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RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameRIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN
Plan identification number 005

RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RIVERSIDE MEDICAL CLINIC, INC has sponsored the creation of one or more 401k plans.

Company Name:RIVERSIDE MEDICAL CLINIC, INC
Employer identification number (EIN):330587303
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052021-01-01
0052020-01-01
0052020-01-01
0052019-01-01
0052019-01-01
0052018-01-01
0052017-01-01TAMMY BEVERAGE TAMMY BEVERAGE2018-11-13
0052017-01-01TAMMY BEVERAGE TAMMY BEVERAGE2018-10-15
0052016-01-01TAMMY BEVERAGE
0052015-01-01TAMMY BEVERAGE
0052014-01-01TAMMY BEVERAGE
0052013-01-01TAMMY BEVERAGE
0052012-01-01SUE KINSINGER
0052011-01-01SUE KINSINGER
0052010-01-01SUE KINSINGER
0052009-01-01SUE KINSINGER

Plan Statistics for RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,189
Total number of active participants reported on line 7a of the Form 55002022-01-01188
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01412
Total of all active and inactive participants2022-01-01601
Total participants2022-01-01601
Number of participants with account balances2022-01-01587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,214
Total number of active participants reported on line 7a of the Form 55002021-01-01995
Number of retired or separated participants receiving benefits2021-01-0124
Number of other retired or separated participants entitled to future benefits2021-01-01202
Total of all active and inactive participants2021-01-011,221
Total participants2021-01-011,221
Number of participants with account balances2021-01-011,189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01105
2020: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,197
Total number of active participants reported on line 7a of the Form 55002020-01-011,053
Number of retired or separated participants receiving benefits2020-01-0118
Number of other retired or separated participants entitled to future benefits2020-01-01143
Total of all active and inactive participants2020-01-011,214
Total participants2020-01-011,214
Number of participants with account balances2020-01-011,189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0145
2019: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,095
Total number of active participants reported on line 7a of the Form 55002019-01-011,049
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-01134
Total of all active and inactive participants2019-01-011,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,197
Number of participants with account balances2019-01-011,182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0168
2018: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,056
Total number of active participants reported on line 7a of the Form 55002018-01-01952
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01136
Total of all active and inactive participants2018-01-011,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,095
Number of participants with account balances2018-01-011,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0162
2017: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,020
Total number of active participants reported on line 7a of the Form 55002017-01-01938
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-01103
Total of all active and inactive participants2017-01-011,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,056
Number of participants with account balances2017-01-011,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0163
2016: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,008
Total number of active participants reported on line 7a of the Form 55002016-01-01912
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-0195
Total of all active and inactive participants2016-01-011,020
Total participants2016-01-011,020
Number of participants with account balances2016-01-01998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0151
2015: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01960
Total number of active participants reported on line 7a of the Form 55002015-01-01925
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-0175
Total of all active and inactive participants2015-01-011,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,008
Number of participants with account balances2015-01-01992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0145
2014: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01944
Total number of active participants reported on line 7a of the Form 55002014-01-01879
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0175
Total of all active and inactive participants2014-01-01960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01960
Number of participants with account balances2014-01-01947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0157
2013: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01949
Total number of active participants reported on line 7a of the Form 55002013-01-01882
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01944
Total participants2013-01-01944
Number of participants with account balances2013-01-01930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01958
Total number of active participants reported on line 7a of the Form 55002012-01-01899
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-01949
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01949
Number of participants with account balances2012-01-01928
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0178
2011: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01928
Total number of active participants reported on line 7a of the Form 55002011-01-01907
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0148
Total of all active and inactive participants2011-01-01957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01958
Number of participants with account balances2011-01-01926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0183
2010: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01895
Total number of active participants reported on line 7a of the Form 55002010-01-01883
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-0142
Total of all active and inactive participants2010-01-01928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01928
Number of participants with account balances2010-01-01896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0162
2009: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01912
Total number of active participants reported on line 7a of the Form 55002009-01-01857
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-01895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01895
Number of participants with account balances2009-01-01864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0175

Financial Data on RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-22,367,843
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$27,144,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$26,622,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,090,520
Value of total assets at end of year2022-12-31$111,333,478
Value of total assets at beginning of year2022-12-31$160,845,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$521,780
Total interest from all sources2022-12-31$852,235
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
Administrative expenses professional fees incurred2022-12-31$521,780
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$2,089,677
Participant contributions at end of year2022-12-31$339,712
Participant contributions at beginning of year2022-12-31$1,212,848
Participant contributions at end of year2022-12-31$82,951
Participant contributions at beginning of year2022-12-31$22,280
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,122,943
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,682,498
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$437,341
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$11,267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$11,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-49,512,465
Value of net assets at end of year (total assets less liabilities)2022-12-31$111,333,478
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$160,845,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$40,579,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,353,815
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$38,741,510
Interest on participant loans2022-12-31$18,166
Income. Interest from US Government securities2022-12-31$834,069
Value of interest in common/collective trusts at end of year2022-12-31$66,734,618
Value of interest in common/collective trusts at beginning of year2022-12-31$68,274,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$25,513,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-28,310,598
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,563,502
Employer contributions (assets) at end of year2022-12-31$1,462,479
Employer contributions (assets) at beginning of year2022-12-31$1,033,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$26,622,842
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 name2022-12-31HALLIDAY & COMPANY, CPAS
Accountancy firm EIN2022-12-31862034371
2021 : RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$24,248,989
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$12,024,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,752,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,901,646
Value of total assets at end of year2021-12-31$159,735,998
Value of total assets at beginning of year2021-12-31$147,511,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$272,192
Total interest from all sources2021-12-31$1,904,725
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$272,192
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,509,442
Participant contributions at end of year2021-12-31$1,212,848
Participant contributions at beginning of year2021-12-31$1,439,928
Participant contributions at end of year2021-12-31$523
Participant contributions at beginning of year2021-12-31$61,861
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,629,416
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$848,936
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$490,472
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$11,267
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$12,224,029
Value of net assets at end of year (total assets less liabilities)2021-12-31$159,735,998
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$147,511,969
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$24,353,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,195,577
Value of interest in pooled separate accounts at end of year2021-12-31$38,741,510
Value of interest in pooled separate accounts at beginning of year2021-12-31$38,541,286
Interest on participant loans2021-12-31$52,085
Value of interest in common/collective trusts at end of year2021-12-31$68,274,821
Value of interest in common/collective trusts at beginning of year2021-12-31$53,812,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,852,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$25,513,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$28,543,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$16,442,618
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$1,901,732
Employer contributions (assets) at end of year2021-12-31$9,295
Employer contributions (assets) at beginning of year2021-12-31$2,068,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,752,768
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31HALLIDAY & COMPANY, CPAS
Accountancy firm EIN2021-12-31862034371
2020 : RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$27,693,729
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,060,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,753,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,830,128
Value of total assets at end of year2020-12-31$147,451,200
Value of total assets at beginning of year2020-12-31$125,818,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$307,554
Total interest from all sources2020-12-31$1,223,482
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
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$3,658,782
Participant contributions at end of year2020-12-31$1,439,928
Participant contributions at beginning of year2020-12-31$1,824,358
Participant contributions at end of year2020-12-31$61,861
Assets. Other investments not covered elsewhere at end of year2020-12-31$848,936
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$393,456
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$338,039
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$21,633,119
Value of net assets at end of year (total assets less liabilities)2020-12-31$147,451,200
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$125,818,081
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
Investment advisory and management fees2020-12-31$100,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,195,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,777,895
Value of interest in pooled separate accounts at end of year2020-12-31$38,541,286
Value of interest in pooled separate accounts at beginning of year2020-12-31$32,067,652
Interest on participant loans2020-12-31$73,549
Value of interest in common/collective trusts at end of year2020-12-31$53,812,352
Value of interest in common/collective trusts at beginning of year2020-12-31$46,165,468
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,149,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$28,543,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$20,022,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,640,119
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$2,833,307
Employer contributions (assets) at end of year2020-12-31$2,069,686
Employer contributions (assets) at beginning of year2020-12-31$1,566,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,753,056
Contract administrator fees2020-12-31$206,938
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HALLIDAY CPAS
Accountancy firm EIN2020-12-31862034371
2019 : RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$28,683,769
Total income from all sources (including contributions)2019-12-31$28,683,769
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,967,070
Total of all expenses incurred2019-12-31$6,967,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,710,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,710,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,103,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,103,835
Value of total assets at end of year2019-12-31$125,318,122
Value of total assets at end of year2019-12-31$125,318,122
Value of total assets at beginning of year2019-12-31$103,601,423
Value of total assets at beginning of year2019-12-31$103,601,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$256,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$256,520
Total interest from all sources2019-12-31$884,876
Total interest from all sources2019-12-31$884,876
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
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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$2,118,523
Contributions received from participants2019-12-31$2,118,523
Participant contributions at end of year2019-12-31$1,824,357
Participant contributions at end of year2019-12-31$1,824,357
Participant contributions at beginning of year2019-12-31$1,712,874
Participant contributions at beginning of year2019-12-31$1,712,874
Assets. Other investments not covered elsewhere at end of year2019-12-31$642,000
Assets. Other investments not covered elsewhere at end of year2019-12-31$642,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$416,033
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$416,033
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$21,716,699
Value of net income/loss2019-12-31$21,716,699
Value of net assets at end of year (total assets less liabilities)2019-12-31$125,318,122
Value of net assets at end of year (total assets less liabilities)2019-12-31$125,318,122
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$103,601,423
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$103,601,423
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
Investment advisory and management fees2019-12-31$96,704
Investment advisory and management fees2019-12-31$96,704
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,777,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,777,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,893,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,893,358
Value of interest in pooled separate accounts at end of year2019-12-31$32,067,652
Value of interest in pooled separate accounts at end of year2019-12-31$32,067,652
Value of interest in pooled separate accounts at beginning of year2019-12-31$74,199,882
Value of interest in pooled separate accounts at beginning of year2019-12-31$74,199,882
Income. Interest from loans (other than to participants)2019-12-31$82,425
Income. Interest from loans (other than to participants)2019-12-31$82,425
Value of interest in common/collective trusts at end of year2019-12-31$46,165,468
Value of interest in common/collective trusts at end of year2019-12-31$46,165,468
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$802,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$802,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20,022,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20,022,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,447,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,447,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,695,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,695,058
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$3,569,279
Contributions received in cash from employer2019-12-31$3,569,279
Employer contributions (assets) at end of year2019-12-31$818,179
Employer contributions (assets) at end of year2019-12-31$818,179
Employer contributions (assets) at beginning of year2019-12-31$1,347,520
Employer contributions (assets) at beginning of year2019-12-31$1,347,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,710,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,710,550
Contract administrator fees2019-12-31$159,816
Contract administrator fees2019-12-31$159,816
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31SINGERLEWAK LLP
Accountancy firm name2019-12-31SINGERLEWAK LLP
Accountancy firm EIN2019-12-31952302617
Accountancy firm EIN2019-12-31952302617
2018 : RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,015
Total income from all sources (including contributions)2018-12-31$4,061,063
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,208,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,071,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,744,023
Value of total assets at end of year2018-12-31$103,601,424
Value of total assets at beginning of year2018-12-31$110,751,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$136,444
Total interest from all sources2018-12-31$663,906
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
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$3,271,759
Participant contributions at end of year2018-12-31$1,712,874
Participant contributions at beginning of year2018-12-31$1,614,065
Participant contributions at beginning of year2018-12-31$7,745
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,678,482
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$13,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,147,324
Value of net assets at end of year (total assets less liabilities)2018-12-31$103,601,424
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$110,748,748
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$7,893,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,863,569
Value of interest in pooled separate accounts at end of year2018-12-31$74,199,882
Value of interest in pooled separate accounts at beginning of year2018-12-31$82,222,643
Interest on participant loans2018-12-31$65,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$598,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$18,447,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$17,750,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-692,555
Net investment gain/loss from pooled separate accounts2018-12-31$-3,654,311
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,793,782
Employer contributions (assets) at end of year2018-12-31$1,347,520
Employer contributions (assets) at beginning of year2018-12-31$1,287,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,058,187
Contract administrator fees2018-12-31$136,444
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$3,015
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 name2018-12-31SINGERLEWAK LLP
Accountancy firm EIN2018-12-31952302617
2017 : RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,015
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$21,836,511
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,298,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,265,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,133,773
Value of total assets at end of year2017-12-31$110,746,058
Value of total assets at beginning of year2017-12-31$94,205,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,743
Total interest from all sources2017-12-31$620,422
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
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$3,101,507
Participant contributions at end of year2017-12-31$1,614,065
Participant contributions at beginning of year2017-12-31$1,617,062
Participant contributions at end of year2017-12-31$7,746
Participant contributions at beginning of year2017-12-31$388
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$233,010
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$24,142
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,706
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$16,537,781
Value of net assets at end of year (total assets less liabilities)2017-12-31$110,743,043
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$94,205,262
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$7,863,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,999,229
Value of interest in pooled separate accounts at end of year2017-12-31$82,222,643
Value of interest in pooled separate accounts at beginning of year2017-12-31$68,032,239
Interest on participant loans2017-12-31$60,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$560,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$17,750,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$17,401,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,075,087
Net investment gain/loss from pooled separate accounts2017-12-31$1,007,229
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,799,256
Employer contributions (assets) at end of year2017-12-31$1,287,180
Employer contributions (assets) at beginning of year2017-12-31$1,155,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,241,845
Contract administrator fees2017-12-31$32,743
Liabilities. Value of benefit claims payable at end of year2017-12-31$3,015
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 name2017-12-31SINGERLEWAK LLP
Accountancy firm EIN2017-12-31952302617
2016 : RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$11,559,482
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,759,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,728,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,985,352
Value of total assets at end of year2016-12-31$94,205,262
Value of total assets at beginning of year2016-12-31$89,404,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,920
Total interest from all sources2016-12-31$600,035
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$250,000
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$2,990,134
Participant contributions at end of year2016-12-31$1,617,062
Participant contributions at beginning of year2016-12-31$1,698,483
Participant contributions at end of year2016-12-31$388
Participant contributions at beginning of year2016-12-31$226
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$211,743
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$5,594
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$4,800,468
Value of net assets at end of year (total assets less liabilities)2016-12-31$94,205,262
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$89,404,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,999,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,128,600
Value of interest in pooled separate accounts at end of year2016-12-31$68,032,239
Value of interest in pooled separate accounts at beginning of year2016-12-31$47,178,399
Interest on participant loans2016-12-31$53,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$546,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$17,401,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$15,587,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,569,055
Net investment gain/loss from pooled separate accounts2016-12-31$405,040
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$2,783,475
Employer contributions (assets) at end of year2016-12-31$1,155,269
Employer contributions (assets) at beginning of year2016-12-31$811,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,722,500
Contract administrator fees2016-12-31$30,920
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 name2016-12-31SINGERLEWAK LLP
Accountancy firm EIN2016-12-31952302617
2015 : RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$16,901
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$16,901
Total income from all sources (including contributions)2015-12-31$7,802,442
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,749,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,704,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,027,478
Value of total assets at end of year2015-12-31$89,404,794
Value of total assets at beginning of year2015-12-31$84,351,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,013
Total interest from all sources2015-12-31$586,361
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$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,937,213
Participant contributions at end of year2015-12-31$1,698,483
Participant contributions at beginning of year2015-12-31$1,570,520
Participant contributions at end of year2015-12-31$226
Participant contributions at beginning of year2015-12-31$1,327
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$224,362
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$5,053,106
Value of net assets at end of year (total assets less liabilities)2015-12-31$89,404,794
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$84,351,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,128,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,453,381
Value of interest in pooled separate accounts at end of year2015-12-31$47,178,399
Value of interest in pooled separate accounts at beginning of year2015-12-31$61,205,748
Interest on participant loans2015-12-31$54,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$532,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$15,587,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$14,311,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$1,128,395
Net investment gain/loss from pooled separate accounts2015-12-31$60,208
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$2,865,903
Employer contributions (assets) at end of year2015-12-31$811,353
Employer contributions (assets) at beginning of year2015-12-31$809,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,704,422
Contract administrator fees2015-12-31$28,013
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 name2015-12-31AHERN ADCOCK DEVLIN LLP
Accountancy firm EIN2015-12-31330919055
2014 : RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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$11,133,765
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,944,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,907,687
Expenses. Certain deemed distributions of participant loans2014-12-31$6,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,608,312
Value of total assets at end of year2014-12-31$84,351,688
Value of total assets at beginning of year2014-12-31$77,162,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,926
Total interest from all sources2014-12-31$505,702
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$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,660,095
Participant contributions at end of year2014-12-31$1,570,520
Participant contributions at beginning of year2014-12-31$1,549,127
Participant contributions at end of year2014-12-31$1,327
Participant contributions at beginning of year2014-12-31$9,180
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$109,026
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$7,189,149
Value of net assets at end of year (total assets less liabilities)2014-12-31$84,351,688
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$77,162,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,453,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,059,535
Value of interest in pooled separate accounts at end of year2014-12-31$61,205,748
Value of interest in pooled separate accounts at beginning of year2014-12-31$56,301,784
Interest on participant loans2014-12-31$51,647
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$454,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$14,311,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$13,492,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$186,815
Net investment gain/loss from pooled separate accounts2014-12-31$4,832,936
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$2,839,191
Employer contributions (assets) at end of year2014-12-31$809,691
Employer contributions (assets) at beginning of year2014-12-31$750,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,907,687
Contract administrator fees2014-12-31$30,926
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 name2014-12-31AHERN ADCOCK DEVLIN LLP
Accountancy firm EIN2014-12-31330919055
2013 : RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$18,282,796
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,263,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,228,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,377,454
Value of total assets at end of year2013-12-31$77,162,539
Value of total assets at beginning of year2013-12-31$62,143,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,286
Total interest from all sources2013-12-31$522,317
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$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,612,254
Participant contributions at end of year2013-12-31$1,549,127
Participant contributions at beginning of year2013-12-31$1,433,457
Participant contributions at end of year2013-12-31$9,180
Participant contributions at beginning of year2013-12-31$75,465
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$180,455
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$20,582
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$15,019,371
Value of net assets at end of year (total assets less liabilities)2013-12-31$77,162,539
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$62,143,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,059,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,905,072
Value of interest in pooled separate accounts at end of year2013-12-31$56,301,784
Value of interest in pooled separate accounts at beginning of year2013-12-31$41,540,238
Interest on participant loans2013-12-31$47,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$475,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$13,492,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$14,260,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$910,930
Net investment gain/loss from pooled separate accounts2013-12-31$11,472,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$2,584,745
Employer contributions (assets) at end of year2013-12-31$750,821
Employer contributions (assets) at beginning of year2013-12-31$928,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,207,557
Contract administrator fees2013-12-31$35,286
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 name2013-12-31AHERN ADCOCK DEVLIN LLP
Accountancy firm EIN2013-12-31330919055
2012 : RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$12,663,304
Total of all expenses incurred2012-12-31$1,173,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,140,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,350,798
Value of total assets at end of year2012-12-31$62,143,168
Value of total assets at beginning of year2012-12-31$50,653,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,683
Total interest from all sources2012-12-31$585,755
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$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,597,090
Participant contributions at end of year2012-12-31$1,433,457
Participant contributions at beginning of year2012-12-31$1,306,546
Participant contributions at end of year2012-12-31$75,465
Participant contributions at beginning of year2012-12-31$68,888
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,022,584
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$11,490,044
Value of net assets at end of year (total assets less liabilities)2012-12-31$62,143,168
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$50,653,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,905,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,149,367
Value of interest in pooled separate accounts at end of year2012-12-31$41,540,238
Value of interest in pooled separate accounts at beginning of year2012-12-31$32,012,324
Interest on participant loans2012-12-31$46,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$539,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$14,260,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$13,305,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,199,735
Net investment gain/loss from pooled separate accounts2012-12-31$527,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$2,731,124
Employer contributions (assets) at end of year2012-12-31$928,121
Employer contributions (assets) at beginning of year2012-12-31$810,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,140,577
Contract administrator fees2012-12-31$32,683
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 name2012-12-31AHERN ADCOCK DEVLIN LLP
Accountancy firm EIN2012-12-31330919055
2011 : RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$4,545,738
Total of all expenses incurred2011-12-31$2,269,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,239,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,203,803
Value of total assets at end of year2011-12-31$50,653,124
Value of total assets at beginning of year2011-12-31$48,376,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30,331
Total interest from all sources2011-12-31$568,446
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$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,504,174
Participant contributions at end of year2011-12-31$1,306,546
Participant contributions at beginning of year2011-12-31$1,083,099
Participant contributions at end of year2011-12-31$68,888
Participant contributions at beginning of year2011-12-31$80,380
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,700
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$124,346
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$2,276,354
Value of net assets at end of year (total assets less liabilities)2011-12-31$50,653,124
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$48,376,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,149,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,997,012
Value of interest in pooled separate accounts at end of year2011-12-31$32,012,324
Value of interest in pooled separate accounts at beginning of year2011-12-31$32,225,371
Interest on participant loans2011-12-31$42,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$525,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$13,305,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$11,239,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,026,674
Net investment gain/loss from pooled separate accounts2011-12-31$-199,837
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$2,575,283
Employer contributions (assets) at end of year2011-12-31$810,633
Employer contributions (assets) at beginning of year2011-12-31$749,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,239,053
Contract administrator fees2011-12-31$30,331
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 name2011-12-31AHERN ADCOCK DEVLIN LLP
Accountancy firm EIN2011-12-31330919055
2010 : RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2010 401k financial data
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$92
Total income from all sources (including contributions)2010-12-31$9,886,775
Total of all expenses incurred2010-12-31$878,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$852,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,987,748
Value of total assets at end of year2010-12-31$48,376,770
Value of total assets at beginning of year2010-12-31$39,368,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$25,963
Total interest from all sources2010-12-31$511,767
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$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,394,670
Participant contributions at end of year2010-12-31$1,083,099
Participant contributions at beginning of year2010-12-31$897,879
Participant contributions at end of year2010-12-31$80,380
Participant contributions at beginning of year2010-12-31$47,374
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,700
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$123,187
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$26,228
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$92
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$9,008,478
Value of net assets at end of year (total assets less liabilities)2010-12-31$48,376,770
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$39,368,292
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,997,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,845,878
Value of interest in pooled separate accounts at end of year2010-12-31$32,225,371
Value of interest in pooled separate accounts at beginning of year2010-12-31$26,296,307
Interest on participant loans2010-12-31$41,985
Interest earned on other investments2010-12-31$469,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$11,239,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,351,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$106,480
Net investment gain/loss from pooled separate accounts2010-12-31$4,280,780
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$2,469,891
Employer contributions (assets) at end of year2010-12-31$749,895
Employer contributions (assets) at beginning of year2010-12-31$902,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$852,334
Contract administrator fees2010-12-31$25,963
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 name2010-12-31AHERN ADCOCK DEVLIN LLP
Accountancy firm EIN2010-12-31330919055
2009 : RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN

2022: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING 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: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING 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: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING 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: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING 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: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING 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: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING 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: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING 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: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING 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: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING 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: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING 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: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING 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: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING 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: RIVERSIDE MEDICAL CLINIC, INC 401(K) PROFIT SHARING 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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51889-1
Policy instance 1
Insurance contract or identification numberSF 51889-1
Number of Individuals Covered601
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51889-1
Policy instance 1
Insurance contract or identification numberSF 51889-1
Number of Individuals Covered995
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51889-1
Policy instance 1
Insurance contract or identification numberSF 51889-1
Number of Individuals Covered1214
Total amount of commissions paid to insurance brokerUSD $61,333
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $57,326
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51889-1
Policy instance 1
Insurance contract or identification numberSF 51889-1
Number of Individuals Covered1197
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $71,718
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $66,943
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51889
Policy instance 1
Insurance contract or identification numberSF 51889
Number of Individuals Covered1095
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $107,131
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $99,959
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51889
Policy instance 1
Insurance contract or identification numberSF 51889
Number of Individuals Covered1056
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $147,725
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $34,941
Insurance broker organization code?1
Insurance broker nameJAMES F CHAPEL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51889
Policy instance 1
Insurance contract or identification numberSF 51889
Number of Individuals Covered1008
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $134,021
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $9,185
Insurance broker organization code?3
Insurance broker nameGENE S TYRRELL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51889
Policy instance 1
Insurance contract or identification numberSF 51889
Number of Individuals Covered960
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $125,364
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $8,592
Insurance broker organization code?3
Insurance broker nameGENE S TYRRELL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51889
Policy instance 1
Insurance contract or identification numberSF 51889
Number of Individuals Covered944
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $107,852
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $7,392
Insurance broker organization code?3
Insurance broker nameGENE S TYRRELL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51889
Policy instance 1
Insurance contract or identification numberSF 51889
Number of Individuals Covered949
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $96,391
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62,036
Insurance broker organization code?3
Insurance broker nameJAMES F CHAPEL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51889
Policy instance 1
Insurance contract or identification numberSF 51889
Number of Individuals Covered958
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $105,152
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51889
Policy instance 1
Insurance contract or identification numberSF 51889
Number of Individuals Covered928
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $92,986
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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