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KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN 401k Plan overview

Plan NameKANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN
Plan identification number 001

KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

    KANSAS CITY INTERNAL MEDICINE PA has sponsored the creation of one or more 401k plans.

    Company Name:KANSAS CITY INTERNAL MEDICINE PA
    Employer identification number (EIN):431201337
    NAIC Classification:621111
    NAIC Description:Offices of Physicians (except Mental Health Specialists)

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    0012016-01-01PAULA PICKETT DUNN
    0012015-01-01PAULA PICKETT DUNN
    0012014-01-01JEAN A. HANSEN JEAN A. HANSEN2015-09-29
    0012013-07-01JEAN A. HANSEN JEAN A. HANSEN2014-09-23
    0012012-07-01JEAN HANSEN JEAN HANSEN2014-03-05
    0012011-07-01JEAN A HANSEN JEAN A HANSEN2013-04-12
    0012010-07-01LORI A. MALLORY
    0012009-07-01LORI A. MALLORY

    Plan Statistics for KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN

    401k plan membership statisitcs for KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN

    Measure Date Value
    2016
    Total participants, beginning-of-year2016-01-01172
    Total number of active participants reported on line 7a of the Form 55002016-01-010
    Number of retired or separated participants receiving benefits2016-01-010
    Number of other retired or separated participants entitled to future benefits2016-01-010
    Total of all active and inactive participants2016-01-010
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
    Total participants2016-01-010
    Number of participants with account balances2016-01-010
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
    2015
    Total participants, beginning-of-year2015-01-01191
    Total number of active participants reported on line 7a of the Form 55002015-01-01125
    Number of retired or separated participants receiving benefits2015-01-010
    Number of other retired or separated participants entitled to future benefits2015-01-0146
    Total of all active and inactive participants2015-01-01171
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
    Total participants2015-01-01172
    Number of participants with account balances2015-01-01153
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
    2014
    Total participants, beginning-of-year2014-01-01200
    Total number of active participants reported on line 7a of the Form 55002014-01-01139
    Number of retired or separated participants receiving benefits2014-01-010
    Number of other retired or separated participants entitled to future benefits2014-01-0129
    Total of all active and inactive participants2014-01-01168
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
    Total participants2014-01-01169
    Number of participants with account balances2014-01-01161
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
    2013
    Total participants, beginning-of-year2013-07-01186
    Total number of active participants reported on line 7a of the Form 55002013-07-01151
    Number of retired or separated participants receiving benefits2013-07-010
    Number of other retired or separated participants entitled to future benefits2013-07-0139
    Total of all active and inactive participants2013-07-01190
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
    Total participants2013-07-01191
    Number of participants with account balances2013-07-01183
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
    2012
    Total participants, beginning-of-year2012-07-01191
    Total number of active participants reported on line 7a of the Form 55002012-07-01143
    Number of retired or separated participants receiving benefits2012-07-010
    Number of other retired or separated participants entitled to future benefits2012-07-0123
    Total of all active and inactive participants2012-07-01166
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
    Total participants2012-07-01167
    Number of participants with account balances2012-07-01151
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-019
    2011
    Total participants, beginning-of-year2011-07-01161
    Total number of active participants reported on line 7a of the Form 55002011-07-01140
    Number of retired or separated participants receiving benefits2011-07-010
    Number of other retired or separated participants entitled to future benefits2011-07-0135
    Total of all active and inactive participants2011-07-01175
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
    Total participants2011-07-01175
    Number of participants with account balances2011-07-01171
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
    2010
    Total participants, beginning-of-year2010-07-01158
    Total number of active participants reported on line 7a of the Form 55002010-07-01124
    Number of retired or separated participants receiving benefits2010-07-010
    Number of other retired or separated participants entitled to future benefits2010-07-0133
    Total of all active and inactive participants2010-07-01157
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
    Total participants2010-07-01157
    Number of participants with account balances2010-07-01156
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-012
    2009
    Total participants, beginning-of-year2009-07-01148
    Total number of active participants reported on line 7a of the Form 55002009-07-01122
    Number of retired or separated participants receiving benefits2009-07-010
    Number of other retired or separated participants entitled to future benefits2009-07-0125
    Total of all active and inactive participants2009-07-01147
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
    Total participants2009-07-01147
    Number of participants with account balances2009-07-01147
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-012

    Financial Data on KANSAS CITY INTERNAL MEDICINE PROFIT SHARING PLAN

    Measure Date Value
    2016
    Total unrealized appreciation/depreciation of assets2016-01-01$0
    Total transfer of assets from this plan2016-01-01$12,800,784
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-01$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-01$0
    Total income from all sources (including contributions)2016-01-01$0
    Total loss/gain on sale of assets2016-01-01$0
    Total of all expenses incurred2016-01-01$0
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-01$0
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-01$0
    Value of total assets at end of year2016-01-01$0
    Value of total assets at beginning of year2016-01-01$12,800,784
    Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-01$0
    Total interest from all sources2016-01-01$0
    Total dividends received (eg from common stock, registered investment company shares)2016-01-01$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-01Yes
    Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-01-01$0
    Was this plan covered by a fidelity bond2016-01-01Yes
    Value of fidelity bond cover2016-01-01$500,000
    If this is an individual account plan, was there a blackout period2016-01-01Yes
    Were there any nonexempt tranactions with any party-in-interest2016-01-01No
    Participant contributions at end of year2016-01-01$0
    Participant contributions at beginning of year2016-01-01$109,057
    Assets. Other investments not covered elsewhere at end of year2016-01-01$0
    Assets. Other investments not covered elsewhere at beginning of year2016-01-01$1,329,969
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-01No
    Value of net income/loss2016-01-01$0
    Value of net assets at end of year (total assets less liabilities)2016-01-01$0
    Value of net assets at beginning of year (total assets less liabilities)2016-01-01$12,800,784
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-01No
    Were any loans by the plan or fixed income obligations due to the plan in default2016-01-01No
    Were any leases to which the plan was party in default or uncollectible2016-01-01No
    Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-01$0
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-01$10,630,463
    Value of interest in common/collective trusts at end of year2016-01-01$0
    Value of interest in common/collective trusts at beginning of year2016-01-01$731,225
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-01-01$0
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-01-01$70
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-01-01$70
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-01No
    Was there a failure to transmit to the plan any participant contributions2016-01-01No
    Has the plan failed to provide any benefit when due under the plan2016-01-01No
    Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-01-01Yes
    Did the plan have assets held for investment2016-01-01No
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-01No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-01Yes
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-01Yes
    Opinion of an independent qualified public accountant for this plan2016-01-01Disclaimer
    Accountancy firm name2016-01-01PICKETT CHENEY MCMULLEN LLP
    Accountancy firm EIN2016-01-01481243610
    2015
    Total unrealized appreciation/depreciation of assets2015-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
    Total income from all sources (including contributions)2015-12-31$592,050
    Total loss/gain on sale of assets2015-12-31$0
    Total of all expenses incurred2015-12-31$1,592,987
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,518,843
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$631,146
    Value of total assets at end of year2015-12-31$12,800,784
    Value of total assets at beginning of year2015-12-31$13,801,721
    Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$74,144
    Total interest from all sources2015-12-31$5,559
    Total dividends received (eg from common stock, registered investment company shares)2015-12-31$459,460
    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$459,460
    Administrative expenses professional fees incurred2015-12-31$34,720
    Was this plan covered by a fidelity bond2015-12-31Yes
    Value of fidelity bond cover2015-12-31$500,000
    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$631,146
    Participant contributions at end of year2015-12-31$109,057
    Participant contributions at beginning of year2015-12-31$151,789
    Assets. Other investments not covered elsewhere at end of year2015-12-31$1,329,969
    Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,367,379
    Other income not declared elsewhere2015-12-31$-14,717
    Administrative expenses (other) incurred2015-12-31$27
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
    Value of net income/loss2015-12-31$-1,000,937
    Value of net assets at end of year (total assets less liabilities)2015-12-31$12,800,784
    Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,801,721
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
    Were any leases to which the plan was party in default or uncollectible2015-12-31No
    Investment advisory and management fees2015-12-31$39,397
    Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,630,463
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,032,776
    Interest on participant loans2015-12-31$5,559
    Value of interest in common/collective trusts at end of year2015-12-31$731,225
    Value of interest in common/collective trusts at beginning of year2015-12-31$929,008
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$70
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$913
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$913
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-477,908
    Net investment gain or loss from common/collective trusts2015-12-31$-11,490
    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
    Employer contributions (assets) at end of year2015-12-31$0
    Employer contributions (assets) at beginning of year2015-12-31$319,856
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,518,843
    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 name2015-12-31PICKETT CHENEY MCMULLEN LLP
    Accountancy firm EIN2015-12-31481243610
    2014
    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$1,863,201
    Total loss/gain on sale of assets2014-12-31$0
    Total of all expenses incurred2014-12-31$1,390,973
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,327,292
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,149,647
    Value of total assets at end of year2014-12-31$13,801,721
    Value of total assets at beginning of year2014-12-31$13,329,493
    Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$63,681
    Total interest from all sources2014-12-31$7,252
    Total dividends received (eg from common stock, registered investment company shares)2014-12-31$182,019
    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$182,019
    Administrative expenses professional fees incurred2014-12-31$27,705
    Was this plan covered by a fidelity bond2014-12-31Yes
    Value of fidelity bond cover2014-12-31$500,000
    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$702,283
    Participant contributions at end of year2014-12-31$151,789
    Participant contributions at beginning of year2014-12-31$178,066
    Assets. Other investments not covered elsewhere at end of year2014-12-31$1,367,379
    Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,249,244
    Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$127,508
    Other income not declared elsewhere2014-12-31$140,865
    Administrative expenses (other) incurred2014-12-31$33
    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$472,228
    Value of net assets at end of year (total assets less liabilities)2014-12-31$13,801,721
    Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,329,493
    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
    Investment advisory and management fees2014-12-31$35,943
    Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,032,776
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,214,733
    Interest on participant loans2014-12-31$7,252
    Value of interest in common/collective trusts at end of year2014-12-31$929,008
    Value of interest in common/collective trusts at beginning of year2014-12-31$1,203,087
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$913
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$321,692
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$321,692
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$381,806
    Net investment gain or loss from common/collective trusts2014-12-31$1,612
    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$319,856
    Employer contributions (assets) at end of year2014-12-31$319,856
    Employer contributions (assets) at beginning of year2014-12-31$162,671
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,327,292
    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 name2014-12-31PICKETT CHENEY MCMULLEN LLP
    Accountancy firm EIN2014-12-31481243610
    2013
    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$1,973,242
    Total loss/gain on sale of assets2013-12-31$0
    Total of all expenses incurred2013-12-31$2,978,911
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,945,344
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$550,660
    Value of total assets at end of year2013-12-31$13,329,493
    Value of total assets at beginning of year2013-12-31$14,335,162
    Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,567
    Total interest from all sources2013-12-31$4,063
    Total dividends received (eg from common stock, registered investment company shares)2013-12-31$273,240
    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$273,240
    Administrative expenses professional fees incurred2013-12-31$13,749
    Was this plan covered by a fidelity bond2013-12-31Yes
    Value of fidelity bond cover2013-12-31$1,000,000
    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$337,989
    Participant contributions at end of year2013-12-31$178,066
    Participant contributions at beginning of year2013-12-31$139,086
    Participant contributions at end of year2013-12-31$0
    Participant contributions at beginning of year2013-12-31$24,443
    Assets. Other investments not covered elsewhere at end of year2013-12-31$1,249,244
    Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,110,888
    Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$50,000
    Other income not declared elsewhere2013-12-31$138,356
    Total non interest bearing cash at end of year2013-12-31$0
    Total non interest bearing cash at beginning of year2013-12-31$131
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
    Value of net income/loss2013-12-31$-1,005,669
    Value of net assets at end of year (total assets less liabilities)2013-12-31$13,329,493
    Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,335,162
    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
    Investment advisory and management fees2013-12-31$19,818
    Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,214,733
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,058,982
    Interest on participant loans2013-12-31$4,063
    Value of interest in common/collective trusts at end of year2013-12-31$1,203,087
    Value of interest in common/collective trusts at beginning of year2013-12-31$3,680,365
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$321,692
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,006,693
    Net investment gain or loss from common/collective trusts2013-12-31$230
    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$162,671
    Employer contributions (assets) at end of year2013-12-31$162,671
    Employer contributions (assets) at beginning of year2013-12-31$321,267
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,945,344
    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 name2013-12-31PICKETT CHENEY MCMULLEN LLP
    Accountancy firm EIN2013-12-31481243610
    Total unrealized appreciation/depreciation of assets2013-06-30$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
    Total income from all sources (including contributions)2013-06-30$2,314,233
    Total loss/gain on sale of assets2013-06-30$0
    Total of all expenses incurred2013-06-30$709,822
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$675,808
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$989,166
    Value of total assets at end of year2013-06-30$14,335,162
    Value of total assets at beginning of year2013-06-30$12,730,751
    Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$34,014
    Total interest from all sources2013-06-30$57,444
    Total dividends received (eg from common stock, registered investment company shares)2013-06-30$205,841
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
    Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$205,841
    Administrative expenses professional fees incurred2013-06-30$4,973
    Was this plan covered by a fidelity bond2013-06-30Yes
    Value of fidelity bond cover2013-06-30$1,000,000
    If this is an individual account plan, was there a blackout period2013-06-30No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
    Were there any nonexempt tranactions with any party-in-interest2013-06-30No
    Contributions received from participants2013-06-30$667,899
    Participant contributions at end of year2013-06-30$139,086
    Participant contributions at beginning of year2013-06-30$142,494
    Participant contributions at end of year2013-06-30$24,443
    Participant contributions at beginning of year2013-06-30$24,354
    Assets. Other investments not covered elsewhere at end of year2013-06-30$1,110,888
    Assets. Other investments not covered elsewhere at beginning of year2013-06-30$915,666
    Other income not declared elsewhere2013-06-30$143,479
    Administrative expenses (other) incurred2013-06-30$40
    Total non interest bearing cash at end of year2013-06-30$131
    Total non interest bearing cash at beginning of year2013-06-30$19,611
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
    Value of net income/loss2013-06-30$1,604,411
    Value of net assets at end of year (total assets less liabilities)2013-06-30$14,335,162
    Value of net assets at beginning of year (total assets less liabilities)2013-06-30$12,730,751
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
    Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
    Were any leases to which the plan was party in default or uncollectible2013-06-30No
    Investment advisory and management fees2013-06-30$29,001
    Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$9,058,982
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$7,474,035
    Income. Interest from loans (other than to participants)2013-06-30$5,661
    Interest earned on other investments2013-06-30$51,783
    Value of interest in common/collective trusts at end of year2013-06-30$3,680,365
    Value of interest in common/collective trusts at beginning of year2013-06-30$3,610,231
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$959,910
    Net investment gain or loss from common/collective trusts2013-06-30$-41,607
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
    Was there a failure to transmit to the plan any participant contributions2013-06-30No
    Has the plan failed to provide any benefit when due under the plan2013-06-30No
    Contributions received in cash from employer2013-06-30$321,267
    Employer contributions (assets) at end of year2013-06-30$321,267
    Employer contributions (assets) at beginning of year2013-06-30$544,360
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$675,808
    Did the plan have assets held for investment2013-06-30Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
    Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
    Accountancy firm name2013-06-30PICKETT, CHANEY & MCMULLEN LLP
    Accountancy firm EIN2013-06-30481246310
    2012
    Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$8,880
    Total unrealized appreciation/depreciation of assets2012-06-30$8,880
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
    Total income from all sources (including contributions)2012-06-30$1,407,662
    Total loss/gain on sale of assets2012-06-30$0
    Total of all expenses incurred2012-06-30$167,321
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$141,194
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,214,998
    Value of total assets at end of year2012-06-30$12,730,751
    Value of total assets at beginning of year2012-06-30$11,490,410
    Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$26,127
    Total interest from all sources2012-06-30$5,090
    Total dividends received (eg from common stock, registered investment company shares)2012-06-30$301,978
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
    Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$301,978
    Administrative expenses professional fees incurred2012-06-30$7,847
    Was this plan covered by a fidelity bond2012-06-30Yes
    Value of fidelity bond cover2012-06-30$1,000,000
    If this is an individual account plan, was there a blackout period2012-06-30Yes
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
    Were there any nonexempt tranactions with any party-in-interest2012-06-30No
    Contributions received from participants2012-06-30$617,154
    Participant contributions at end of year2012-06-30$142,494
    Participant contributions at beginning of year2012-06-30$112,918
    Participant contributions at end of year2012-06-30$24,354
    Participant contributions at beginning of year2012-06-30$0
    Assets. Other investments not covered elsewhere at end of year2012-06-30$915,666
    Assets. Other investments not covered elsewhere at beginning of year2012-06-30$967,782
    Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$53,484
    Other income not declared elsewhere2012-06-30$-81,323
    Administrative expenses (other) incurred2012-06-30$43
    Total non interest bearing cash at end of year2012-06-30$19,611
    Total non interest bearing cash at beginning of year2012-06-30$0
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
    Value of net income/loss2012-06-30$1,240,341
    Value of net assets at end of year (total assets less liabilities)2012-06-30$12,730,751
    Value of net assets at beginning of year (total assets less liabilities)2012-06-30$11,490,410
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
    Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
    Were any leases to which the plan was party in default or uncollectible2012-06-30No
    Investment advisory and management fees2012-06-30$18,237
    Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$7,474,035
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$967,074
    Value of interest in pooled separate accounts at end of year2012-06-30$0
    Value of interest in pooled separate accounts at beginning of year2012-06-30$5,421,448
    Interest on participant loans2012-06-30$5,090
    Value of interest in common/collective trusts at end of year2012-06-30$3,610,231
    Value of interest in common/collective trusts at beginning of year2012-06-30$3,542,969
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-44,584
    Net investment gain or loss from common/collective trusts2012-06-30$2,623
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
    Was there a failure to transmit to the plan any participant contributions2012-06-30No
    Has the plan failed to provide any benefit when due under the plan2012-06-30No
    Contributions received in cash from employer2012-06-30$544,360
    Employer contributions (assets) at end of year2012-06-30$544,360
    Employer contributions (assets) at beginning of year2012-06-30$478,219
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$141,194
    Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30Yes
    Did the plan have assets held for investment2012-06-30Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
    Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
    Accountancy firm name2012-06-30PICKETT, CHANEY & MCMULLEN LLP
    Accountancy firm EIN2012-06-30481246310
    2011
    Total unrealized appreciation/depreciation of assets2011-06-30$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
    Total income from all sources (including contributions)2011-06-30$3,008,583
    Total loss/gain on sale of assets2011-06-30$0
    Total of all expenses incurred2011-06-30$475,030
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$449,879
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,043,482
    Value of total assets at end of year2011-06-30$11,490,410
    Value of total assets at beginning of year2011-06-30$8,956,857
    Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$25,151
    Total interest from all sources2011-06-30$3,584
    Total dividends received (eg from common stock, registered investment company shares)2011-06-30$18,756
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
    Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$18,756
    Administrative expenses professional fees incurred2011-06-30$13,942
    Was this plan covered by a fidelity bond2011-06-30Yes
    Value of fidelity bond cover2011-06-30$500,000
    If this is an individual account plan, was there a blackout period2011-06-30No
    Were there any nonexempt tranactions with any party-in-interest2011-06-30No
    Contributions received from participants2011-06-30$559,968
    Participant contributions at end of year2011-06-30$112,918
    Participant contributions at beginning of year2011-06-30$89,863
    Assets. Other investments not covered elsewhere at end of year2011-06-30$967,782
    Assets. Other investments not covered elsewhere at beginning of year2011-06-30$767,673
    Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$1,032
    Other income not declared elsewhere2011-06-30$200,109
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
    Value of net income/loss2011-06-30$2,533,553
    Value of net assets at end of year (total assets less liabilities)2011-06-30$11,490,410
    Value of net assets at beginning of year (total assets less liabilities)2011-06-30$8,956,857
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
    Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
    Were any leases to which the plan was party in default or uncollectible2011-06-30No
    Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$967,074
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$575,807
    Value of interest in pooled separate accounts at end of year2011-06-30$5,421,448
    Value of interest in pooled separate accounts at beginning of year2011-06-30$3,991,314
    Interest on participant loans2011-06-30$3,584
    Value of interest in common/collective trusts at end of year2011-06-30$3,542,969
    Value of interest in common/collective trusts at beginning of year2011-06-30$3,047,907
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$25,968
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$127,686
    Net investment gain/loss from pooled separate accounts2011-06-30$1,586,886
    Net investment gain or loss from common/collective trusts2011-06-30$28,080
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
    Was there a failure to transmit to the plan any participant contributions2011-06-30No
    Has the plan failed to provide any benefit when due under the plan2011-06-30No
    Contributions received in cash from employer2011-06-30$482,482
    Employer contributions (assets) at end of year2011-06-30$478,219
    Employer contributions (assets) at beginning of year2011-06-30$458,325
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$449,879
    Contract administrator fees2011-06-30$11,209
    Did the plan have assets held for investment2011-06-30Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
    Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
    Accountancy firm name2011-06-30PICKETT, CHANEY & MCMULLEN LLP
    Accountancy firm EIN2011-06-30481246310

    Form 5500 Responses

    2016
    2016-01-01Type of plan entitySingle employer plan
    2016-01-01Submission has been amendedNo
    2016-01-01This submission is the final filingYes
    2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
    2016-01-01Plan is a collectively bargained planNo
    2016-01-01Plan funding arrangement – TrustYes
    2016-01-01Plan benefit arrangement - TrustYes
    2015
    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 – TrustYes
    2015-01-01Plan benefit arrangement - TrustYes
    2014
    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 – TrustYes
    2014-01-01Plan benefit arrangement - TrustYes
    2013
    2013-07-01Type of plan entitySingle employer plan
    2013-07-01Submission has been amendedNo
    2013-07-01This submission is the final filingNo
    2013-07-01This return/report is a short plan year return/report (less than 12 months)Yes
    2013-07-01Plan is a collectively bargained planNo
    2013-07-01Plan funding arrangement – TrustYes
    2013-07-01Plan benefit arrangement - TrustYes
    2012
    2012-07-01Type of plan entitySingle employer plan
    2012-07-01Submission has been amendedNo
    2012-07-01This submission is the final filingNo
    2012-07-01This return/report is a short plan year return/report (less than 12 months)No
    2012-07-01Plan is a collectively bargained planNo
    2012-07-01Plan funding arrangement – TrustYes
    2012-07-01Plan benefit arrangement - TrustYes
    2011
    2011-07-01Type of plan entitySingle employer plan
    2011-07-01Submission has been amendedNo
    2011-07-01This submission is the final filingNo
    2011-07-01This return/report is a short plan year return/report (less than 12 months)No
    2011-07-01Plan is a collectively bargained planNo
    2011-07-01Plan funding arrangement – InsuranceYes
    2011-07-01Plan funding arrangement – TrustYes
    2011-07-01Plan benefit arrangement - TrustYes
    2010
    2010-07-01Type of plan entitySingle employer plan
    2010-07-01Submission has been amendedNo
    2010-07-01This submission is the final filingNo
    2010-07-01This return/report is a short plan year return/report (less than 12 months)No
    2010-07-01Plan is a collectively bargained planNo
    2010-07-01Plan funding arrangement – InsuranceYes
    2010-07-01Plan funding arrangement – TrustYes
    2010-07-01Plan benefit arrangement - TrustYes
    2009
    2009-07-01Type of plan entitySingle employer plan
    2009-07-01Submission has been amendedNo
    2009-07-01This submission is the final filingNo
    2009-07-01This return/report is a short plan year return/report (less than 12 months)No
    2009-07-01Plan is a collectively bargained planNo
    2009-07-01Plan funding arrangement – InsuranceYes
    2009-07-01Plan funding arrangement – TrustYes
    2009-07-01Plan benefit arrangement - TrustYes

    Insurance Providers Used on plan

    PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
    Policy contract number382936
    Policy instance 1
    Insurance contract or identification number382936
    Number of Individuals Covered0
    Insurance policy start date2011-07-01
    Insurance policy end date2011-07-15
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $131
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
    Policy contract number382936
    Policy instance 1
    Insurance contract or identification number382936
    Number of Individuals Covered141
    Insurance policy start date2010-07-01
    Insurance policy end date2011-06-30
    Total amount of commissions paid to insurance brokerUSD $16,417
    Total amount of fees paid to insurance companyUSD $4,611
    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

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