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POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 401k Plan overview

Plan NamePOTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN
Plan identification number 002

POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN Benefits

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

401k Sponsoring company profile

POTTSTOWN MEDICAL SPECIALISTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:POTTSTOWN MEDICAL SPECIALISTS, INC.
Employer identification number (EIN):232067171
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DENNIS SCHANK
0022016-01-01DENNIS SCHANK
0022015-01-01DENNIS SCHANK
0022014-01-01DENNIS SCHANK
0022013-01-01DENNIS SCHANK
0022012-01-01DENNIS SCHANK
0022011-01-01JEFFREY SMITH
0022010-01-01JEFFREY SMITH
0022009-01-01JEFFREY SMITH

Plan Statistics for POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN

401k plan membership statisitcs for POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN

Measure Date Value
2022: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01249
Total number of active participants reported on line 7a of the Form 55002022-01-01147
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01111
Total of all active and inactive participants2022-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01258
Number of participants with account balances2022-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01272
Total number of active participants reported on line 7a of the Form 55002021-01-01144
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01105
Total of all active and inactive participants2021-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01249
Number of participants with account balances2021-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01298
Total number of active participants reported on line 7a of the Form 55002020-01-01178
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0194
Total of all active and inactive participants2020-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01272
Number of participants with account balances2020-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01293
Total number of active participants reported on line 7a of the Form 55002019-01-01203
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0193
Total of all active and inactive participants2019-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01297
Number of participants with account balances2019-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01285
Total number of active participants reported on line 7a of the Form 55002018-01-01212
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0181
Total of all active and inactive participants2018-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01293
Number of participants with account balances2018-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01291
Total number of active participants reported on line 7a of the Form 55002017-01-01216
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0169
Total of all active and inactive participants2017-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01285
Number of participants with account balances2017-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01275
Total number of active participants reported on line 7a of the Form 55002016-01-01191
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01100
Total of all active and inactive participants2016-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01291
Number of participants with account balances2016-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01294
Total number of active participants reported on line 7a of the Form 55002015-01-01197
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0177
Total of all active and inactive participants2015-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01275
Number of participants with account balances2015-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01332
Total number of active participants reported on line 7a of the Form 55002014-01-01206
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0187
Total of all active and inactive participants2014-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01294
Number of participants with account balances2014-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01346
Total number of active participants reported on line 7a of the Form 55002013-01-01263
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0168
Total of all active and inactive participants2013-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01332
Number of participants with account balances2013-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01601
Total number of active participants reported on line 7a of the Form 55002012-01-01298
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01346
Number of participants with account balances2012-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01436
Total number of active participants reported on line 7a of the Form 55002011-01-01267
Number of retired or separated participants receiving benefits2011-01-01285
Number of other retired or separated participants entitled to future benefits2011-01-0149
Total of all active and inactive participants2011-01-01601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01601
Number of participants with account balances2011-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01387
Total number of active participants reported on line 7a of the Form 55002010-01-01241
Number of retired or separated participants receiving benefits2010-01-0116
Number of other retired or separated participants entitled to future benefits2010-01-01179
Total of all active and inactive participants2010-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01436
Number of participants with account balances2010-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01375
Total number of active participants reported on line 7a of the Form 55002009-01-01222
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-01162
Total of all active and inactive participants2009-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01389
Number of participants with account balances2009-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN

Measure Date Value
2022 : POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,669,374
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,688,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,685,962
Expenses. Certain deemed distributions of participant loans2022-12-31$-1,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,135,597
Value of total assets at end of year2022-12-31$23,906,886
Value of total assets at beginning of year2022-12-31$31,264,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,652
Total interest from all sources2022-12-31$58,194
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$249,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$249,433
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$656,080
Participant contributions at end of year2022-12-31$50,758
Participant contributions at beginning of year2022-12-31$72,705
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$42,831
Other income not declared elsewhere2022-12-31$16,906
Administrative expenses (other) incurred2022-12-31$275
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$25,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,357,792
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,906,886
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,264,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,551,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,483,084
Value of interest in pooled separate accounts at end of year2022-12-31$8,429,516
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,940,833
Interest on participant loans2022-12-31$2,212
Interest earned on other investments2022-12-31$55,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,438,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,332,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,439,694
Net investment gain/loss from pooled separate accounts2022-12-31$-2,689,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$436,686
Employer contributions (assets) at end of year2022-12-31$436,686
Employer contributions (assets) at beginning of year2022-12-31$409,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,685,962
Contract administrator fees2022-12-31$3,377
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MARION & BLACK, LLC
Accountancy firm EIN2022-12-31141855340
2021 : POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,503,663
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$17,851,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$17,827,310
Expenses. Certain deemed distributions of participant loans2021-12-31$5,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,092,092
Value of total assets at end of year2021-12-31$31,264,678
Value of total assets at beginning of year2021-12-31$43,612,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,560
Total interest from all sources2021-12-31$71,358
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$289,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$289,403
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$675,792
Participant contributions at end of year2021-12-31$72,705
Participant contributions at beginning of year2021-12-31$80,661
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$29,368
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,267
Other income not declared elsewhere2021-12-31$-26,974
Administrative expenses (other) incurred2021-12-31$18,560
Total non interest bearing cash at end of year2021-12-31$25,650
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-12,347,582
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,264,678
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$43,612,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,483,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,083,444
Value of interest in pooled separate accounts at end of year2021-12-31$10,940,833
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,959,938
Interest on participant loans2021-12-31$4,576
Interest earned on other investments2021-12-31$66,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,332,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,874,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,761,596
Net investment gain/loss from pooled separate accounts2021-12-31$2,316,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$410,033
Employer contributions (assets) at end of year2021-12-31$409,996
Employer contributions (assets) at beginning of year2021-12-31$584,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$17,827,310
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MARION & BLACK, LLC
Accountancy firm EIN2021-12-31141853408
2020 : POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,618,330
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,715,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,705,653
Expenses. Certain deemed distributions of participant loans2020-12-31$5,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,601,073
Value of total assets at end of year2020-12-31$43,612,260
Value of total assets at beginning of year2020-12-31$46,709,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,264
Total interest from all sources2020-12-31$117,183
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$420,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$420,022
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$922,945
Participant contributions at end of year2020-12-31$80,661
Participant contributions at beginning of year2020-12-31$140,948
Participant contributions at end of year2020-12-31$29,368
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$93,890
Other income not declared elsewhere2020-12-31$26,591
Administrative expenses (other) incurred2020-12-31$4,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-3,097,317
Value of net assets at end of year (total assets less liabilities)2020-12-31$43,612,260
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$46,709,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,083,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,003,993
Value of interest in pooled separate accounts at end of year2020-12-31$12,959,938
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,448,928
Interest on participant loans2020-12-31$5,920
Interest earned on other investments2020-12-31$111,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,874,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,358,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,747,074
Net investment gain/loss from pooled separate accounts2020-12-31$2,706,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$584,238
Employer contributions (assets) at end of year2020-12-31$584,238
Employer contributions (assets) at beginning of year2020-12-31$757,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,705,653
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MARION & BLACK, LLC
Accountancy firm EIN2020-12-31141853408
2019 : POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,259,531
Total income from all sources (including contributions)2019-12-31$10,259,531
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,703,704
Total of all expenses incurred2019-12-31$5,703,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,676,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,676,350
Expenses. Certain deemed distributions of participant loans2019-12-31$9,186
Expenses. Certain deemed distributions of participant loans2019-12-31$9,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,821,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,821,459
Value of total assets at end of year2019-12-31$46,709,577
Value of total assets at end of year2019-12-31$46,709,577
Value of total assets at beginning of year2019-12-31$42,153,750
Value of total assets at beginning of year2019-12-31$42,153,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,168
Total interest from all sources2019-12-31$112,724
Total interest from all sources2019-12-31$112,724
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$482,219
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$482,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$482,219
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$482,219
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,012,086
Contributions received from participants2019-12-31$1,012,086
Participant contributions at end of year2019-12-31$140,948
Participant contributions at end of year2019-12-31$140,948
Participant contributions at beginning of year2019-12-31$160,588
Participant contributions at beginning of year2019-12-31$160,588
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$52,124
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$52,124
Other income not declared elsewhere2019-12-31$23,415
Other income not declared elsewhere2019-12-31$23,415
Administrative expenses (other) incurred2019-12-31$18,168
Administrative expenses (other) incurred2019-12-31$18,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,555,827
Value of net income/loss2019-12-31$4,555,827
Value of net assets at end of year (total assets less liabilities)2019-12-31$46,709,577
Value of net assets at end of year (total assets less liabilities)2019-12-31$46,709,577
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$42,153,750
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$42,153,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,003,993
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,003,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,388,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,388,912
Value of interest in pooled separate accounts at end of year2019-12-31$12,448,928
Value of interest in pooled separate accounts at end of year2019-12-31$12,448,928
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,952,529
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,952,529
Interest on participant loans2019-12-31$8,387
Interest on participant loans2019-12-31$8,387
Interest earned on other investments2019-12-31$104,337
Interest earned on other investments2019-12-31$104,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,358,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,358,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,854,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,854,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,856,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,856,433
Net investment gain/loss from pooled separate accounts2019-12-31$2,963,281
Net investment gain/loss from pooled separate accounts2019-12-31$2,963,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$757,249
Contributions received in cash from employer2019-12-31$757,249
Employer contributions (assets) at end of year2019-12-31$757,249
Employer contributions (assets) at end of year2019-12-31$757,249
Employer contributions (assets) at beginning of year2019-12-31$797,160
Employer contributions (assets) at beginning of year2019-12-31$797,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,676,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,676,350
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARION & BLACK, LLC
Accountancy firm name2019-12-31MARION & BLACK, LLC
Accountancy firm EIN2019-12-31141853408
Accountancy firm EIN2019-12-31141853408
2018 : POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-344,909
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,740,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,730,903
Expenses. Certain deemed distributions of participant loans2018-12-31$4,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,907,807
Value of total assets at end of year2018-12-31$42,153,750
Value of total assets at beginning of year2018-12-31$44,238,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,007
Total interest from all sources2018-12-31$88,223
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$440,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$440,006
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,025,869
Participant contributions at end of year2018-12-31$160,588
Participant contributions at beginning of year2018-12-31$132,082
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$84,778
Other income not declared elsewhere2018-12-31$4,531
Administrative expenses (other) incurred2018-12-31$5,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,085,064
Value of net assets at end of year (total assets less liabilities)2018-12-31$42,153,750
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$44,238,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,388,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$31,623,092
Value of interest in pooled separate accounts at end of year2018-12-31$10,952,529
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,336,071
Interest on participant loans2018-12-31$6,754
Interest earned on other investments2018-12-31$81,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,854,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,349,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,840,708
Net investment gain/loss from pooled separate accounts2018-12-31$-944,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$797,160
Employer contributions (assets) at end of year2018-12-31$797,160
Employer contributions (assets) at beginning of year2018-12-31$797,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,730,903
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MARION & BLACK, LLC
Accountancy firm EIN2018-12-31141853408
2017 : POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,690,805
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$997,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$993,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,774,490
Value of total assets at end of year2017-12-31$44,238,814
Value of total assets at beginning of year2017-12-31$37,545,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,920
Total interest from all sources2017-12-31$49,014
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$358,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$358,979
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$953,564
Participant contributions at end of year2017-12-31$132,082
Participant contributions at beginning of year2017-12-31$88,492
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$23,028
Other income not declared elsewhere2017-12-31$9,501
Administrative expenses (other) incurred2017-12-31$3,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,693,735
Value of net assets at end of year (total assets less liabilities)2017-12-31$44,238,814
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$37,545,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$31,623,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$26,614,682
Value of interest in pooled separate accounts at end of year2017-12-31$6,336,071
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,575,183
Interest on participant loans2017-12-31$4,629
Interest earned on other investments2017-12-31$44,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,349,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,500,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,438,502
Net investment gain/loss from pooled separate accounts2017-12-31$1,060,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$797,898
Employer contributions (assets) at end of year2017-12-31$797,898
Employer contributions (assets) at beginning of year2017-12-31$765,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$993,150
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MARION & BLACK, LLC
Accountancy firm EIN2017-12-31141853408
2016 : POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,146,829
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,464,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,447,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,715,085
Value of total assets at end of year2016-12-31$37,545,079
Value of total assets at beginning of year2016-12-31$34,862,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,280
Total interest from all sources2016-12-31$46,408
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$402,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$402,004
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$945,598
Participant contributions at end of year2016-12-31$88,492
Participant contributions at beginning of year2016-12-31$87,287
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,712
Other income not declared elsewhere2016-12-31$-20,851
Administrative expenses (other) incurred2016-12-31$16,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,682,577
Value of net assets at end of year (total assets less liabilities)2016-12-31$37,545,079
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,862,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$26,614,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,966,820
Value of interest in pooled separate accounts at end of year2016-12-31$5,575,183
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$3,642
Interest earned on other investments2016-12-31$42,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,500,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,027,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,835,738
Net investment gain/loss from pooled separate accounts2016-12-31$168,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$765,775
Employer contributions (assets) at end of year2016-12-31$765,775
Employer contributions (assets) at beginning of year2016-12-31$780,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,447,972
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARION & BLACK, LLC
Accountancy firm EIN2016-12-31141853408
2015 : POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,291,264
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,545,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,511,838
Expenses. Certain deemed distributions of participant loans2015-12-31$28,795
Value of total corrective distributions2015-12-31$83
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,784,572
Value of total assets at end of year2015-12-31$34,862,502
Value of total assets at beginning of year2015-12-31$36,116,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,840
Total interest from all sources2015-12-31$47,249
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$380,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$380,762
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,003,745
Participant contributions at end of year2015-12-31$87,287
Participant contributions at beginning of year2015-12-31$121,023
Other income not declared elsewhere2015-12-31$9,500
Administrative expenses (other) incurred2015-12-31$4,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,254,292
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,862,502
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,116,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,966,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,712,224
Interest on participant loans2015-12-31$4,002
Interest earned on other investments2015-12-31$43,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,027,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,451,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-930,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$780,827
Employer contributions (assets) at end of year2015-12-31$780,827
Employer contributions (assets) at beginning of year2015-12-31$832,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,511,838
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MARION & BLACK, LLC
Accountancy firm EIN2015-12-31141853408
2014 : POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,633,147
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,777,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,764,044
Expenses. Certain deemed distributions of participant loans2014-12-31$5,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,888,585
Value of total assets at end of year2014-12-31$36,116,794
Value of total assets at beginning of year2014-12-31$34,260,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,382
Total interest from all sources2014-12-31$59,041
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$401,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$401,727
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,056,360
Participant contributions at end of year2014-12-31$121,023
Participant contributions at beginning of year2014-12-31$150,635
Other income not declared elsewhere2014-12-31$9,500
Administrative expenses (other) incurred2014-12-31$7,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,855,891
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,116,794
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,260,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$29,712,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,953,579
Interest on participant loans2014-12-31$5,320
Interest earned on other investments2014-12-31$53,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,451,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,286,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,274,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$832,225
Employer contributions (assets) at end of year2014-12-31$832,225
Employer contributions (assets) at beginning of year2014-12-31$870,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,764,044
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MARION & BLACK, LLC
Accountancy firm EIN2014-12-31141853408
2013 : POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,767,410
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,624,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,619,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,185,645
Value of total assets at end of year2013-12-31$34,260,903
Value of total assets at beginning of year2013-12-31$29,117,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,324
Total interest from all sources2013-12-31$54,674
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$390,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$390,517
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,309,388
Participant contributions at end of year2013-12-31$150,635
Participant contributions at beginning of year2013-12-31$156,412
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,976
Other income not declared elsewhere2013-12-31$9,521
Administrative expenses (other) incurred2013-12-31$4,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,143,264
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,260,903
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,117,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,953,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,793,558
Interest on participant loans2013-12-31$5,466
Interest earned on other investments2013-12-31$49,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,286,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,612,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,127,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$870,281
Employer contributions (assets) at end of year2013-12-31$870,281
Employer contributions (assets) at beginning of year2013-12-31$555,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,619,822
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MARION AND BLACK, LLC
Accountancy firm EIN2013-12-31141853408
2012 : POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,854,299
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$636,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$625,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,776,483
Value of total assets at end of year2012-12-31$29,117,639
Value of total assets at beginning of year2012-12-31$24,899,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,287
Total interest from all sources2012-12-31$57,284
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$382,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$382,657
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,128,501
Participant contributions at end of year2012-12-31$156,412
Participant contributions at beginning of year2012-12-31$137,086
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$92,821
Administrative expenses (other) incurred2012-12-31$11,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,217,810
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,117,639
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,899,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$24,793,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,711,264
Interest on participant loans2012-12-31$5,914
Interest earned on other investments2012-12-31$51,370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,612,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,199,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,637,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$555,161
Employer contributions (assets) at end of year2012-12-31$555,161
Employer contributions (assets) at beginning of year2012-12-31$852,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$625,202
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MARION & BLACK, LLC
Accountancy firm EIN2012-12-31141853408
2011 : POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,565,920
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$204,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$192,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,930,646
Value of total assets at end of year2011-12-31$24,899,829
Value of total assets at beginning of year2011-12-31$23,538,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,305
Total interest from all sources2011-12-31$33,135
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$173,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$173,490
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,064,162
Participant contributions at end of year2011-12-31$137,086
Participant contributions at beginning of year2011-12-31$128,452
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$14,385
Other income not declared elsewhere2011-12-31$9,500
Administrative expenses (other) incurred2011-12-31$12,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,361,307
Value of net assets at end of year (total assets less liabilities)2011-12-31$24,899,829
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,538,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,711,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$22,592,820
Interest on participant loans2011-12-31$6,227
Interest earned on other investments2011-12-31$26,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,199,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-580,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$852,099
Employer contributions (assets) at end of year2011-12-31$852,099
Employer contributions (assets) at beginning of year2011-12-31$817,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$192,308
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MARION & BLACK, LLC
Accountancy firm EIN2011-12-31141853408
2010 : POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,998,342
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$451,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$447,734
Expenses. Certain deemed distributions of participant loans2010-12-31$2,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,774,473
Value of total assets at end of year2010-12-31$23,538,522
Value of total assets at beginning of year2010-12-31$19,991,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$317
Total interest from all sources2010-12-31$6,953
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$317
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$956,692
Participant contributions at end of year2010-12-31$128,452
Participant contributions at beginning of year2010-12-31$95,469
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$531
Other income not declared elsewhere2010-12-31$2,216,916
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,547,327
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,538,522
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,991,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$22,592,820
Value of interest in pooled separate accounts at beginning of year2010-12-31$19,100,862
Interest on participant loans2010-12-31$6,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$817,250
Employer contributions (assets) at end of year2010-12-31$817,250
Employer contributions (assets) at beginning of year2010-12-31$794,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$447,734
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MARION & BLACK, LLC
Accountancy firm EIN2010-12-31141853408
2009 : POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN

2022: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: POTTSTOWN MEDICAL SPECIALISTS, INC PROFIT SHARING 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041786
Policy instance 1
Insurance contract or identification number041786
Number of Individuals Covered258
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,601
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14601
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041786
Policy instance 1
Insurance contract or identification number041786
Number of Individuals Covered249
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $23,969
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees23969
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041786
Policy instance 1
Insurance contract or identification number041786
Number of Individuals Covered272
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $28,179
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees20836
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041786
Policy instance 1
Insurance contract or identification number041786
Number of Individuals Covered297
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $26,703
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees26703
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041786
Policy instance 1
Insurance contract or identification number041786
Number of Individuals Covered293
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $28,428
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees28428
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041786
Policy instance 1
Insurance contract or identification number041786
Number of Individuals Covered285
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $32,448
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees21481
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker name9729 COGDILL ROAD
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041786-002
Policy instance 1
Insurance contract or identification number041786-002
Number of Individuals Covered275
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,567
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10567
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameNETWORK AGENCY, INC.
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041786-002
Policy instance 1
Insurance contract or identification number041786-002
Number of Individuals Covered294
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,793
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11793
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameNETWORK AGENCY, INC.
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041786-002
Policy instance 1
Insurance contract or identification number041786-002
Number of Individuals Covered332
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameNETWORK AGENCY, INC.
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041786-002
Policy instance 1
Insurance contract or identification number041786-002
Number of Individuals Covered346
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,525
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7525
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameNETWORK AGENCY, INC.
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041786-002
Policy instance 1
Insurance contract or identification number041786-002
Number of Individuals Covered601
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,972
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-808862
Policy instance 1
Insurance contract or identification numberGA-808862
Number of Individuals Covered391
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $52,733
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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