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MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 401k Plan overview

Plan NameMICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN
Plan identification number 001

MICHIGAN NEUROLOGY ASSOCIATES, PC 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.

401k Sponsoring company profile

MICHIGAN NEUROLOGY ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:MICHIGAN NEUROLOGY ASSOCIATES, P.C.
Employer identification number (EIN):383258019
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01THOMAS GIANCARLO2023-10-16
0012021-01-01THOMAS GIANCARLO2022-10-10
0012020-01-01THOMAS GIANCARLO2021-10-12
0012019-01-01THOMAS GIANCARLO2020-10-12
0012018-01-01THOMAS GIANCARLO2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01THOMAS GIANCARLO
0012013-01-01
0012012-01-01THOMAS GIANCARLO THOMAS GIANCARLO2013-10-14
0012011-01-01BARBARA GEIGER2012-10-10
0012010-01-01BARBARA GEIGER2011-10-07

Plan Statistics for MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN

401k plan membership statisitcs for MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN

Measure Date Value
2022: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01169
Total number of active participants reported on line 7a of the Form 55002022-01-0169
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0141
Total of all active and inactive participants2022-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01111
Number of participants with account balances2022-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01176
Total number of active participants reported on line 7a of the Form 55002021-01-0186
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0183
Total of all active and inactive participants2021-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01169
Number of participants with account balances2021-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01208
Total number of active participants reported on line 7a of the Form 55002020-01-0186
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0183
Total of all active and inactive participants2020-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01169
Number of participants with account balances2020-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01217
Total number of active participants reported on line 7a of the Form 55002019-01-01112
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0191
Total of all active and inactive participants2019-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01203
Number of participants with account balances2019-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01211
Total number of active participants reported on line 7a of the Form 55002018-01-01129
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0175
Total of all active and inactive participants2018-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01204
Number of participants with account balances2018-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01217
Total number of active participants reported on line 7a of the Form 55002017-01-01132
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0179
Total of all active and inactive participants2017-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01211
Number of participants with account balances2017-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01222
Total number of active participants reported on line 7a of the Form 55002016-01-01156
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01217
Number of participants with account balances2016-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01179
Total number of active participants reported on line 7a of the Form 55002015-01-01195
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01196
Number of participants with account balances2015-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01165
Total number of active participants reported on line 7a of the Form 55002014-01-01123
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0150
Total of all active and inactive participants2014-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01173
Number of participants with account balances2014-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01172
Total number of active participants reported on line 7a of the Form 55002013-01-01129
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01165
Number of participants with account balances2013-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01162
Total number of active participants reported on line 7a of the Form 55002012-01-01136
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01172
Number of participants with account balances2012-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014

Financial Data on MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN

Measure Date Value
2022 : MICHIGAN NEUROLOGY ASSOCIATES, PC 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$46,603
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,638,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,631,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$869,648
Value of total assets at end of year2022-12-31$5,045,037
Value of total assets at beginning of year2022-12-31$6,637,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,333
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$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$202,390
Participant contributions at end of year2022-12-31$9,354
Participant contributions at beginning of year2022-12-31$8,044
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$6,283
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$567,907
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$304
Administrative expenses (other) incurred2022-12-31$7,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,592,346
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,045,037
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,637,383
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 pooled separate accounts at end of year2022-12-31$4,201,270
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,587,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$832,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,030,147
Net investment gain/loss from pooled separate accounts2022-12-31$-830,179
Net investment gain or loss from common/collective trusts2022-12-31$7,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$99,351
Employer contributions (assets) at end of year2022-12-31$1,630
Employer contributions (assets) at beginning of year2022-12-31$4,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,631,616
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 name2022-12-31ANDREWS HOOPER PAVLIK PLC
Accountancy firm EIN2022-12-31383133790
2021 : MICHIGAN NEUROLOGY ASSOCIATES, PC 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$868,809
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$148,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$147,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$314,653
Value of total assets at end of year2021-12-31$6,637,383
Value of total assets at beginning of year2021-12-31$5,917,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,401
Total interest from all sources2021-12-31$0
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
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$202,292
Participant contributions at end of year2021-12-31$8,044
Participant contributions at beginning of year2021-12-31$12,513
Participant contributions at end of year2021-12-31$6,283
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$14,925
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$304
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$1,401
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$719,891
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,637,383
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,917,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$5,587,948
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,035,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,030,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$869,312
Net investment gain/loss from pooled separate accounts2021-12-31$546,808
Net investment gain or loss from common/collective trusts2021-12-31$7,348
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$97,436
Employer contributions (assets) at end of year2021-12-31$4,657
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$147,517
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 name2021-12-31ANDREWS HOOPER PAVLIK PLC
Accountancy firm EIN2021-12-31383133790
2020 : MICHIGAN NEUROLOGY ASSOCIATES, PC 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$940,679
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,267,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,265,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$290,313
Value of total assets at end of year2020-12-31$5,917,492
Value of total assets at beginning of year2020-12-31$6,244,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,170
Total interest from all sources2020-12-31$1,920
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$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$199,719
Participant contributions at end of year2020-12-31$12,513
Participant contributions at beginning of year2020-12-31$76,906
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$2,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-326,571
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,917,492
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,244,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$5,035,667
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,344,645
Income. Interest from loans (other than to participants)2020-12-31$1,849
Interest earned on other investments2020-12-31$71
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$869,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$822,120
Net investment gain/loss from pooled separate accounts2020-12-31$641,761
Net investment gain or loss from common/collective trusts2020-12-31$6,685
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$90,594
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,265,080
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 name2020-12-31ANDREWS HOOPER PAVLIK PLC
Accountancy firm EIN2020-12-31383133790
2019 : MICHIGAN NEUROLOGY ASSOCIATES, PC 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$1,189,577
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$279,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$276,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$327,384
Value of total assets at end of year2019-12-31$6,244,063
Value of total assets at beginning of year2019-12-31$5,333,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,680
Total interest from all sources2019-12-31$4,471
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
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$218,380
Participant contributions at end of year2019-12-31$76,906
Participant contributions at beginning of year2019-12-31$39,445
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$2,680
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$910,533
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,244,063
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,333,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$5,344,645
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,499,250
Interest on participant loans2019-12-31$4,473
Interest earned on other investments2019-12-31$-2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$822,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$775,310
Net investment gain/loss from pooled separate accounts2019-12-31$850,793
Net investment gain or loss from common/collective trusts2019-12-31$6,929
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$109,004
Employer contributions (assets) at end of year2019-12-31$392
Employer contributions (assets) at beginning of year2019-12-31$19,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$276,364
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 name2019-12-31ANDREWS HOOPER PAVLIK PLC
Accountancy firm EIN2019-12-31383133790
2018 : MICHIGAN NEUROLOGY ASSOCIATES, PC 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$0
Total income from all sources (including contributions)2018-12-31$195,948
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$339,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$336,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$396,135
Value of total assets at end of year2018-12-31$5,333,530
Value of total assets at beginning of year2018-12-31$5,477,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,430
Total interest from all sources2018-12-31$2,493
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$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$256,677
Participant contributions at end of year2018-12-31$39,445
Participant contributions at beginning of year2018-12-31$27,798
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$10,352
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,182
Administrative expenses (other) incurred2018-12-31$3,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-143,704
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,333,530
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,477,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,499,250
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,723,474
Interest on participant loans2018-12-31$2,216
Interest earned on other investments2018-12-31$277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$775,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$711,823
Net investment gain/loss from pooled separate accounts2018-12-31$-202,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$139,458
Employer contributions (assets) at end of year2018-12-31$19,525
Employer contributions (assets) at beginning of year2018-12-31$2,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$336,222
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31ANDREWS HOOPER PAVLIK PLC
Accountancy firm EIN2018-12-31383133790
2017 : MICHIGAN NEUROLOGY ASSOCIATES, PC 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$955,820
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$348,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$346,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$389,078
Value of total assets at end of year2017-12-31$5,477,234
Value of total assets at beginning of year2017-12-31$4,870,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,415
Total interest from all sources2017-12-31$6,461
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$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$267,374
Participant contributions at end of year2017-12-31$27,798
Participant contributions at beginning of year2017-12-31$39,151
Participant contributions at end of year2017-12-31$10,352
Participant contributions at beginning of year2017-12-31$21,094
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,182
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$848
Administrative expenses (other) incurred2017-12-31$2,415
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$607,101
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,477,234
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,870,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$4,723,474
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,153,455
Interest on participant loans2017-12-31$1,632
Interest earned on other investments2017-12-31$4,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$711,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$651,365
Net gain/loss from 103.12 investment entities2017-12-31$560,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$121,704
Employer contributions (assets) at end of year2017-12-31$2,605
Employer contributions (assets) at beginning of year2017-12-31$4,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$346,304
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31ANDREWS HOOPER PAVLIK PLC
Accountancy firm EIN2017-12-31383133790
2016 : MICHIGAN NEUROLOGY ASSOCIATES, PC 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$652,930
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$228,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$226,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$401,114
Value of total assets at end of year2016-12-31$4,870,133
Value of total assets at beginning of year2016-12-31$4,445,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,800
Total interest from all sources2016-12-31$9,295
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$350,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$282,284
Participant contributions at end of year2016-12-31$39,151
Participant contributions at beginning of year2016-12-31$56,030
Participant contributions at end of year2016-12-31$21,094
Participant contributions at beginning of year2016-12-31$43,132
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,066
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,800
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$424,487
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,870,133
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,445,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$4,153,455
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,692,552
Interest on participant loans2016-12-31$4,186
Interest earned on other investments2016-12-31$5,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$651,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$649,272
Net gain/loss from 103.12 investment entities2016-12-31$242,521
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$115,764
Employer contributions (assets) at end of year2016-12-31$4,220
Employer contributions (assets) at beginning of year2016-12-31$4,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$226,643
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31ANDREWS HOOPER PAVLIK PLC
Accountancy firm EIN2016-12-31383133790
2015 : MICHIGAN NEUROLOGY ASSOCIATES, PC 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$386,005
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$211,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$209,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$407,501
Value of total assets at end of year2015-12-31$4,445,646
Value of total assets at beginning of year2015-12-31$4,270,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,665
Total interest from all sources2015-12-31$6,836
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$290,887
Participant contributions at end of year2015-12-31$56,030
Participant contributions at beginning of year2015-12-31$57,840
Participant contributions at end of year2015-12-31$43,132
Participant contributions at beginning of year2015-12-31$61,782
Administrative expenses (other) incurred2015-12-31$1,665
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$174,674
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,445,646
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,270,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,692,552
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,458,137
Interest on participant loans2015-12-31$2,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$649,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$595,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$595,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,859
Net investment gain/loss from pooled separate accounts2015-12-31$-28,332
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$116,614
Employer contributions (assets) at end of year2015-12-31$4,660
Employer contributions (assets) at beginning of year2015-12-31$97,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$209,666
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SILVERMAN, KAPLAN & SAKWA CPA'S,PC
Accountancy firm EIN2015-12-31383084880
2014 : MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$693,614
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$70,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$59,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$491,409
Value of total assets at end of year2014-12-31$4,270,972
Value of total assets at beginning of year2014-12-31$3,647,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,977
Total interest from all sources2014-12-31$7,930
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$326,016
Participant contributions at end of year2014-12-31$57,840
Participant contributions at beginning of year2014-12-31$4,200
Participant contributions at end of year2014-12-31$61,782
Participant contributions at beginning of year2014-12-31$30,000
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$44,786
Administrative expenses (other) incurred2014-12-31$10,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$623,466
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,270,972
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,647,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,458,137
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,980,479
Interest on participant loans2014-12-31$3,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$595,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$505,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$505,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4,333
Net investment gain/loss from pooled separate accounts2014-12-31$194,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$120,607
Employer contributions (assets) at end of year2014-12-31$97,806
Employer contributions (assets) at beginning of year2014-12-31$127,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$59,171
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SHINDEL ROCK
Accountancy firm EIN2014-12-31382954392
2013 : MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$792
Total income from all sources (including contributions)2013-12-31$803,583
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$154,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$138,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$457,652
Value of total assets at end of year2013-12-31$3,647,506
Value of total assets at beginning of year2013-12-31$2,998,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,488
Total interest from all sources2013-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$327,100
Participant contributions at end of year2013-12-31$4,200
Participant contributions at beginning of year2013-12-31$12,655
Participant contributions at end of year2013-12-31$30,000
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,849
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,754
Administrative expenses (other) incurred2013-12-31$15,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$649,491
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,647,506
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,998,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,980,479
Interest on participant loans2013-12-31$5
Value of interest in common/collective trusts at beginning of year2013-12-31$2,861,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$505,124
Net investment gain/loss from pooled separate accounts2013-12-31$302,082
Net investment gain or loss from common/collective trusts2013-12-31$43,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$127,703
Employer contributions (assets) at end of year2013-12-31$127,703
Employer contributions (assets) at beginning of year2013-12-31$123,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$138,604
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$792
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SHINDEL ROCK
Accountancy firm EIN2013-12-31382954392
2012 : MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$792
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$19
Total income from all sources (including contributions)2012-12-31$631,345
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$98,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$97,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$418,791
Value of total assets at end of year2012-12-31$2,998,807
Value of total assets at beginning of year2012-12-31$2,464,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$690
Total interest from all sources2012-12-31$905
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$292,779
Participant contributions at end of year2012-12-31$12,655
Participant contributions at beginning of year2012-12-31$20,558
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,635
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,754
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$292
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$19
Administrative expenses (other) incurred2012-12-31$690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$533,169
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,998,015
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,464,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$905
Value of interest in common/collective trusts at end of year2012-12-31$2,861,021
Value of interest in common/collective trusts at beginning of year2012-12-31$2,363,600
Net investment gain or loss from common/collective trusts2012-12-31$211,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$123,377
Employer contributions (assets) at end of year2012-12-31$123,377
Employer contributions (assets) at beginning of year2012-12-31$80,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$97,486
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Liabilities. Value of benefit claims payable at end of year2012-12-31$792
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SHINDEL ROCK
Accountancy firm EIN2012-12-31382954392

Form 5500 Responses for MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN

2022: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MICHIGAN NEUROLOGY ASSOCIATES, PC 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MICHIGAN NEUROLOGY ASSOCIATES, PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803912-0000
Policy instance 1
Insurance contract or identification number803912-0000
Number of Individuals Covered80
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $13,195
Total amount of fees paid to insurance companyUSD $10,416
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,195
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803912-0000
Policy instance 1
Insurance contract or identification number803912-0000
Number of Individuals Covered130
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $15,639
Total amount of fees paid to insurance companyUSD $12,591
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,639
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803912-0000
Policy instance 1
Insurance contract or identification number803912-0000
Number of Individuals Covered129
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,437
Total amount of fees paid to insurance companyUSD $10,758
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,437
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803912-0000
Policy instance 1
Insurance contract or identification number803912-0000
Number of Individuals Covered148
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,360
Total amount of fees paid to insurance companyUSD $11,529
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,360
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803912-0000
Policy instance 1
Insurance contract or identification number803912-0000
Number of Individuals Covered144
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,805
Total amount of fees paid to insurance companyUSD $11,018
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,805
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803912-0000
Policy instance 1
Insurance contract or identification number803912-0000
Number of Individuals Covered215
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,929
Total amount of fees paid to insurance companyUSD $9,584
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,929
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameMIDWEST PENSION ACTUARIES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803912-0000
Policy instance 1
Insurance contract or identification number803912-0000
Number of Individuals Covered125
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $23,780
Total amount of fees paid to insurance companyUSD $1,585
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,780
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameMIDWEST PENSION ACTUARIES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803912-0000
Policy instance 1
Insurance contract or identification number803912-0000
Number of Individuals Covered117
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $20,386
Total amount of fees paid to insurance companyUSD $1,802
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 $20,386
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameMIDWEST PENSION ACTUARIES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803912-0000
Policy instance 1
Insurance contract or identification number803912-0000
Number of Individuals Covered109
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $15,955
Total amount of fees paid to insurance companyUSD $1,153
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
Commission paid to Insurance BrokerUSD $15,955
Insurance broker organization code?3
Amount paid for insurance broker fees1153
Additional information about fees paid to insurance brokerRECORDKEEPING
Insurance broker nameMIDWEST PENSION ACTUARIES, INC.

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