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WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 401k Plan overview

Plan NameWASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN
Plan identification number 001

WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

WASHINGTON TOWNSHIP MEDICAL FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:WASHINGTON TOWNSHIP MEDICAL FOUNDATION
Employer identification number (EIN):300564526
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about WASHINGTON TOWNSHIP MEDICAL FOUNDATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2008-07-23
Company Identification Number: C3125779
Legal Registered Office Address: 38719 Stivers St

Fremont
United States of America (USA)
94536

More information about WASHINGTON TOWNSHIP MEDICAL FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DANIEL NARDONI
0012016-01-01DANIEL NARDONI
0012015-01-01TERRY O'ROURKE
0012014-01-01TERRY O'ROURKE
0012013-01-01CECIL J. DUNAGAN
0012012-01-01GARY CHARLAND
0012011-01-01GARY CHARLAND

Plan Statistics for WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN

401k plan membership statisitcs for WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN

Measure Date Value
2022: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01227
Total number of active participants reported on line 7a of the Form 55002022-01-01196
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01291
Number of participants with account balances2022-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01210
Total number of active participants reported on line 7a of the Form 55002021-01-01175
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01227
Number of participants with account balances2021-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01201
Total number of active participants reported on line 7a of the Form 55002020-01-01158
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0151
Total of all active and inactive participants2020-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01210
Number of participants with account balances2020-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01208
Total number of active participants reported on line 7a of the Form 55002019-01-01149
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01201
Number of participants with account balances2019-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01286
Total number of active participants reported on line 7a of the Form 55002018-01-01156
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01208
Number of participants with account balances2018-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01277
Total number of active participants reported on line 7a of the Form 55002017-01-01143
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01137
Total of all active and inactive participants2017-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01280
Number of participants with account balances2017-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01260
Total number of active participants reported on line 7a of the Form 55002016-01-01132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01145
Total of all active and inactive participants2016-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01277
Number of participants with account balances2016-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01227
Total number of active participants reported on line 7a of the Form 55002015-01-01127
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01133
Total of all active and inactive participants2015-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01260
Number of participants with account balances2015-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01203
Total number of active participants reported on line 7a of the Form 55002014-01-01116
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01111
Total of all active and inactive participants2014-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01227
Number of participants with account balances2014-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01182
Total number of active participants reported on line 7a of the Form 55002013-01-01131
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0172
Total of all active and inactive participants2013-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01203
Number of participants with account balances2013-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01165
Total number of active participants reported on line 7a of the Form 55002012-01-01147
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01182
Number of participants with account balances2012-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-010
Total number of active participants reported on line 7a of the Form 55002011-01-01140
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01165
Number of participants with account balances2011-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113

Financial Data on WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN

Measure Date Value
2022 : WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-801,764
Total of all expenses incurred2022-12-31$473,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$464,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$812,631
Value of total assets at end of year2022-12-31$8,513,619
Value of total assets at beginning of year2022-12-31$9,789,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,973
Total interest from all sources2022-12-31$13,788
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$417,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$417,680
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$511,258
Participant contributions at end of year2022-12-31$254,834
Participant contributions at beginning of year2022-12-31$171,568
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$38,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,275,479
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,513,619
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,789,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,731,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,028,625
Interest on participant loans2022-12-31$7,752
Interest earned on other investments2022-12-31$6,036
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$383,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$527,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$120,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,045,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$262,664
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$85,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$464,742
Contract administrator fees2022-12-31$8,973
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY
Accountancy firm EIN2022-12-31450250985
2021 : WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,980,693
Total of all expenses incurred2021-12-31$609,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$595,110
Value of total corrective distributions2021-12-31$1,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$912,369
Value of total assets at end of year2021-12-31$9,789,098
Value of total assets at beginning of year2021-12-31$8,418,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,627
Total interest from all sources2021-12-31$8,408
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$461,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$461,338
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$496,774
Participant contributions at end of year2021-12-31$171,568
Participant contributions at beginning of year2021-12-31$142,743
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$18,867
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$101,634
Administrative expenses (other) incurred2021-12-31$10,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,370,813
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,789,098
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,418,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,028,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,903,345
Interest on participant loans2021-12-31$8,077
Interest earned on other investments2021-12-31$331
Value of interest in common/collective trusts at end of year2021-12-31$383,120
Value of interest in common/collective trusts at beginning of year2021-12-31$272,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$120,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$596,201
Net investment gain or loss from common/collective trusts2021-12-31$2,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$313,961
Employer contributions (assets) at end of year2021-12-31$85,654
Employer contributions (assets) at beginning of year2021-12-31$81,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$595,110
Contract administrator fees2021-12-31$3,273
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILLY
Accountancy firm EIN2021-12-31450250985
2020 : WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,461,746
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$322,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$306,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,482,975
Value of total assets at end of year2020-12-31$8,418,285
Value of total assets at beginning of year2020-12-31$6,279,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,211
Total interest from all sources2020-12-31$9,734
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$243,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$243,421
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$484,568
Participant contributions at end of year2020-12-31$142,743
Participant contributions at beginning of year2020-12-31$166,841
Participant contributions at end of year2020-12-31$18,867
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$704,546
Administrative expenses (other) incurred2020-12-31$16,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,138,924
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,418,285
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,279,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,903,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,848,156
Interest on participant loans2020-12-31$9,734
Value of interest in common/collective trusts at end of year2020-12-31$272,314
Value of interest in common/collective trusts at beginning of year2020-12-31$201,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$720,552
Net investment gain or loss from common/collective trusts2020-12-31$5,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$293,861
Employer contributions (assets) at end of year2020-12-31$81,016
Employer contributions (assets) at beginning of year2020-12-31$63,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$306,611
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY
Accountancy firm EIN2020-12-31450250985
2019 : WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$113,005
Total income from all sources (including contributions)2019-12-31$1,915,141
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$500,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$483,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$830,354
Value of total assets at end of year2019-12-31$6,279,361
Value of total assets at beginning of year2019-12-31$4,977,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,611
Total interest from all sources2019-12-31$8,942
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$185,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$185,158
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$453,049
Participant contributions at end of year2019-12-31$166,841
Participant contributions at beginning of year2019-12-31$163,820
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$109,207
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$9,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$113,005
Administrative expenses (other) incurred2019-12-31$16,611
Total non interest bearing cash at beginning of year2019-12-31$103,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,415,035
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,279,361
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,864,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,848,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,500,256
Interest on participant loans2019-12-31$8,942
Value of interest in common/collective trusts at end of year2019-12-31$201,363
Value of interest in common/collective trusts at beginning of year2019-12-31$140,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$887,132
Net investment gain or loss from common/collective trusts2019-12-31$3,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$268,098
Employer contributions (assets) at end of year2019-12-31$63,001
Employer contributions (assets) at beginning of year2019-12-31$59,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$483,495
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EIDE BAILLY
Accountancy firm EIN2019-12-31450250985
2018 : WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$113,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$79,114
Total income from all sources (including contributions)2018-12-31$496,476
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$310,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$293,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$793,038
Value of total assets at end of year2018-12-31$4,977,331
Value of total assets at beginning of year2018-12-31$4,757,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,179
Total interest from all sources2018-12-31$7,220
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$201,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$201,452
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$430,806
Participant contributions at end of year2018-12-31$163,820
Participant contributions at beginning of year2018-12-31$123,016
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$107,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$9,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$113,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$79,114
Administrative expenses (other) incurred2018-12-31$17,179
Total non interest bearing cash at end of year2018-12-31$103,784
Total non interest bearing cash at beginning of year2018-12-31$79,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$186,297
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,864,326
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,678,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,500,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,408,413
Interest on participant loans2018-12-31$7,220
Value of interest in common/collective trusts at end of year2018-12-31$140,775
Value of interest in common/collective trusts at beginning of year2018-12-31$92,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-507,306
Net investment gain or loss from common/collective trusts2018-12-31$2,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$254,439
Employer contributions (assets) at end of year2018-12-31$59,475
Employer contributions (assets) at beginning of year2018-12-31$54,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$293,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EIDE BAILLY
Accountancy firm EIN2018-12-31450250985
2017 : WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$79,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$54,640
Total income from all sources (including contributions)2017-12-31$1,615,564
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$282,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$260,629
Expenses. Certain deemed distributions of participant loans2017-12-31$9,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$959,820
Value of total assets at end of year2017-12-31$4,757,143
Value of total assets at beginning of year2017-12-31$3,399,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,426
Total interest from all sources2017-12-31$5,387
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$154,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$154,506
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$406,996
Participant contributions at end of year2017-12-31$123,016
Participant contributions at beginning of year2017-12-31$107,150
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$322,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$79,114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$54,640
Administrative expenses (other) incurred2017-12-31$12,426
Total non interest bearing cash at end of year2017-12-31$79,114
Total non interest bearing cash at beginning of year2017-12-31$54,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,333,209
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,678,029
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,344,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,408,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,090,439
Interest on participant loans2017-12-31$5,387
Value of interest in common/collective trusts at end of year2017-12-31$92,274
Value of interest in common/collective trusts at beginning of year2017-12-31$96,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$494,490
Net investment gain or loss from common/collective trusts2017-12-31$1,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$230,598
Employer contributions (assets) at end of year2017-12-31$54,326
Employer contributions (assets) at beginning of year2017-12-31$50,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$260,629
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31VAVRINEK, TRINE, DAY & CO., LLP
Accountancy firm EIN2017-12-31952648289
2016 : WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$54,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$52,963
Total income from all sources (including contributions)2016-12-31$874,211
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$488,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$478,367
Expenses. Certain deemed distributions of participant loans2016-12-31$-437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$623,417
Value of total assets at end of year2016-12-31$3,399,460
Value of total assets at beginning of year2016-12-31$3,012,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,069
Total interest from all sources2016-12-31$3,274
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$96,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$96,506
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$340,479
Participant contributions at end of year2016-12-31$107,150
Participant contributions at beginning of year2016-12-31$60,228
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$72,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$5,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$54,640
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$52,963
Administrative expenses (other) incurred2016-12-31$11,069
Total non interest bearing cash at end of year2016-12-31$54,641
Total non interest bearing cash at beginning of year2016-12-31$52,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$385,212
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,344,820
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,959,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,090,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,768,842
Interest on participant loans2016-12-31$3,274
Value of interest in common/collective trusts at end of year2016-12-31$96,942
Value of interest in common/collective trusts at beginning of year2016-12-31$68,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$149,985
Net investment gain or loss from common/collective trusts2016-12-31$1,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$210,470
Employer contributions (assets) at end of year2016-12-31$50,288
Employer contributions (assets) at beginning of year2016-12-31$55,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$478,367
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HEMMING MORSE, LLP
Accountancy firm EIN2016-12-31300702322
2015 : WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$52,963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,491
Total income from all sources (including contributions)2015-12-31$471,414
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$540,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$522,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$462,862
Value of total assets at end of year2015-12-31$3,012,571
Value of total assets at beginning of year2015-12-31$3,049,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,713
Total interest from all sources2015-12-31$2,396
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$130,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$130,368
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$261,648
Participant contributions at end of year2015-12-31$60,228
Participant contributions at beginning of year2015-12-31$58,635
Participant contributions at beginning of year2015-12-31$159
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$22,016
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$5,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$52,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$20,491
Other income not declared elsewhere2015-12-31$396
Administrative expenses (other) incurred2015-12-31$18,713
Total non interest bearing cash at end of year2015-12-31$52,963
Total non interest bearing cash at beginning of year2015-12-31$20,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-69,463
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,959,608
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,029,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,768,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,825,827
Interest on participant loans2015-12-31$2,396
Value of interest in common/collective trusts at end of year2015-12-31$68,898
Value of interest in common/collective trusts at beginning of year2015-12-31$62,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-125,203
Net investment gain or loss from common/collective trusts2015-12-31$595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$179,198
Employer contributions (assets) at end of year2015-12-31$55,857
Employer contributions (assets) at beginning of year2015-12-31$81,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$522,164
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HEMMING MORSE, LLP
Accountancy firm EIN2015-12-31300702322
2014 : WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,491
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,952
Total income from all sources (including contributions)2014-12-31$568,345
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$180,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$164,946
Expenses. Certain deemed distributions of participant loans2014-12-31$437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$368,274
Value of total assets at end of year2014-12-31$3,049,562
Value of total assets at beginning of year2014-12-31$2,656,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,943
Total interest from all sources2014-12-31$3,206
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$109,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$109,625
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$202,518
Participant contributions at end of year2014-12-31$58,635
Participant contributions at beginning of year2014-12-31$71,019
Participant contributions at end of year2014-12-31$159
Participant contributions at beginning of year2014-12-31$10,241
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$20,491
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$14,952
Other income not declared elsewhere2014-12-31$21
Administrative expenses (other) incurred2014-12-31$14,943
Total non interest bearing cash at end of year2014-12-31$20,491
Total non interest bearing cash at beginning of year2014-12-31$14,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$388,019
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,029,071
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,641,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,825,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,263,112
Interest on participant loans2014-12-31$3,206
Value of interest in common/collective trusts at end of year2014-12-31$62,889
Value of interest in common/collective trusts at beginning of year2014-12-31$53,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$86,730
Net investment gain or loss from common/collective trusts2014-12-31$489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$165,153
Employer contributions (assets) at end of year2014-12-31$81,561
Employer contributions (assets) at beginning of year2014-12-31$243,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$164,946
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HEMMING MORSE, LLP
Accountancy firm EIN2014-12-31300702322
2013 : WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,952
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,397
Total income from all sources (including contributions)2013-12-31$1,023,277
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$296,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$283,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$610,052
Value of total assets at end of year2013-12-31$2,656,004
Value of total assets at beginning of year2013-12-31$1,929,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,258
Total interest from all sources2013-12-31$2,428
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$73,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$73,810
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$241,820
Participant contributions at end of year2013-12-31$71,019
Participant contributions at beginning of year2013-12-31$63,142
Participant contributions at end of year2013-12-31$10,241
Participant contributions at beginning of year2013-12-31$11,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$14,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$15,397
Other income not declared elsewhere2013-12-31$1,301
Administrative expenses (other) incurred2013-12-31$13,258
Total non interest bearing cash at end of year2013-12-31$14,952
Total non interest bearing cash at beginning of year2013-12-31$15,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$726,542
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,641,052
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,914,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,263,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,667,237
Interest on participant loans2013-12-31$2,428
Value of interest in common/collective trusts at end of year2013-12-31$53,646
Value of interest in common/collective trusts at beginning of year2013-12-31$48,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$335,102
Net investment gain or loss from common/collective trusts2013-12-31$584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$368,232
Employer contributions (assets) at end of year2013-12-31$243,034
Employer contributions (assets) at beginning of year2013-12-31$124,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$283,477
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HEMMING MORSE CPA'S AND CONSULTANTS
Accountancy firm EIN2013-12-31300702322
2012 : WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,225
Total income from all sources (including contributions)2012-12-31$709,009
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$124,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$114,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$518,816
Value of total assets at end of year2012-12-31$1,929,907
Value of total assets at beginning of year2012-12-31$1,338,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,986
Total interest from all sources2012-12-31$2,657
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$46,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$46,059
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$268,991
Participant contributions at end of year2012-12-31$63,142
Participant contributions at beginning of year2012-12-31$54,047
Participant contributions at end of year2012-12-31$11,003
Participant contributions at beginning of year2012-12-31$8,766
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$970
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$15,397
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$8,225
Administrative expenses (other) incurred2012-12-31$9,986
Total non interest bearing cash at end of year2012-12-31$15,397
Total non interest bearing cash at beginning of year2012-12-31$8,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$584,389
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,914,510
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,330,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,667,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,103,251
Interest on participant loans2012-12-31$2,657
Value of interest in common/collective trusts at end of year2012-12-31$48,536
Value of interest in common/collective trusts at beginning of year2012-12-31$51,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$140,637
Net investment gain or loss from common/collective trusts2012-12-31$840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$248,855
Employer contributions (assets) at end of year2012-12-31$124,592
Employer contributions (assets) at beginning of year2012-12-31$112,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$114,634
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HEMMING MORSE CPA'S AND CONSULTANTS
Accountancy firm EIN2012-12-31300702322
2011 : WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$928,617
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$433,388
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$31,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$26,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$454,815
Value of total assets at end of year2011-12-31$1,338,346
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,563
Total interest from all sources2011-12-31$1,756
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$27,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$27,522
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$204,610
Participant contributions at end of year2011-12-31$54,047
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$8,766
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$40,635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$8,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$899
Administrative expenses (other) incurred2011-12-31$5,563
Total non interest bearing cash at end of year2011-12-31$8,225
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$401,504
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,330,121
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,103,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$1,756
Value of interest in common/collective trusts at end of year2011-12-31$51,733
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-52,089
Net investment gain or loss from common/collective trusts2011-12-31$485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$209,570
Employer contributions (assets) at end of year2011-12-31$112,324
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$26,321
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HEMMING MORSE CPA'S AND CONSULTANTS
Accountancy firm EIN2011-12-31300702322

Form 5500 Responses for WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN

2022: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number72628
Policy instance 1
Insurance contract or identification number72628
Number of Individuals Covered308
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number72628
Policy instance 1
Insurance contract or identification number72628
Number of Individuals Covered258
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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