MERCER BUCKS CARDIOLOGY, PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MERCER BUCKS CARDIOLOGY 401(K) PLAN
Measure | Date | Value |
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2022 : MERCER BUCKS CARDIOLOGY 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-6,062,534 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,053,401 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,027,448 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $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 year | 2022-12-31 | $30,091,373 |
Value of total assets at beginning of year | 2022-12-31 | $39,207,308 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $6,400 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $187 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $108,654 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $20,606 |
Participant contributions at end of year | 2022-12-31 | $3,050 |
Participant contributions at beginning of year | 2022-12-31 | $3,050 |
Administrative expenses (other) incurred | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $29,249,134 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $38,110,431 |
Interest on participant loans | 2022-12-31 | $516 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $364,188 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $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 assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $475,001 |
Employer contributions (assets) at end of year | 2022-12-31 | $475,001 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $925,463 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,027,448 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WILKIN & GUTTENPLAN |
Accountancy firm EIN | 2022-12-31 | 222612018 |
2021 : MERCER BUCKS CARDIOLOGY 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $6,848,091 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $6,347,440 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,202,798 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $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 year | 2021-12-31 | $39,207,308 |
Value of total assets at beginning of year | 2021-12-31 | $38,706,657 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $25,350 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $583,996 |
Participant contributions at end of year | 2021-12-31 | $20,606 |
Participant contributions at beginning of year | 2021-12-31 | $147,191 |
Participant contributions at end of year | 2021-12-31 | $3,050 |
Participant contributions at beginning of year | 2021-12-31 | $3,830 |
Administrative expenses (other) incurred | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $38,110,431 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $37,287,641 |
Interest on participant loans | 2021-12-31 | $5,384 |
Interest earned on other investments | 2021-12-31 | $50,821 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $147,758 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $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 assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $916,567 |
Employer contributions (assets) at end of year | 2021-12-31 | $925,463 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $975,423 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,202,798 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WILKIN & GUTTENPLAN |
Accountancy firm EIN | 2021-12-31 | 222612018 |
2020 : MERCER BUCKS CARDIOLOGY 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $6,353,773 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,601,911 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,581,101 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $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 year | 2020-12-31 | $38,706,657 |
Value of total assets at beginning of year | 2020-12-31 | $34,954,795 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $5,000 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $687,681 |
Participant contributions at end of year | 2020-12-31 | $147,191 |
Participant contributions at beginning of year | 2020-12-31 | $211,927 |
Participant contributions at end of year | 2020-12-31 | $3,830 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $79,692 |
Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $37,287,641 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $33,315,671 |
Interest on participant loans | 2020-12-31 | $8,529 |
Interest earned on other investments | 2020-12-31 | $2,913 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $292,572 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $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 assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,074,917 |
Employer contributions (assets) at end of year | 2020-12-31 | $975,423 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,096,005 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,581,101 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WILKIN & GUTTENPLAN |
Accountancy firm EIN | 2020-12-31 | 222612018 |
2019 : MERCER BUCKS CARDIOLOGY 401(K) PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $8,173,357 |
Total income from all sources (including contributions) | 2019-12-31 | $8,173,357 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,679,582 |
Total of all expenses incurred | 2019-12-31 | $3,679,582 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,550,739 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,550,739 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $100,743 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $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 year | 2019-12-31 | $34,954,795 |
Value of total assets at end of year | 2019-12-31 | $34,954,795 |
Value of total assets at beginning of year | 2019-12-31 | $30,461,020 |
Value of total assets at beginning of year | 2019-12-31 | $30,461,020 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $28,100 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $28,100 |
Total interest from all sources | 2019-12-31 | $12,663 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $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 bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $691,940 |
Contributions received from participants | 2019-12-31 | $691,940 |
Participant contributions at end of year | 2019-12-31 | $211,927 |
Participant contributions at end of year | 2019-12-31 | $211,927 |
Participant contributions at beginning of year | 2019-12-31 | $274,635 |
Participant contributions at beginning of year | 2019-12-31 | $274,635 |
Administrative expenses (other) incurred | 2019-12-31 | $28,100 |
Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,493,775 |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $33,315,671 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $33,315,671 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $28,720,414 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $28,720,414 |
Interest on participant loans | 2019-12-31 | $12,663 |
Interest on participant loans | 2019-12-31 | $12,663 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $331,192 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $331,192 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $223,849 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,073,999 |
Contributions received in cash from employer | 2019-12-31 | $1,073,999 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,096,005 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,096,005 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,242,122 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,242,122 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,550,739 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,550,739 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WILKIN & GUTTENPLAN |
Accountancy firm name | 2019-12-31 | WILKIN & GUTTENPLAN |
Accountancy firm EIN | 2019-12-31 | 222612018 |
Accountancy firm EIN | 2019-12-31 | 222612018 |
2018 : MERCER BUCKS CARDIOLOGY 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $165,461 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $420,365 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $383,956 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $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 year | 2018-12-31 | $30,461,020 |
Value of total assets at beginning of year | 2018-12-31 | $30,715,924 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,850 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $58,089 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $848,829 |
Participant contributions at end of year | 2018-12-31 | $274,635 |
Participant contributions at beginning of year | 2018-12-31 | $336,936 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $40,275 |
Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $28,720,414 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $28,855,992 |
Interest on participant loans | 2018-12-31 | $15,043 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $223,849 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $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 assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,242,122 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,242,122 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,357,771 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $383,956 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WILKIN & GUTTENPLAN |
Accountancy firm EIN | 2018-12-31 | 222612018 |
2017 : MERCER BUCKS CARDIOLOGY 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $6,660,141 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $644,958 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $30,715,924 |
Value of total assets at beginning of year | 2017-12-31 | $24,700,741 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $12,350 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $46,470 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $901,489 |
Participant contributions at end of year | 2017-12-31 | $336,936 |
Participant contributions at beginning of year | 2017-12-31 | $244,025 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $177,795 |
Administrative expenses (other) incurred | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $28,855,992 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $22,967,556 |
Interest on participant loans | 2017-12-31 | $13,071 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $165,225 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,355,304 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,357,771 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,288,755 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $632,608 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WILKIN & GUTTENPLAN |
Accountancy firm EIN | 2017-12-31 | 222612018 |
2016 : MERCER BUCKS CARDIOLOGY 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $3,989,835 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,405,844 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,342,397 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $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 year | 2016-12-31 | $24,700,741 |
Value of total assets at beginning of year | 2016-12-31 | $23,116,750 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $10,100 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $32,848 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $896,412 |
Participant contributions at end of year | 2016-12-31 | $244,025 |
Participant contributions at beginning of year | 2016-12-31 | $350,528 |
Participant contributions at beginning of year | 2016-12-31 | $407 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $14,227 |
Administrative expenses (other) incurred | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $22,967,556 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $20,805,643 |
Interest on participant loans | 2016-12-31 | $12,108 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $200,405 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,286,289 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,288,755 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,376,995 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,342,397 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WILKIN & GUTTENPLAN |
Accountancy firm EIN | 2016-12-31 | 222612018 |
2015 : MERCER BUCKS CARDIOLOGY 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,212,083 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,618,577 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,597,808 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $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 year | 2015-12-31 | $23,116,750 |
Value of total assets at beginning of year | 2015-12-31 | $22,523,244 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $10,025 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $6,422 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $957,923 |
Participant contributions at end of year | 2015-12-31 | $350,528 |
Participant contributions at beginning of year | 2015-12-31 | $297,102 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $9,333 |
Administrative expenses (other) incurred | 2015-12-31 | $10,025 |
Total non interest bearing cash at end of year | 2015-12-31 | $1,376,995 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $20,805,643 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $20,156,388 |
Interest on participant loans | 2015-12-31 | $14,807 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $583,177 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $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 assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,374,528 |
Employer contributions (assets) at end of year | 2015-12-31 | $407 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $11,752 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,597,808 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WILKIN & GUTTENPLAN |
Accountancy firm EIN | 2015-12-31 | 222612018 |
2014 : MERCER BUCKS CARDIOLOGY 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $385,309 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $357,040 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $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 year | 2014-12-31 | $22,523,244 |
Value of total assets at beginning of year | 2014-12-31 | $19,602,504 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $9,375 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $847,359 |
Participant contributions at end of year | 2014-12-31 | $297,102 |
Participant contributions at beginning of year | 2014-12-31 | $338,638 |
Participant contributions at end of year | 2014-12-31 | $11,752 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $32,204 |
Administrative expenses (other) incurred | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $20,156,388 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $17,215,315 |
Interest on participant loans | 2014-12-31 | $15,519 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $779,933 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $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 assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,275,602 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,278,069 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,233,314 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $357,040 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WILKIN & GUTTENPLAN |
Accountancy firm EIN | 2014-12-31 | 222612018 |
2013 : MERCER BUCKS CARDIOLOGY 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $5,066,849 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $817,600 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $794,143 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $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 year | 2013-12-31 | $19,602,504 |
Value of total assets at beginning of year | 2013-12-31 | $15,353,255 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $7,130 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $834,824 |
Participant contributions at end of year | 2013-12-31 | $338,638 |
Participant contributions at beginning of year | 2013-12-31 | $261,678 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $65,087 |
Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $17,215,315 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $13,169,946 |
Interest on participant loans | 2013-12-31 | $14,988 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $815,237 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $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 assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,240,208 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,233,314 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,212,782 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $794,143 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WILKIN & GUTTENPLAN |
Accountancy firm EIN | 2013-12-31 | 222612018 |
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 incurred | 2012-12-31 | $935,371 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $916,686 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $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 year | 2012-12-31 | $15,353,255 |
Value of total assets at beginning of year | 2012-12-31 | $12,532,797 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,850 |
Total interest from all sources | 2012-12-31 | $15,356 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $837,454 |
Participant contributions at end of year | 2012-12-31 | $261,678 |
Participant contributions at beginning of year | 2012-12-31 | $214,986 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $5,576 |
Administrative expenses (other) incurred | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $13,169,946 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $10,352,103 |
Interest on participant loans | 2012-12-31 | $15,356 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $708,849 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $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 assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,212,783 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,212,782 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,284,732 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $916,686 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WILKIN & GUTTENPLAN |
Accountancy firm EIN | 2012-12-31 | 222612018 |
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 incurred | 2011-12-31 | $763,089 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $756,759 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $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 year | 2011-12-31 | $12,532,797 |
Value of total assets at beginning of year | 2011-12-31 | $11,226,710 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,522 |
Total interest from all sources | 2011-12-31 | $16,314 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $903,605 |
Participant contributions at end of year | 2011-12-31 | $214,986 |
Participant contributions at beginning of year | 2011-12-31 | $196,193 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $11,856 |
Administrative expenses (other) incurred | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $10,352,103 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $9,568,691 |
Interest on participant loans | 2011-12-31 | $16,314 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $78,966 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $202,491 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $202,491 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $680,976 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $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 assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,273,493 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,284,732 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,180,369 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $756,759 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WILKIN & GUTTENPLAN |
Accountancy firm EIN | 2011-12-31 | 222612018 |
2010 : MERCER BUCKS CARDIOLOGY 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $127,560 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $11,226,710 |
Value of total assets at beginning of year | 2010-12-31 | $7,990,677 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $5,795 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $236,652 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $890,086 |
Participant contributions at end of year | 2010-12-31 | $196,193 |
Participant contributions at beginning of year | 2010-12-31 | $47,074 |
Participant contributions at beginning of year | 2010-12-31 | $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 year | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $9,568,691 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,482,902 |
Interest on participant loans | 2010-12-31 | $10,496 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $78,966 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $107,063 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $202,491 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $216,844 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 trusts | 2010-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,180,369 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,180,369 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,136,794 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $121,765 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | EISNER AMPER LLP |
Accountancy firm EIN | 2010-12-31 | 131639826 |
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 securities | 2009-12-31 | $0 |