$33,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,683,516
Participant contributions at end of year2020-12-31$727,554
Participant contributions at beginning of year2020-12-31$977,400
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$101,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$11,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$4,226
Total non interest bearing cash at end of year2020-12-31$151,636
Total non interest bearing cash at beginning of year2020-12-31$51,782
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$14,884,359
Value of net assets at end of year (total assets less liabilities)2020-12-31$114,639,301
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$94,856,296
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
Investment advisory and management fees2020-12-31$356,450
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$106,435,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$88,149,510
Interest on participant loans2020-12-31$47,581
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$7,264,099
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$5,609,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$72,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$68,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,278,560
Net gain/loss from 103.12 investment entities2020-12-31$72,133
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,396,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,991,472
Contract administrator fees2020-12-31$143,901
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 name2020-12-31SKIBBIE CPA, INC.
Accountancy firm EIN2020-12-31270851321
2019 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$29
Total income from all sources (including contributions)2019-12-31$23,402,061
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,416,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,904,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,614,556
Value of total assets at end of year2019-12-31$94,856,296
Value of total assets at beginning of year2019-12-31$80,870,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$512,029
Total interest from all sources2019-12-31$53,462
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,712,387
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$1,712,387
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,057,756
Participant contributions at end of year2019-12-31$977,400
Participant contributions at beginning of year2019-12-31$977,565
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$53,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$29
Other income not declared elsewhere2019-12-31$8,711
Total non interest bearing cash at end of year2019-12-31$51,782
Total non interest bearing cash at beginning of year2019-12-31$70,794
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$13,985,962
Value of net assets at end of year (total assets less liabilities)2019-12-31$94,856,296
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$80,870,334
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$335,045
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$88,149,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$73,703,771
Interest on participant loans2019-12-31$53,462
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$5,609,249
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$5,842,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$68,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$275,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,910,819
Net gain/loss from 103.12 investment entities2019-12-31$102,126
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$3,503,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,904,070
Contract administrator fees2019-12-31$176,984
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 name2019-12-31SKIBBIE CPA, INC.
Accountancy firm EIN2019-12-31270851321
2018 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29
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$1,570,957
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,611,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,843,173
Expenses. Certain deemed distributions of participant loans2018-12-31$235,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,670,944
Value of total assets at end of year2018-12-31$80,870,363
Value of total assets at beginning of year2018-12-31$82,910,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$532,379
Total interest from all sources2018-12-31$38,814
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,956,573
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$1,956,573
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,380,059
Participant contributions at end of year2018-12-31$977,565
Participant contributions at beginning of year2018-12-31$940,204
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$329,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$29
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$9,872
Total non interest bearing cash at end of year2018-12-31$70,794
Total non interest bearing cash at beginning of year2018-12-31$63,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,040,501
Value of net assets at end of year (total assets less liabilities)2018-12-31$80,870,334
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$82,910,835
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$357,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$73,703,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$76,252,957
Interest on participant loans2018-12-31$38,814
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$5,842,518
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$5,388,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$275,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$265,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,105,246
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$3,961,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,843,173
Contract administrator fees2018-12-31$175,369
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 name2018-12-31SKIBBIE CPA, INC.
Accountancy firm EIN2018-12-31270851321
2017 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$27,103,709
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,866,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,464,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,469,744
Value of total assets at end of year2017-12-31$82,910,835
Value of total assets at beginning of year2017-12-31$57,673,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$402,555
Total interest from all sources2017-12-31$31,216
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,702,365
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$1,702,365
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,874,341
Participant contributions at end of year2017-12-31$940,204
Participant contributions at beginning of year2017-12-31$950,338
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$522,541
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,407,286
Other income not declared elsewhere2017-12-31$5,264
Total non interest bearing cash at end of year2017-12-31$63,577
Total non interest bearing cash at beginning of year2017-12-31$42,964
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$25,236,868
Value of net assets at end of year (total assets less liabilities)2017-12-31$82,910,835
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$57,673,967
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$239,635
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$76,252,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$49,149,398
Interest on participant loans2017-12-31$31,216
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$5,388,254
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$5,078,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$265,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$260,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,809,356
Net gain/loss from 103.12 investment entities2017-12-31$85,764
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$2,188,117
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$1,669,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,464,286
Contract administrator fees2017-12-31$162,920
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 name2017-12-31SKIBBIE CPA, INC.
Accountancy firm EIN2017-12-31270851321
2016 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$197
Total income from all sources (including contributions)2016-12-31$10,388,420
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,840,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,470,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,467,323
Value of total assets at end of year2016-12-31$57,673,967
Value of total assets at beginning of year2016-12-31$49,126,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$369,810
Total interest from all sources2016-12-31$30,264
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,007,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,007,651
Administrative expenses professional fees incurred2016-12-31$28,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,560,204
Participant contributions at end of year2016-12-31$950,338
Participant contributions at beginning of year2016-12-31$979,062
Participant contributions at end of year2016-12-31$522,541
Participant contributions at beginning of year2016-12-31$512,100
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$197
Other income not declared elsewhere2016-12-31$9,812
Total non interest bearing cash at end of year2016-12-31$42,964
Total non interest bearing cash at beginning of year2016-12-31$68,306
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$8,547,759
Value of net assets at end of year (total assets less liabilities)2016-12-31$57,673,967
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$49,126,208
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$202,903
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$49,149,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$41,158,583
Interest on participant loans2016-12-31$30,264
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$5,078,818
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$4,597,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$260,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$250,767
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$7,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,794,157
Net gain/loss from 103.12 investment entities2016-12-31$79,213
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$3,892,883
Employer contributions (assets) at end of year2016-12-31$1,669,329
Employer contributions (assets) at beginning of year2016-12-31$1,560,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,463,694
Contract administrator fees2016-12-31$138,907
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 name2016-12-31SKIBBIE CPA, INC.
Accountancy firm EIN2016-12-31270851321
2015 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$197
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,102
Total income from all sources (including contributions)2015-12-31$5,419,851
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,665,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,293,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,179,373
Value of total assets at end of year2015-12-31$49,126,405
Value of total assets at beginning of year2015-12-31$46,378,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$371,862
Total interest from all sources2015-12-31$29,159
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,435,693
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$1,435,693
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,461,928
Participant contributions at end of year2015-12-31$979,062
Participant contributions at beginning of year2015-12-31$743,389
Participant contributions at end of year2015-12-31$512,100
Participant contributions at beginning of year2015-12-31$326,973
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$7,102
Other income not declared elsewhere2015-12-31$15,044
Total non interest bearing cash at end of year2015-12-31$68,306
Total non interest bearing cash at beginning of year2015-12-31$138,370
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$2,754,574
Value of net assets at end of year (total assets less liabilities)2015-12-31$49,126,208
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$46,371,634
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$188,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$41,158,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$39,521,318
Interest on participant loans2015-12-31$29,159
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$4,597,106
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$4,314,577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$250,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$235,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,312,249
Net gain/loss from 103.12 investment entities2015-12-31$72,831
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$3,713,563
Employer contributions (assets) at end of year2015-12-31$1,560,481
Employer contributions (assets) at beginning of year2015-12-31$1,098,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,293,415
Contract administrator fees2015-12-31$183,280
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 name2015-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2015-12-31200851321
2014 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,255,208
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,765,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,405,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,491,162
Value of total assets at end of year2014-12-31$46,378,736
Value of total assets at beginning of year2014-12-31$45,882,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$360,356
Total interest from all sources2014-12-31$30,677
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,191,368
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$1,191,368
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,265,854
Participant contributions at end of year2014-12-31$743,389
Participant contributions at beginning of year2014-12-31$777,833
Participant contributions at end of year2014-12-31$326,973
Participant contributions at beginning of year2014-12-31$352,582
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$444,820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$7,102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$16,023
Total non interest bearing cash at end of year2014-12-31$138,370
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$489,211
Value of net assets at end of year (total assets less liabilities)2014-12-31$46,371,634
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$45,882,423
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$210,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$39,521,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$37,414,373
Interest on participant loans2014-12-31$30,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$19,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$19,787
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$4,314,577
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$4,532,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$235,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$219,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,459,145
Net gain/loss from 103.12 investment entities2014-12-31$66,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,780,488
Employer contributions (assets) at end of year2014-12-31$1,098,386
Employer contributions (assets) at beginning of year2014-12-31$2,565,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,405,641
Contract administrator fees2014-12-31$149,638
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 name2014-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2014-12-31200851321
2013 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,822
Total income from all sources (including contributions)2013-12-31$11,833,405
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,547,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,184,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,629,100
Value of total assets at end of year2013-12-31$45,882,423
Value of total assets at beginning of year2013-12-31$35,603,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$362,785
Total interest from all sources2013-12-31$22,787
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$703,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$703,042
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,600,076
Participant contributions at end of year2013-12-31$777,833
Participant contributions at beginning of year2013-12-31$598,495
Participant contributions at end of year2013-12-31$352,582
Participant contributions at beginning of year2013-12-31$339,049
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$71,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$5,259
Other income not declared elsewhere2013-12-31$8,567
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$10,285,698
Value of net assets at end of year (total assets less liabilities)2013-12-31$45,882,423
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$35,596,725
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$239,266
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$37,414,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$27,958,962
Interest on participant loans2013-12-31$22,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$19,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$100,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$100,329
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$4,532,628
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$4,023,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$219,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$211,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,400,892
Net gain/loss from 103.12 investment entities2013-12-31$69,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,957,315
Employer contributions (assets) at end of year2013-12-31$2,565,520
Employer contributions (assets) at beginning of year2013-12-31$2,372,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,184,922
Contract administrator fees2013-12-31$123,519
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,563
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 name2013-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2013-12-31200851321
2012 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,966
Total income from all sources (including contributions)2012-12-31$9,488,935
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,460,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,249,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,596,830
Value of total assets at end of year2012-12-31$35,603,547
Value of total assets at beginning of year2012-12-31$27,573,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$211,089
Total interest from all sources2012-12-31$20,163
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$460,196
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$460,196
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,577,704
Participant contributions at end of year2012-12-31$598,495
Participant contributions at beginning of year2012-12-31$466,737
Participant contributions at end of year2012-12-31$339,049
Participant contributions at beginning of year2012-12-31$346,026
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$99,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,788
Other income not declared elsewhere2012-12-31$15,426
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$8,028,792
Value of net assets at end of year (total assets less liabilities)2012-12-31$35,596,725
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,567,933
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$98,993
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$27,958,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,451,013
Interest on participant loans2012-12-31$20,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$100,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$59,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$59,728
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$4,023,337
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$3,748,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$211,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$195,706
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$10,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,323,592
Net gain/loss from 103.12 investment entities2012-12-31$72,728
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,919,644
Employer contributions (assets) at end of year2012-12-31$2,372,242
Employer contributions (assets) at beginning of year2012-12-31$2,306,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,239,054
Contract administrator fees2012-12-31$112,096
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,563
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,178
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 name2012-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2012-12-31200851321
2011 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,966
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,150
Total income from all sources (including contributions)2011-12-31$6,375,950
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$650,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$483,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,673,412
Value of total assets at end of year2011-12-31$27,573,899
Value of total assets at beginning of year2011-12-31$21,847,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$167,488
Total interest from all sources2011-12-31$12,930
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$325,966
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$325,966
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$2,435,659
Participant contributions at end of year2011-12-31$466,737
Participant contributions at beginning of year2011-12-31$313,917
Participant contributions at end of year2011-12-31$346,026
Participant contributions at beginning of year2011-12-31$283,375
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$339,951
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,788
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,401
Other income not declared elsewhere2011-12-31$33,129
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$5,725,379
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,567,933
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,842,554
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$75,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,451,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,552,102
Interest on participant loans2011-12-31$12,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$59,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$51,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$51,557
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$3,748,689
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$3,403,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$195,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$23,535
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$10,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-751,104
Net gain/loss from 103.12 investment entities2011-12-31$81,617
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$3,897,802
Employer contributions (assets) at end of year2011-12-31$2,306,000
Employer contributions (assets) at beginning of year2011-12-31$2,220,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$473,083
Contract administrator fees2011-12-31$91,845
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,178
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,749
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 name2011-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2011-12-31200851321
2010 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$587
Total income from all sources (including contributions)2010-12-31$8,348,896
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$651,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$535,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,361,974
Value of total assets at end of year2010-12-31$21,847,704
Value of total assets at beginning of year2010-12-31$14,145,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$115,432
Total interest from all sources2010-12-31$4,017
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$228,635
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$228,635
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$2,151,238
Participant contributions at end of year2010-12-31$313,917
Participant contributions at beginning of year2010-12-31$53,440
Participant contributions at end of year2010-12-31$283,375
Participant contributions at beginning of year2010-12-31$246,895
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$639,744
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$3,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$587
Other income not declared elsewhere2010-12-31$9,366
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$7,697,658
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,842,554
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,144,896
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$49,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,552,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,297,350
Interest on participant loans2010-12-31$4,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$51,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$36,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$36,268
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$7
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$3,403,075
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$2,625,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$23,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$14,169
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$10,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,656,835
Net gain/loss from 103.12 investment entities2010-12-31$88,069
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$3,570,992
Employer contributions (assets) at end of year2010-12-31$2,220,143
Employer contributions (assets) at beginning of year2010-12-31$1,871,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$525,806
Contract administrator fees2010-12-31$65,653
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
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,749
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 name2010-12-31SCOTT SCIBBIE, INC.
Accountancy firm EIN2010-12-31200851321

Form 5500 Responses for INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN

2020: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFERRED SAVINGS & PROFIT SHARING 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6036315
Policy instance 1
Insurance contract or identification number6036315
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6036315
Policy instance 1
Insurance contract or identification number6036315
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3284042
Policy instance 2
Insurance contract or identification number3284042
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6036315
Policy instance 1
Insurance contract or identification number6036315
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3284042
Policy instance 2
Insurance contract or identification number3284042
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6036315
Policy instance 1
Insurance contract or identification number6036315
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3284042
Policy instance 2
Insurance contract or identification number3284042
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURAQNCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3284042
Policy instance 2
Insurance contract or identification number3284042
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6036315
Policy instance 1
Insurance contract or identification number6036315
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURAQNCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3284042
Policy instance 2
Insurance contract or identification number3284042
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,158
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6036315
Policy instance 1
Insurance contract or identification number6036315
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURAQNCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3284042
Policy instance 2
Insurance contract or identification number3284042
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,158
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6036315
Policy instance 1
Insurance contract or identification number6036315
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6036315
Policy instance 1
Insurance contract or identification number6036315
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURAQNCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3284042
Policy instance 2
Insurance contract or identification number3284042
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,158
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURAQNCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3284042
Policy instance 2
Insurance contract or identification number3284042
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,158
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6036315
Policy instance 1
Insurance contract or identification number6036315
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6036315
Policy instance 1
Insurance contract or identification number6036315
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10
Insurance broker organization code?3
Insurance broker nameMICHAEL F GRECO

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