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Plan Name | FIRELANDS PHYSICIAN GROUP 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | NORTH COAST PROFESSIONAL COMPANY, LLC |
Employer identification number (EIN): | 223950426 |
NAIC Classification: | 621112 |
NAIC Description: | Offices of Physicians, Mental Health Specialists |
Additional information about NORTH COAST PROFESSIONAL COMPANY, LLC
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1989-02-24 |
Company Identification Number: | 743294 |
Legal Registered Office Address: |
1111 HAYES AVE. - SANDUSKY United States of America (USA) 44870 |
More information about NORTH COAST PROFESSIONAL COMPANY, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2017-01-01 | ZACHARY WISE | |||
001 | 2017-01-01 | 2018-09-28 | |||
001 | 2016-01-01 | ZACHARY WISE | |||
001 | 2015-01-01 | DANIEL MONCHER | DANIEL MONCHER | 2016-09-21 | |
001 | 2015-01-01 | DANIEL MONCHER | DANIEL MONCHER | 2016-09-21 | |
001 | 2014-01-01 | DANIEL J MONCHER | DANIEL J MONCHER | 2015-10-12 | |
001 | 2013-01-01 | DANIEL J MONCHER | DANIEL J MONCHER | 2014-10-13 | |
001 | 2012-01-01 | DANIEL MONCHER | 2013-07-17 | DANIEL MONCHER | 2013-07-17 |
001 | 2011-01-01 | DANIEL J MONCHER | 2012-09-27 | ||
001 | 2010-01-01 | DANIEL J MONCHER | 2011-06-07 | DANIEL J MONCHER | 2011-06-07 |
Measure | Date | Value |
---|---|---|
2017: FIRELANDS PHYSICIAN GROUP 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 329 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 249 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 75 |
Total of all active and inactive participants | 2017-01-01 | 324 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 324 |
Number of participants with account balances | 2017-01-01 | 231 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: FIRELANDS PHYSICIAN GROUP 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 259 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 271 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 49 |
Total of all active and inactive participants | 2016-01-01 | 320 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 320 |
Number of participants with account balances | 2016-01-01 | 208 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: FIRELANDS PHYSICIAN GROUP 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 228 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 215 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 40 |
Total of all active and inactive participants | 2015-01-01 | 255 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 255 |
Number of participants with account balances | 2015-01-01 | 175 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: FIRELANDS PHYSICIAN GROUP 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 194 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 195 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 30 |
Total of all active and inactive participants | 2014-01-01 | 225 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 225 |
Number of participants with account balances | 2014-01-01 | 161 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: FIRELANDS PHYSICIAN GROUP 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 170 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 22 |
Total of all active and inactive participants | 2013-01-01 | 192 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 192 |
Number of participants with account balances | 2013-01-01 | 129 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2017 : FIRELANDS PHYSICIAN GROUP 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 | $3,126,049 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,394,850 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,334,640 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,673,630 |
Value of total assets at end of year | 2017-12-31 | $9,914,336 |
Value of total assets at beginning of year | 2017-12-31 | $8,183,137 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $60,210 |
Total interest from all sources | 2017-12-31 | $4,520 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $182,624 |
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 | $182,624 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
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 | $1,027,915 |
Participant contributions at end of year | 2017-12-31 | $91,308 |
Participant contributions at beginning of year | 2017-12-31 | $65,794 |
Participant contributions at end of year | 2017-12-31 | $31,876 |
Participant contributions at beginning of year | 2017-12-31 | $27,095 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $118,947 |
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 | $1,731,199 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,914,336 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,183,137 |
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 |
Investment advisory and management fees | 2017-12-31 | $44,442 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $9,749,250 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,073,840 |
Interest on participant loans | 2017-12-31 | $4,329 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $30,338 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $3,562 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $3,562 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $191 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,265,275 |
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 | $526,768 |
Employer contributions (assets) at end of year | 2017-12-31 | $11,564 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $12,846 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,334,640 |
Contract administrator fees | 2017-12-31 | $15,768 |
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 | PLANTE MORAN |
Accountancy firm EIN | 2017-12-31 | 381357951 |
2016 : FIRELANDS PHYSICIAN GROUP 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 | $1,952,777 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,046,481 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $997,790 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,392,512 |
Value of total assets at end of year | 2016-12-31 | $8,183,137 |
Value of total assets at beginning of year | 2016-12-31 | $7,276,841 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $48,691 |
Total interest from all sources | 2016-12-31 | $3,258 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $146,611 |
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 | $146,611 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
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 | $812,079 |
Participant contributions at end of year | 2016-12-31 | $65,794 |
Participant contributions at beginning of year | 2016-12-31 | $116,058 |
Participant contributions at end of year | 2016-12-31 | $27,095 |
Participant contributions at beginning of year | 2016-12-31 | $18,290 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $144,468 |
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 | $906,296 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,183,137 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,276,841 |
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 |
Investment advisory and management fees | 2016-12-31 | $37,007 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,073,840 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,129,458 |
Interest on participant loans | 2016-12-31 | $3,241 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $3,562 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $3,563 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $3,563 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $17 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $410,396 |
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 | $435,965 |
Employer contributions (assets) at end of year | 2016-12-31 | $12,846 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $9,472 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $997,790 |
Contract administrator fees | 2016-12-31 | $11,684 |
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 | PLANTE MORAN |
Accountancy firm EIN | 2016-12-31 | 381357951 |
2015 : FIRELANDS PHYSICIAN GROUP 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 | $1,227,764 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $473,341 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $428,802 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,306,830 |
Value of total assets at end of year | 2015-12-31 | $7,276,841 |
Value of total assets at beginning of year | 2015-12-31 | $6,522,418 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $44,539 |
Total interest from all sources | 2015-12-31 | $3,860 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $124,458 |
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 | $124,458 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
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 | $814,293 |
Participant contributions at end of year | 2015-12-31 | $116,058 |
Participant contributions at beginning of year | 2015-12-31 | $56,986 |
Participant contributions at end of year | 2015-12-31 | $18,290 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $65,209 |
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 | $754,423 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,276,841 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,522,418 |
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 |
Investment advisory and management fees | 2015-12-31 | $33,245 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $7,129,458 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,445,289 |
Interest on participant loans | 2015-12-31 | $3,854 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $3,563 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $20,143 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $20,143 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $6 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-207,384 |
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 | $427,328 |
Employer contributions (assets) at end of year | 2015-12-31 | $9,472 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $428,802 |
Contract administrator fees | 2015-12-31 | $11,294 |
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 | PLANTE MORAN |
Accountancy firm EIN | 2015-12-31 | 381357951 |
2014 : FIRELANDS PHYSICIAN GROUP 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 | $1,705,299 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $201,501 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $158,969 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,363,154 |
Value of total assets at end of year | 2014-12-31 | $6,522,418 |
Value of total assets at beginning of year | 2014-12-31 | $5,018,620 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $42,532 |
Total interest from all sources | 2014-12-31 | $3,309 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $110,177 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $110,177 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
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 | $672,586 |
Participant contributions at end of year | 2014-12-31 | $56,986 |
Participant contributions at beginning of year | 2014-12-31 | $85,411 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $329,803 |
Administrative expenses (other) incurred | 2014-12-31 | $22,192 |
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 | $1,503,798 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,522,418 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,018,620 |
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 |
Investment advisory and management fees | 2014-12-31 | $15,005 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,445,289 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $4,933,209 |
Interest on participant loans | 2014-12-31 | $3,308 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $20,143 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $228,659 |
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 | $360,765 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $158,969 |
Contract administrator fees | 2014-12-31 | $5,335 |
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 | 2014-12-31 | Yes |
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 | PLANTE MORAN |
Accountancy firm EIN | 2014-12-31 | 381357951 |
2013 : FIRELANDS PHYSICIAN GROUP 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 | $1,323,780 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $243,866 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $207,047 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $765,160 |
Value of total assets at end of year | 2013-12-31 | $5,018,620 |
Value of total assets at beginning of year | 2013-12-31 | $3,938,706 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $36,819 |
Total interest from all sources | 2013-12-31 | $3,137 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $95,439 |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $95,439 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
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 | $489,256 |
Participant contributions at end of year | 2013-12-31 | $85,411 |
Participant contributions at beginning of year | 2013-12-31 | $71,702 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $21,533 |
Administrative expenses (other) incurred | 2013-12-31 | $36,819 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,079,914 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,018,620 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,938,706 |
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 | $4,933,209 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,652,785 |
Interest on participant loans | 2013-12-31 | $3,096 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $214,219 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $214,219 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $41 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $460,044 |
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 | $254,371 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $207,047 |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $271,975 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $271,975 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | PLANTE MORAN LLC |
Accountancy firm EIN | 2013-12-31 | 381357951 |
2017: FIRELANDS PHYSICIAN GROUP 401(K) PLAN 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: FIRELANDS PHYSICIAN GROUP 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: FIRELANDS PHYSICIAN GROUP 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: FIRELANDS PHYSICIAN GROUP 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: FIRELANDS PHYSICIAN GROUP 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |