BEST DOCTORS INSURANCE SERVICES LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BEST DOCTORS INSURANCE 401(K) PLAN
Measure | Date | Value |
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2022 : BEST DOCTORS INSURANCE 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-15,193 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,376,188 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,330,574 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $19,788 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,171,844 |
Value of total assets at end of year | 2022-12-31 | $5,846,898 |
Value of total assets at beginning of year | 2022-12-31 | $7,238,279 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $25,826 |
Total interest from all sources | 2022-12-31 | $11,629 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $135,198 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $135,198 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $697,777 |
Participant contributions at end of year | 2022-12-31 | $244,561 |
Participant contributions at beginning of year | 2022-12-31 | $265,962 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $204,374 |
Administrative expenses (other) incurred | 2022-12-31 | $25,826 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,391,381 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,846,898 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,238,279 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,493,251 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,809,805 |
Interest on participant loans | 2022-12-31 | $11,629 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $109,086 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $162,512 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,336,423 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $2,559 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $269,693 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,330,574 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | VERDEJA DE ARMAS & TRUJILLO LLP |
Accountancy firm EIN | 2022-12-31 | 204989621 |
2021 : BEST DOCTORS INSURANCE 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,962,641 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $542,364 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $505,444 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $579 |
Value of total corrective distributions | 2021-12-31 | $10,079 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,099,364 |
Value of total assets at end of year | 2021-12-31 | $7,238,279 |
Value of total assets at beginning of year | 2021-12-31 | $5,818,002 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $26,262 |
Total interest from all sources | 2021-12-31 | $13,304 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $192,871 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $192,871 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $772,625 |
Participant contributions at end of year | 2021-12-31 | $265,962 |
Participant contributions at beginning of year | 2021-12-31 | $257,947 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $34,000 |
Administrative expenses (other) incurred | 2021-12-31 | $26,262 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,420,277 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,238,279 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,818,002 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,809,805 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,341,839 |
Interest on participant loans | 2021-12-31 | $13,304 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $162,512 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $218,216 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $654,549 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,553 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $292,739 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $505,444 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | VERDEJA DE ARMAS & TRUJILLO LLP |
Accountancy firm EIN | 2021-12-31 | 204989621 |
2020 : BEST DOCTORS INSURANCE 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,844,195 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $951,811 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $899,760 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $10,967 |
Value of total corrective distributions | 2020-12-31 | $8,795 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,043,567 |
Value of total assets at end of year | 2020-12-31 | $5,818,002 |
Value of total assets at beginning of year | 2020-12-31 | $4,925,618 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $32,289 |
Total interest from all sources | 2020-12-31 | $13,463 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $123,758 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $123,758 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $493,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $664,912 |
Participant contributions at end of year | 2020-12-31 | $257,947 |
Participant contributions at beginning of year | 2020-12-31 | $285,118 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $147,307 |
Other income not declared elsewhere | 2020-12-31 | $12,764 |
Administrative expenses (other) incurred | 2020-12-31 | $32,289 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $892,384 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,818,002 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,925,618 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,341,839 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,422,513 |
Interest on participant loans | 2020-12-31 | $13,463 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $218,216 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $217,987 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $645,955 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $4,688 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $231,348 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $899,760 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | VERDEJA, DE ARMAS & TRUJILLO LLP |
Accountancy firm EIN | 2020-12-31 | 204989621 |
2019 : BEST DOCTORS INSURANCE 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,789,650 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $519,292 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $480,441 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $794 |
Value of total corrective distributions | 2019-12-31 | $3,195 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $956,414 |
Value of total assets at end of year | 2019-12-31 | $4,925,618 |
Value of total assets at beginning of year | 2019-12-31 | $3,655,260 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $34,862 |
Total interest from all sources | 2019-12-31 | $10,022 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $134,316 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $134,316 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $366,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $597,878 |
Participant contributions at end of year | 2019-12-31 | $285,118 |
Participant contributions at beginning of year | 2019-12-31 | $213,604 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $139,866 |
Administrative expenses (other) incurred | 2019-12-31 | $34,862 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,270,358 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,925,618 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,655,260 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,422,513 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,235,991 |
Interest on participant loans | 2019-12-31 | $10,022 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $217,987 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $205,665 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $683,480 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $5,418 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $218,670 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $480,441 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | VERDEJA, DE ARMAS & TRUJILLO LLP |
Accountancy firm EIN | 2019-12-31 | 204989621 |
2018 : BEST DOCTORS INSURANCE 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $623,250 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $819,535 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $759,674 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $25,933 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $808,275 |
Value of total assets at end of year | 2018-12-31 | $3,655,260 |
Value of total assets at beginning of year | 2018-12-31 | $3,851,545 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $33,928 |
Total interest from all sources | 2018-12-31 | $9,235 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $127,929 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $127,929 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $390,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $579,257 |
Participant contributions at end of year | 2018-12-31 | $213,604 |
Participant contributions at beginning of year | 2018-12-31 | $280,030 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $3,539 |
Administrative expenses (other) incurred | 2018-12-31 | $33,928 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-196,285 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,655,260 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,851,545 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,235,991 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,368,277 |
Interest on participant loans | 2018-12-31 | $9,235 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $205,665 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $203,238 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-326,580 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $4,391 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $225,479 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $759,674 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | VERDEJA, DE ARMAS & TRUJILLO LLP |
Accountancy firm EIN | 2018-12-31 | 204989621 |
2017 : BEST DOCTORS INSURANCE 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,329,560 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $566,509 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $532,850 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $824,207 |
Value of total assets at end of year | 2017-12-31 | $3,851,545 |
Value of total assets at beginning of year | 2017-12-31 | $3,088,494 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $33,659 |
Total interest from all sources | 2017-12-31 | $11,702 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $210,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $508,559 |
Participant contributions at end of year | 2017-12-31 | $280,030 |
Participant contributions at beginning of year | 2017-12-31 | $232,778 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $97,452 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $763,051 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,851,545 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,088,494 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,368,277 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,694,053 |
Interest on participant loans | 2017-12-31 | $7,543 |
Interest earned on other investments | 2017-12-31 | $4,159 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $203,238 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $161,663 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $493,651 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $218,196 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $532,850 |
Contract administrator fees | 2017-12-31 | $33,659 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | VERDEJA, DE ARMAS & TRUJILLO, LLP |
Accountancy firm EIN | 2017-12-31 | 204989621 |
2016 : BEST DOCTORS INSURANCE 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $959,728 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $112,260 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $90,337 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $754,769 |
Value of total assets at end of year | 2016-12-31 | $3,088,494 |
Value of total assets at beginning of year | 2016-12-31 | $2,241,026 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $21,923 |
Total interest from all sources | 2016-12-31 | $8,628 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $210,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $487,432 |
Participant contributions at end of year | 2016-12-31 | $232,778 |
Participant contributions at beginning of year | 2016-12-31 | $149,420 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $66,635 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $847,468 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,088,494 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,241,026 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,694,053 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,974,598 |
Interest on participant loans | 2016-12-31 | $5,582 |
Interest earned on other investments | 2016-12-31 | $3,046 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $161,663 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $117,008 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $196,331 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $200,702 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $90,337 |
Contract administrator fees | 2016-12-31 | $21,923 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | VERDEJA, DE ARMAS & TRUJILLO, LLP |
Accountancy firm EIN | 2016-12-31 | 204989621 |
2015 : BEST DOCTORS INSURANCE 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $2,166,073 |
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 | $131,240 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $56,287 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $55,501 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $128,792 |
Value of total assets at end of year | 2015-12-31 | $2,241,026 |
Value of total assets at beginning of year | 2015-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $786 |
Total interest from all sources | 2015-12-31 | $1,510 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $210,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $92,748 |
Participant contributions at end of year | 2015-12-31 | $149,420 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $74,953 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,241,026 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,974,598 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $0 |
Interest on participant loans | 2015-12-31 | $1,018 |
Interest earned on other investments | 2015-12-31 | $492 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $117,008 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $938 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $36,044 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $55,501 |
Contract administrator fees | 2015-12-31 | $786 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | VERDEJA, DE ARMAS & TRUJILLO, LLP |
Accountancy firm EIN | 2015-12-31 | 204989621 |