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INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN 401k Plan overview

Plan NameINTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN
Plan identification number 001

INTEGRATED MEDICAL GROUP, PC RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

INTEGRATED MEDICAL GROUP, PC has sponsored the creation of one or more 401k plans.

Company Name:INTEGRATED MEDICAL GROUP, PC
Employer identification number (EIN):232867417
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CRAIG HUNT
0012016-01-01CRAIG HUNT
0012015-01-01CRAIG HUNT
0012014-01-01CRAIG HUNT
0012013-01-01CRAIG HUNT
0012012-01-01CRAIG HUNT
0012011-01-01JOSEPH C. PILLUS JOSEPH C. PILLUS2012-08-03
0012009-01-01JOSEPH C. PILLUS JOSEPH C. PILLUS2010-10-07

Plan Statistics for INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN

401k plan membership statisitcs for INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN

Measure Date Value
2022: INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01404
Total number of active participants reported on line 7a of the Form 55002022-01-01245
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01143
Total of all active and inactive participants2022-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01388
Number of participants with account balances2022-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01396
Total number of active participants reported on line 7a of the Form 55002021-01-01249
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01150
Total of all active and inactive participants2021-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01399
Number of participants with account balances2021-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01380
Total number of active participants reported on line 7a of the Form 55002020-01-01247
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01137
Total of all active and inactive participants2020-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01384
Number of participants with account balances2020-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0127
2019: INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01380
Total number of active participants reported on line 7a of the Form 55002019-01-01254
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01119
Total of all active and inactive participants2019-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01373
Number of participants with account balances2019-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01379
Total number of active participants reported on line 7a of the Form 55002018-01-01265
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01108
Total of all active and inactive participants2018-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01373
Number of participants with account balances2018-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01393
Total number of active participants reported on line 7a of the Form 55002017-01-01271
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0199
Total of all active and inactive participants2017-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01370
Number of participants with account balances2017-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0138
2016: INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01343
Total number of active participants reported on line 7a of the Form 55002016-01-01297
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01375
Number of participants with account balances2016-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01343
Total number of active participants reported on line 7a of the Form 55002015-01-01269
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01334
Number of participants with account balances2015-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0131
2014: INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01311
Total number of active participants reported on line 7a of the Form 55002014-01-01253
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01319
Number of participants with account balances2014-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01292
Total number of active participants reported on line 7a of the Form 55002013-01-01237
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0159
Total of all active and inactive participants2013-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01296
Number of participants with account balances2013-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01242
Total number of active participants reported on line 7a of the Form 55002012-01-01240
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01284
Number of participants with account balances2012-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120
2011: INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01223
Total number of active participants reported on line 7a of the Form 55002011-01-01222
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01240
Number of participants with account balances2011-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2009: INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01214
Total number of active participants reported on line 7a of the Form 55002009-01-01211
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01222
Number of participants with account balances2009-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN

Measure Date Value
2022 : INTEGRATED MEDICAL GROUP, PC RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-12,819,461
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,667,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,658,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,982,901
Value of total assets at end of year2022-12-31$56,027,632
Value of total assets at beginning of year2022-12-31$73,515,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,319
Total interest from all sources2022-12-31$13,111
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$754,617
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$754,617
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$1,308,442
Participant contributions at end of year2022-12-31$317,535
Participant contributions at beginning of year2022-12-31$275,594
Participant contributions at end of year2022-12-31$165,155
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,783,946
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$9,531,104
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$49,397
Other income not declared elsewhere2022-12-31$-5,758,299
Administrative expenses (other) incurred2022-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-17,487,396
Value of net assets at end of year (total assets less liabilities)2022-12-31$56,027,632
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$73,515,028
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$41,301,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$56,189,825
Interest on participant loans2022-12-31$13,111
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$10,348,406
Value of interest in common/collective trusts at beginning of year2022-12-31$7,518,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,033,838
Net investment gain or loss from common/collective trusts2022-12-31$222,047
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$1,625,062
Employer contributions (assets) at end of year2022-12-31$110,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,658,616
Contract administrator fees2022-12-31$9,244
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 name2022-12-31JONES & COMPANY
Accountancy firm EIN2022-12-31232746883
2021 : INTEGRATED MEDICAL GROUP, PC RETIREMENT 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$14,247,767
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,184,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,177,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,809,196
Value of total assets at end of year2021-12-31$73,515,028
Value of total assets at beginning of year2021-12-31$60,451,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,850
Total interest from all sources2021-12-31$13,121
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$795,012
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$795,012
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$1,208,490
Participant contributions at end of year2021-12-31$275,594
Participant contributions at beginning of year2021-12-31$286,913
Assets. Other investments not covered elsewhere at end of year2021-12-31$9,531,104
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$5,675,992
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,887
Other income not declared elsewhere2021-12-31$3,757,828
Administrative expenses (other) incurred2021-12-31$50
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$13,063,099
Value of net assets at end of year (total assets less liabilities)2021-12-31$73,515,028
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$60,451,929
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$56,189,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$47,139,006
Interest on participant loans2021-12-31$13,121
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$7,518,505
Value of interest in common/collective trusts at beginning of year2021-12-31$7,350,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,724,437
Net investment gain or loss from common/collective trusts2021-12-31$148,173
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$1,596,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,177,818
Contract administrator fees2021-12-31$6,800
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31JONES & COMPANY
Accountancy firm EIN2021-12-31232746883
2020 : INTEGRATED MEDICAL GROUP, PC RETIREMENT 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$11,995,977
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,542,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,537,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,788,282
Value of total assets at end of year2020-12-31$60,451,929
Value of total assets at beginning of year2020-12-31$49,998,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,790
Total interest from all sources2020-12-31$15,763
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$615,879
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$615,879
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$1,168,654
Participant contributions at end of year2020-12-31$286,913
Participant contributions at beginning of year2020-12-31$331,088
Assets. Other investments not covered elsewhere at end of year2020-12-31$5,675,992
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,414,000
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$53,120
Other income not declared elsewhere2020-12-31$1,181,383
Administrative expenses (other) incurred2020-12-31$50
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$10,453,344
Value of net assets at end of year (total assets less liabilities)2020-12-31$60,451,929
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$49,998,585
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$47,139,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$37,681,069
Interest on participant loans2020-12-31$15,763
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$7,350,018
Value of interest in common/collective trusts at beginning of year2020-12-31$7,572,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,226,653
Net investment gain or loss from common/collective trusts2020-12-31$168,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,566,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,537,843
Contract administrator fees2020-12-31$4,740
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 name2020-12-31JONES & COMPANY
Accountancy firm EIN2020-12-31232746883
2019 : INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN 2019 401k financial data
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 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$11,818,597
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,848,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,835,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,709,098
Value of total assets at end of year2019-12-31$49,998,585
Value of total assets at beginning of year2019-12-31$40,028,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,018
Total interest from all sources2019-12-31$19,831
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$685,994
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$685,994
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$1,076,520
Participant contributions at end of year2019-12-31$331,088
Participant contributions at beginning of year2019-12-31$370,199
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$120,520
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,414,000
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,955,916
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$62,947
Other income not declared elsewhere2019-12-31$1,465,108
Administrative expenses (other) incurred2019-12-31$6,602
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$9,969,928
Value of net assets at end of year (total assets less liabilities)2019-12-31$49,998,585
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,028,657
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 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$37,681,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,235,916
Interest on participant loans2019-12-31$19,831
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$7,572,428
Value of interest in common/collective trusts at beginning of year2019-12-31$8,260,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,714,837
Net investment gain or loss from common/collective trusts2019-12-31$223,729
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,569,631
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$85,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,835,651
Contract administrator fees2019-12-31$6,416
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JONES & COMPANY
Accountancy firm EIN2019-12-31232746883
2018 : INTEGRATED MEDICAL GROUP, PC RETIREMENT 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$572,895
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,151,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,138,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,594,749
Value of total assets at end of year2018-12-31$40,028,657
Value of total assets at beginning of year2018-12-31$40,607,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,798
Total interest from all sources2018-12-31$15,638
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$576,082
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$576,082
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$1,083,610
Participant contributions at end of year2018-12-31$370,199
Participant contributions at beginning of year2018-12-31$253,809
Participant contributions at end of year2018-12-31$120,520
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,955,916
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,266,714
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,057
Other income not declared elsewhere2018-12-31$-414,554
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$-578,800
Value of net assets at end of year (total assets less liabilities)2018-12-31$40,028,657
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$40,607,457
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
Investment advisory and management fees2018-12-31$4,392
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,235,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,021,417
Interest on participant loans2018-12-31$15,638
Value of interest in common/collective trusts at end of year2018-12-31$8,260,963
Value of interest in common/collective trusts at beginning of year2018-12-31$8,065,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,436,573
Net investment gain or loss from common/collective trusts2018-12-31$237,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,506,082
Employer contributions (assets) at end of year2018-12-31$85,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,138,897
Contract administrator fees2018-12-31$8,406
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 name2018-12-31JONES & COMPANY
Accountancy firm EIN2018-12-31232746883
2017 : INTEGRATED MEDICAL GROUP, PC RETIREMENT 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$9,756,181
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,346,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,329,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,332,002
Value of total assets at end of year2017-12-31$40,607,457
Value of total assets at beginning of year2017-12-31$32,198,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,416
Total interest from all sources2017-12-31$11,198
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$477,597
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$477,597
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$1,038,060
Participant contributions at end of year2017-12-31$253,809
Participant contributions at beginning of year2017-12-31$282,238
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,266,714
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,223,986
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,789,302
Other income not declared elsewhere2017-12-31$610,386
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$8,409,323
Value of net assets at end of year (total assets less liabilities)2017-12-31$40,607,457
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,198,134
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
Investment advisory and management fees2017-12-31$4,918
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,021,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,819,529
Interest on participant loans2017-12-31$11,198
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$8,065,517
Value of interest in common/collective trusts at beginning of year2017-12-31$6,872,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,135,174
Net investment gain or loss from common/collective trusts2017-12-31$189,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,504,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,329,442
Contract administrator fees2017-12-31$12,498
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 name2017-12-31JONES & COMPANY
Accountancy firm EIN2017-12-31232746883
2016 : INTEGRATED MEDICAL GROUP, PC RETIREMENT 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$7,010,018
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,566,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,546,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,712,410
Value of total assets at end of year2016-12-31$32,198,134
Value of total assets at beginning of year2016-12-31$26,754,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,646
Total interest from all sources2016-12-31$12,918
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$425,168
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$425,168
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$1,027,226
Participant contributions at end of year2016-12-31$282,238
Participant contributions at beginning of year2016-12-31$294,621
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$68,232
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,223,986
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$575,846
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,215,857
Other income not declared elsewhere2016-12-31$275,647
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$5,443,294
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,198,134
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,754,840
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
Investment advisory and management fees2016-12-31$7,892
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,819,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,822,618
Interest on participant loans2016-12-31$12,918
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$6,872,381
Value of interest in common/collective trusts at beginning of year2016-12-31$6,880,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,427,463
Net investment gain or loss from common/collective trusts2016-12-31$156,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,469,327
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$112,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,546,078
Contract administrator fees2016-12-31$12,754
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 name2016-12-31JONES & COMPANY
Accountancy firm EIN2016-12-31232746883
2015 : INTEGRATED MEDICAL GROUP, PC RETIREMENT 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$3,279,843
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,760,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,743,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,226,559
Value of total assets at end of year2015-12-31$26,754,840
Value of total assets at beginning of year2015-12-31$26,235,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,714
Total interest from all sources2015-12-31$11,448
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$364,363
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$364,363
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$961,992
Participant contributions at end of year2015-12-31$294,621
Participant contributions at beginning of year2015-12-31$260,859
Participant contributions at end of year2015-12-31$68,232
Assets. Other investments not covered elsewhere at end of year2015-12-31$575,846
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$718,375
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$850,673
Other income not declared elsewhere2015-12-31$-29,187
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$519,720
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,754,840
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,235,120
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
Investment advisory and management fees2015-12-31$3,007
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,822,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,397,031
Interest on participant loans2015-12-31$11,448
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$6,880,872
Value of interest in common/collective trusts at beginning of year2015-12-31$6,858,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-459,899
Net investment gain or loss from common/collective trusts2015-12-31$166,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,413,894
Employer contributions (assets) at end of year2015-12-31$112,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,743,409
Contract administrator fees2015-12-31$13,707
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 name2015-12-31JONES & COMPANY
Accountancy firm EIN2015-12-31232746883
2014 : INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,960,820
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$320,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$303,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,314,395
Value of total assets at end of year2014-12-31$26,235,120
Value of total assets at beginning of year2014-12-31$22,594,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,789
Total interest from all sources2014-12-31$9,631
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$320,971
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$320,971
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$947,488
Participant contributions at end of year2014-12-31$260,859
Participant contributions at beginning of year2014-12-31$186,765
Assets. Other investments not covered elsewhere at end of year2014-12-31$718,375
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$526,664
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$78,263
Other income not declared elsewhere2014-12-31$149,134
Administrative expenses (other) incurred2014-12-31$2,607
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$3,640,503
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,235,120
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,594,617
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$18,397,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,497,643
Interest on participant loans2014-12-31$9,631
Value of interest in common/collective trusts at end of year2014-12-31$6,858,855
Value of interest in common/collective trusts at beginning of year2014-12-31$6,383,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,011,106
Net investment gain or loss from common/collective trusts2014-12-31$155,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,288,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$303,528
Contract administrator fees2014-12-31$14,182
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 name2014-12-31JONES & COMPANY
Accountancy firm EIN2014-12-31232746883
2013 : INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,173,346
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$340,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$324,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,218,302
Value of total assets at end of year2013-12-31$22,594,617
Value of total assets at beginning of year2013-12-31$17,761,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,092
Total interest from all sources2013-12-31$7,069
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$252,464
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$252,464
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$951,033
Participant contributions at end of year2013-12-31$186,765
Participant contributions at beginning of year2013-12-31$164,502
Assets. Other investments not covered elsewhere at end of year2013-12-31$526,664
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$418,375
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$92,118
Other income not declared elsewhere2013-12-31$35,800
Administrative expenses (other) incurred2013-12-31$405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,833,340
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,594,617
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,761,277
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$15,497,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,815,128
Interest on participant loans2013-12-31$7,069
Value of interest in common/collective trusts at end of year2013-12-31$6,383,545
Value of interest in common/collective trusts at beginning of year2013-12-31$5,362,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,512,696
Net investment gain or loss from common/collective trusts2013-12-31$147,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,175,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$324,914
Contract administrator fees2013-12-31$14,687
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 name2013-12-31JONES & COMPANY
Accountancy firm EIN2013-12-31232746883
2012 : INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$2,904
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$3,630,934
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$658,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$652,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,050,047
Value of total assets at end of year2012-12-31$17,761,277
Value of total assets at beginning of year2012-12-31$14,785,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,437
Total interest from all sources2012-12-31$7,146
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$172,232
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$172,232
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 period2012-12-31Yes
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$822,307
Participant contributions at end of year2012-12-31$164,502
Participant contributions at beginning of year2012-12-31$137,940
Assets. Other investments not covered elsewhere at end of year2012-12-31$418,375
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$107,397
Other income not declared elsewhere2012-12-31$34,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,972,618
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,761,277
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,785,755
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$11,815,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,162,721
Interest on participant loans2012-12-31$7,146
Value of interest in common/collective trusts at end of year2012-12-31$5,362,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,485,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,292,936
Net investment gain or loss from common/collective trusts2012-12-31$73,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,120,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$652,879
Contract administrator fees2012-12-31$5,437
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31JONES AND COMPANY
Accountancy firm EIN2012-12-31232746883
2011 : INTEGRATED MEDICAL GROUP, PC RETIREMENT 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$1,584,405
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,319,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,317,654
Expenses. Certain deemed distributions of participant loans2011-12-31$1,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,802,818
Value of total assets at end of year2011-12-31$14,785,755
Value of total assets at beginning of year2011-12-31$14,521,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,045
Total interest from all sources2011-12-31$131,082
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$783,285
Participant contributions at end of year2011-12-31$137,940
Participant contributions at beginning of year2011-12-31$149,251
Administrative expenses (other) incurred2011-12-31$1,045
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$264,561
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,785,755
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,521,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,162,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,022,986
Interest on participant loans2011-12-31$6,292
Interest earned on other investments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$124,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,485,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,348,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-349,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,019,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,317,654
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JONES & CO., P.C.
Accountancy firm EIN2011-12-31232746883
2010 : INTEGRATED MEDICAL GROUP, PC RETIREMENT 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$3,068,637
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$200,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$194,851
Expenses. Certain deemed distributions of participant loans2010-12-31$3,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,691,787
Value of total assets at end of year2010-12-31$14,521,194
Value of total assets at beginning of year2010-12-31$11,652,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,805
Total interest from all sources2010-12-31$126,168
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
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$710,223
Participant contributions at end of year2010-12-31$149,251
Participant contributions at beginning of year2010-12-31$115,203
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,334
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$1,805
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$2,868,484
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,521,194
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,652,710
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
Assets. partnership/joint venture interests at beginning of year2010-12-31$3,776
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,022,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,765,521
Interest on participant loans2010-12-31$5,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$88,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$88,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$120,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,348,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,465,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,250,682
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$977,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$194,851
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$214,445
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JONES & CO., P.C.
Accountancy firm EIN2010-12-31232746883
2009 : INTEGRATED MEDICAL GROUP, PC RETIREMENT 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 INTEGRATED MEDICAL GROUP, PC RETIREMENT PLAN

2022: INTEGRATED MEDICAL GROUP, PC RETIREMENT 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INTEGRATED MEDICAL GROUP, PC RETIREMENT 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTEGRATED MEDICAL GROUP, PC RETIREMENT 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTEGRATED MEDICAL GROUP, PC RETIREMENT 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTEGRATED MEDICAL GROUP, PC RETIREMENT 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTEGRATED MEDICAL GROUP, PC RETIREMENT 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTEGRATED MEDICAL GROUP, PC RETIREMENT 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTEGRATED MEDICAL GROUP, PC RETIREMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTEGRATED MEDICAL GROUP, PC RETIREMENT 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTEGRATED MEDICAL GROUP, PC RETIREMENT 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INTEGRATED MEDICAL GROUP, PC RETIREMENT 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 benefit arrangement – InsuranceYes
2011: INTEGRATED MEDICAL GROUP, PC RETIREMENT 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 benefit arrangement – InsuranceYes
2009: INTEGRATED MEDICAL GROUP, PC RETIREMENT 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38769-001
Policy instance 1
Insurance contract or identification number38769-001
Number of Individuals Covered0
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 $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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38769-001
Policy instance 1
Insurance contract or identification number38769-001
Number of Individuals Covered240
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $34,087
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38769-001
Policy instance 1
Insurance contract or identification number38769-001
Number of Individuals Covered200
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $29,030
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
Commission paid to Insurance BrokerUSD $29,030
Additional information about fees paid to insurance brokerSERVICES TO THE INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameM&T SECURITES, INC. VICKIE KARZ

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