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MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 401k Plan overview

Plan NameMARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN
Plan identification number 005

MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MARIETTA HEALTH CARE PHYSICIANS, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARIETTA HEALTH CARE PHYSICIANS, INC.
Employer identification number (EIN):311375125
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about MARIETTA HEALTH CARE PHYSICIANS, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1993-02-05
Company Identification Number: 837703
Legal Registered Office Address: 401 MATTHEW STREETE
-
MARIETTA
United States of America (USA)
45750

More information about MARIETTA HEALTH CARE PHYSICIANS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01DEEANN GEHLAUF
0052016-01-01DEEANN GEHLAUF
0052015-01-01DEEANN GEHLAUF
0052014-01-01DEEANN GEHLAUF
0052013-01-01DEEANN GEHLAUF
0052012-01-01DEEANN GEHLAUF
0052011-01-01DEEANN GEHLAUF
0052010-01-01DEEANN GEHLAUF
0052009-01-01DEEANN GEHLAUF

Plan Statistics for MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN

401k plan membership statisitcs for MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN

Measure Date Value
2022: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01371
Total number of active participants reported on line 7a of the Form 55002022-01-01313
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0174
Total of all active and inactive participants2022-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01387
Number of participants with account balances2022-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01368
Total number of active participants reported on line 7a of the Form 55002021-01-01302
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0162
Total of all active and inactive participants2021-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01364
Number of participants with account balances2021-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01355
Total number of active participants reported on line 7a of the Form 55002020-01-01296
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0168
Total of all active and inactive participants2020-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01364
Number of participants with account balances2020-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01342
Total number of active participants reported on line 7a of the Form 55002019-01-01281
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01347
Number of participants with account balances2019-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01363
Total number of active participants reported on line 7a of the Form 55002018-01-01273
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0160
Total of all active and inactive participants2018-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01333
Number of participants with account balances2018-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01331
Total number of active participants reported on line 7a of the Form 55002017-01-01301
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0156
Total of all active and inactive participants2017-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01357
Number of participants with account balances2017-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01307
Total number of active participants reported on line 7a of the Form 55002016-01-01270
Number of retired or separated participants receiving benefits2016-01-0120
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01326
Number of participants with account balances2016-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01276
Total number of active participants reported on line 7a of the Form 55002015-01-01248
Number of retired or separated participants receiving benefits2015-01-0121
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01300
Number of participants with account balances2015-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01236
Total number of active participants reported on line 7a of the Form 55002014-01-01223
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01272
Number of participants with account balances2014-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01227
Total number of active participants reported on line 7a of the Form 55002013-01-01190
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01234
Number of participants with account balances2013-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01193
Total number of active participants reported on line 7a of the Form 55002012-01-01165
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01222
Number of participants with account balances2012-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01189
Total number of active participants reported on line 7a of the Form 55002011-01-01128
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01188
Number of participants with account balances2011-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01346
Total number of active participants reported on line 7a of the Form 55002010-01-01115
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0171
Total of all active and inactive participants2010-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01186
Number of participants with account balances2010-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01306
Total number of active participants reported on line 7a of the Form 55002009-01-01283
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0154
Total of all active and inactive participants2009-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01337
Number of participants with account balances2009-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN

Measure Date Value
2022 : MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$85,868
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$0
Total income from all sources (including contributions)2022-12-31$-3,785,610
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,870,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,619,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,245,071
Value of total assets at end of year2022-12-31$52,277,392
Value of total assets at beginning of year2022-12-31$59,847,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$250,767
Total interest from all sources2022-12-31$20,268
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$4,840,484
Participant contributions at end of year2022-12-31$425,282
Participant contributions at beginning of year2022-12-31$363,088
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$611,107
Administrative expenses (other) incurred2022-12-31$3,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,655,622
Value of net assets at end of year (total assets less liabilities)2022-12-31$52,277,392
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$59,847,146
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
Investment advisory and management fees2022-12-31$55,085
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$48,256,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$56,406,538
Interest on participant loans2022-12-31$20,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$952,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,291,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,291,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,535,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,471,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,050,949
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$793,480
Employer contributions (assets) at end of year2022-12-31$1,107,181
Employer contributions (assets) at beginning of year2022-12-31$313,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,619,245
Contract administrator fees2022-12-31$192,382
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 name2022-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2022-12-31271235638
2021 : MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$16,663
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$13,778,257
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,035,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,773,696
Value of total corrective distributions2021-12-31$4,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,454,726
Value of total assets at end of year2021-12-31$59,847,146
Value of total assets at beginning of year2021-12-31$50,088,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$257,979
Total interest from all sources2021-12-31$18,571
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$45,171
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$4,555,799
Participant contributions at end of year2021-12-31$363,088
Participant contributions at beginning of year2021-12-31$397,825
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$569,441
Administrative expenses (other) incurred2021-12-31$2,930
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$9,742,400
Value of net assets at end of year (total assets less liabilities)2021-12-31$59,847,146
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$50,088,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$56,406,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$46,034,841
Interest on participant loans2021-12-31$18,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,291,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,175,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,175,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,471,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,334,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,304,960
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$329,486
Employer contributions (assets) at end of year2021-12-31$313,702
Employer contributions (assets) at beginning of year2021-12-31$1,145,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,773,696
Contract administrator fees2021-12-31$209,878
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 name2021-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2021-12-31271235638
2020 : MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$45,008
Total transfer of assets from this plan2020-12-31$11,097
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$12,379,628
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,017,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,830,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,210,030
Value of total assets at end of year2020-12-31$50,088,083
Value of total assets at beginning of year2020-12-31$41,692,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$186,862
Total interest from all sources2020-12-31$20,281
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$32,661
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,195,143
Participant contributions at end of year2020-12-31$397,825
Participant contributions at beginning of year2020-12-31$336,606
Participant contributions at beginning of year2020-12-31$134,885
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$861,363
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$5,291
Other income not declared elsewhere2020-12-31$55
Administrative expenses (other) incurred2020-12-31$3,350
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$8,362,170
Value of net assets at end of year (total assets less liabilities)2020-12-31$50,088,083
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,692,002
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$46,034,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$38,054,499
Interest on participant loans2020-12-31$20,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,175,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,251,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,251,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,334,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,244,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,149,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,153,524
Employer contributions (assets) at end of year2020-12-31$1,145,411
Employer contributions (assets) at beginning of year2020-12-31$664,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,830,596
Contract administrator fees2020-12-31$150,851
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 name2020-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2020-12-31271235638
2019 : MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$130,556
Total transfer of assets to this plan2019-12-31$130,556
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)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 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$12,419,407
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,633,619
Total of all expenses incurred2019-12-31$3,633,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,462,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,940,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,940,219
Value of total assets at end of year2019-12-31$41,692,002
Value of total assets at end of year2019-12-31$41,692,002
Value of total assets at beginning of year2019-12-31$32,775,658
Value of total assets at beginning of year2019-12-31$32,775,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$171,181
Total interest from all sources2019-12-31$17,935
Total interest from all sources2019-12-31$17,935
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$30,188
Administrative expenses professional fees incurred2019-12-31$30,188
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,090,379
Contributions received from participants2019-12-31$4,090,379
Participant contributions at end of year2019-12-31$336,606
Participant contributions at end of year2019-12-31$336,606
Participant contributions at beginning of year2019-12-31$325,481
Participant contributions at beginning of year2019-12-31$325,481
Participant contributions at end of year2019-12-31$134,885
Participant contributions at end of year2019-12-31$134,885
Participant contributions at beginning of year2019-12-31$157,821
Participant contributions at beginning of year2019-12-31$157,821
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$185,580
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$185,580
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,291
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,291
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,725
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,725
Administrative expenses (other) incurred2019-12-31$3,722
Administrative expenses (other) incurred2019-12-31$3,722
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
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$8,785,788
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,692,002
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,692,002
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,775,658
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,775,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$38,054,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$38,054,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,812,355
Income. Interest from loans (other than to participants)2019-12-31$17,935
Income. Interest from loans (other than to participants)2019-12-31$17,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,251,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,251,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,147,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,147,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,147,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,147,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,244,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,244,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,056,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,461,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$664,260
Contributions received in cash from employer2019-12-31$664,260
Employer contributions (assets) at end of year2019-12-31$664,260
Employer contributions (assets) at end of year2019-12-31$664,260
Employer contributions (assets) at beginning of year2019-12-31$269,418
Employer contributions (assets) at beginning of year2019-12-31$269,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,462,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,462,438
Contract administrator fees2019-12-31$137,271
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCM CPAS & ADVISORS LLP
Accountancy firm name2019-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2019-12-31271235638
Accountancy firm EIN2019-12-31271235638
2018 : MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$10,393
Total transfer of assets from this plan2018-12-31$114,297
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$2,382,516
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,154,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,984,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,421,832
Value of total assets at end of year2018-12-31$32,775,658
Value of total assets at beginning of year2018-12-31$33,651,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$169,813
Total interest from all sources2018-12-31$32,773
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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$15,436
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,057,352
Participant contributions at end of year2018-12-31$325,481
Participant contributions at beginning of year2018-12-31$403,675
Participant contributions at end of year2018-12-31$157,821
Participant contributions at beginning of year2018-12-31$155,861
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$90,925
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$5,725
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6,312
Administrative expenses (other) incurred2018-12-31$16,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-771,771
Value of net assets at end of year (total assets less liabilities)2018-12-31$32,775,658
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$33,651,333
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$29,812,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,717,798
Income. Interest from loans (other than to participants)2018-12-31$18,342
Interest earned on other investments2018-12-31$14,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,147,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,189,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,189,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,056,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$918,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,072,089
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$273,555
Employer contributions (assets) at end of year2018-12-31$269,418
Employer contributions (assets) at beginning of year2018-12-31$259,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,984,474
Contract administrator fees2018-12-31$137,936
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 name2018-12-31BLUE & CO., LLC
Accountancy firm EIN2018-12-31331178661
2017 : MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$418,858
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$8,785,685
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,211,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,053,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,512,133
Value of total assets at end of year2017-12-31$33,651,333
Value of total assets at beginning of year2017-12-31$26,657,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$157,280
Total interest from all sources2017-12-31$41,778
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$11,250
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,866,525
Participant contributions at end of year2017-12-31$403,675
Participant contributions at beginning of year2017-12-31$506,955
Participant contributions at end of year2017-12-31$155,861
Participant contributions at beginning of year2017-12-31$127,441
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$384,174
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$6,312
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$6,452
Administrative expenses (other) incurred2017-12-31$20,310
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$6,574,581
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,651,333
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,657,894
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$30,717,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,087,227
Interest on participant loans2017-12-31$22,212
Interest earned on other investments2017-12-31$19,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,189,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,586,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,586,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$918,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$905,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,231,774
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$261,434
Employer contributions (assets) at end of year2017-12-31$259,252
Employer contributions (assets) at beginning of year2017-12-31$438,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,053,824
Contract administrator fees2017-12-31$125,720
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 name2017-12-31BLUE & CO., LLC
Accountancy firm EIN2017-12-31351178661
2016 : MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$492,291
Total transfer of assets from this plan2016-12-31$4,252
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$5,971,280
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,107,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$999,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,242,731
Value of total assets at end of year2016-12-31$26,657,894
Value of total assets at beginning of year2016-12-31$21,305,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$107,677
Total interest from all sources2016-12-31$42,109
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,487,416
Participant contributions at end of year2016-12-31$506,955
Participant contributions at beginning of year2016-12-31$501,027
Participant contributions at end of year2016-12-31$127,441
Participant contributions at beginning of year2016-12-31$119,822
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$283,215
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$6,452
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,893
Other income not declared elsewhere2016-12-31$49,272
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$4,863,899
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,657,894
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,305,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$107,677
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,087,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,673,799
Interest on participant loans2016-12-31$21,523
Interest earned on other investments2016-12-31$20,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,586,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,110,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,110,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$905,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$394,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,637,168
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$472,100
Employer contributions (assets) at end of year2016-12-31$438,032
Employer contributions (assets) at beginning of year2016-12-31$499,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$999,704
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 name2016-12-31BLUE & CO., LLC
Accountancy firm EIN2016-12-31351178661
2015 : MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$280,732
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,377,729
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,280,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,099,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,739,274
Value of total assets at end of year2015-12-31$21,305,956
Value of total assets at beginning of year2015-12-31$19,927,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$181,240
Total interest from all sources2015-12-31$26,024
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,035,797
Participant contributions at end of year2015-12-31$501,027
Participant contributions at beginning of year2015-12-31$351,661
Participant contributions at end of year2015-12-31$119,822
Participant contributions at beginning of year2015-12-31$16,986
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$203,950
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,893
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$1,097,292
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,305,956
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,927,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$181,240
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,673,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,320,520
Interest on participant loans2015-12-31$18,666
Interest earned on other investments2015-12-31$7,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,110,225
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,320,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,320,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$394,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$255,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-387,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$499,527
Employer contributions (assets) at end of year2015-12-31$499,527
Employer contributions (assets) at beginning of year2015-12-31$662,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,099,197
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 name2015-12-31BLUE & CO., LLC
Accountancy firm EIN2015-12-31351178661
2014 : MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$108,022
Total transfer of assets from this plan2014-12-31$53,093
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,759,677
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,083,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,903,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,795,293
Value of total assets at end of year2014-12-31$19,927,932
Value of total assets at beginning of year2014-12-31$17,196,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$179,158
Total interest from all sources2014-12-31$22,284
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,571,674
Participant contributions at end of year2014-12-31$351,661
Participant contributions at beginning of year2014-12-31$384,930
Participant contributions at end of year2014-12-31$16,986
Participant contributions at beginning of year2014-12-31$673
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$561,212
Administrative expenses (other) incurred2014-12-31$3,732
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$2,676,660
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,927,932
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,196,343
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
Investment advisory and management fees2014-12-31$175,426
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,320,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,903,112
Interest on participant loans2014-12-31$16,176
Interest earned on other investments2014-12-31$6,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,320,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,243,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,243,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$255,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$267,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$942,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$662,407
Employer contributions (assets) at end of year2014-12-31$662,407
Employer contributions (assets) at beginning of year2014-12-31$396,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,903,859
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 name2014-12-31BLUE & CO., LLC
Accountancy firm EIN2014-12-31351178661
2013 : MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$703
Total transfer of assets from this plan2013-12-31$277
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,310,828
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$978,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$844,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,847,706
Value of total assets at end of year2013-12-31$17,196,343
Value of total assets at beginning of year2013-12-31$12,863,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$134,300
Total interest from all sources2013-12-31$21,183
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$2,392,554
Participant contributions at end of year2013-12-31$384,930
Participant contributions at beginning of year2013-12-31$319,887
Participant contributions at end of year2013-12-31$673
Participant contributions at beginning of year2013-12-31$85,278
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$58,593
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,626
Administrative expenses (other) incurred2013-12-31$2,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,331,919
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,196,343
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,863,998
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
Investment advisory and management fees2013-12-31$131,623
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,903,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,742,842
Interest on participant loans2013-12-31$15,619
Interest earned on other investments2013-12-31$5,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,243,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$267,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$226,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,441,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$396,559
Employer contributions (assets) at end of year2013-12-31$396,559
Employer contributions (assets) at beginning of year2013-12-31$486,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$844,609
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 name2013-12-31BLUE & CO., LLC
Accountancy firm EIN2013-12-31351178661
2012 : MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$9,777
Total transfer of assets from this plan2012-12-31$7,369
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$102
Total income from all sources (including contributions)2012-12-31$4,481,479
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$765,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$492,459
Value of total corrective distributions2012-12-31$178,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,237,014
Value of total assets at end of year2012-12-31$12,863,998
Value of total assets at beginning of year2012-12-31$9,145,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$94,542
Total interest from all sources2012-12-31$16,496
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$2,158,175
Participant contributions at end of year2012-12-31$319,887
Participant contributions at beginning of year2012-12-31$269,021
Participant contributions at end of year2012-12-31$85,278
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$591,656
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,626
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$102
Administrative expenses (other) incurred2012-12-31$3,988
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$3,716,465
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,863,998
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,145,125
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
Investment advisory and management fees2012-12-31$90,554
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,742,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,400,804
Interest on participant loans2012-12-31$11,980
Interest earned on other investments2012-12-31$4,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$226,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$197,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,227,969
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$487,183
Employer contributions (assets) at end of year2012-12-31$486,318
Employer contributions (assets) at beginning of year2012-12-31$276,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$492,459
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 name2012-12-31BLUE & CO., LLC
Accountancy firm EIN2012-12-31351178661
2011 : MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$34,681
Total transfer of assets from this plan2011-12-31$60,220
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$102
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$2,046,364
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$942,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$776,129
Value of total corrective distributions2011-12-31$91,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,319,280
Value of total assets at end of year2011-12-31$9,145,227
Value of total assets at beginning of year2011-12-31$8,066,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$74,487
Total interest from all sources2011-12-31$12,143
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,629,725
Participant contributions at end of year2011-12-31$269,021
Participant contributions at beginning of year2011-12-31$185,572
Participant contributions at beginning of year2011-12-31$74,838
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$264,797
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$552
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$102
Administrative expenses (other) incurred2011-12-31$3,063
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$1,103,979
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,145,125
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,066,685
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
Investment advisory and management fees2011-12-31$71,424
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,400,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,599,941
Interest on participant loans2011-12-31$8,963
Interest earned on other investments2011-12-31$3,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$197,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$70,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-285,059
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$424,758
Employer contributions (assets) at end of year2011-12-31$276,911
Employer contributions (assets) at beginning of year2011-12-31$133,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$776,129
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 name2011-12-31BLUE & CO., LLC
Accountancy firm EIN2011-12-31351178661
2010 : MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$7,309
Total transfer of assets from this plan2010-12-31$1,636,930
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,275,023
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$913,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$844,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,394,778
Value of total assets at end of year2010-12-31$8,066,685
Value of total assets at beginning of year2010-12-31$7,334,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$68,327
Total interest from all sources2010-12-31$8,981
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,523,731
Participant contributions at end of year2010-12-31$185,572
Participant contributions at beginning of year2010-12-31$151,113
Participant contributions at end of year2010-12-31$74,838
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$303,305
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,110
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$-3,575
Administrative expenses (other) incurred2010-12-31$3,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,361,771
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,066,685
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,334,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$64,673
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,599,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,027,317
Interest on participant loans2010-12-31$7,426
Interest earned on other investments2010-12-31$1,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$70,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$45,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$871,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$567,742
Employer contributions (assets) at end of year2010-12-31$133,557
Employer contributions (assets) at beginning of year2010-12-31$114,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$844,925
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BLUE & CO., LLC
Accountancy firm EIN2010-12-31351178661

Form 5500 Responses for MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN

2022: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84022
Policy instance 1
Insurance contract or identification number194-84022
Number of Individuals Covered351
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,148
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,148
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84022
Policy instance 1
Insurance contract or identification number194-84022
Number of Individuals Covered334
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,028
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,028
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84022
Policy instance 1
Insurance contract or identification number194-84022
Number of Individuals Covered333
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,769
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,769
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84022
Policy instance 1
Insurance contract or identification number194-84022
Number of Individuals Covered314
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,474
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,474
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84022
Policy instance 1
Insurance contract or identification number194-84022
Number of Individuals Covered308
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,542
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,542
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84022
Policy instance 1
Insurance contract or identification number194-84022
Number of Individuals Covered315
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,564
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,564
Insurance broker organization code?4
Insurance broker name
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84022
Policy instance 1
Insurance contract or identification number194-84022
Number of Individuals Covered258
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $758
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $758
Insurance broker organization code?4
Insurance broker nameTRUSTMONT FINANCIAL GROUP, INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84022
Policy instance 1
Insurance contract or identification number194-84022
Number of Individuals Covered11
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $669
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $669
Insurance broker organization code?4
Insurance broker nameTRUSTMONT FINANCIAL GROUP, INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84022
Policy instance 1
Insurance contract or identification number194-84022
Number of Individuals Covered11
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $678
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $678
Insurance broker organization code?4
Insurance broker nameTRUSTMONT FINANCIAL GROUP, INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84022
Policy instance 1
Insurance contract or identification number194-84022
Number of Individuals Covered11
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,003
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,003
Insurance broker organization code?4
Insurance broker nameTRUSTMONT FINANCIAL GROUP, INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84022
Policy instance 1
Insurance contract or identification number194-84022
Number of Individuals Covered10
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,535
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84022
Policy instance 1
Insurance contract or identification number194-84022
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $699
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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