POTTSTOWN MEDICAL SPECIALISTS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN
| Measure | Date | Value |
|---|
| 2024 : POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-02-29 | $0 |
| Total plan liabilities at beginning of year | 2024-02-29 | $0 |
| Total income from all sources | 2024-02-29 | $231 |
| Expenses. Total of all expenses incurred | 2024-02-29 | $602,471 |
| Benefits paid (including direct rollovers) | 2024-02-29 | $0 |
| Total plan assets at end of year | 2024-02-29 | $0 |
| Total plan assets at beginning of year | 2024-02-29 | $602,240 |
| Total contributions received or receivable from participants | 2024-02-29 | $0 |
| Expenses. Other expenses not covered elsewhere | 2024-02-29 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-02-29 | $0 |
| Other income received | 2024-02-29 | $231 |
| Net income (gross income less expenses) | 2024-02-29 | $-602,240 |
| Net plan assets at end of year (total assets less liabilities) | 2024-02-29 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-02-29 | $602,240 |
| Total contributions received or receivable from employer(s) | 2024-02-29 | $0 |
| Value of corrective distributions | 2024-02-29 | $602,471 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-02-29 | $0 |
| 2023 : POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-02-28 | $1,839 |
| Expenses. Total of all expenses incurred | 2023-02-28 | $-109,460 |
| Benefits paid (including direct rollovers) | 2023-02-28 | $-109,459 |
| Total plan assets at end of year | 2023-02-28 | $602,240 |
| Total plan assets at beginning of year | 2023-02-28 | $490,941 |
| Value of fidelity bond covering the plan | 2023-02-28 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2023-02-28 | $-1 |
| Other income received | 2023-02-28 | $1,839 |
| Net income (gross income less expenses) | 2023-02-28 | $111,299 |
| Net plan assets at end of year (total assets less liabilities) | 2023-02-28 | $602,240 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-02-28 | $490,941 |
| 2022 : POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2022 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2022-02-28 | $1,780 |
| Total income from all sources | 2022-02-28 | $1,287 |
| Expenses. Total of all expenses incurred | 2022-02-28 | $2,072 |
| Benefits paid (including direct rollovers) | 2022-02-28 | $2,072 |
| Total plan assets at end of year | 2022-02-28 | $490,941 |
| Total plan assets at beginning of year | 2022-02-28 | $493,506 |
| Value of fidelity bond covering the plan | 2022-02-28 | $500,000 |
| Other income received | 2022-02-28 | $1,287 |
| Net income (gross income less expenses) | 2022-02-28 | $-785 |
| Net plan assets at end of year (total assets less liabilities) | 2022-02-28 | $490,941 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-02-28 | $491,726 |
| 2021 : POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-02-28 | $1,780 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-02-28 | $7,298 |
| Total income from all sources (including contributions) | 2021-02-28 | $2,594,320 |
| Total of all expenses incurred | 2021-02-28 | $2,308,102 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-02-28 | $2,159,366 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-02-28 | $2,593,673 |
| Value of total assets at end of year | 2021-02-28 | $493,506 |
| Value of total assets at beginning of year | 2021-02-28 | $212,806 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-02-28 | $148,736 |
| Total interest from all sources | 2021-02-28 | $647 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-02-28 | No |
| Administrative expenses professional fees incurred | 2021-02-28 | $148,736 |
| Was this plan covered by a fidelity bond | 2021-02-28 | Yes |
| Value of fidelity bond cover | 2021-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-02-28 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-02-28 | No |
| Value of net income/loss | 2021-02-28 | $286,218 |
| Value of net assets at end of year (total assets less liabilities) | 2021-02-28 | $491,726 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-02-28 | $205,508 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-02-28 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-02-28 | $493,506 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-02-28 | $212,806 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-02-28 | $212,806 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-02-28 | $647 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-02-28 | $471,535 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-02-28 | No |
| Contributions received in cash from employer | 2021-02-28 | $2,593,673 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-02-28 | $1,687,831 |
| Liabilities. Value of benefit claims payable at end of year | 2021-02-28 | $1,780 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-02-28 | $7,298 |
| Did the plan have assets held for investment | 2021-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-02-28 | Unqualified |
| Accountancy firm name | 2021-02-28 | HEFFLER, RADETICH & SAITTA, LLP |
| Accountancy firm EIN | 2021-02-28 | 231602569 |
| 2020 : POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-02-29 | $7,298 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-02-29 | $8,104 |
| Total income from all sources (including contributions) | 2020-02-29 | $1,577,654 |
| Total of all expenses incurred | 2020-02-29 | $1,788,725 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-02-29 | $1,667,862 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-02-29 | $1,576,890 |
| Value of total assets at end of year | 2020-02-29 | $212,806 |
| Value of total assets at beginning of year | 2020-02-29 | $424,683 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-02-29 | $120,863 |
| Total interest from all sources | 2020-02-29 | $764 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-02-29 | No |
| Administrative expenses professional fees incurred | 2020-02-29 | $120,863 |
| Was this plan covered by a fidelity bond | 2020-02-29 | Yes |
| Value of fidelity bond cover | 2020-02-29 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-02-29 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-02-29 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-02-29 | $1,612 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-02-29 | No |
| Value of net income/loss | 2020-02-29 | $-211,071 |
| Value of net assets at end of year (total assets less liabilities) | 2020-02-29 | $205,508 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-02-29 | $416,579 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-02-29 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-02-29 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-02-29 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-02-29 | $212,806 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-02-29 | $424,683 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-02-29 | $424,683 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-02-29 | $764 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-02-29 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-02-29 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-02-29 | $355,953 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-02-29 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-02-29 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-02-29 | No |
| Contributions received in cash from employer | 2020-02-29 | $1,576,890 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-02-29 | $1,310,297 |
| Liabilities. Value of benefit claims payable at end of year | 2020-02-29 | $7,298 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-02-29 | $8,104 |
| Did the plan have assets held for investment | 2020-02-29 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-02-29 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-02-29 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-02-29 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-02-29 | Unqualified |
| Accountancy firm name | 2020-02-29 | HEFFLER, RADETICH & SAITTA, LLP |
| Accountancy firm EIN | 2020-02-29 | 231602569 |
| 2019 : POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-02-28 | $8,104 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-02-28 | $53,263 |
| Total income from all sources (including contributions) | 2019-02-28 | $1,920,852 |
| Total of all expenses incurred | 2019-02-28 | $1,495,379 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-02-28 | $1,363,080 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-02-28 | $1,920,032 |
| Value of total assets at end of year | 2019-02-28 | $424,683 |
| Value of total assets at beginning of year | 2019-02-28 | $44,369 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-02-28 | $132,299 |
| Total interest from all sources | 2019-02-28 | $820 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-02-28 | No |
| Administrative expenses professional fees incurred | 2019-02-28 | $132,299 |
| Was this plan covered by a fidelity bond | 2019-02-28 | Yes |
| Value of fidelity bond cover | 2019-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-02-28 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-02-28 | No |
| Value of net income/loss | 2019-02-28 | $425,473 |
| Value of net assets at end of year (total assets less liabilities) | 2019-02-28 | $416,579 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-02-28 | $-8,894 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-02-28 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-02-28 | $424,683 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-02-28 | $44,369 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-02-28 | $44,369 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-02-28 | $820 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-02-28 | $427,998 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-02-28 | No |
| Contributions received in cash from employer | 2019-02-28 | $1,920,032 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-02-28 | $935,082 |
| Liabilities. Value of benefit claims payable at end of year | 2019-02-28 | $8,104 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-02-28 | $53,263 |
| Did the plan have assets held for investment | 2019-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-02-28 | Unqualified |
| Accountancy firm name | 2019-02-28 | HEFFLER, RADETICH & SAITTA, LLP |
| Accountancy firm EIN | 2019-02-28 | 231602569 |
| 2018 : POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-02-28 | $53,263 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-02-28 | $54,190 |
| Total income from all sources (including contributions) | 2018-02-28 | $1,564,412 |
| Total of all expenses incurred | 2018-02-28 | $1,567,152 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-02-28 | $1,440,808 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-02-28 | $1,564,103 |
| Value of total assets at end of year | 2018-02-28 | $44,369 |
| Value of total assets at beginning of year | 2018-02-28 | $48,036 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-02-28 | $126,344 |
| Total interest from all sources | 2018-02-28 | $309 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-02-28 | No |
| Was this plan covered by a fidelity bond | 2018-02-28 | Yes |
| Value of fidelity bond cover | 2018-02-28 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-02-28 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-02-28 | No |
| Value of net income/loss | 2018-02-28 | $-2,740 |
| Value of net assets at end of year (total assets less liabilities) | 2018-02-28 | $-8,894 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-02-28 | $-6,154 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-02-28 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-02-28 | $44,369 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-02-28 | $48,036 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-02-28 | $48,036 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-02-28 | $309 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-02-28 | $316,650 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-02-28 | No |
| Contributions received in cash from employer | 2018-02-28 | $1,564,103 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-02-28 | $1,124,158 |
| Contract administrator fees | 2018-02-28 | $126,344 |
| Liabilities. Value of benefit claims payable at end of year | 2018-02-28 | $53,263 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-02-28 | $54,190 |
| Did the plan have assets held for investment | 2018-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-02-28 | Unqualified |
| Accountancy firm name | 2018-02-28 | HEFFLER, RADETICH & SAITTA, LLP |
| Accountancy firm EIN | 2018-02-28 | 231602569 |
| 2017 : POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-02-28 | $54,190 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-02-28 | $221,118 |
| Total income from all sources (including contributions) | 2017-02-28 | $2,368,891 |
| Total of all expenses incurred | 2017-02-28 | $2,155,907 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-02-28 | $2,030,648 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-02-28 | $2,368,810 |
| Value of total assets at end of year | 2017-02-28 | $48,036 |
| Value of total assets at beginning of year | 2017-02-28 | $1,980 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-02-28 | $125,259 |
| Total interest from all sources | 2017-02-28 | $81 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-02-28 | No |
| Was this plan covered by a fidelity bond | 2017-02-28 | Yes |
| Value of fidelity bond cover | 2017-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-02-28 | No |
| Administrative expenses (other) incurred | 2017-02-28 | $125,259 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-02-28 | No |
| Value of net income/loss | 2017-02-28 | $212,984 |
| Value of net assets at end of year (total assets less liabilities) | 2017-02-28 | $-6,154 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-02-28 | $-219,138 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-02-28 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-02-28 | $48,036 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-02-28 | $1,980 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-02-28 | $1,980 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-02-28 | $81 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-02-28 | $2,030,648 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-02-28 | No |
| Contributions received in cash from employer | 2017-02-28 | $2,368,810 |
| Liabilities. Value of benefit claims payable at end of year | 2017-02-28 | $54,190 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-02-28 | $221,118 |
| Did the plan have assets held for investment | 2017-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-02-28 | Unqualified |
| Accountancy firm name | 2017-02-28 | HEFFLER, RADETICH & SAITTA, LLP |
| Accountancy firm EIN | 2017-02-28 | 231602569 |
| 2016 : POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-02-29 | $221,118 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-02-29 | $0 |
| Total income from all sources (including contributions) | 2016-02-29 | $1,374,412 |
| Total of all expenses incurred | 2016-02-29 | $1,593,550 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-02-29 | $1,466,538 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-02-29 | $1,374,284 |
| Value of total assets at end of year | 2016-02-29 | $1,980 |
| Value of total assets at beginning of year | 2016-02-29 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-02-29 | $127,012 |
| Total interest from all sources | 2016-02-29 | $128 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-02-29 | No |
| Was this plan covered by a fidelity bond | 2016-02-29 | Yes |
| Value of fidelity bond cover | 2016-02-29 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-02-29 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-02-29 | $221,118 |
| Administrative expenses (other) incurred | 2016-02-29 | $127,012 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-02-29 | No |
| Value of net income/loss | 2016-02-29 | $-219,138 |
| Value of net assets at end of year (total assets less liabilities) | 2016-02-29 | $-219,138 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-02-29 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-02-29 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-02-29 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-02-29 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-02-29 | $1,980 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-02-29 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-02-29 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-02-29 | $128 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-02-29 | $1,245,420 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-02-29 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-02-29 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-02-29 | No |
| Contributions received in cash from employer | 2016-02-29 | $1,374,284 |
| Liabilities. Value of benefit claims payable at end of year | 2016-02-29 | $221,118 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-02-29 | $0 |
| Did the plan have assets held for investment | 2016-02-29 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-02-29 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-02-29 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-02-29 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-02-29 | Unqualified |
| Accountancy firm name | 2016-02-29 | HEFFLER, RADETICH & SAITTA, LLP |
| Accountancy firm EIN | 2016-02-29 | 231602569 |
| 2023: POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2023 form 5500 responses |
|---|
| 2023-03-01 | Type of plan entity | Single employer plan |
| 2023-03-01 | Submission has been amended | No |
| 2023-03-01 | This submission is the final filing | Yes |
| 2023-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-03-01 | Plan is a collectively bargained plan | No |
| 2023-03-01 | Plan funding arrangement – Trust | Yes |
| 2023-03-01 | Plan benefit arrangement - Trust | Yes |
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022: POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2022 form 5500 responses |
|---|
| 2022-03-01 | Type of plan entity | Single employer plan |
| 2022-03-01 | Submission has been amended | No |
| 2022-03-01 | This submission is the final filing | No |
| 2022-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-03-01 | Plan is a collectively bargained plan | No |
| 2022-03-01 | Plan funding arrangement – Trust | Yes |
| 2022-03-01 | Plan benefit arrangement - Trust | Yes |
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2021 form 5500 responses |
|---|
| 2021-03-01 | Type of plan entity | Single employer plan |
| 2021-03-01 | Submission has been amended | No |
| 2021-03-01 | This submission is the final filing | No |
| 2021-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-03-01 | Plan is a collectively bargained plan | No |
| 2021-03-01 | Plan funding arrangement – Trust | Yes |
| 2021-03-01 | Plan benefit arrangement - Trust | Yes |
| 2020: POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2020 form 5500 responses |
|---|
| 2020-03-01 | Type of plan entity | Single employer plan |
| 2020-03-01 | Plan funding arrangement – Insurance | Yes |
| 2020-03-01 | Plan funding arrangement – Trust | Yes |
| 2020-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-03-01 | Plan benefit arrangement - Trust | Yes |
| 2019: POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2019 form 5500 responses |
|---|
| 2019-03-01 | Type of plan entity | Single employer plan |
| 2019-03-01 | Plan funding arrangement – Insurance | Yes |
| 2019-03-01 | Plan funding arrangement – Trust | Yes |
| 2019-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-03-01 | Plan benefit arrangement - Trust | Yes |
| 2018: POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2018 form 5500 responses |
|---|
| 2018-03-01 | Type of plan entity | Single employer plan |
| 2018-03-01 | Submission has been amended | Yes |
| 2018-03-01 | Plan funding arrangement – Insurance | Yes |
| 2018-03-01 | Plan funding arrangement – Trust | Yes |
| 2018-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-03-01 | Plan benefit arrangement - Trust | Yes |
| 2017: POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2017 form 5500 responses |
|---|
| 2017-03-01 | Type of plan entity | Single employer plan |
| 2017-03-01 | Plan funding arrangement – Insurance | Yes |
| 2017-03-01 | Plan funding arrangement – Trust | Yes |
| 2017-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-03-01 | Plan benefit arrangement - Trust | Yes |
| 2016: POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2016 form 5500 responses |
|---|
| 2016-03-01 | Type of plan entity | Single employer plan |
| 2016-03-01 | Plan funding arrangement – Insurance | Yes |
| 2016-03-01 | Plan funding arrangement – Trust | Yes |
| 2016-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-03-01 | Plan benefit arrangement - Trust | Yes |
| 2015: POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2015 form 5500 responses |
|---|
| 2015-03-01 | Type of plan entity | Single employer plan |
| 2015-03-01 | Plan funding arrangement – Insurance | Yes |
| 2015-03-01 | Plan funding arrangement – Trust | Yes |
| 2015-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-03-01 | Plan benefit arrangement - Trust | Yes |
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | Yes |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: POTTSTOWN MEDICAL SPECIALISTS INC GROUP HEALTH INSURANCE PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
