PACIFIC DERMATOLOGY INSTITUTE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PACIFIC DERMATOLOGY INSTITUTE 401(K) PLAN
Measure | Date | Value |
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2022 : PACIFIC DERMATOLOGY INSTITUTE 401(K) 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 | $502,255 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $253,205 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $232,084 |
Value of total corrective distributions | 2022-12-31 | $1,535 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $803,161 |
Value of total assets at end of year | 2022-12-31 | $1,945,306 |
Value of total assets at beginning of year | 2022-12-31 | $1,696,256 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $19,586 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $31,523 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $31,523 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $171,000 |
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 | $566,631 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $32,428 |
Other income not declared elsewhere | 2022-12-31 | $1,017 |
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 | $249,050 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,945,306 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,696,256 |
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 |
Investment advisory and management fees | 2022-12-31 | $11,689 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,929,916 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,635,132 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $15,390 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $61,124 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-333,446 |
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 | $204,102 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $232,084 |
Contract administrator fees | 2022-12-31 | $7,897 |
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 | REDWITZ, INC. |
Accountancy firm EIN | 2022-12-31 | 330850406 |
2021 : PACIFIC DERMATOLOGY INSTITUTE 401(K) 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 | $955,248 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $126,814 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $114,751 |
Value of total corrective distributions | 2021-12-31 | $408 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $781,005 |
Value of total assets at end of year | 2021-12-31 | $1,696,248 |
Value of total assets at beginning of year | 2021-12-31 | $867,814 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $11,655 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $33,811 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $33,811 |
Was this plan covered by a fidelity bond | 2021-12-31 | No |
Value of fidelity bond cover | 2021-12-31 | $50,000 |
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 | $370,714 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $275,516 |
Other income not declared elsewhere | 2021-12-31 | $208 |
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 | $828,434 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,696,248 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $867,814 |
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 | $8,308 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,635,124 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $867,814 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $61,124 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $140,224 |
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 | $134,775 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $114,751 |
Contract administrator fees | 2021-12-31 | $3,347 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | 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 | REDWITZ, INC. |
Accountancy firm EIN | 2021-12-31 | 330850406 |