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MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN
Plan identification number 002

MEDICAL ASSOCIATES CLINIC P. C. 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

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

Company Name:MEDICAL ASSOCIATES CLINIC, P.C.
Employer identification number (EIN):421115442
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about MEDICAL ASSOCIATES CLINIC, P.C.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1979-02-01
Company Identification Number: 052586
Legal Registered Office Address: 1500 ASSOCIATES DRIVE

DUBUQUE
United States of America (USA)
52002

More information about MEDICAL ASSOCIATES CLINIC, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SUSAN STEINHOFF SUSAN STEINHOFF2018-09-27
0022016-01-01KATE BREITBACH KATE BREITBACH2017-08-02
0022015-01-01KATE BREITBACH KATE BREITBACH2016-07-28
0022014-01-01KATE BREITBACH KATE BREITBACH2015-06-23
0022013-01-01KATE BREITBACH KATE BREITBACH2014-08-29
0022012-01-01KATE BREITBACH KATE BREITBACH2014-07-17
0022011-01-01PAM DAVIS
0022009-01-01PAMELA J DAVIS
0022009-01-01PAMELA J DAVIS

Plan Statistics for MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,337
Total number of active participants reported on line 7a of the Form 55002022-01-011,087
Number of retired or separated participants receiving benefits2022-01-0129
Number of other retired or separated participants entitled to future benefits2022-01-01271
Total of all active and inactive participants2022-01-011,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,387
Number of participants with account balances2022-01-011,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0130
2021: MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,305
Total number of active participants reported on line 7a of the Form 55002021-01-011,072
Number of retired or separated participants receiving benefits2021-01-0126
Number of other retired or separated participants entitled to future benefits2021-01-01239
Total of all active and inactive participants2021-01-011,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,337
Number of participants with account balances2021-01-011,318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,301
Total number of active participants reported on line 7a of the Form 55002020-01-011,072
Number of retired or separated participants receiving benefits2020-01-0123
Number of other retired or separated participants entitled to future benefits2020-01-01220
Total of all active and inactive participants2020-01-011,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,315
Number of participants with account balances2020-01-011,305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,297
Total number of active participants reported on line 7a of the Form 55002019-01-011,070
Number of retired or separated participants receiving benefits2019-01-0120
Number of other retired or separated participants entitled to future benefits2019-01-01211
Total of all active and inactive participants2019-01-011,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,301
Number of participants with account balances2019-01-011,296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,273
Total number of active participants reported on line 7a of the Form 55002018-01-011,070
Number of retired or separated participants receiving benefits2018-01-0120
Number of other retired or separated participants entitled to future benefits2018-01-01207
Total of all active and inactive participants2018-01-011,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,297
Number of participants with account balances2018-01-011,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,203
Total number of active participants reported on line 7a of the Form 55002017-01-011,055
Number of retired or separated participants receiving benefits2017-01-0119
Number of other retired or separated participants entitled to future benefits2017-01-01198
Total of all active and inactive participants2017-01-011,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,272
Number of participants with account balances2017-01-011,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,214
Total number of active participants reported on line 7a of the Form 55002016-01-011,008
Number of retired or separated participants receiving benefits2016-01-0116
Number of other retired or separated participants entitled to future benefits2016-01-01179
Total of all active and inactive participants2016-01-011,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,203
Number of participants with account balances2016-01-011,198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,200
Total number of active participants reported on line 7a of the Form 55002015-01-011,014
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-01189
Total of all active and inactive participants2015-01-011,214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,214
Number of participants with account balances2015-01-011,209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,156
Total number of active participants reported on line 7a of the Form 55002014-01-011,026
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-01166
Total of all active and inactive participants2014-01-011,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,199
Number of participants with account balances2014-01-011,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,193
Total number of active participants reported on line 7a of the Form 55002013-01-011,020
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01130
Total of all active and inactive participants2013-01-011,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,156
Number of participants with account balances2013-01-011,156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,193
Total number of active participants reported on line 7a of the Form 55002012-01-011,012
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01177
Total of all active and inactive participants2012-01-011,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,193
Number of participants with account balances2012-01-011,193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,129
Total number of active participants reported on line 7a of the Form 55002011-01-011,021
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01110
Total of all active and inactive participants2011-01-011,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,133
Number of participants with account balances2011-01-011,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2009: MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,104
Total number of active participants reported on line 7a of the Form 55002009-01-011,054
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0165
Total of all active and inactive participants2009-01-011,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,122
Number of participants with account balances2009-01-011,122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-33,016,788
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$17,961,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,764,239
Expenses. Certain deemed distributions of participant loans2022-12-31$6,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,490,452
Value of total assets at end of year2022-12-31$269,065,900
Value of total assets at beginning of year2022-12-31$320,044,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$190,283
Total interest from all sources2022-12-31$453,888
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$729,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$729,942
Administrative expenses professional fees incurred2022-12-31$40,477
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,276,154
Participant contributions at end of year2022-12-31$512,162
Participant contributions at beginning of year2022-12-31$654,765
Participant contributions at end of year2022-12-31$51,014
Assets. Other investments not covered elsewhere at end of year2022-12-31$12,876,258
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$15,433,307
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$860,825
Other income not declared elsewhere2022-12-31$-691,686
Administrative expenses (other) incurred2022-12-31$-92
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-50,978,276
Value of net assets at end of year (total assets less liabilities)2022-12-31$269,065,900
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$320,044,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$72,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$41,306,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$258,815,019
Value of interest in pooled separate accounts at end of year2022-12-31$12,389,248
Value of interest in pooled separate accounts at beginning of year2022-12-31$15,332,771
Interest on participant loans2022-12-31$33,651
Interest earned on other investments2022-12-31$420,237
Value of interest in common/collective trusts at end of year2022-12-31$174,531,199
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$27,399,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$25,506,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-45,552,113
Net investment gain/loss from pooled separate accounts2022-12-31$-2,447,271
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$6,353,473
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$4,302,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,764,239
Contract administrator fees2022-12-31$77,029
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 name2022-12-31EIDE BAILLY LLP
Accountancy firm EIN2022-12-31450250958
2021 : MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$49,461,579
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$22,398,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$22,282,157
Value of total corrective distributions2021-12-31$1,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$15,922,443
Value of total assets at end of year2021-12-31$320,044,176
Value of total assets at beginning of year2021-12-31$292,981,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$115,017
Total interest from all sources2021-12-31$492,402
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,897,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,897,537
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,071,044
Participant contributions at end of year2021-12-31$654,765
Participant contributions at beginning of year2021-12-31$675,541
Assets. Other investments not covered elsewhere at end of year2021-12-31$15,433,307
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$13,112,098
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,748,737
Other income not declared elsewhere2021-12-31$-2,037,304
Administrative expenses (other) incurred2021-12-31$115,017
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$27,062,721
Value of net assets at end of year (total assets less liabilities)2021-12-31$320,044,176
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$292,981,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$258,815,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$233,884,181
Value of interest in pooled separate accounts at end of year2021-12-31$15,332,771
Value of interest in pooled separate accounts at beginning of year2021-12-31$16,638,624
Interest on participant loans2021-12-31$52,218
Interest earned on other investments2021-12-31$440,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$25,506,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$28,671,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$27,041,781
Net investment gain/loss from pooled separate accounts2021-12-31$1,144,720
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$6,102,662
Employer contributions (assets) at end of year2021-12-31$4,302,000
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$22,282,157
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 name2021-12-31EIDE BAILLY LLP
Accountancy firm EIN2021-12-31450250958
2020 : MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$46,236,132
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$15,557,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,383,907
Expenses. Certain deemed distributions of participant loans2020-12-31$-237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,434,783
Value of total assets at end of year2020-12-31$292,981,455
Value of total assets at beginning of year2020-12-31$262,303,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$174,154
Total interest from all sources2020-12-31$416,668
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,851,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,851,492
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$6,572,658
Participant contributions at end of year2020-12-31$675,541
Participant contributions at beginning of year2020-12-31$708,941
Assets. Other investments not covered elsewhere at end of year2020-12-31$13,112,098
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$11,081,756
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$229,938
Other income not declared elsewhere2020-12-31$2,312,118
Administrative expenses (other) incurred2020-12-31$174,154
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$30,678,308
Value of net assets at end of year (total assets less liabilities)2020-12-31$292,981,455
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$262,303,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$233,884,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$211,182,306
Value of interest in pooled separate accounts at end of year2020-12-31$16,638,624
Value of interest in pooled separate accounts at beginning of year2020-12-31$22,275,228
Interest on participant loans2020-12-31$35,209
Interest earned on other investments2020-12-31$381,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$28,671,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$16,619,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$23,927,159
Net investment gain/loss from pooled separate accounts2020-12-31$2,293,912
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$5,632,187
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$435,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,383,907
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY LLP
Accountancy firm EIN2020-12-31450250958
2019 : MEDICAL ASSOCIATES CLINIC P. C. 401(K) 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$57,310,354
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$16,059,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,880,151
Value of total corrective distributions2019-12-31$2,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,411,225
Value of total assets at end of year2019-12-31$262,303,147
Value of total assets at beginning of year2019-12-31$221,052,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$176,700
Total interest from all sources2019-12-31$957,492
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,088,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,088,659
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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$6,475,578
Participant contributions at end of year2019-12-31$708,941
Participant contributions at beginning of year2019-12-31$634,017
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$53,253
Assets. Other investments not covered elsewhere at end of year2019-12-31$11,081,756
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$7,839,118
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$555,255
Other income not declared elsewhere2019-12-31$2,845,044
Administrative expenses (other) incurred2019-12-31$176,700
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$41,251,087
Value of net assets at end of year (total assets less liabilities)2019-12-31$262,303,147
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$221,052,060
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
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$211,182,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$88,257,035
Value of interest in pooled separate accounts at end of year2019-12-31$22,275,228
Value of interest in pooled separate accounts at beginning of year2019-12-31$77,669,289
Interest on participant loans2019-12-31$39,026
Interest earned on other investments2019-12-31$918,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,619,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$46,599,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,947,909
Net investment gain/loss from pooled separate accounts2019-12-31$16,060,025
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$5,380,392
Employer contributions (assets) at end of year2019-12-31$435,312
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$15,880,151
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 name2019-12-31EIDE BAILLY LLP
Accountancy firm EIN2019-12-31450250958
2018 : MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,635,582
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$17,615,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,418,295
Value of total corrective distributions2018-12-31$365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,549,562
Value of total assets at end of year2018-12-31$221,052,060
Value of total assets at beginning of year2018-12-31$240,303,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$197,325
Total interest from all sources2018-12-31$902,579
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,417,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,417,462
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$6,226,481
Participant contributions at end of year2018-12-31$634,017
Participant contributions at beginning of year2018-12-31$669,011
Participant contributions at end of year2018-12-31$53,253
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$7,839,118
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$10,945,389
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$373,147
Other income not declared elsewhere2018-12-31$-3,605,197
Administrative expenses (other) incurred2018-12-31$197,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-19,251,567
Value of net assets at end of year (total assets less liabilities)2018-12-31$221,052,060
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$240,303,627
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$2,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$88,257,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$96,509,212
Value of interest in pooled separate accounts at end of year2018-12-31$77,669,289
Value of interest in pooled separate accounts at beginning of year2018-12-31$85,992,651
Interest on participant loans2018-12-31$36,017
Interest earned on other investments2018-12-31$866,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$46,599,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$46,185,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,465,848
Net investment gain/loss from pooled separate accounts2018-12-31$-3,434,140
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$3,949,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,418,295
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 name2018-12-31EIDE BAILLY LLP
Accountancy firm EIN2018-12-31450250958
2017 : MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$3,543,994
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$44,954,867
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$15,553,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,322,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,839,950
Value of total assets at end of year2017-12-31$240,303,627
Value of total assets at beginning of year2017-12-31$207,358,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$231,506
Total interest from all sources2017-12-31$826,103
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,267,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,267,991
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$5,905,554
Participant contributions at end of year2017-12-31$669,011
Participant contributions at beginning of year2017-12-31$721,063
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$110,180
Assets. Other investments not covered elsewhere at end of year2017-12-31$10,945,389
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$9,212,186
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$248,364
Other income not declared elsewhere2017-12-31$242,100
Administrative expenses (other) incurred2017-12-31$231,506
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$29,401,218
Value of net assets at end of year (total assets less liabilities)2017-12-31$240,303,627
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$207,358,415
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
Assets. partnership/joint venture interests at end of year2017-12-31$2,046
Assets. partnership/joint venture interests at beginning of year2017-12-31$58,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$96,509,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$81,013,320
Value of interest in pooled separate accounts at end of year2017-12-31$85,992,651
Value of interest in pooled separate accounts at beginning of year2017-12-31$73,033,685
Interest on participant loans2017-12-31$36,812
Interest earned on other investments2017-12-31$789,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$46,185,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$39,234,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$16,688,272
Net investment gain/loss from pooled separate accounts2017-12-31$12,090,451
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$5,686,032
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$3,975,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,322,143
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 name2017-12-31EIDE BAILLY LLP
Accountancy firm EIN2017-12-31450250958
2016 : MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$7,959
Total unrealized appreciation/depreciation of assets2016-12-31$7,959
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$25,174,835
Total loss/gain on sale of assets2016-12-31$-290
Total of all expenses incurred2016-12-31$12,129,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,990,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,160,442
Value of total assets at end of year2016-12-31$207,358,415
Value of total assets at beginning of year2016-12-31$194,313,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$138,817
Total interest from all sources2016-12-31$1,212,931
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,289,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,289,532
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$5,611,171
Participant contributions at end of year2016-12-31$721,063
Participant contributions at beginning of year2016-12-31$618,250
Participant contributions at end of year2016-12-31$110,180
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$9,212,186
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$7,925,100
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$283,632
Other income not declared elsewhere2016-12-31$1,155,172
Administrative expenses (other) incurred2016-12-31$138,817
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$13,045,155
Value of net assets at end of year (total assets less liabilities)2016-12-31$207,358,415
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$194,313,260
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
Assets. partnership/joint venture interests at end of year2016-12-31$58,566
Assets. partnership/joint venture interests at beginning of year2016-12-31$35,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$81,013,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$75,811,695
Value of interest in pooled separate accounts at end of year2016-12-31$73,033,685
Value of interest in pooled separate accounts at beginning of year2016-12-31$72,588,078
Interest on participant loans2016-12-31$34,705
Interest earned on other investments2016-12-31$1,178,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$39,234,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$37,113,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,038,658
Net investment gain/loss from pooled separate accounts2016-12-31$4,310,431
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$5,265,639
Employer contributions (assets) at end of year2016-12-31$3,975,000
Employer contributions (assets) at beginning of year2016-12-31$220,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,990,863
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
Aggregate carrying amount (costs) on sale of assets2016-12-31$290
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EIDE BAILLY LLP
Accountancy firm EIN2016-12-31450250958
2015 : MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-4,389
Total unrealized appreciation/depreciation of assets2015-12-31$-4,389
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$7,001,892
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,564,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,386,520
Value of total corrective distributions2015-12-31$100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,060,406
Value of total assets at end of year2015-12-31$194,313,260
Value of total assets at beginning of year2015-12-31$195,875,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$177,476
Total interest from all sources2015-12-31$716,250
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,152,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,152,135
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$5,596,551
Participant contributions at end of year2015-12-31$618,250
Participant contributions at beginning of year2015-12-31$552,022
Assets. Other investments not covered elsewhere at end of year2015-12-31$7,925,100
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$8,584,606
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$121,355
Other income not declared elsewhere2015-12-31$-1,440,463
Administrative expenses (other) incurred2015-12-31$177,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,562,204
Value of net assets at end of year (total assets less liabilities)2015-12-31$194,313,260
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$195,875,464
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
Assets. partnership/joint venture interests at end of year2015-12-31$35,973
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$75,811,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$77,628,942
Value of interest in pooled separate accounts at end of year2015-12-31$72,588,078
Value of interest in pooled separate accounts at beginning of year2015-12-31$74,701,345
Interest on participant loans2015-12-31$32,578
Interest earned on other investments2015-12-31$683,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$37,113,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$34,408,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,215,643
Net investment gain/loss from pooled separate accounts2015-12-31$733,596
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$4,342,500
Employer contributions (assets) at end of year2015-12-31$220,364
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$8,386,520
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 name2015-12-31EIDE BAILLY LLP
Accountancy firm EIN2015-12-31450250958
2014 : MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$22,068,834
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,641,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,492,694
Expenses. Certain deemed distributions of participant loans2014-12-31$-4,684
Value of total corrective distributions2014-12-31$1,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,638,551
Value of total assets at end of year2014-12-31$195,875,464
Value of total assets at beginning of year2014-12-31$181,447,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$151,863
Total interest from all sources2014-12-31$669,936
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,336,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,336,691
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,443,153
Participant contributions at end of year2014-12-31$552,022
Participant contributions at beginning of year2014-12-31$552,366
Assets. Other investments not covered elsewhere at end of year2014-12-31$8,584,606
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,627,263
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$933,673
Other income not declared elsewhere2014-12-31$556,873
Administrative expenses (other) incurred2014-12-31$151,863
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$14,427,601
Value of net assets at end of year (total assets less liabilities)2014-12-31$195,875,464
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$181,447,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$77,628,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$77,305,705
Value of interest in pooled separate accounts at end of year2014-12-31$74,701,345
Value of interest in pooled separate accounts at beginning of year2014-12-31$69,168,441
Interest on participant loans2014-12-31$27,987
Interest earned on other investments2014-12-31$641,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$34,408,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$32,794,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,878,055
Net investment gain/loss from pooled separate accounts2014-12-31$3,988,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,261,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,492,694
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 name2014-12-31EIDE BAILLY LLP
Accountancy firm EIN2014-12-31450250958
2013 : MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$40,845,401
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$12,305,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,111,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,302,192
Value of total assets at end of year2013-12-31$181,447,863
Value of total assets at beginning of year2013-12-31$152,907,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$193,628
Total interest from all sources2013-12-31$680,107
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,047,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,047,489
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,337,731
Participant contributions at end of year2013-12-31$552,366
Participant contributions at beginning of year2013-12-31$866,465
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,627,263
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$6,552,661
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$569,461
Other income not declared elsewhere2013-12-31$231,186
Administrative expenses (other) incurred2013-12-31$193,628
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$28,540,358
Value of net assets at end of year (total assets less liabilities)2013-12-31$181,447,863
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$152,907,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$77,305,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$68,139,845
Value of interest in pooled separate accounts at end of year2013-12-31$69,168,441
Value of interest in pooled separate accounts at beginning of year2013-12-31$49,287,077
Interest on participant loans2013-12-31$37,923
Interest earned on other investments2013-12-31$642,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$32,794,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$28,061,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$16,646,467
Net investment gain/loss from pooled separate accounts2013-12-31$10,937,960
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$5,395,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,111,415
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EIDE BAILLY LLP
Accountancy firm EIN2013-12-31450250958
2012 : MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-5
Total unrealized appreciation/depreciation of assets2012-12-31$-5
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$28,717,985
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,939,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,769,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,258,284
Value of total assets at end of year2012-12-31$152,907,505
Value of total assets at beginning of year2012-12-31$134,128,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$169,661
Total interest from all sources2012-12-31$698,507
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,131,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,131,927
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$5,500,718
Participant contributions at end of year2012-12-31$866,465
Participant contributions at beginning of year2012-12-31$857,276
Assets. Other investments not covered elsewhere at end of year2012-12-31$6,552,661
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$6,389,540
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$338,185
Other income not declared elsewhere2012-12-31$925,329
Administrative expenses (other) incurred2012-12-31$169,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$18,778,639
Value of net assets at end of year (total assets less liabilities)2012-12-31$152,907,505
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$134,128,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$68,139,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$60,374,958
Value of interest in pooled separate accounts at end of year2012-12-31$49,287,077
Value of interest in pooled separate accounts at beginning of year2012-12-31$41,413,524
Interest on participant loans2012-12-31$50,268
Interest earned on other investments2012-12-31$648,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$28,061,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$25,093,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,174,197
Net investment gain/loss from pooled separate accounts2012-12-31$5,529,746
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,419,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,769,685
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 name2012-12-31EIDE BAILLY LLP
Accountancy firm EIN2012-12-31450250958
2011 : MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,895,294
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,096,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,936,632
Expenses. Certain deemed distributions of participant loans2011-12-31$14,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,852,478
Value of total assets at end of year2011-12-31$134,128,866
Value of total assets at beginning of year2011-12-31$131,330,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$146,332
Total interest from all sources2011-12-31$677,984
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,007,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,007,755
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,335,222
Participant contributions at end of year2011-12-31$857,276
Participant contributions at beginning of year2011-12-31$791,342
Assets. Other investments not covered elsewhere at end of year2011-12-31$6,389,540
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$8,487,652
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$477,313
Other income not declared elsewhere2011-12-31$-1,304,754
Administrative expenses (other) incurred2011-12-31$146,332
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,798,330
Value of net assets at end of year (total assets less liabilities)2011-12-31$134,128,866
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$131,330,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$60,374,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$59,604,706
Value of interest in pooled separate accounts at end of year2011-12-31$41,413,524
Value of interest in pooled separate accounts at beginning of year2011-12-31$40,267,974
Interest on participant loans2011-12-31$49,744
Interest earned on other investments2011-12-31$628,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$25,093,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$22,178,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,599,252
Net investment gain/loss from pooled separate accounts2011-12-31$261,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,039,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,936,632
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EIDE BAILLY LLP
Accountancy firm EIN2011-12-31450250958
2010 : MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$24,196,378
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,024,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,883,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,011,712
Value of total assets at end of year2010-12-31$131,330,536
Value of total assets at beginning of year2010-12-31$111,158,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$141,322
Total interest from all sources2010-12-31$639,721
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$622,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$622,484
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,793,963
Participant contributions at end of year2010-12-31$791,342
Participant contributions at beginning of year2010-12-31$703,582
Assets. Other investments not covered elsewhere at end of year2010-12-31$8,487,652
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$6,887,072
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$243,765
Other income not declared elsewhere2010-12-31$1,081,296
Administrative expenses (other) incurred2010-12-31$141,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$20,171,887
Value of net assets at end of year (total assets less liabilities)2010-12-31$131,330,536
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$111,158,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$2,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$59,604,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$49,577,523
Value of interest in pooled separate accounts at end of year2010-12-31$40,267,974
Value of interest in pooled separate accounts at beginning of year2010-12-31$34,845,856
Interest on participant loans2010-12-31$49,859
Interest earned on other investments2010-12-31$589,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$22,178,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$19,141,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$20,227
Net investment gain/loss from pooled separate accounts2010-12-31$4,420,581
Net investment gain or loss from common/collective trusts2010-12-31$7,400,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,973,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,883,169
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EIDE BAILLY LLP
Accountancy firm EIN2010-12-31450250958
2009 : MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15166
Policy instance 2
Insurance contract or identification number15166
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039871
Policy instance 1
Insurance contract or identification number039871
Number of Individuals Covered1387
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039871
Policy instance 1
Insurance contract or identification number039871
Number of Individuals Covered1337
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15166
Policy instance 2
Insurance contract or identification number15166
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15166
Policy instance 2
Insurance contract or identification number15166
Number of Individuals Covered1
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 $174
Are there contracts with allocated funds for individual policies?1
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 fees174
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039871
Policy instance 1
Insurance contract or identification number039871
Number of Individuals Covered1315
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039871
Policy instance 1
Insurance contract or identification number039871
Number of Individuals Covered1301
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15166
Policy instance 2
Insurance contract or identification number15166
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $174
Are there contracts with allocated funds for individual policies?1
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 fees174
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039871
Policy instance 1
Insurance contract or identification number039871
Number of Individuals Covered1272
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15166
Policy instance 2
Insurance contract or identification number15166
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $174
Are there contracts with allocated funds for individual policies?1
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 fees174
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker namePATRICK STEELE
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15166
Policy instance 2
Insurance contract or identification number15166
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $174
Are there contracts with allocated funds for individual policies?Yes
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 fees174
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker namePATRICK STEELE
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039871
Policy instance 1
Insurance contract or identification number039871
Number of Individuals Covered1214
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15166
Policy instance 2
Insurance contract or identification number15166
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $174
Are there contracts with allocated funds for individual policies?Yes
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 fees174
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker namePATRICK STEELE
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039871
Policy instance 1
Insurance contract or identification number039871
Number of Individuals Covered1199
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15166
Policy instance 2
Insurance contract or identification number15166
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039871
Policy instance 1
Insurance contract or identification number039871
Number of Individuals Covered1156
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15166
Policy instance 2
Insurance contract or identification number15166
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number764409
Policy instance 1
Insurance contract or identification number764409
Number of Individuals Covered1193
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number764409
Policy instance 1
Insurance contract or identification number764409
Number of Individuals Covered1133
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15166
Policy instance 2
Insurance contract or identification number15166
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-JK-26
Policy instance 2
Insurance contract or identification numberGAP-JK-26
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number764409
Policy instance 1
Insurance contract or identification number764409
Number of Individuals Covered1129
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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

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