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Plan Name | BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BEAVER MEDICAL GROUP, P.C. |
Employer identification number (EIN): | 330645967 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about BEAVER MEDICAL GROUP, P.C.
Jurisdiction of Incorporation: | California Secretary of State |
Incorporation Date: | 1995-01-18 |
Company Identification Number: | 199502100013 |
Legal Registered Office Address: |
2 WEST FERN AVENUE REDLANDS United States of America (USA) 92373 |
More information about BEAVER MEDICAL GROUP, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | DAVID E. STRAUSS | 2023-09-21 | ||
002 | 2021-01-01 | DAVID E. STRAUSS | 2022-10-13 | ||
002 | 2020-01-01 | DAVID E. STRAUSS | 2021-09-17 | ||
002 | 2020-01-01 | DAVID E. STRAUSS | 2021-09-28 | ||
002 | 2019-01-01 | JOHN GOODMAN | 2020-08-31 | ||
002 | 2018-01-01 | DUANE WHITTINGTON | 2019-07-30 | ||
002 | 2017-01-01 | ||||
002 | 2016-01-01 | ||||
002 | 2015-01-01 | ||||
002 | 2014-01-01 | ||||
002 | 2013-01-01 | ||||
002 | 2012-01-01 | JOHN GOODMAN | |||
002 | 2011-01-01 | JOHN GOODMAN | |||
002 | 2010-01-01 | JOHN GOODMAN | |||
002 | 2009-01-01 | JOHN GOODMAN |
Measure | Date | Value |
---|---|---|
2022: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 2,317 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,552 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 771 |
Total of all active and inactive participants | 2022-01-01 | 2,353 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 6 |
Total participants | 2022-01-01 | 2,359 |
Number of participants with account balances | 2022-01-01 | 2,120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 2,269 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,628 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 662 |
Total of all active and inactive participants | 2021-01-01 | 2,309 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 8 |
Total participants | 2021-01-01 | 2,317 |
Number of participants with account balances | 2021-01-01 | 2,068 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 28 |
2020: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 2,192 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,693 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 554 |
Total of all active and inactive participants | 2020-01-01 | 2,262 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 7 |
Total participants | 2020-01-01 | 2,269 |
Number of participants with account balances | 2020-01-01 | 2,059 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 51 |
2019: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,886 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,666 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 495 |
Total of all active and inactive participants | 2019-01-01 | 2,184 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 8 |
Total participants | 2019-01-01 | 2,192 |
Number of participants with account balances | 2019-01-01 | 1,953 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 50 |
2018: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,850 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,622 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 484 |
Total of all active and inactive participants | 2018-01-01 | 2,125 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 10 |
Total participants | 2018-01-01 | 2,135 |
Number of participants with account balances | 2018-01-01 | 1,886 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 51 |
2017: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1,800 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,542 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 492 |
Total of all active and inactive participants | 2017-01-01 | 2,053 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 8 |
Total participants | 2017-01-01 | 2,061 |
Number of participants with account balances | 2017-01-01 | 1,850 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 74 |
2016: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,555 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,570 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 459 |
Total of all active and inactive participants | 2016-01-01 | 2,044 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 9 |
Total participants | 2016-01-01 | 2,053 |
Number of participants with account balances | 2016-01-01 | 1,800 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 70 |
2015: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,921 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,583 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 418 |
Total of all active and inactive participants | 2015-01-01 | 2,014 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 9 |
Total participants | 2015-01-01 | 2,023 |
Number of participants with account balances | 2015-01-01 | 1,757 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 79 |
2014: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,856 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,555 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 350 |
Total of all active and inactive participants | 2014-01-01 | 1,914 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 7 |
Total participants | 2014-01-01 | 1,921 |
Number of participants with account balances | 2014-01-01 | 1,702 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 76 |
2013: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,830 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,526 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 318 |
Total of all active and inactive participants | 2013-01-01 | 1,851 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 5 |
Total participants | 2013-01-01 | 1,856 |
Number of participants with account balances | 2013-01-01 | 1,685 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 59 |
2012: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,777 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,510 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 304 |
Total of all active and inactive participants | 2012-01-01 | 1,825 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 5 |
Total participants | 2012-01-01 | 1,830 |
Number of participants with account balances | 2012-01-01 | 1,599 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 46 |
2011: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,705 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,456 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 306 |
Total of all active and inactive participants | 2011-01-01 | 1,771 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 6 |
Total participants | 2011-01-01 | 1,777 |
Number of participants with account balances | 2011-01-01 | 1,572 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 59 |
2010: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 1,608 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,415 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 275 |
Total of all active and inactive participants | 2010-01-01 | 1,697 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 8 |
Total participants | 2010-01-01 | 1,705 |
Number of participants with account balances | 2010-01-01 | 1,558 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 41 |
2009: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,543 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,337 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 255 |
Total of all active and inactive participants | 2009-01-01 | 1,597 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 11 |
Total participants | 2009-01-01 | 1,608 |
Number of participants with account balances | 2009-01-01 | 1,320 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 31 |
Measure | Date | Value |
---|---|---|
2022 : BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-39,324,413 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $28,974,307 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $28,820,183 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $17,422 |
Value of total corrective distributions | 2022-12-31 | $3,699 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $17,255,418 |
Value of total assets at end of year | 2022-12-31 | $305,020,005 |
Value of total assets at beginning of year | 2022-12-31 | $373,318,725 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $133,003 |
Total interest from all sources | 2022-12-31 | $145,174 |
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 year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $7,826,325 |
Participant contributions at end of year | 2022-12-31 | $3,060,039 |
Participant contributions at beginning of year | 2022-12-31 | $3,246,074 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $41,126,906 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $56,419,182 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $167,378 |
Other income not declared elsewhere | 2022-12-31 | $-11,190,285 |
Administrative expenses (other) incurred | 2022-12-31 | $133,003 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-68,298,720 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $305,020,005 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $373,318,725 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $145,174 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $250,283,069 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $302,209,411 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $9,261,715 |
Employer contributions (assets) at end of year | 2022-12-31 | $10,549,991 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $11,444,058 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $28,820,183 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-12-31 | 390859910 |
2021 : BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-764,905 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-764,905 |
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 | $63,348,785 |
Total loss/gain on sale of assets | 2021-12-31 | $1,246,270 |
Total of all expenses incurred | 2021-12-31 | $31,706,482 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $31,531,911 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $8,843 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $21,316,910 |
Value of total assets at end of year | 2021-12-31 | $373,318,725 |
Value of total assets at beginning of year | 2021-12-31 | $341,676,422 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $165,728 |
Total interest from all sources | 2021-12-31 | $190,659 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $8,865,886 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $8,667,634 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $8,489,403 |
Participant contributions at end of year | 2021-12-31 | $3,246,074 |
Participant contributions at beginning of year | 2021-12-31 | $3,641,375 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $56,419,182 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $49,906,715 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,383,449 |
Other income not declared elsewhere | 2021-12-31 | $1,971,598 |
Administrative expenses (other) incurred | 2021-12-31 | $165,728 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $31,642,303 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $373,318,725 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $341,676,422 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $228,216,111 |
Interest on participant loans | 2021-12-31 | $145,360 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $302,209,411 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $47,510,996 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $45,299 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $13,811,083 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,985,340 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $11,444,058 |
Employer contributions (assets) at end of year | 2021-12-31 | $11,444,058 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $12,401,225 |
Income. Dividends from common stock | 2021-12-31 | $198,252 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $31,531,911 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $22,802,926 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $21,556,656 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-12-31 | 390859910 |
2020 : BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $70,409,386 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $22,183,475 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $22,138,254 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $44,821 |
Value of total corrective distributions | 2020-12-31 | $221 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $21,476,546 |
Value of total assets at end of year | 2020-12-31 | $341,676,422 |
Value of total assets at beginning of year | 2020-12-31 | $293,450,511 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $179 |
Total interest from all sources | 2020-12-31 | $175,425 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $12,511,044 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $12,511,044 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $8,655,970 |
Participant contributions at end of year | 2020-12-31 | $3,641,375 |
Participant contributions at beginning of year | 2020-12-31 | $3,477,180 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $49,906,715 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $417,343 |
Other income not declared elsewhere | 2020-12-31 | $5,401,843 |
Administrative expenses (other) incurred | 2020-12-31 | $179 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $48,225,911 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $341,676,422 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $293,450,511 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $228,216,111 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $212,166,139 |
Interest on participant loans | 2020-12-31 | $175,425 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $47,510,996 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $39,632,719 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $11,382,597 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $11,382,597 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $27,010,455 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $3,834,073 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $12,403,233 |
Employer contributions (assets) at end of year | 2020-12-31 | $12,401,225 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $11,208,224 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $22,138,254 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $50,050 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $15,533,602 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-12-31 | 390859910 |
2019 : BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $2,583,685 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $2,583,685 |
Total income from all sources (including contributions) | 2019-12-31 | $70,013,064 |
Total loss/gain on sale of assets | 2019-12-31 | $1,431,057 |
Total of all expenses incurred | 2019-12-31 | $20,891,154 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $20,689,106 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $5,281 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $19,989,029 |
Value of total assets at end of year | 2019-12-31 | $293,450,511 |
Value of total assets at beginning of year | 2019-12-31 | $244,328,601 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $196,767 |
Total interest from all sources | 2019-12-31 | $354,439 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $12,734,168 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $12,474,198 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $7,670,551 |
Participant contributions at end of year | 2019-12-31 | $3,477,180 |
Participant contributions at beginning of year | 2019-12-31 | $3,294,371 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,111,779 |
Other income not declared elsewhere | 2019-12-31 | $387,925 |
Administrative expenses (other) incurred | 2019-12-31 | $196,767 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $928,648 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $49,121,910 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $293,450,511 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $244,328,601 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $212,166,139 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $176,199,895 |
Interest on participant loans | 2019-12-31 | $180,540 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $2,100 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $39,632,719 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $33,184,932 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $11,382,597 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $6,576,818 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $6,576,818 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $171,799 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $27,209,312 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $5,323,449 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $11,206,699 |
Employer contributions (assets) at end of year | 2019-12-31 | $11,208,224 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $10,253,783 |
Income. Dividends from common stock | 2019-12-31 | $259,970 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $20,689,106 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $50,050 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $99,292 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $15,533,602 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $13,790,862 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $18,672,863 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $17,241,806 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SOREN MCADAM LLP |
Accountancy firm EIN | 2019-12-31 | 770549163 |
2018 : BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-2,476,745 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-2,476,745 |
Total income from all sources (including contributions) | 2018-12-31 | $4,155,420 |
Total loss/gain on sale of assets | 2018-12-31 | $532,347 |
Total of all expenses incurred | 2018-12-31 | $15,268,387 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $15,064,990 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $7,796 |
Value of total corrective distributions | 2018-12-31 | $350 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $18,240,109 |
Value of total assets at end of year | 2018-12-31 | $244,328,601 |
Value of total assets at beginning of year | 2018-12-31 | $255,441,568 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $195,251 |
Total interest from all sources | 2018-12-31 | $275,751 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $13,160,675 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $12,914,869 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $7,147,902 |
Participant contributions at end of year | 2018-12-31 | $3,294,371 |
Participant contributions at beginning of year | 2018-12-31 | $2,942,474 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $41,038 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $838,424 |
Other income not declared elsewhere | 2018-12-31 | $373,585 |
Administrative expenses (other) incurred | 2018-12-31 | $195,251 |
Total non interest bearing cash at end of year | 2018-12-31 | $928,648 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-11,112,967 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $244,328,601 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $255,441,568 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $176,199,895 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $189,122,417 |
Interest on participant loans | 2018-12-31 | $146,386 |
Income. Interest from US Government securities | 2018-12-31 | $188 |
Income. Interest from corporate debt instruments | 2018-12-31 | $2,625 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $33,184,932 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $32,530,517 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $6,576,818 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $8,331,716 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $8,331,716 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $126,552 |
Asset value of US Government securities at end of year | 2018-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $61,355 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-25,288,968 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-661,334 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $10,253,783 |
Employer contributions (assets) at end of year | 2018-12-31 | $10,253,783 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $9,554,944 |
Income. Dividends from common stock | 2018-12-31 | $245,806 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $15,064,990 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $99,292 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $100,006 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $13,790,862 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $12,757,101 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $19,887,663 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $19,355,316 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SOREN MCADAM LLP |
Accountancy firm EIN | 2018-12-31 | 770549163 |
2017 : BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $1,512,324 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $1,512,324 |
Total income from all sources (including contributions) | 2017-12-31 | $52,317,074 |
Total loss/gain on sale of assets | 2017-12-31 | $409,710 |
Total of all expenses incurred | 2017-12-31 | $18,787,759 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $18,582,406 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $10,880 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $16,439,893 |
Value of total assets at end of year | 2017-12-31 | $255,441,568 |
Value of total assets at beginning of year | 2017-12-31 | $221,912,253 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $194,473 |
Total interest from all sources | 2017-12-31 | $189,101 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $11,111,739 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $10,920,854 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $6,789,958 |
Participant contributions at end of year | 2017-12-31 | $2,942,474 |
Participant contributions at beginning of year | 2017-12-31 | $2,811,808 |
Participant contributions at end of year | 2017-12-31 | $41,038 |
Participant contributions at beginning of year | 2017-12-31 | $12,714 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $94,991 |
Other income not declared elsewhere | 2017-12-31 | $118,243 |
Administrative expenses (other) incurred | 2017-12-31 | $194,473 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $33,529,315 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $255,441,568 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $221,912,253 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $189,122,417 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $161,265,091 |
Interest on participant loans | 2017-12-31 | $122,364 |
Income. Interest from US Government securities | 2017-12-31 | $371 |
Income. Interest from corporate debt instruments | 2017-12-31 | $2,625 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $32,530,517 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $28,068,815 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $8,331,716 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $7,488,976 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $7,488,976 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $63,741 |
Asset value of US Government securities at end of year | 2017-12-31 | $61,355 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $60,866 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $19,404,722 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $3,131,342 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $9,554,944 |
Employer contributions (assets) at end of year | 2017-12-31 | $9,554,944 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $9,303,470 |
Income. Dividends from common stock | 2017-12-31 | $190,885 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $18,582,406 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $100,006 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $98,327 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $12,757,101 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $12,802,186 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $10,313,922 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $9,904,212 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SOREN MCADAM LLP |
Accountancy firm EIN | 2017-12-31 | 770549163 |
2016 : BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $565,071 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $565,071 |
Total income from all sources (including contributions) | 2016-12-31 | $30,733,001 |
Total loss/gain on sale of assets | 2016-12-31 | $26,803 |
Total of all expenses incurred | 2016-12-31 | $13,116,769 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $13,082,531 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $11,177 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $15,923,007 |
Value of total assets at end of year | 2016-12-31 | $221,912,253 |
Value of total assets at beginning of year | 2016-12-31 | $204,296,021 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $23,061 |
Total interest from all sources | 2016-12-31 | $146,512 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $6,743,339 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $6,518,782 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $6,401,586 |
Participant contributions at end of year | 2016-12-31 | $2,811,808 |
Participant contributions at beginning of year | 2016-12-31 | $2,758,464 |
Participant contributions at end of year | 2016-12-31 | $12,714 |
Participant contributions at beginning of year | 2016-12-31 | $42,115 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $217,491 |
Other income not declared elsewhere | 2016-12-31 | $100,000 |
Administrative expenses (other) incurred | 2016-12-31 | $23,061 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $17,616,232 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $221,912,253 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $204,296,021 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $161,265,091 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $162,970,238 |
Interest on participant loans | 2016-12-31 | $117,682 |
Income. Interest from US Government securities | 2016-12-31 | $364 |
Income. Interest from corporate debt instruments | 2016-12-31 | $4,625 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $28,068,815 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $10,521,588 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $7,488,976 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $5,913,111 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $5,913,111 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $23,841 |
Asset value of US Government securities at end of year | 2016-12-31 | $60,866 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $58,420 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $7,138,328 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $89,941 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $9,303,930 |
Employer contributions (assets) at end of year | 2016-12-31 | $9,303,470 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $9,371,381 |
Income. Dividends from common stock | 2016-12-31 | $224,557 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $13,082,531 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $98,327 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $147,144 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $12,802,186 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $12,513,560 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $22,367,903 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $22,341,100 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SOREN MCADAM LLP |
Accountancy firm EIN | 2016-12-31 | 770549163 |
2015 : BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-747,541 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-747,541 |
Total income from all sources (including contributions) | 2015-12-31 | $15,143,757 |
Total loss/gain on sale of assets | 2015-12-31 | $60,925 |
Total of all expenses incurred | 2015-12-31 | $11,259,482 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $11,151,138 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $62,534 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $15,989,762 |
Value of total assets at end of year | 2015-12-31 | $204,296,021 |
Value of total assets at beginning of year | 2015-12-31 | $200,411,746 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $45,810 |
Total interest from all sources | 2015-12-31 | $137,846 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $8,747,055 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $8,533,451 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $6,469,141 |
Participant contributions at end of year | 2015-12-31 | $2,758,464 |
Participant contributions at beginning of year | 2015-12-31 | $2,802,314 |
Participant contributions at end of year | 2015-12-31 | $42,115 |
Participant contributions at beginning of year | 2015-12-31 | $29,545 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $149,240 |
Administrative expenses (other) incurred | 2015-12-31 | $45,810 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $3,884,275 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $204,296,021 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $200,411,746 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $162,970,238 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $161,064,252 |
Interest on participant loans | 2015-12-31 | $114,094 |
Income. Interest from US Government securities | 2015-12-31 | $362 |
Income. Interest from corporate debt instruments | 2015-12-31 | $6,225 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $10,521,588 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $9,141,974 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $5,913,111 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $6,287,873 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $6,287,873 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $17,165 |
Asset value of US Government securities at end of year | 2015-12-31 | $58,420 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $58,674 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-9,156,950 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $112,660 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $9,371,381 |
Employer contributions (assets) at end of year | 2015-12-31 | $9,371,381 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $8,993,055 |
Income. Dividends from common stock | 2015-12-31 | $213,604 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $11,151,138 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $147,144 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $228,786 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $12,513,560 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $11,805,273 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $15,304,181 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $15,243,256 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SOREN MCADAM LLP |
Accountancy firm EIN | 2015-12-31 | 770549163 |
2014 : BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $331,021 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $331,021 |
Total income from all sources (including contributions) | 2014-12-31 | $25,502,266 |
Total loss/gain on sale of assets | 2014-12-31 | $163,109 |
Total of all expenses incurred | 2014-12-31 | $9,027,155 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $9,006,397 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $10,565 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $15,056,076 |
Value of total assets at end of year | 2014-12-31 | $200,411,746 |
Value of total assets at beginning of year | 2014-12-31 | $183,936,635 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $10,193 |
Total interest from all sources | 2014-12-31 | $127,523 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $13,378,026 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $13,182,899 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $5,961,806 |
Participant contributions at end of year | 2014-12-31 | $2,802,314 |
Participant contributions at beginning of year | 2014-12-31 | $2,670,451 |
Participant contributions at end of year | 2014-12-31 | $29,545 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $101,215 |
Administrative expenses (other) incurred | 2014-12-31 | $10,193 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $16,475,111 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $200,411,746 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $183,936,635 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $161,064,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $145,718,025 |
Interest on participant loans | 2014-12-31 | $110,267 |
Income. Interest from US Government securities | 2014-12-31 | $784 |
Income. Interest from corporate debt instruments | 2014-12-31 | $5,605 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $9,141,974 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $10,538,973 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $6,287,873 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $4,911,803 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $4,911,803 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $10,867 |
Asset value of US Government securities at end of year | 2014-12-31 | $58,674 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $165,199 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-3,651,092 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $97,603 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $8,993,055 |
Employer contributions (assets) at end of year | 2014-12-31 | $8,993,055 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $8,664,615 |
Income. Dividends from common stock | 2014-12-31 | $195,127 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $9,006,397 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $228,786 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $82,269 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $11,805,273 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $11,185,300 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $27,986,419 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $27,823,310 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SOREN MCADAM CHRISTENSON, LLP |
Accountancy firm EIN | 2014-12-31 | 770549163 |
2013 : BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $1,709,655 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $1,709,655 |
Total income from all sources (including contributions) | 2013-12-31 | $40,683,580 |
Total loss/gain on sale of assets | 2013-12-31 | $809,474 |
Total of all expenses incurred | 2013-12-31 | $13,391,993 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $13,374,460 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $7,098 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $14,607,207 |
Value of total assets at end of year | 2013-12-31 | $183,936,635 |
Value of total assets at beginning of year | 2013-12-31 | $156,645,048 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $10,435 |
Total interest from all sources | 2013-12-31 | $116,758 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $4,234,835 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $4,061,555 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $52,210 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $5,601,386 |
Participant contributions at end of year | 2013-12-31 | $2,670,451 |
Participant contributions at beginning of year | 2013-12-31 | $2,262,882 |
Participant contributions at beginning of year | 2013-12-31 | $40,991 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $38,460 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $341,206 |
Administrative expenses (other) incurred | 2013-12-31 | $10,435 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $27,291,587 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $183,936,635 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $156,645,048 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $145,718,025 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $122,818,661 |
Interest on participant loans | 2013-12-31 | $103,714 |
Income. Interest from US Government securities | 2013-12-31 | $771 |
Income. Interest from corporate debt instruments | 2013-12-31 | $3,200 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $10,538,973 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $10,026,056 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $4,911,803 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $4,497,171 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $4,497,171 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $9,073 |
Asset value of US Government securities at end of year | 2013-12-31 | $165,199 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $214,801 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $19,085,902 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $119,749 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $8,664,615 |
Employer contributions (assets) at end of year | 2013-12-31 | $8,664,615 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $8,130,789 |
Income. Dividends from preferred stock | 2013-12-31 | $1,607 |
Income. Dividends from common stock | 2013-12-31 | $171,673 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $13,374,460 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $82,269 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $83,028 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $11,185,300 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $8,479,999 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $24,825,722 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $24,016,248 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SOREN MCADAM CHRISTENSON, LLP |
Accountancy firm EIN | 2013-12-31 | 770549163 |
2012 : BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $130,704 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $130,704 |
Total income from all sources (including contributions) | 2012-12-31 | $28,427,568 |
Total loss/gain on sale of assets | 2012-12-31 | $699,872 |
Total of all expenses incurred | 2012-12-31 | $9,872,939 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $9,855,447 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $13,247,205 |
Value of total assets at end of year | 2012-12-31 | $156,645,048 |
Value of total assets at beginning of year | 2012-12-31 | $138,090,419 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $17,492 |
Total interest from all sources | 2012-12-31 | $116,653 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $3,847,358 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $3,677,024 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $52,210 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $200,754 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $5,101,820 |
Participant contributions at end of year | 2012-12-31 | $2,262,882 |
Participant contributions at beginning of year | 2012-12-31 | $1,983,135 |
Participant contributions at end of year | 2012-12-31 | $40,991 |
Participant contributions at beginning of year | 2012-12-31 | $27,194 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $38,460 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $129,352 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $118,997 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $10,599 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $18,554,629 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $156,645,048 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $138,090,419 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $132,844,717 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $114,966,130 |
Interest on participant loans | 2012-12-31 | $103,819 |
Income. Interest from US Government securities | 2012-12-31 | $759 |
Income. Interest from corporate debt instruments | 2012-12-31 | $3,200 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $4,497,171 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $5,420,195 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $5,420,195 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $8,875 |
Asset value of US Government securities at end of year | 2012-12-31 | $214,801 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $236,471 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $10,385,776 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $8,026,388 |
Employer contributions (assets) at end of year | 2012-12-31 | $8,130,789 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $7,854,668 |
Income. Dividends from preferred stock | 2012-12-31 | $5,553 |
Income. Dividends from common stock | 2012-12-31 | $164,781 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $9,855,447 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $83,028 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $79,443 |
Contract administrator fees | 2012-12-31 | $17,492 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $8,479,999 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $7,182,478 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $29,793,657 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $29,093,785 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | AHERN ADCOCK DEVLIN, LLP |
Accountancy firm EIN | 2012-12-31 | 330919055 |
2011 : BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-733,733 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-733,733 |
Total income from all sources (including contributions) | 2011-12-31 | $9,926,579 |
Total loss/gain on sale of assets | 2011-12-31 | $166,836 |
Total of all expenses incurred | 2011-12-31 | $4,539,786 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,525,261 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $-1,915 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $12,801,544 |
Value of total assets at end of year | 2011-12-31 | $138,090,419 |
Value of total assets at beginning of year | 2011-12-31 | $132,703,626 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $16,440 |
Total interest from all sources | 2011-12-31 | $90,582 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $3,514,808 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $3,382,758 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $200,754 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $192,833 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $4,854,324 |
Participant contributions at end of year | 2011-12-31 | $1,983,135 |
Participant contributions at beginning of year | 2011-12-31 | $1,757,265 |
Participant contributions at end of year | 2011-12-31 | $27,194 |
Participant contributions at beginning of year | 2011-12-31 | $80 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $129,352 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $45,710 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $92,552 |
Administrative expenses (other) incurred | 2011-12-31 | $-2,240 |
Total non interest bearing cash at end of year | 2011-12-31 | $10,599 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $9,325 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $5,386,793 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $138,090,419 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $132,703,626 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $114,966,130 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $110,604,087 |
Interest on participant loans | 2011-12-31 | $84,120 |
Income. Interest from corporate debt instruments | 2011-12-31 | $3,200 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $5,420,195 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $4,999,620 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $4,999,620 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $3,262 |
Asset value of US Government securities at end of year | 2011-12-31 | $236,471 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $105,043 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-5,913,458 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $7,854,668 |
Employer contributions (assets) at end of year | 2011-12-31 | $7,854,668 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $7,357,184 |
Income. Dividends from preferred stock | 2011-12-31 | $10,329 |
Income. Dividends from common stock | 2011-12-31 | $121,721 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $4,525,261 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $79,443 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $79,137 |
Contract administrator fees | 2011-12-31 | $18,680 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $7,182,478 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $7,553,342 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $38,841,583 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $38,674,747 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | AHERN ADOCK DEVLIN, LLP |
Accountancy firm EIN | 2011-12-31 | 330919055 |
2010 : BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $842,990 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $842,990 |
Total income from all sources (including contributions) | 2010-12-31 | $25,663,224 |
Total loss/gain on sale of assets | 2010-12-31 | $388,204 |
Total of all expenses incurred | 2010-12-31 | $10,306,128 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $10,286,321 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $1,802 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $12,013,496 |
Value of total assets at end of year | 2010-12-31 | $132,703,626 |
Value of total assets at beginning of year | 2010-12-31 | $117,346,530 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $18,005 |
Total interest from all sources | 2010-12-31 | $90,461 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $2,616,239 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $2,499,758 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $192,833 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $4,568,252 |
Participant contributions at end of year | 2010-12-31 | $1,757,265 |
Participant contributions at beginning of year | 2010-12-31 | $1,551,505 |
Participant contributions at end of year | 2010-12-31 | $80 |
Participant contributions at beginning of year | 2010-12-31 | $26,027 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $45,710 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $88,060 |
Total non interest bearing cash at end of year | 2010-12-31 | $9,325 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $5,011 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $15,357,096 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $132,703,626 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $117,346,530 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $110,604,087 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $89,653,583 |
Interest on participant loans | 2010-12-31 | $83,202 |
Income. Interest from corporate debt instruments | 2010-12-31 | $1,662 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $4,999,620 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $11,554,546 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $11,554,546 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $5,597 |
Asset value of US Government securities at end of year | 2010-12-31 | $105,043 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $100,034 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $9,711,834 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $7,357,184 |
Employer contributions (assets) at end of year | 2010-12-31 | $7,357,184 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $6,975,122 |
Income. Dividends from preferred stock | 2010-12-31 | $12,552 |
Income. Dividends from common stock | 2010-12-31 | $103,929 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $10,286,321 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $79,137 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $141,102 |
Contract administrator fees | 2010-12-31 | $18,005 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $7,553,342 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $7,339,600 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $25,641,370 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $25,253,166 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | AHERN ADCOCK DEVLIN, LLP |
Accountancy firm EIN | 2010-12-31 | 330919055 |
2022: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BEAVER MEDICAL GROUP 401(K) PROFIT-SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |