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NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameNORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN
Plan identification number 001

NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NORTHERN MEDICAL GROUP, PLLC has sponsored the creation of one or more 401k plans.

Company Name:NORTHERN MEDICAL GROUP, PLLC
Employer identification number (EIN):475030523
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about NORTHERN MEDICAL GROUP, PLLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2015-09-08
Company Identification Number: 4816524
Legal Registered Office Address: 111 CLOCKTOWER COMMONS DR.
Putnam
BREWSTER
United States of America (USA)
10509

More information about NORTHERN MEDICAL GROUP, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01DR. ARUN AGARWAL2020-10-14
0012018-01-01DR. ARUN AGARWAL2019-10-13
0012017-01-01
0012016-01-01ANIL SINGHANI

Plan Statistics for NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN

Measure Date Value
2022: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01252
Total number of active participants reported on line 7a of the Form 55002022-01-01133
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01106
Total of all active and inactive participants2022-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01241
Number of participants with account balances2022-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01265
Total number of active participants reported on line 7a of the Form 55002021-01-01128
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01106
Total of all active and inactive participants2021-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01235
Number of participants with account balances2021-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01234
Total number of active participants reported on line 7a of the Form 55002020-01-01155
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01108
Total of all active and inactive participants2020-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01264
Number of participants with account balances2020-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01378
Total number of active participants reported on line 7a of the Form 55002019-01-01174
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01217
Total of all active and inactive participants2019-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01391
Number of participants with account balances2019-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01383
Total number of active participants reported on line 7a of the Form 55002018-01-01212
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01161
Total of all active and inactive participants2018-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01373
Number of participants with account balances2018-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01360
Total number of active participants reported on line 7a of the Form 55002017-01-01211
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01135
Total of all active and inactive participants2017-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01346
Number of participants with account balances2017-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01306
Total number of active participants reported on line 7a of the Form 55002016-01-01215
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01104
Total of all active and inactive participants2016-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01319
Number of participants with account balances2016-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,143,453
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,750,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,698,419
Expenses. Certain deemed distributions of participant loans2022-12-31$2,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,116,902
Value of total assets at end of year2022-12-31$17,824,958
Value of total assets at beginning of year2022-12-31$22,719,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,727
Total interest from all sources2022-12-31$3,228
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$457,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$457,015
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$707,962
Participant contributions at end of year2022-12-31$72,431
Participant contributions at beginning of year2022-12-31$100,515
Participant contributions at end of year2022-12-31$34,829
Participant contributions at beginning of year2022-12-31$26,000
Assets. Other investments not covered elsewhere at end of year2022-12-31$269,818
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$324,608
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$43,134
Other income not declared elsewhere2022-12-31$-54,713
Administrative expenses (other) incurred2022-12-31$49,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,894,099
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,824,958
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,719,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,911,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,772,588
Interest on participant loans2022-12-31$3,228
Value of interest in common/collective trusts at end of year2022-12-31$503,625
Value of interest in common/collective trusts at beginning of year2022-12-31$441,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,677,694
Net investment gain or loss from common/collective trusts2022-12-31$11,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$365,806
Employer contributions (assets) at end of year2022-12-31$33,159
Employer contributions (assets) at beginning of year2022-12-31$54,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,698,419
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PRAGER METIS CPAS LLC
Accountancy firm EIN2022-12-31061667465
2021 : NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,425,013
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,012,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$939,100
Value of total corrective distributions2021-12-31$15,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,390,183
Value of total assets at end of year2021-12-31$22,719,057
Value of total assets at beginning of year2021-12-31$19,306,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$57,119
Total interest from all sources2021-12-31$4,017
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,283,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,283,142
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$818,178
Participant contributions at end of year2021-12-31$100,515
Participant contributions at beginning of year2021-12-31$86,195
Participant contributions at end of year2021-12-31$26,000
Assets. Other investments not covered elsewhere at end of year2021-12-31$324,608
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$284,559
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$225,624
Other income not declared elsewhere2021-12-31$42,233
Administrative expenses (other) incurred2021-12-31$57,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,412,892
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,719,057
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,306,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,772,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,429,180
Interest on participant loans2021-12-31$4,017
Value of interest in common/collective trusts at end of year2021-12-31$441,093
Value of interest in common/collective trusts at beginning of year2021-12-31$433,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,696,538
Net investment gain or loss from common/collective trusts2021-12-31$8,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$346,381
Employer contributions (assets) at end of year2021-12-31$54,253
Employer contributions (assets) at beginning of year2021-12-31$72,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$939,100
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRAGER METIS CPAS LLC
Accountancy firm EIN2021-12-31061667465
2020 : NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,883,697
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,452,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,377,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,316,221
Value of total assets at end of year2020-12-31$19,306,165
Value of total assets at beginning of year2020-12-31$19,875,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,432
Total interest from all sources2020-12-31$2,444
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$434,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$809,247
Participant contributions at end of year2020-12-31$86,195
Participant contributions at beginning of year2020-12-31$51,236
Participant contributions at beginning of year2020-12-31$15,257
Assets. Other investments not covered elsewhere at end of year2020-12-31$284,559
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,072,757
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,352
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$964
Other income not declared elsewhere2020-12-31$229
Administrative expenses (other) incurred2020-12-31$75,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-568,936
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,306,165
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,875,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,429,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,722,768
Interest on participant loans2020-12-31$2,444
Value of interest in common/collective trusts at end of year2020-12-31$433,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,130,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$503,622
Employer contributions (assets) at end of year2020-12-31$72,246
Employer contributions (assets) at beginning of year2020-12-31$12,119
Income. Dividends from preferred stock2020-12-31$434,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,377,201
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PRAGER METIS CPAS LLC
Accountancy firm EIN2020-12-31061667465
2019 : NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,059,972
Total income from all sources (including contributions)2019-12-31$5,059,972
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,066,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,000,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,000,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,406,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,406,645
Value of total assets at end of year2019-12-31$19,875,101
Value of total assets at end of year2019-12-31$19,875,101
Value of total assets at beginning of year2019-12-31$15,881,145
Value of total assets at beginning of year2019-12-31$15,881,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,751
Total interest from all sources2019-12-31$3,061
Total interest from all sources2019-12-31$3,061
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$418,177
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$418,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$418,177
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$418,177
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$978,238
Contributions received from participants2019-12-31$978,238
Participant contributions at end of year2019-12-31$51,236
Participant contributions at end of year2019-12-31$51,236
Participant contributions at beginning of year2019-12-31$87,721
Participant contributions at beginning of year2019-12-31$87,721
Participant contributions at end of year2019-12-31$15,257
Participant contributions at end of year2019-12-31$15,257
Participant contributions at beginning of year2019-12-31$23,855
Participant contributions at beginning of year2019-12-31$23,855
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,072,757
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,072,757
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,530,634
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,530,634
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$964
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$964
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,037
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,037
Other income not declared elsewhere2019-12-31$509,206
Other income not declared elsewhere2019-12-31$509,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,993,956
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,875,101
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,875,101
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,881,145
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,881,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$26,954
Investment advisory and management fees2019-12-31$26,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,722,768
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,722,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,100,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,100,855
Interest on participant loans2019-12-31$3,061
Interest on participant loans2019-12-31$3,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,722,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,722,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$428,407
Contributions received in cash from employer2019-12-31$428,407
Employer contributions (assets) at end of year2019-12-31$12,119
Employer contributions (assets) at end of year2019-12-31$12,119
Employer contributions (assets) at beginning of year2019-12-31$136,043
Employer contributions (assets) at beginning of year2019-12-31$136,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,000,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,000,265
Contract administrator fees2019-12-31$38,797
Contract administrator fees2019-12-31$38,797
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31K.K. MEHTA CPA ASSOCIATES PLLC
Accountancy firm EIN2019-12-31273121426
Accountancy firm EIN2019-12-31273121426
2018 : NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$829,826
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,699,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,636,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,602,096
Value of total assets at end of year2018-12-31$15,881,145
Value of total assets at beginning of year2018-12-31$17,751,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,218
Total interest from all sources2018-12-31$5,350
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$432,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$432,919
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$997,428
Participant contributions at end of year2018-12-31$87,721
Participant contributions at beginning of year2018-12-31$146,089
Participant contributions at end of year2018-12-31$23,855
Participant contributions at beginning of year2018-12-31$23,786
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,530,634
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,541,672
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,492
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,037
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,334
Other income not declared elsewhere2018-12-31$-43,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,870,049
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,881,145
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,751,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$25,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,100,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,930,650
Interest on participant loans2018-12-31$5,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,167,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$600,176
Employer contributions (assets) at end of year2018-12-31$136,043
Employer contributions (assets) at beginning of year2018-12-31$106,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,636,657
Contract administrator fees2018-12-31$38,145
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31K.K. MEHTA CPA ASSOCIATES PLLC
Accountancy firm EIN2018-12-31273121426
2017 : NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,137,487
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,067,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,004,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,777,462
Value of total assets at end of year2017-12-31$17,751,194
Value of total assets at beginning of year2017-12-31$15,680,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$62,891
Total interest from all sources2017-12-31$5,809
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$332,689
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$332,689
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$1,144,358
Participant contributions at end of year2017-12-31$146,089
Participant contributions at beginning of year2017-12-31$143,350
Participant contributions at end of year2017-12-31$23,786
Participant contributions at beginning of year2017-12-31$31,794
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,541,672
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,248,094
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$54,780
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,334
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,794
Other income not declared elsewhere2017-12-31$260,941
Total non interest bearing cash at beginning of year2017-12-31$2,989
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$2,070,273
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,751,194
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,680,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$23,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,930,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,689,927
Interest on participant loans2017-12-31$5,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,760,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$578,324
Employer contributions (assets) at end of year2017-12-31$106,663
Employer contributions (assets) at beginning of year2017-12-31$562,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,004,323
Contract administrator fees2017-12-31$39,543
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 name2017-12-31K.K. MEHTA CPA ASSOCIATES PLLC
Accountancy firm EIN2017-12-31273121426
2016 : NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,193,490
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,670,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,616,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,126,159
Value of total assets at end of year2016-12-31$15,680,921
Value of total assets at beginning of year2016-12-31$14,158,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$53,794
Total interest from all sources2016-12-31$3,468
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$349,936
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$349,936
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,048,255
Participant contributions at end of year2016-12-31$143,350
Participant contributions at beginning of year2016-12-31$139,692
Participant contributions at end of year2016-12-31$31,794
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,248,094
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,794
Other income not declared elsewhere2016-12-31$13,888
Total non interest bearing cash at end of year2016-12-31$2,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,522,773
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,680,921
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,158,148
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$14,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,689,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,822,280
Interest on participant loans2016-12-31$3,468
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$196,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$196,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$700,039
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$1,077,904
Employer contributions (assets) at end of year2016-12-31$562,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,616,923
Contract administrator fees2016-12-31$39,379
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31K.K. MEHTA CPA ASSOCIATES PLLC
Accountancy firm EIN2016-12-31273121426

Form 5500 Responses for NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN

2022: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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