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MERCER BUCKS CARDIOLOGY 401(K) PLAN 401k Plan overview

Plan NameMERCER BUCKS CARDIOLOGY 401(K) PLAN
Plan identification number 001

MERCER BUCKS CARDIOLOGY 401(K) 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MERCER BUCKS CARDIOLOGY, PA has sponsored the creation of one or more 401k plans.

Company Name:MERCER BUCKS CARDIOLOGY, PA
Employer identification number (EIN):223505477
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERCER BUCKS CARDIOLOGY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WILLIAM COSTANZO
0012016-01-01WILLIAM COSTANZO
0012015-01-01WILLIAM COSTANZO
0012014-01-01WILLIAM COSTANZO
0012013-01-01WILLIAM HIRSCH
0012012-01-01WILLIAM HIRSCH
0012011-01-01WILLIAM HIRSCH
0012010-01-01DEBBIE STERN WILLIAM HIRSCH2011-10-17
0012009-01-01DEBBIE STERN WILLIAM S. HIRSCH2010-09-27

Plan Statistics for MERCER BUCKS CARDIOLOGY 401(K) PLAN

401k plan membership statisitcs for MERCER BUCKS CARDIOLOGY 401(K) PLAN

Measure Date Value
2022: MERCER BUCKS CARDIOLOGY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01192
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01169
Total of all active and inactive participants2022-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01169
Number of participants with account balances2022-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MERCER BUCKS CARDIOLOGY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01214
Total number of active participants reported on line 7a of the Form 55002021-01-0132
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01160
Total of all active and inactive participants2021-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01192
Number of participants with account balances2021-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MERCER BUCKS CARDIOLOGY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01199
Total number of active participants reported on line 7a of the Form 55002020-01-01116
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0198
Total of all active and inactive participants2020-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01214
Number of participants with account balances2020-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: MERCER BUCKS CARDIOLOGY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01218
Total number of active participants reported on line 7a of the Form 55002019-01-01112
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0187
Total of all active and inactive participants2019-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01199
Number of participants with account balances2019-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MERCER BUCKS CARDIOLOGY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01203
Total number of active participants reported on line 7a of the Form 55002018-01-01127
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0191
Total of all active and inactive participants2018-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01218
Number of participants with account balances2018-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: MERCER BUCKS CARDIOLOGY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01192
Total number of active participants reported on line 7a of the Form 55002017-01-01131
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0172
Total of all active and inactive participants2017-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01203
Number of participants with account balances2017-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: MERCER BUCKS CARDIOLOGY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01200
Total number of active participants reported on line 7a of the Form 55002016-01-01131
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01192
Number of participants with account balances2016-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: MERCER BUCKS CARDIOLOGY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01145
Total number of active participants reported on line 7a of the Form 55002015-01-01151
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0149
Total of all active and inactive participants2015-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01200
Number of participants with account balances2015-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MERCER BUCKS CARDIOLOGY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01185
Total number of active participants reported on line 7a of the Form 55002014-01-01145
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01185
Number of participants with account balances2014-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: MERCER BUCKS CARDIOLOGY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01169
Total number of active participants reported on line 7a of the Form 55002013-01-01143
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01185
Number of participants with account balances2013-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MERCER BUCKS CARDIOLOGY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01173
Total number of active participants reported on line 7a of the Form 55002012-01-01136
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01169
Number of participants with account balances2012-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: MERCER BUCKS CARDIOLOGY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01161
Total number of active participants reported on line 7a of the Form 55002011-01-01142
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01173
Number of participants with account balances2011-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: MERCER BUCKS CARDIOLOGY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01150
Total number of active participants reported on line 7a of the Form 55002010-01-01136
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0125
Total of all active and inactive participants2010-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01161
Number of participants with account balances2010-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: MERCER BUCKS CARDIOLOGY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01162
Total number of active participants reported on line 7a of the Form 55002009-01-01150
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01150
Number of participants with account balances2009-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on MERCER BUCKS CARDIOLOGY 401(K) PLAN

Measure Date Value
2022 : MERCER BUCKS CARDIOLOGY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,062,534
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,053,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,027,448
Expenses. Certain deemed distributions of participant loans2022-12-31$19,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$583,655
Value of total assets at end of year2022-12-31$30,091,373
Value of total assets at beginning of year2022-12-31$39,207,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,400
Total interest from all sources2022-12-31$516
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$187
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$108,654
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$20,606
Participant contributions at end of year2022-12-31$3,050
Participant contributions at beginning of year2022-12-31$3,050
Administrative expenses (other) incurred2022-12-31$6,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,115,935
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,091,373
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$39,207,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$29,249,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$38,110,431
Interest on participant loans2022-12-31$516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$364,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$147,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,646,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$475,001
Employer contributions (assets) at end of year2022-12-31$475,001
Employer contributions (assets) at beginning of year2022-12-31$925,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,027,448
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WILKIN & GUTTENPLAN
Accountancy firm EIN2022-12-31222612018
2021 : MERCER BUCKS CARDIOLOGY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,848,091
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,347,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,202,798
Expenses. Certain deemed distributions of participant loans2021-12-31$119,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,500,563
Value of total assets at end of year2021-12-31$39,207,308
Value of total assets at beginning of year2021-12-31$38,706,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,350
Total interest from all sources2021-12-31$56,205
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$583,996
Participant contributions at end of year2021-12-31$20,606
Participant contributions at beginning of year2021-12-31$147,191
Participant contributions at end of year2021-12-31$3,050
Participant contributions at beginning of year2021-12-31$3,830
Administrative expenses (other) incurred2021-12-31$25,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$500,651
Value of net assets at end of year (total assets less liabilities)2021-12-31$39,207,308
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$38,706,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$38,110,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,287,641
Interest on participant loans2021-12-31$5,384
Interest earned on other investments2021-12-31$50,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$147,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$292,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,291,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$916,567
Employer contributions (assets) at end of year2021-12-31$925,463
Employer contributions (assets) at beginning of year2021-12-31$975,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,202,798
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WILKIN & GUTTENPLAN
Accountancy firm EIN2021-12-31222612018
2020 : MERCER BUCKS CARDIOLOGY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,353,773
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,601,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,581,101
Expenses. Certain deemed distributions of participant loans2020-12-31$15,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,842,290
Value of total assets at end of year2020-12-31$38,706,657
Value of total assets at beginning of year2020-12-31$34,954,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,000
Total interest from all sources2020-12-31$11,442
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$687,681
Participant contributions at end of year2020-12-31$147,191
Participant contributions at beginning of year2020-12-31$211,927
Participant contributions at end of year2020-12-31$3,830
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$79,692
Administrative expenses (other) incurred2020-12-31$5,000
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$3,751,862
Value of net assets at end of year (total assets less liabilities)2020-12-31$38,706,657
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,954,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$37,287,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,315,671
Interest on participant loans2020-12-31$8,529
Interest earned on other investments2020-12-31$2,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$292,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$331,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,500,041
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$1,074,917
Employer contributions (assets) at end of year2020-12-31$975,423
Employer contributions (assets) at beginning of year2020-12-31$1,096,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,581,101
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WILKIN & GUTTENPLAN
Accountancy firm EIN2020-12-31222612018
2019 : MERCER BUCKS CARDIOLOGY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,173,357
Total income from all sources (including contributions)2019-12-31$8,173,357
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,679,582
Total of all expenses incurred2019-12-31$3,679,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,550,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,550,739
Expenses. Certain deemed distributions of participant loans2019-12-31$100,743
Expenses. Certain deemed distributions of participant loans2019-12-31$100,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,765,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,765,939
Value of total assets at end of year2019-12-31$34,954,795
Value of total assets at end of year2019-12-31$34,954,795
Value of total assets at beginning of year2019-12-31$30,461,020
Value of total assets at beginning of year2019-12-31$30,461,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,100
Total interest from all sources2019-12-31$12,663
Total interest from all sources2019-12-31$12,663
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$94,774
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$94,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$94,774
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$94,774
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$691,940
Contributions received from participants2019-12-31$691,940
Participant contributions at end of year2019-12-31$211,927
Participant contributions at end of year2019-12-31$211,927
Participant contributions at beginning of year2019-12-31$274,635
Participant contributions at beginning of year2019-12-31$274,635
Administrative expenses (other) incurred2019-12-31$28,100
Administrative expenses (other) incurred2019-12-31$28,100
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
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$4,493,775
Value of net income/loss2019-12-31$4,493,775
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,954,795
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,954,795
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,461,020
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,461,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,315,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,315,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,720,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,720,414
Interest on participant loans2019-12-31$12,663
Interest on participant loans2019-12-31$12,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$331,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$331,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$223,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$223,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,299,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,299,981
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,073,999
Contributions received in cash from employer2019-12-31$1,073,999
Employer contributions (assets) at end of year2019-12-31$1,096,005
Employer contributions (assets) at end of year2019-12-31$1,096,005
Employer contributions (assets) at beginning of year2019-12-31$1,242,122
Employer contributions (assets) at beginning of year2019-12-31$1,242,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,550,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,550,739
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WILKIN & GUTTENPLAN
Accountancy firm name2019-12-31WILKIN & GUTTENPLAN
Accountancy firm EIN2019-12-31222612018
Accountancy firm EIN2019-12-31222612018
2018 : MERCER BUCKS CARDIOLOGY 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$165,461
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$420,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$383,956
Expenses. Certain deemed distributions of participant loans2018-12-31$29,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,131,226
Value of total assets at end of year2018-12-31$30,461,020
Value of total assets at beginning of year2018-12-31$30,715,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,850
Total interest from all sources2018-12-31$15,043
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$58,089
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$58,089
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$848,829
Participant contributions at end of year2018-12-31$274,635
Participant contributions at beginning of year2018-12-31$336,936
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$40,275
Administrative expenses (other) incurred2018-12-31$6,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-254,904
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,461,020
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,715,924
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,720,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,855,992
Interest on participant loans2018-12-31$15,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$223,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$165,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,038,897
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$1,242,122
Employer contributions (assets) at end of year2018-12-31$1,242,122
Employer contributions (assets) at beginning of year2018-12-31$1,357,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$383,956
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 name2018-12-31WILKIN & GUTTENPLAN
Accountancy firm EIN2018-12-31222612018
2017 : MERCER BUCKS CARDIOLOGY 401(K) 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$6,660,141
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$644,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$632,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,434,588
Value of total assets at end of year2017-12-31$30,715,924
Value of total assets at beginning of year2017-12-31$24,700,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,350
Total interest from all sources2017-12-31$13,071
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$46,470
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$46,470
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$901,489
Participant contributions at end of year2017-12-31$336,936
Participant contributions at beginning of year2017-12-31$244,025
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$177,795
Administrative expenses (other) incurred2017-12-31$12,350
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$6,015,183
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,715,924
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,700,741
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$28,855,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,967,556
Interest on participant loans2017-12-31$13,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$165,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$200,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,166,012
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$1,355,304
Employer contributions (assets) at end of year2017-12-31$1,357,771
Employer contributions (assets) at beginning of year2017-12-31$1,288,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$632,608
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 name2017-12-31WILKIN & GUTTENPLAN
Accountancy firm EIN2017-12-31222612018
2016 : MERCER BUCKS CARDIOLOGY 401(K) 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$0
Total income from all sources (including contributions)2016-12-31$3,989,835
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,405,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,342,397
Expenses. Certain deemed distributions of participant loans2016-12-31$53,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,196,928
Value of total assets at end of year2016-12-31$24,700,741
Value of total assets at beginning of year2016-12-31$23,116,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,100
Total interest from all sources2016-12-31$12,108
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$32,848
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$32,848
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$896,412
Participant contributions at end of year2016-12-31$244,025
Participant contributions at beginning of year2016-12-31$350,528
Participant contributions at beginning of year2016-12-31$407
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,227
Administrative expenses (other) incurred2016-12-31$10,100
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$1,583,991
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,700,741
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,116,750
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,967,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,805,643
Interest on participant loans2016-12-31$12,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$200,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$583,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,747,951
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$1,286,289
Employer contributions (assets) at end of year2016-12-31$1,288,755
Employer contributions (assets) at beginning of year2016-12-31$1,376,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,342,397
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 name2016-12-31WILKIN & GUTTENPLAN
Accountancy firm EIN2016-12-31222612018
2015 : MERCER BUCKS CARDIOLOGY 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,212,083
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,618,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,597,808
Expenses. Certain deemed distributions of participant loans2015-12-31$10,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,341,784
Value of total assets at end of year2015-12-31$23,116,750
Value of total assets at beginning of year2015-12-31$22,523,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,025
Total interest from all sources2015-12-31$14,807
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,422
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$6,422
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$957,923
Participant contributions at end of year2015-12-31$350,528
Participant contributions at beginning of year2015-12-31$297,102
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,333
Administrative expenses (other) incurred2015-12-31$10,025
Total non interest bearing cash at end of year2015-12-31$1,376,995
Total non interest bearing cash at beginning of year2015-12-31$1,278,069
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$593,506
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,116,750
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,523,244
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,805,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,156,388
Interest on participant loans2015-12-31$14,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$583,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$779,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-150,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,374,528
Employer contributions (assets) at end of year2015-12-31$407
Employer contributions (assets) at beginning of year2015-12-31$11,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,597,808
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 name2015-12-31WILKIN & GUTTENPLAN
Accountancy firm EIN2015-12-31222612018
2014 : MERCER BUCKS CARDIOLOGY 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,306,049
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$385,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$357,040
Expenses. Certain deemed distributions of participant loans2014-12-31$18,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,155,165
Value of total assets at end of year2014-12-31$22,523,244
Value of total assets at beginning of year2014-12-31$19,602,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,375
Total interest from all sources2014-12-31$15,519
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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$847,359
Participant contributions at end of year2014-12-31$297,102
Participant contributions at beginning of year2014-12-31$338,638
Participant contributions at end of year2014-12-31$11,752
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$32,204
Administrative expenses (other) incurred2014-12-31$9,375
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$2,920,740
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,523,244
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,602,504
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,156,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,215,315
Interest on participant loans2014-12-31$15,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$779,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$815,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,135,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,275,602
Employer contributions (assets) at end of year2014-12-31$1,278,069
Employer contributions (assets) at beginning of year2014-12-31$1,233,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$357,040
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 name2014-12-31WILKIN & GUTTENPLAN
Accountancy firm EIN2014-12-31222612018
2013 : MERCER BUCKS CARDIOLOGY 401(K) 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$0
Total income from all sources (including contributions)2013-12-31$5,066,849
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$817,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$794,143
Expenses. Certain deemed distributions of participant loans2013-12-31$16,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,140,119
Value of total assets at end of year2013-12-31$19,602,504
Value of total assets at beginning of year2013-12-31$15,353,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,130
Total interest from all sources2013-12-31$14,988
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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$834,824
Participant contributions at end of year2013-12-31$338,638
Participant contributions at beginning of year2013-12-31$261,678
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$65,087
Administrative expenses (other) incurred2013-12-31$7,130
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$4,249,249
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,602,504
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,353,255
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,215,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,169,946
Interest on participant loans2013-12-31$14,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$815,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$708,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,911,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,240,208
Employer contributions (assets) at end of year2013-12-31$1,233,314
Employer contributions (assets) at beginning of year2013-12-31$1,212,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$794,143
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 name2013-12-31WILKIN & GUTTENPLAN
Accountancy firm EIN2013-12-31222612018
2012 : MERCER BUCKS CARDIOLOGY 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,755,829
Total of all expenses incurred2012-12-31$935,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$916,686
Expenses. Certain deemed distributions of participant loans2012-12-31$13,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,055,813
Value of total assets at end of year2012-12-31$15,353,255
Value of total assets at beginning of year2012-12-31$12,532,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,850
Total interest from all sources2012-12-31$15,356
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$837,454
Participant contributions at end of year2012-12-31$261,678
Participant contributions at beginning of year2012-12-31$214,986
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,576
Administrative expenses (other) incurred2012-12-31$4,850
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$2,820,458
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,353,255
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,532,797
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,169,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,352,103
Interest on participant loans2012-12-31$15,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$708,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$680,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,684,660
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$1,212,783
Employer contributions (assets) at end of year2012-12-31$1,212,782
Employer contributions (assets) at beginning of year2012-12-31$1,284,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$916,686
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 name2012-12-31WILKIN & GUTTENPLAN
Accountancy firm EIN2012-12-31222612018
2011 : MERCER BUCKS CARDIOLOGY 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,069,176
Total of all expenses incurred2011-12-31$763,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$756,759
Expenses. Certain deemed distributions of participant loans2011-12-31$2,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,188,954
Value of total assets at end of year2011-12-31$12,532,797
Value of total assets at beginning of year2011-12-31$11,226,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,522
Total interest from all sources2011-12-31$16,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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 period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$903,605
Participant contributions at end of year2011-12-31$214,986
Participant contributions at beginning of year2011-12-31$196,193
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,856
Administrative expenses (other) incurred2011-12-31$3,522
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$1,306,087
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,532,797
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,226,710
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,352,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,568,691
Interest on participant loans2011-12-31$16,314
Value of interest in common/collective trusts at beginning of year2011-12-31$78,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$202,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$202,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$680,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-136,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,273,493
Employer contributions (assets) at end of year2011-12-31$1,284,732
Employer contributions (assets) at beginning of year2011-12-31$1,180,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$756,759
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31WILKIN & GUTTENPLAN
Accountancy firm EIN2011-12-31222612018
2010 : MERCER BUCKS CARDIOLOGY 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,363,593
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$127,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$121,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,159,453
Value of total assets at end of year2010-12-31$11,226,710
Value of total assets at beginning of year2010-12-31$7,990,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,795
Total interest from all sources2010-12-31$10,496
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$236,652
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$236,652
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$890,086
Participant contributions at end of year2010-12-31$196,193
Participant contributions at beginning of year2010-12-31$47,074
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$88,998
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$5,795
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$3,236,033
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,226,710
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,990,677
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,568,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,482,902
Interest on participant loans2010-12-31$10,496
Value of interest in common/collective trusts at end of year2010-12-31$78,966
Value of interest in common/collective trusts at beginning of year2010-12-31$107,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$202,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$216,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$216,844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$956,992
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,180,369
Employer contributions (assets) at end of year2010-12-31$1,180,369
Employer contributions (assets) at beginning of year2010-12-31$1,136,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$121,765
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 name2010-12-31EISNER AMPER LLP
Accountancy firm EIN2010-12-31131639826
2009 : MERCER BUCKS CARDIOLOGY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MERCER BUCKS CARDIOLOGY 401(K) PLAN

2022: MERCER BUCKS CARDIOLOGY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MERCER BUCKS CARDIOLOGY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MERCER BUCKS CARDIOLOGY 401(K) 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: MERCER BUCKS CARDIOLOGY 401(K) 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: MERCER BUCKS CARDIOLOGY 401(K) 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: MERCER BUCKS CARDIOLOGY 401(K) 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: MERCER BUCKS CARDIOLOGY 401(K) 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: MERCER BUCKS CARDIOLOGY 401(K) 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: MERCER BUCKS CARDIOLOGY 401(K) 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: MERCER BUCKS CARDIOLOGY 401(K) 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: MERCER BUCKS CARDIOLOGY 401(K) 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: MERCER BUCKS CARDIOLOGY 401(K) 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
2010: MERCER BUCKS CARDIOLOGY 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MERCER BUCKS CARDIOLOGY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875620
Policy instance 1
Insurance contract or identification number875620
Number of Individuals Covered169
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $49,909
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?Yes
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 BenefitNo
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
Commission paid to Insurance BrokerUSD $49,909
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875620
Policy instance 1
Insurance contract or identification number875620
Number of Individuals Covered190
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $57,341
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 BenefitNo
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
Commission paid to Insurance BrokerUSD $57,341
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875620
Policy instance 1
Insurance contract or identification number875620
Number of Individuals Covered200
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $50,055
Total amount of fees paid to insurance companyUSD $16,449
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?Yes
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 BenefitNo
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
Amount paid for insurance broker fees16449
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $50,055
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875620
Policy instance 1
Insurance contract or identification number875620
Number of Individuals Covered199
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $47,166
Total amount of fees paid to insurance companyUSD $15,530
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?Yes
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 BenefitNo
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
Amount paid for insurance broker fees15530
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $47,166
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875620
Policy instance 1
Insurance contract or identification number875620
Number of Individuals Covered202
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $46,033
Total amount of fees paid to insurance companyUSD $15,185
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?Yes
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 BenefitNo
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
Amount paid for insurance broker fees15185
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $46,033
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875620
Policy instance 1
Insurance contract or identification number875620
Number of Individuals Covered187
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $39,581
Total amount of fees paid to insurance companyUSD $12,700
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?Yes
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 BenefitNo
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
Amount paid for insurance broker fees12700
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $39,581
Insurance broker nameNORTHWESTERN MUTUAL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875620
Policy instance 1
Insurance contract or identification number875620
Number of Individuals Covered189
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $54,903
Total amount of fees paid to insurance companyUSD $10,890
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?Yes
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 BenefitNo
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
Amount paid for insurance broker fees10890
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $54,903
Insurance broker nameNORTHWESTERN MUTUAL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875620
Policy instance 1
Insurance contract or identification number875620
Number of Individuals Covered181
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $49,659
Total amount of fees paid to insurance companyUSD $9,652
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?Yes
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 BenefitNo
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
Amount paid for insurance broker fees9652
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $49,659
Insurance broker nameNORTHWESTTERN MUTUAL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875620
Policy instance 1
Insurance contract or identification number875620
Number of Individuals Covered179
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $40,357
Total amount of fees paid to insurance companyUSD $8,313
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?Yes
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 BenefitNo
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
Amount paid for insurance broker fees8313
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $40,357
Insurance broker nameNORTHWESTTERN MUTUAL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875620
Policy instance 1
Insurance contract or identification number875620
Number of Individuals Covered170
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,862
Total amount of fees paid to insurance companyUSD $44,592
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,862
Insurance broker organization code?3
Amount paid for insurance broker fees44592
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker nameRED BANK PENSION SERVICES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875620
Policy instance 1
Insurance contract or identification number875620
Number of Individuals Covered169
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $52,304
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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