WEST CENTRAL GASTROENTEROLOGY, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WEST CENTRAL GASTROENTEROLOGY 401K PLAN
Measure | Date | Value |
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2022 : WEST CENTRAL GASTROENTEROLOGY 401K PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $-2,070,759 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,281,238 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,186,110 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $3,563 |
Value of total corrective distributions | 2022-12-31 | $5,084 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,580,305 |
Value of total assets at end of year | 2022-12-31 | $23,179,969 |
Value of total assets at beginning of year | 2022-12-31 | $27,531,966 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $86,481 |
Total interest from all sources | 2022-12-31 | $5,869 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,141,539 |
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 | $1,141,539 |
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 | $1,065,159 |
Participant contributions at end of year | 2022-12-31 | $163,687 |
Participant contributions at beginning of year | 2022-12-31 | $120,513 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $153,236 |
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 | $-4,351,997 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $23,179,969 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $27,531,966 |
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 | $22,706,376 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $27,051,507 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $5,869 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $195,484 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $295,960 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-5,800,466 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $1,994 |
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 | Yes |
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 | $1,361,910 |
Employer contributions (assets) at end of year | 2022-12-31 | $114,422 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $63,986 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,186,110 |
Contract administrator fees | 2022-12-31 | $86,481 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
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 | SPOOR BUNCH FRANZ |
Accountancy firm EIN | 2022-12-31 | 364818378 |
2021 : WEST CENTRAL GASTROENTEROLOGY 401K PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $5,771,263 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $193,318 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $107,098 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,294,679 |
Value of total assets at end of year | 2021-12-31 | $27,531,966 |
Value of total assets at beginning of year | 2021-12-31 | $21,954,021 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $86,220 |
Total interest from all sources | 2021-12-31 | $5,734 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,693,753 |
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 | $1,693,753 |
Administrative expenses professional fees incurred | 2021-12-31 | $0 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $996,563 |
Participant contributions at end of year | 2021-12-31 | $120,513 |
Participant contributions at beginning of year | 2021-12-31 | $130,822 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $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 | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $5,577,945 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $27,531,966 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $21,954,021 |
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 |
Investment advisory and management fees | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $27,051,507 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $21,381,549 |
Interest on participant loans | 2021-12-31 | $5,734 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $295,960 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $218,097 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,774,929 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,168 |
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 | Yes |
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 | $1,298,116 |
Employer contributions (assets) at end of year | 2021-12-31 | $63,986 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $223,553 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $107,098 |
Contract administrator fees | 2021-12-31 | $86,220 |
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 | SPOOR BUNCH FRANZ |
Accountancy firm EIN | 2021-12-31 | 364818378 |
2020 : WEST CENTRAL GASTROENTEROLOGY 401K PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $4,856,288 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $626,675 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $557,699 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,084,118 |
Value of total assets at end of year | 2020-12-31 | $21,954,021 |
Value of total assets at beginning of year | 2020-12-31 | $17,724,408 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $68,976 |
Total interest from all sources | 2020-12-31 | $5,897 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $860,604 |
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 | $860,604 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 | $970,030 |
Participant contributions at end of year | 2020-12-31 | $130,822 |
Participant contributions at beginning of year | 2020-12-31 | $93,182 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $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 | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,229,613 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $21,954,021 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $17,724,408 |
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 | $21,381,549 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $17,422,708 |
Interest on participant loans | 2020-12-31 | $5,897 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $218,097 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $167,797 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,902,578 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $3,091 |
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 | $1,114,088 |
Employer contributions (assets) at end of year | 2020-12-31 | $223,553 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $40,721 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $557,699 |
Contract administrator fees | 2020-12-31 | $68,976 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | SPOOR BUNCH FRANZ |
Accountancy firm EIN | 2020-12-31 | 364818378 |
2019 : WEST CENTRAL GASTROENTEROLOGY 401K PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $5,051,314 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $523,915 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $465,450 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,053,328 |
Value of total assets at end of year | 2019-12-31 | $17,724,408 |
Value of total assets at beginning of year | 2019-12-31 | $13,197,009 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $58,465 |
Total interest from all sources | 2019-12-31 | $4,189 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $865,154 |
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 | $865,154 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 | $929,408 |
Participant contributions at end of year | 2019-12-31 | $93,182 |
Participant contributions at beginning of year | 2019-12-31 | $47,470 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $33,098 |
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 | $4,527,399 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $17,724,408 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,197,009 |
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 | $17,422,708 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $12,780,248 |
Interest on participant loans | 2019-12-31 | $4,189 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $167,797 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $210,282 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,125,002 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $3,641 |
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 | $1,090,822 |
Employer contributions (assets) at end of year | 2019-12-31 | $40,721 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $159,009 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $465,450 |
Contract administrator fees | 2019-12-31 | $58,465 |
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 | SPOOR BUNCH FRANZ |
Accountancy firm EIN | 2019-12-31 | 364818378 |
2018 : WEST CENTRAL GASTROENTEROLOGY 401K PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $1,278,635 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $200,147 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $132,884 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,984,716 |
Value of total assets at end of year | 2018-12-31 | $13,196,978 |
Value of total assets at beginning of year | 2018-12-31 | $12,118,490 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $67,263 |
Total interest from all sources | 2018-12-31 | $1,944 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
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 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
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 | $866,278 |
Participant contributions at end of year | 2018-12-31 | $47,440 |
Participant contributions at beginning of year | 2018-12-31 | $43,167 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $123,200 |
Administrative expenses (other) incurred | 2018-12-31 | $12,337 |
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 | $1,078,488 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $13,196,978 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,118,490 |
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 | $12,780,140 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $11,714,187 |
Interest on participant loans | 2018-12-31 | $1,836 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $210,282 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $262,687 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $108 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-708,025 |
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 | Yes |
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 | $995,238 |
Employer contributions (assets) at end of year | 2018-12-31 | $159,116 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $98,449 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $132,884 |
Contract administrator fees | 2018-12-31 | $54,926 |
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 | SPOOR BUNCH FRANZ |
Accountancy firm EIN | 2018-12-31 | 364818378 |
2017 : WEST CENTRAL GASTROENTEROLOGY 401K 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 | $3,562,568 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $443,483 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $396,483 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,973,396 |
Value of total assets at end of year | 2017-12-31 | $12,118,490 |
Value of total assets at beginning of year | 2017-12-31 | $8,999,405 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $47,000 |
Total interest from all sources | 2017-12-31 | $2,585 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $536,966 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $536,966 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
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 | $814,803 |
Participant contributions at end of year | 2017-12-31 | $43,167 |
Participant contributions at beginning of year | 2017-12-31 | $62,840 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $7,304 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $75,758 |
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 | $3,119,085 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $12,118,490 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,999,405 |
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 | $11,714,187 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,628,003 |
Interest on participant loans | 2017-12-31 | $2,585 |
Interest earned on other investments | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $262,687 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $249,064 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,046,438 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $3,183 |
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 | Yes |
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 | $1,082,835 |
Employer contributions (assets) at end of year | 2017-12-31 | $98,449 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $52,194 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $396,483 |
Contract administrator fees | 2017-12-31 | $47,000 |
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 | SPOOR BUNCH FRANZ |
Accountancy firm EIN | 2017-12-31 | 364818378 |
2016 : WEST CENTRAL GASTROENTEROLOGY 401K 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 | $2,623,929 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $285,227 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $252,344 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,911,234 |
Value of total assets at end of year | 2016-12-31 | $8,999,405 |
Value of total assets at beginning of year | 2016-12-31 | $6,660,703 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $32,883 |
Total interest from all sources | 2016-12-31 | $2,790 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $356,204 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $356,204 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
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 | $790,081 |
Participant contributions at end of year | 2016-12-31 | $62,840 |
Participant contributions at beginning of year | 2016-12-31 | $73,467 |
Participant contributions at end of year | 2016-12-31 | $7,304 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $95,134 |
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 | $2,338,702 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,999,405 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,660,703 |
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 | $8,628,003 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,493,417 |
Interest on participant loans | 2016-12-31 | $2,790 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $249,064 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $68,500 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $351,914 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,787 |
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 | Yes |
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 | $1,026,019 |
Employer contributions (assets) at end of year | 2016-12-31 | $52,194 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $25,319 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $252,344 |
Contract administrator fees | 2016-12-31 | $32,883 |
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 | SPOOR BUNCH FRANZ |
Accountancy firm EIN | 2016-12-31 | 364818378 |
2015 : WEST CENTRAL GASTROENTEROLOGY 401K PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,740,491 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $276,972 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $247,769 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,830,793 |
Value of total assets at end of year | 2015-12-31 | $6,660,703 |
Value of total assets at beginning of year | 2015-12-31 | $5,197,184 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $29,203 |
Total interest from all sources | 2015-12-31 | $3,036 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $337,942 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $337,942 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
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 | $755,217 |
Participant contributions at end of year | 2015-12-31 | $73,467 |
Participant contributions at beginning of year | 2015-12-31 | $69,474 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $50 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $45,844 |
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 | $1,463,519 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,660,703 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,197,184 |
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 | $6,493,417 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $4,987,402 |
Interest on participant loans | 2015-12-31 | $3,036 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $68,500 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $58,544 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-432,136 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $856 |
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 | Yes |
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 | $1,029,732 |
Employer contributions (assets) at end of year | 2015-12-31 | $25,319 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $81,714 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $247,769 |
Contract administrator fees | 2015-12-31 | $29,203 |
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 | SPOOR BUNCH FRANZ |
Accountancy firm EIN | 2015-12-31 | 364818378 |