?>
Logo

KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameKEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 007

KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

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

Company Name:KEARNEY CLINIC, P.C.
Employer identification number (EIN):470641945
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072018-01-01PEGGY K DOBISH2019-07-22 PEGGY K DOBISH2019-07-22
0072017-01-01
0072016-01-01
0072015-01-01
0072014-01-01
0072013-01-01
0072012-01-01PEGGY K. DOBISH PEGGY K. DOBISH2013-10-10
0072011-01-01PEGGY K. DOBISH
0072010-01-01PEGGY K DOBISH
0072009-01-01PEGGY DOBISH

Plan Statistics for KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01193
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01188
Total number of active participants reported on line 7a of the Form 55002017-01-01122
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01187
Number of participants with account balances2017-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01203
Total number of active participants reported on line 7a of the Form 55002016-01-01119
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01175
Number of participants with account balances2016-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01185
Total number of active participants reported on line 7a of the Form 55002015-01-01109
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0179
Total of all active and inactive participants2015-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01188
Number of participants with account balances2015-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01181
Total number of active participants reported on line 7a of the Form 55002014-01-01114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01180
Number of participants with account balances2014-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01177
Total number of active participants reported on line 7a of the Form 55002013-01-01126
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01175
Number of participants with account balances2013-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01166
Total number of active participants reported on line 7a of the Form 55002012-01-01138
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01163
Number of participants with account balances2012-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01177
Total number of active participants reported on line 7a of the Form 55002011-01-01140
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01163
Number of participants with account balances2011-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01165
Total number of active participants reported on line 7a of the Form 55002010-01-01156
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01171
Number of participants with account balances2010-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01166
Total number of active participants reported on line 7a of the Form 55002009-01-01152
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01169
Number of participants with account balances2009-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018 : KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-01$23,806
Total income from all sources (including contributions)2018-11-01$1,002,762
Total of all expenses incurred2018-11-01$28,617,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-11-01$28,484,912
Expenses. Certain deemed distributions of participant loans2018-11-01$42,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-11-01$256,945
Value of total assets at end of year2018-11-01$0
Value of total assets at beginning of year2018-11-01$27,638,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-11-01$90,416
Total interest from all sources2018-11-01$-14,335
Total dividends received (eg from common stock, registered investment company shares)2018-11-01$311,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-11-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-11-01$0
Total dividends received from registered investment company shares (eg mutual funds)2018-11-01$311,988
Was this plan covered by a fidelity bond2018-11-01Yes
Value of fidelity bond cover2018-11-01$500,000
If this is an individual account plan, was there a blackout period2018-11-01No
Were there any nonexempt tranactions with any party-in-interest2018-11-01No
Contributions received from participants2018-11-01$147,941
Participant contributions at end of year2018-11-01$0
Participant contributions at beginning of year2018-11-01$404,743
Participant contributions at end of year2018-11-01$0
Participant contributions at beginning of year2018-11-01$12,444
Assets. Other investments not covered elsewhere at end of year2018-11-01$0
Assets. Other investments not covered elsewhere at beginning of year2018-11-01$9,361,877
Income. Received or receivable in cash from other sources (including rollovers)2018-11-01$698
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-11-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-11-01$178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-11-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-11-01$23,806
Total non interest bearing cash at end of year2018-11-01$0
Total non interest bearing cash at beginning of year2018-11-01$22,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-01No
Value of net income/loss2018-11-01$-27,614,921
Value of net assets at end of year (total assets less liabilities)2018-11-01$0
Value of net assets at beginning of year (total assets less liabilities)2018-11-01$27,614,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-11-01No
Were any loans by the plan or fixed income obligations due to the plan in default2018-11-01No
Were any leases to which the plan was party in default or uncollectible2018-11-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-11-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-11-01$17,619,804
Interest on participant loans2018-11-01$-14,335
Value of interest in common/collective trusts at end of year2018-11-01$0
Value of interest in common/collective trusts at beginning of year2018-11-01$155,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-11-01$445,845
Net investment gain or loss from common/collective trusts2018-11-01$2,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-11-01No
Was there a failure to transmit to the plan any participant contributions2018-11-01Yes
Has the plan failed to provide any benefit when due under the plan2018-11-01No
Contributions received in cash from employer2018-11-01$108,306
Employer contributions (assets) at end of year2018-11-01$0
Employer contributions (assets) at beginning of year2018-11-01$28,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-11-01$28,484,912
Contract administrator fees2018-11-01$90,416
Assets. Corporate common stocks other than exployer securities at end of year2018-11-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-11-01$32,700
Did the plan have assets held for investment2018-11-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-11-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-11-01No
Opinion of an independent qualified public accountant for this plan2018-11-01Unqualified
Accountancy firm name2018-11-01KSO CPAS, PC
Accountancy firm EIN2018-11-01820692739
2017 : KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,806
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$26,727
Total income from all sources (including contributions)2017-12-31$4,637,298
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,603,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,509,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$706,586
Value of total assets at end of year2017-12-31$27,638,727
Value of total assets at beginning of year2017-12-31$26,607,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$93,927
Total interest from all sources2017-12-31$19,885
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,908,706
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$3,908,706
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$356,719
Participant contributions at end of year2017-12-31$404,743
Participant contributions at beginning of year2017-12-31$374,546
Participant contributions at end of year2017-12-31$12,444
Participant contributions at beginning of year2017-12-31$61,777
Assets. Other investments not covered elsewhere at end of year2017-12-31$9,361,877
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$8,475,065
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,625
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$178
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$23,806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$26,727
Administrative expenses (other) incurred2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$22,784
Total non interest bearing cash at beginning of year2017-12-31$25,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,034,133
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,614,921
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,580,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,619,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,394,126
Interest on participant loans2017-12-31$19,885
Value of interest in common/collective trusts at end of year2017-12-31$155,248
Value of interest in common/collective trusts at beginning of year2017-12-31$159,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,582
Net investment gain or loss from common/collective trusts2017-12-31$2,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$341,242
Employer contributions (assets) at end of year2017-12-31$28,949
Employer contributions (assets) at beginning of year2017-12-31$71,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,509,238
Contract administrator fees2017-12-31$93,927
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$32,700
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$42,689
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KSO CPAS, PC
Accountancy firm EIN2017-12-31820692739
2016 : KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$26,727
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,408
Total income from all sources (including contributions)2016-12-31$2,218,687
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,253,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,163,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,120,388
Value of total assets at end of year2016-12-31$26,607,515
Value of total assets at beginning of year2016-12-31$31,620,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$90,219
Total interest from all sources2016-12-31$16,171
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,287,076
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$1,287,076
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$422,728
Participant contributions at end of year2016-12-31$374,546
Participant contributions at beginning of year2016-12-31$410,794
Participant contributions at end of year2016-12-31$61,777
Participant contributions at beginning of year2016-12-31$47,125
Assets. Other investments not covered elsewhere at end of year2016-12-31$8,475,065
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$10,050,398
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$114,711
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$178
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$26,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$5,408
Administrative expenses (other) incurred2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$25,555
Total non interest bearing cash at beginning of year2016-12-31$4,236
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-5,034,532
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,580,788
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,615,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,394,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,822,011
Interest on participant loans2016-12-31$16,171
Value of interest in common/collective trusts at end of year2016-12-31$159,078
Value of interest in common/collective trusts at beginning of year2016-12-31$170,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-211,971
Net investment gain or loss from common/collective trusts2016-12-31$7,023
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$582,949
Employer contributions (assets) at end of year2016-12-31$71,919
Employer contributions (assets) at beginning of year2016-12-31$55,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,163,000
Contract administrator fees2016-12-31$90,219
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$42,689
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$56,985
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KSO CPAS, PC
Accountancy firm EIN2016-12-31820692739
2015 : KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,813
Total income from all sources (including contributions)2015-12-31$595,223
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,023,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,921,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,129,558
Value of total assets at end of year2015-12-31$31,620,728
Value of total assets at beginning of year2015-12-31$35,046,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$102,157
Total interest from all sources2015-12-31$22,812
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,567,518
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$1,567,518
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$488,515
Participant contributions at end of year2015-12-31$410,794
Participant contributions at beginning of year2015-12-31$464,172
Participant contributions at end of year2015-12-31$47,125
Participant contributions at beginning of year2015-12-31$51,035
Assets. Other investments not covered elsewhere at end of year2015-12-31$10,050,398
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$11,963,431
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,021
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$178
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,813
Administrative expenses (other) incurred2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$4,236
Total non interest bearing cash at beginning of year2015-12-31$2,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,428,207
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,615,320
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,043,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,822,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,342,536
Interest on participant loans2015-12-31$22,812
Value of interest in common/collective trusts at end of year2015-12-31$170,698
Value of interest in common/collective trusts at beginning of year2015-12-31$88,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$6,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$6,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,150,786
Net investment gain or loss from common/collective trusts2015-12-31$26,121
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$639,022
Employer contributions (assets) at end of year2015-12-31$55,722
Employer contributions (assets) at beginning of year2015-12-31$86,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,921,273
Contract administrator fees2015-12-31$102,157
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$56,985
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$40,884
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MCDERMOTT AND MILLER, P.C.
Accountancy firm EIN2015-12-31470608676
2014 : KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 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$2,813
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,648
Total income from all sources (including contributions)2014-12-31$4,369,110
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,100,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,991,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,022,604
Value of total assets at end of year2014-12-31$35,046,340
Value of total assets at beginning of year2014-12-31$34,777,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$109,391
Total interest from all sources2014-12-31$17,775
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,319,888
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$2,319,888
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$498,230
Participant contributions at end of year2014-12-31$464,172
Participant contributions at beginning of year2014-12-31$326,126
Participant contributions at end of year2014-12-31$51,035
Participant contributions at beginning of year2014-12-31$102,660
Assets. Other investments not covered elsewhere at end of year2014-12-31$11,963,431
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$10,930,658
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$903,738
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$178
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$7,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,813
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,648
Administrative expenses (other) incurred2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$2,813
Total non interest bearing cash at beginning of year2014-12-31$2,648
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$268,382
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,043,527
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,775,145
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$22,342,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,019,458
Interest on participant loans2014-12-31$17,775
Value of interest in common/collective trusts at end of year2014-12-31$88,632
Value of interest in common/collective trusts at beginning of year2014-12-31$170,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$6,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$64,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$64,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,490
Net investment gain or loss from common/collective trusts2014-12-31$11,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$620,636
Employer contributions (assets) at end of year2014-12-31$86,615
Employer contributions (assets) at beginning of year2014-12-31$110,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,991,337
Contract administrator fees2014-12-31$109,391
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$40,884
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$43,548
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MCDERMOTT AND MILLER, P.C.
Accountancy firm EIN2014-12-31470608676
2013 : KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 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$2,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,208
Total income from all sources (including contributions)2013-12-31$7,631,182
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,832,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,734,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,378,873
Value of total assets at end of year2013-12-31$34,777,793
Value of total assets at beginning of year2013-12-31$30,980,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$97,412
Total interest from all sources2013-12-31$23,516
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,040,502
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$2,040,502
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$498,517
Participant contributions at end of year2013-12-31$326,126
Participant contributions at beginning of year2013-12-31$257,303
Participant contributions at end of year2013-12-31$102,660
Participant contributions at beginning of year2013-12-31$26,795
Assets. Other investments not covered elsewhere at end of year2013-12-31$10,930,658
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$8,928,630
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$232,846
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$7,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,648
Liabilities. Value of operating payables at beginning of year2013-12-31$1,560
Total non interest bearing cash at end of year2013-12-31$2,648
Total non interest bearing cash at beginning of year2013-12-31$2,648
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$3,798,946
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,775,145
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$30,976,199
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$23,019,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,397,806
Interest on participant loans2013-12-31$23,516
Value of interest in common/collective trusts at end of year2013-12-31$170,188
Value of interest in common/collective trusts at beginning of year2013-12-31$1,167,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$64,594
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,174,469
Net investment gain or loss from common/collective trusts2013-12-31$13,822
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
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$647,510
Employer contributions (assets) at end of year2013-12-31$110,891
Employer contributions (assets) at beginning of year2013-12-31$122,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,734,824
Contract administrator fees2013-12-31$97,412
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$43,548
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$75,107
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MCDERMOTT AND MILLER, P.C.
Accountancy firm EIN2013-12-31470608676
2012 : KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,208
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,648
Total income from all sources (including contributions)2012-12-31$5,056,283
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,757,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,645,939
Expenses. Certain deemed distributions of participant loans2012-12-31$42,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,138,573
Value of total assets at end of year2012-12-31$30,980,407
Value of total assets at beginning of year2012-12-31$29,679,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$68,899
Total interest from all sources2012-12-31$4,930
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,236,346
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$1,236,346
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$428,421
Participant contributions at end of year2012-12-31$257,303
Participant contributions at beginning of year2012-12-31$272,166
Participant contributions at end of year2012-12-31$26,795
Participant contributions at beginning of year2012-12-31$51,323
Assets. Other investments not covered elsewhere at end of year2012-12-31$8,928,630
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$8,020,846
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,648
Other income not declared elsewhere2012-12-31$360,492
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$1,560
Total non interest bearing cash at end of year2012-12-31$2,648
Total non interest bearing cash at beginning of year2012-12-31$2,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$76,967
Value of net income/loss2012-12-31$1,299,090
Value of net assets at end of year (total assets less liabilities)2012-12-31$30,976,199
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$29,677,109
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$20,397,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,806,782
Interest on participant loans2012-12-31$4,930
Value of interest in common/collective trusts at end of year2012-12-31$1,167,040
Value of interest in common/collective trusts at beginning of year2012-12-31$1,345,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$19,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$19,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,284,274
Net investment gain or loss from common/collective trusts2012-12-31$31,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Contributions received in cash from employer2012-12-31$633,185
Employer contributions (assets) at end of year2012-12-31$122,793
Employer contributions (assets) at beginning of year2012-12-31$76,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,645,939
Contract administrator fees2012-12-31$68,899
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$75,107
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$84,663
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MCDERMOTT AND MILLER, P.C.
Accountancy firm EIN2012-12-31470608676
2011 : KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 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$2,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,467
Total income from all sources (including contributions)2011-12-31$1,166,447
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,048,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,977,942
Expenses. Certain deemed distributions of participant loans2011-12-31$22,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,055,062
Value of total assets at end of year2011-12-31$29,679,757
Value of total assets at beginning of year2011-12-31$34,561,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$47,870
Total interest from all sources2011-12-31$12,867
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$321,647
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$321,647
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$426,360
Participant contributions at end of year2011-12-31$272,166
Participant contributions at beginning of year2011-12-31$208,022
Participant contributions at end of year2011-12-31$51,323
Participant contributions at beginning of year2011-12-31$61,533
Assets. Other investments not covered elsewhere at end of year2011-12-31$8,020,846
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$9,066,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,467
Other income not declared elsewhere2011-12-31$86,521
Total non interest bearing cash at end of year2011-12-31$2,648
Total non interest bearing cash at beginning of year2011-12-31$2,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,881,899
Value of net assets at end of year (total assets less liabilities)2011-12-31$29,677,109
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,559,008
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,806,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,030,028
Interest on participant loans2011-12-31$12,867
Value of interest in common/collective trusts at end of year2011-12-31$1,345,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$19,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$39,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$39,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-333,567
Net investment gain or loss from common/collective trusts2011-12-31$23,917
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$628,702
Employer contributions (assets) at end of year2011-12-31$76,338
Employer contributions (assets) at beginning of year2011-12-31$90,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,977,942
Contract administrator fees2011-12-31$47,870
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$84,663
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$63,630
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 name2011-12-31MCDERMOTT AND MILLER, P.C
Accountancy firm EIN2011-12-31470608676
2010 : KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 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$2,467
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,467
Total income from all sources (including contributions)2010-12-31$4,895,566
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$197,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$153,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,106,988
Value of total assets at end of year2010-12-31$34,561,475
Value of total assets at beginning of year2010-12-31$29,863,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$43,392
Total interest from all sources2010-12-31$10,459
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$460,639
Participant contributions at end of year2010-12-31$208,022
Participant contributions at beginning of year2010-12-31$213,507
Participant contributions at end of year2010-12-31$61,533
Participant contributions at beginning of year2010-12-31$108,556
Assets. Other investments not covered elsewhere at end of year2010-12-31$9,066,725
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$7,730,587
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,467
Other income not declared elsewhere2010-12-31$999,903
Administrative expenses (other) incurred2010-12-31$23,828
Total non interest bearing cash at end of year2010-12-31$2,467
Total non interest bearing cash at beginning of year2010-12-31$2,467
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$4,698,346
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,559,008
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$29,860,662
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
Investment advisory and management fees2010-12-31$19,564
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$25,030,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,623,720
Interest on participant loans2010-12-31$10,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$39,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,105,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,105,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,778,216
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$637,797
Employer contributions (assets) at end of year2010-12-31$90,058
Employer contributions (assets) at beginning of year2010-12-31$78,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$153,828
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$63,630
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 name2010-12-31MCDERMOTT & MILLER PC
Accountancy firm EIN2010-12-31470608676

Form 5500 Responses for KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST

2018: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 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 filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KEARNEY CLINIC, P.C. AFFLILIATED SERVICE GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3