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HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 401k Plan overview

Plan NameHOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN
Plan identification number 001

HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:HOPEDALE MEDICAL FOUNDATION
Employer identification number (EIN):370808925
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01MARK ROSSI
0012017-01-01NICHOLAS PENN
0012016-01-01NICHOLAS PENN
0012015-07-01NICHOLAS PENN
0012014-07-01NICHOLAS PENN
0012013-07-01DWIGHT JOHNSON
0012012-07-01DWIGHT JOHNSON
0012011-07-01DWIGHT JOHNSON
0012010-07-01LARRY KLOC LARRY KLOC2012-03-28
0012009-07-01LARRY KLOC
0012009-07-01LARRY KLOC LARRY KLOC2011-04-12

Plan Statistics for HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN

401k plan membership statisitcs for HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN

Measure Date Value
2022: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01289
Total number of active participants reported on line 7a of the Form 55002022-01-01230
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01283
Number of participants with account balances2022-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01277
Total number of active participants reported on line 7a of the Form 55002021-01-01218
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01269
Number of participants with account balances2021-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01281
Total number of active participants reported on line 7a of the Form 55002020-01-01223
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01262
Number of participants with account balances2020-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01282
Total number of active participants reported on line 7a of the Form 55002019-01-01225
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01268
Number of participants with account balances2019-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01271
Total number of active participants reported on line 7a of the Form 55002018-01-01238
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01272
Number of participants with account balances2018-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01266
Total number of active participants reported on line 7a of the Form 55002017-01-01231
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01257
Number of participants with account balances2017-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01266
Total number of active participants reported on line 7a of the Form 55002016-01-01230
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01246
Number of participants with account balances2016-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01274
Total number of active participants reported on line 7a of the Form 55002015-07-01228
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0122
Total of all active and inactive participants2015-07-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01250
Number of participants with account balances2015-07-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-015
2014: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01277
Total number of active participants reported on line 7a of the Form 55002014-07-01232
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0123
Total of all active and inactive participants2014-07-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01255
Number of participants with account balances2014-07-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0117
2013: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01271
Total number of active participants reported on line 7a of the Form 55002013-07-01267
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0113
Total of all active and inactive participants2013-07-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01280
Number of participants with account balances2013-07-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-019
2012: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01263
Total number of active participants reported on line 7a of the Form 55002012-07-01223
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0116
Total of all active and inactive participants2012-07-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01239
Number of participants with account balances2012-07-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0110
2011: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01255
Total number of active participants reported on line 7a of the Form 55002011-07-01249
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0111
Total of all active and inactive participants2011-07-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01260
Number of participants with account balances2011-07-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-014
2010: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01267
Total number of active participants reported on line 7a of the Form 55002010-07-01235
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0111
Total of all active and inactive participants2010-07-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01246
Number of participants with account balances2010-07-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0111
2009: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01289
Total number of active participants reported on line 7a of the Form 55002009-07-01236
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0116
Total of all active and inactive participants2009-07-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01252
Number of participants with account balances2009-07-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0117

Financial Data on HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN

Measure Date Value
2022 : HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-515,696
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$518,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$459,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$933,071
Value of total assets at end of year2022-12-31$8,917,832
Value of total assets at beginning of year2022-12-31$9,952,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$59,185
Total interest from all sources2022-12-31$177
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$59,185
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$665,310
Participant contributions at end of year2022-12-31$4,350
Participant contributions at beginning of year2022-12-31$8,119
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$23,139
Total non interest bearing cash at end of year2022-12-31$935
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,034,261
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,917,832
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,952,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,912,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,943,974
Interest on participant loans2022-12-31$177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,448,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$244,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$459,380
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,019,397
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$619,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$558,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$888,648
Value of total assets at end of year2021-12-31$9,952,093
Value of total assets at beginning of year2021-12-31$8,552,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$61,028
Total interest from all sources2021-12-31$539
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$5,503
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$589,323
Participant contributions at end of year2021-12-31$8,119
Participant contributions at beginning of year2021-12-31$8,996
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$69,947
Administrative expenses (other) incurred2021-12-31$23,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,399,524
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,952,093
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,552,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$32,468
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,943,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,543,573
Interest on participant loans2021-12-31$539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,130,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$229,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$558,845
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,820,601
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,363,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,310,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$802,756
Value of total assets at end of year2020-12-31$8,552,569
Value of total assets at beginning of year2020-12-31$8,095,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,068
Total interest from all sources2020-12-31$1,031
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$6,024
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$530,741
Participant contributions at end of year2020-12-31$8,996
Participant contributions at beginning of year2020-12-31$27,123
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$64,239
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$12
Administrative expenses (other) incurred2020-12-31$19,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$457,535
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,552,569
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,095,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$26,974
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,543,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,067,864
Interest on participant loans2020-12-31$1,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$47
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,016,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$207,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,310,986
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,123,748
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,005,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$951,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$705,415
Value of total assets at end of year2019-12-31$8,095,034
Value of total assets at beginning of year2019-12-31$6,976,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$53,175
Total interest from all sources2019-12-31$1,835
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$5,989
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$495,852
Participant contributions at end of year2019-12-31$27,123
Participant contributions at beginning of year2019-12-31$23,637
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,118,596
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,095,034
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,976,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$45,507
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,067,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,952,754
Interest on participant loans2019-12-31$1,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$47
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$47
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,416,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$197,364
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$951,977
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,713
Total income from all sources (including contributions)2018-12-31$337,947
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$842,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$801,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$687,456
Value of total assets at end of year2018-12-31$6,976,438
Value of total assets at beginning of year2018-12-31$7,484,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,368
Total interest from all sources2018-12-31$1,500
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$5,243
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$470,573
Participant contributions at end of year2018-12-31$23,637
Participant contributions at beginning of year2018-12-31$20,174
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$15,611
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$38,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3,713
Other income not declared elsewhere2018-12-31$1,750
Administrative expenses (other) incurred2018-12-31$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-504,790
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,976,438
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,481,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$36,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,952,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,442,351
Interest on participant loans2018-12-31$1,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$47
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-352,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$177,891
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$6,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$801,369
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,617,929
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$300,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$277,534
Value of total corrective distributions2017-12-31$989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$629,705
Value of total assets at end of year2017-12-31$7,484,941
Value of total assets at beginning of year2017-12-31$6,163,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,876
Total interest from all sources2017-12-31$987
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$4,126
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$413,940
Participant contributions at end of year2017-12-31$20,174
Participant contributions at beginning of year2017-12-31$15,985
Participant contributions at end of year2017-12-31$15,611
Participant contributions at beginning of year2017-12-31$14,312
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$58,762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$3,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,317,530
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,481,228
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,163,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$17,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,442,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,127,652
Interest on participant loans2017-12-31$987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$983,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$157,003
Employer contributions (assets) at end of year2017-12-31$6,210
Employer contributions (assets) at beginning of year2017-12-31$5,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$277,534
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,205,393
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$627,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$601,942
Value of total corrective distributions2016-12-31$5,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$799,378
Value of total assets at end of year2016-12-31$6,163,698
Value of total assets at beginning of year2016-12-31$5,585,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,407
Total interest from all sources2016-12-31$814
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$5,281
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$395,879
Participant contributions at end of year2016-12-31$15,985
Participant contributions at beginning of year2016-12-31$15,079
Participant contributions at end of year2016-12-31$14,312
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$253,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$577,728
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,163,698
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,585,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$15,126
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,127,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,570,391
Income. Interest from loans (other than to participants)2016-12-31$814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$405,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$150,208
Employer contributions (assets) at end of year2016-12-31$5,749
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$601,942
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$199,021
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$220,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$207,611
Value of total corrective distributions2015-12-31$2,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$396,563
Value of total assets at end of year2015-12-31$5,585,970
Value of total assets at beginning of year2015-12-31$5,607,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,655
Total interest from all sources2015-12-31$437
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$2,549
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$178,427
Participant contributions at end of year2015-12-31$15,079
Participant contributions at beginning of year2015-12-31$21,007
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$150,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-21,201
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,585,970
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,607,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$7,106
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,570,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,586,164
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-197,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$67,487
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$207,611
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$635,339
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$219,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$193,721
Value of total corrective distributions2015-06-30$6,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$510,466
Value of total assets at end of year2015-06-30$5,607,171
Value of total assets at beginning of year2015-06-30$5,191,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$19,138
Total interest from all sources2015-06-30$906
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$5,242
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$365,050
Participant contributions at end of year2015-06-30$21,007
Participant contributions at beginning of year2015-06-30$20,272
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$415,551
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,607,171
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,191,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$13,896
Value of interest in pooled separate accounts at end of year2015-06-30$5,586,164
Value of interest in pooled separate accounts at beginning of year2015-06-30$5,170,262
Interest on participant loans2015-06-30$906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,086
Net investment gain/loss from pooled separate accounts2015-06-30$123,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$144,836
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$193,721
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30GORDON, STOCKMAN, & WAUGH, P.C.
Accountancy firm EIN2015-06-30412110811
2014 : HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,338,758
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$533,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$511,190
Value of total corrective distributions2014-06-30$4,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$582,884
Value of total assets at end of year2014-06-30$5,191,620
Value of total assets at beginning of year2014-06-30$4,386,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$17,572
Total interest from all sources2014-06-30$1,471
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$5,173
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$362,694
Participant contributions at end of year2014-06-30$20,272
Participant contributions at beginning of year2014-06-30$27,798
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$80,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$805,027
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,191,620
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,386,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$12,399
Value of interest in pooled separate accounts at end of year2014-06-30$5,170,262
Value of interest in pooled separate accounts at beginning of year2014-06-30$4,354,058
Interest on participant loans2014-06-30$1,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$4,737
Net investment gain/loss from pooled separate accounts2014-06-30$754,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$139,865
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$511,190
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30GORDON, STOCKMAN, & WAUGH, P.C.
Accountancy firm EIN2014-06-30412110811
2013 : HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$971,634
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$394,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$389,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$478,617
Value of total assets at end of year2013-06-30$4,386,593
Value of total assets at beginning of year2013-06-30$3,809,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$5,740
Total interest from all sources2013-06-30$1,312
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$5,384
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$346,218
Participant contributions at end of year2013-06-30$27,798
Participant contributions at beginning of year2013-06-30$26,712
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$576,891
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,386,593
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,809,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$356
Value of interest in pooled separate accounts at end of year2013-06-30$4,354,058
Value of interest in pooled separate accounts at beginning of year2013-06-30$3,782,901
Interest on participant loans2013-06-30$1,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$4,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$89
Net investment gain/loss from pooled separate accounts2013-06-30$491,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$131,826
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$389,003
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30GORDON, STOCKMAN, & WAUGH, P.C.
Accountancy firm EIN2013-06-30412110811
2012 : HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$391,062
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$175,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$171,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$425,277
Value of total assets at end of year2012-06-30$3,809,702
Value of total assets at beginning of year2012-06-30$3,594,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$4,251
Total interest from all sources2012-06-30$1,644
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$3,945
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$310,240
Participant contributions at end of year2012-06-30$26,712
Participant contributions at beginning of year2012-06-30$34,677
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$215,114
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,809,702
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,594,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$306
Value of interest in pooled separate accounts at end of year2012-06-30$3,782,901
Value of interest in pooled separate accounts at beginning of year2012-06-30$3,555,636
Interest on participant loans2012-06-30$1,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$89
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$4,275
Net investment gain/loss from pooled separate accounts2012-06-30$-35,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$115,037
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$171,697
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30GORDON, STOCKMAN, & WAUGH, P.C.
Accountancy firm EIN2012-06-30412110811
2011 : HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,034,574
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$282,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$277,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$418,785
Value of total assets at end of year2011-06-30$3,594,588
Value of total assets at beginning of year2011-06-30$2,842,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$4,823
Total interest from all sources2011-06-30$2,166
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$4,561
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$307,960
Participant contributions at end of year2011-06-30$34,677
Participant contributions at beginning of year2011-06-30$62,799
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$12,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$752,238
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,594,588
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,842,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$262
Value of interest in pooled separate accounts at end of year2011-06-30$3,555,636
Value of interest in pooled separate accounts at beginning of year2011-06-30$2,761,849
Income. Interest from loans (other than to participants)2011-06-30$2,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$4,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$613,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$110,825
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$4,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$277,513
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30GORDON, STOCKMAN, & WAUGH, P.C.
Accountancy firm EIN2011-06-30412110811
2010 : HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN

2022: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58255
Policy instance 1
Insurance contract or identification number58255
Number of Individuals Covered207
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $10,182
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,182
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58255
Policy instance 1
Insurance contract or identification number58255
Number of Individuals Covered206
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,065
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5503
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58255
Policy instance 1
Insurance contract or identification number58255
Number of Individuals Covered189
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,806
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3806
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58255
Policy instance 1
Insurance contract or identification number58255
Number of Individuals Covered187
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $19,263
Total amount of fees paid to insurance companyUSD $3,872
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,263
Insurance broker organization code?3
Amount paid for insurance broker fees3872
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58255
Policy instance 1
Insurance contract or identification number58255
Number of Individuals Covered183
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $18,578
Total amount of fees paid to insurance companyUSD $3,727
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,578
Insurance broker organization code?3
Amount paid for insurance broker fees3727
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58255
Policy instance 1
Insurance contract or identification number58255
Number of Individuals Covered180
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $17,189
Total amount of fees paid to insurance companyUSD $3,774
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,189
Insurance broker organization code?3
Amount paid for insurance broker fees3774
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker nameBENEFIT PLANNING CONSULTANTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58255
Policy instance 1
Insurance contract or identification number58255
Number of Individuals Covered166
Insurance policy start date2015-07-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,927
Total amount of fees paid to insurance companyUSD $1,392
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,927
Insurance broker organization code?3
Amount paid for insurance broker fees1392
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker nameBENEFIT PLANNING CONSULTANTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58255
Policy instance 1
Insurance contract or identification number58255
Number of Individuals Covered163
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $13,389
Total amount of fees paid to insurance companyUSD $2,728
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,389
Insurance broker organization code?3
Amount paid for insurance broker fees2728
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker nameBENEFIT PLANNING CONSULTANTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58255
Policy instance 1
Insurance contract or identification number58255
Number of Individuals Covered174
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $11,284
Total amount of fees paid to insurance companyUSD $2,207
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,284
Insurance broker organization code?3
Amount paid for insurance broker fees2207
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker nameBENEFIT PLANNING CONSULTANTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58255
Policy instance 1
Insurance contract or identification number58255
Number of Individuals Covered157
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $14,952
Total amount of fees paid to insurance companyUSD $5,384
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,867
Insurance broker organization code?3
Amount paid for insurance broker fees5384
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker nameBENEFIT PLANNING CONSULTANTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58255
Policy instance 1
Insurance contract or identification number58255
Number of Individuals Covered164
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $13,707
Total amount of fees paid to insurance companyUSD $3,945
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58255
Policy instance 1
Insurance contract or identification number58255
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $11,964
Total amount of fees paid to insurance companyUSD $4,562
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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