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PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number 002

PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING 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

PANZER DERMATOLOGY ASSOCIATES, P.A. D/B/A PREMIER DERMATOLOG has sponsored the creation of one or more 401k plans.

Company Name:PANZER DERMATOLOGY ASSOCIATES, P.A. D/B/A PREMIER DERMATOLOG
Employer identification number (EIN):510270514
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01JOHN ROUSSALIS2023-12-19 JOHN ROUSSALIS2023-12-19
0022021-07-01PAUL SABINI2023-02-22 PAUL SABINI2023-02-22
0022020-07-01HELEN MASHEK2022-04-05 HELEN MASHEK2022-04-05
0022019-07-01MATTHEW HANSON2021-02-09 MATTHEW HANSON2021-02-09
0022018-07-01MATTHEW HANSON2020-02-14 MATTHEW HANSON2020-02-14
0022017-07-01MATTHEW HANSON2019-04-12 MATTHEW HANSON2019-04-12
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01
0022012-07-01PETER PANZER PETER PANZER2014-04-10
0022012-07-01PETER PANZER PETER PANZER2014-04-10
0022012-07-01PETER PANZER PETER PANZER2014-04-11
0022011-07-01PETER PANZER PETER PANZER2013-04-10

Plan Statistics for PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01165
Total number of active participants reported on line 7a of the Form 55002022-07-01130
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0127
Total of all active and inactive participants2022-07-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01157
Number of participants with account balances2022-07-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-015
2021: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01161
Total number of active participants reported on line 7a of the Form 55002021-07-01108
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0151
Total of all active and inactive participants2021-07-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01159
Number of participants with account balances2021-07-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0115
2020: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01169
Total number of active participants reported on line 7a of the Form 55002020-07-01113
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0148
Total of all active and inactive participants2020-07-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01161
Number of participants with account balances2020-07-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0121
2019: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01161
Total number of active participants reported on line 7a of the Form 55002019-07-01116
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0144
Total of all active and inactive participants2019-07-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01160
Number of participants with account balances2019-07-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0114
2018: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01145
Total number of active participants reported on line 7a of the Form 55002018-07-01116
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0140
Total of all active and inactive participants2018-07-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01156
Number of participants with account balances2018-07-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0116
2017: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01148
Total number of active participants reported on line 7a of the Form 55002017-07-01111
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0126
Total of all active and inactive participants2017-07-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01137
Number of participants with account balances2017-07-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0112
2016: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01139
Total number of active participants reported on line 7a of the Form 55002016-07-01100
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0142
Total of all active and inactive participants2016-07-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01142
Number of participants with account balances2016-07-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0117
2015: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01157
Total number of active participants reported on line 7a of the Form 55002015-07-01106
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0124
Total of all active and inactive participants2015-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01130
Number of participants with account balances2015-07-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0112
2014: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01152
Total number of active participants reported on line 7a of the Form 55002014-07-0199
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0155
Total of all active and inactive participants2014-07-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01154
Number of participants with account balances2014-07-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0116
2013: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01146
Total number of active participants reported on line 7a of the Form 55002013-07-0193
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0152
Total of all active and inactive participants2013-07-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01145
Number of participants with account balances2013-07-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0111
2012: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01128
Total number of active participants reported on line 7a of the Form 55002012-07-0194
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0145
Total of all active and inactive participants2012-07-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01139
Number of participants with account balances2012-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0112
2011: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01121
Total number of active participants reported on line 7a of the Form 55002011-07-0189
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0136
Total of all active and inactive participants2011-07-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01125
Number of participants with account balances2011-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-016

Financial Data on PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$1,039,682
Total unrealized appreciation/depreciation of assets2023-06-30$1,039,682
Total transfer of assets to this plan2023-06-30$0
Total transfer of assets from this plan2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$2,942,079
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$709,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$649,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$1,443,555
Value of total assets at end of year2023-06-30$15,196,494
Value of total assets at beginning of year2023-06-30$12,964,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$60,599
Total income from rents2023-06-30$0
Total interest from all sources2023-06-30$13,104
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$440,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$408,824
Assets. Real estate other than employer real property at end of year2023-06-30$0
Assets. Real estate other than employer real property at beginning of year2023-06-30$0
Administrative expenses professional fees incurred2023-06-30$6,950
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-06-30$0
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$558,038
Participant contributions at end of year2023-06-30$114,147
Participant contributions at beginning of year2023-06-30$89,279
Participant contributions at end of year2023-06-30$21,787
Participant contributions at beginning of year2023-06-30$14,874
Assets. Other investments not covered elsewhere at end of year2023-06-30$353,882
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$310,442
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$233,814
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$0
Assets. Loans (other than to participants) at end of year2023-06-30$0
Assets. Loans (other than to participants) at beginning of year2023-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$0
Other income not declared elsewhere2023-06-30$5,290
Administrative expenses (other) incurred2023-06-30$756
Liabilities. Value of operating payables at end of year2023-06-30$0
Liabilities. Value of operating payables at beginning of year2023-06-30$0
Total non interest bearing cash at end of year2023-06-30$14,853
Total non interest bearing cash at beginning of year2023-06-30$346,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Income. Non cash contributions2023-06-30$0
Value of net income/loss2023-06-30$2,232,300
Value of net assets at end of year (total assets less liabilities)2023-06-30$15,196,494
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$12,964,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Assets. partnership/joint venture interests at end of year2023-06-30$0
Assets. partnership/joint venture interests at beginning of year2023-06-30$0
Investment advisory and management fees2023-06-30$47,221
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$11,044,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$8,785,890
Value of interest in pooled separate accounts at end of year2023-06-30$0
Value of interest in pooled separate accounts at beginning of year2023-06-30$0
Interest on participant loans2023-06-30$4,731
Income. Interest from loans (other than to participants)2023-06-30$0
Income. Interest from US Government securities2023-06-30$6,125
Income. Interest from corporate debt instruments2023-06-30$0
Value of interest in master investment trust accounts at end of year2023-06-30$0
Value of interest in master investment trust accounts at beginning of year2023-06-30$0
Value of interest in common/collective trusts at end of year2023-06-30$0
Value of interest in common/collective trusts at beginning of year2023-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$53,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$729,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$729,313
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$2,248
Assets. Value of investments in 103.12 investment entities at end of year2023-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$0
Asset value of US Government securities at end of year2023-06-30$556,473
Asset value of US Government securities at beginning of year2023-06-30$434,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$0
Net investment gain/loss from pooled separate accounts2023-06-30$0
Net investment gain or loss from common/collective trusts2023-06-30$0
Net gain/loss from 103.12 investment entities2023-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30Yes
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Assets. Invements in employer securities at end of year2023-06-30$0
Assets. Invements in employer securities at beginning of year2023-06-30$0
Assets. Value of employer real property at end of year2023-06-30$0
Assets. Value of employer real property at beginning of year2023-06-30$0
Contributions received in cash from employer2023-06-30$651,703
Employer contributions (assets) at end of year2023-06-30$650,328
Employer contributions (assets) at beginning of year2023-06-30$551,980
Income. Dividends from preferred stock2023-06-30$0
Income. Dividends from common stock2023-06-30$31,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$649,180
Asset. Corporate debt instrument preferred debt at end of year2023-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2023-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-06-30$0
Contract administrator fees2023-06-30$5,672
Assets. Corporate common stocks other than exployer securities at end of year2023-06-30$2,386,613
Assets. Corporate common stocks other than exployer securities at beginning of year2023-06-30$1,701,296
Liabilities. Value of benefit claims payable at end of year2023-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2023-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-06-30$0
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Aggregate proceeds on sale of assets2023-06-30$0
Aggregate carrying amount (costs) on sale of assets2023-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2023-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-06-30$0
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30BELFINT LYONS & SHUMAN, P.A.
Accountancy firm EIN2023-06-30510232399
2022 : PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-2,554,736
Total unrealized appreciation/depreciation of assets2022-06-30$-2,554,736
Total transfer of assets to this plan2022-06-30$0
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$258
Expenses. Interest paid2022-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-06-30$0
Total income from all sources (including contributions)2022-06-30$-914,014
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$227,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$162,370
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$997,870
Value of total assets at end of year2022-06-30$12,964,194
Value of total assets at beginning of year2022-06-30$14,106,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$65,568
Total income from rents2022-06-30$0
Total interest from all sources2022-06-30$3,471
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$632,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$602,346
Assets. Real estate other than employer real property at end of year2022-06-30$0
Assets. Real estate other than employer real property at beginning of year2022-06-30$0
Administrative expenses professional fees incurred2022-06-30$11,866
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$445,890
Participant contributions at end of year2022-06-30$89,279
Participant contributions at beginning of year2022-06-30$65,416
Participant contributions at end of year2022-06-30$14,874
Participant contributions at beginning of year2022-06-30$11,825
Assets. Other investments not covered elsewhere at end of year2022-06-30$310,442
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$503,635
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Assets. Loans (other than to participants) at end of year2022-06-30$0
Assets. Loans (other than to participants) at beginning of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$7,081
Administrative expenses (other) incurred2022-06-30$421
Liabilities. Value of operating payables at end of year2022-06-30$0
Liabilities. Value of operating payables at beginning of year2022-06-30$0
Total non interest bearing cash at end of year2022-06-30$346,420
Total non interest bearing cash at beginning of year2022-06-30$205,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$-1,141,952
Value of net assets at end of year (total assets less liabilities)2022-06-30$12,964,194
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$14,106,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$0
Assets. partnership/joint venture interests at beginning of year2022-06-30$0
Investment advisory and management fees2022-06-30$49,263
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$8,785,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$9,639,131
Value of interest in pooled separate accounts at end of year2022-06-30$0
Value of interest in pooled separate accounts at beginning of year2022-06-30$0
Interest on participant loans2022-06-30$3,385
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$0
Income. Interest from US Government securities2022-06-30$0
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest in master investment trust accounts at end of year2022-06-30$0
Value of interest in master investment trust accounts at beginning of year2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$729,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$229,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$229,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$86
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Asset value of US Government securities at end of year2022-06-30$434,700
Asset value of US Government securities at beginning of year2022-06-30$99,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$0
Net investment gain or loss from common/collective trusts2022-06-30$0
Net gain/loss from 103.12 investment entities2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Assets. Invements in employer securities at end of year2022-06-30$0
Assets. Invements in employer securities at beginning of year2022-06-30$0
Assets. Value of employer real property at end of year2022-06-30$0
Assets. Value of employer real property at beginning of year2022-06-30$0
Contributions received in cash from employer2022-06-30$551,980
Employer contributions (assets) at end of year2022-06-30$551,980
Employer contributions (assets) at beginning of year2022-06-30$516,037
Income. Dividends from preferred stock2022-06-30$0
Income. Dividends from common stock2022-06-30$29,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$162,370
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$0
Contract administrator fees2022-06-30$4,018
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$1,701,296
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$2,835,928
Liabilities. Value of benefit claims payable at end of year2022-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$0
Aggregate carrying amount (costs) on sale of assets2022-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2022-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-06-30$258
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BELFINT LYONS & SHUMAN, P.A.
Accountancy firm EIN2022-06-30510232399
2021 : PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$2,932,057
Total unrealized appreciation/depreciation of assets2021-06-30$2,932,057
Total transfer of assets to this plan2021-06-30$0
Total transfer of assets from this plan2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$258
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$237
Expenses. Interest paid2021-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-06-30$0
Total income from all sources (including contributions)2021-06-30$4,169,811
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$602,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$548,072
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Value of total corrective distributions2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$936,920
Value of total assets at end of year2021-06-30$14,106,404
Value of total assets at beginning of year2021-06-30$10,538,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$54,265
Total income from rents2021-06-30$0
Total interest from all sources2021-06-30$4,963
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$289,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$257,340
Assets. Real estate other than employer real property at end of year2021-06-30$0
Assets. Real estate other than employer real property at beginning of year2021-06-30$0
Administrative expenses professional fees incurred2021-06-30$4,700
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-06-30$0
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$396,117
Participant contributions at end of year2021-06-30$65,416
Participant contributions at beginning of year2021-06-30$99,950
Participant contributions at end of year2021-06-30$11,825
Participant contributions at beginning of year2021-06-30$1,952
Assets. Other investments not covered elsewhere at end of year2021-06-30$503,635
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$398,042
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$24,766
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$0
Assets. Loans (other than to participants) at end of year2021-06-30$0
Assets. Loans (other than to participants) at beginning of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$0
Other income not declared elsewhere2021-06-30$6,703
Administrative expenses (other) incurred2021-06-30$309
Liabilities. Value of operating payables at end of year2021-06-30$0
Liabilities. Value of operating payables at beginning of year2021-06-30$0
Total non interest bearing cash at end of year2021-06-30$205,246
Total non interest bearing cash at beginning of year2021-06-30$131,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Income. Non cash contributions2021-06-30$0
Value of net income/loss2021-06-30$3,567,474
Value of net assets at end of year (total assets less liabilities)2021-06-30$14,106,146
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$10,538,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$0
Assets. partnership/joint venture interests at beginning of year2021-06-30$0
Investment advisory and management fees2021-06-30$43,171
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$9,639,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$7,182,249
Value of interest in pooled separate accounts at end of year2021-06-30$0
Value of interest in pooled separate accounts at beginning of year2021-06-30$0
Interest on participant loans2021-06-30$4,264
Income. Interest from loans (other than to participants)2021-06-30$0
Interest earned on other investments2021-06-30$0
Income. Interest from US Government securities2021-06-30$0
Income. Interest from corporate debt instruments2021-06-30$0
Value of interest in master investment trust accounts at end of year2021-06-30$0
Value of interest in master investment trust accounts at beginning of year2021-06-30$0
Value of interest in common/collective trusts at end of year2021-06-30$0
Value of interest in common/collective trusts at beginning of year2021-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$229,190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$287,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$287,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$699
Assets. Value of investments in 103.12 investment entities at end of year2021-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Asset value of US Government securities at end of year2021-06-30$99,996
Asset value of US Government securities at beginning of year2021-06-30$50,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$0
Net investment gain or loss from common/collective trusts2021-06-30$0
Net gain/loss from 103.12 investment entities2021-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Assets. Invements in employer securities at end of year2021-06-30$0
Assets. Invements in employer securities at beginning of year2021-06-30$0
Assets. Value of employer real property at end of year2021-06-30$0
Assets. Value of employer real property at beginning of year2021-06-30$0
Contributions received in cash from employer2021-06-30$516,037
Employer contributions (assets) at end of year2021-06-30$516,037
Employer contributions (assets) at beginning of year2021-06-30$469,020
Income. Dividends from preferred stock2021-06-30$0
Income. Dividends from common stock2021-06-30$31,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$548,072
Asset. Corporate debt instrument preferred debt at end of year2021-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$0
Contract administrator fees2021-06-30$6,085
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$2,835,928
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$1,918,290
Liabilities. Value of benefit claims payable at end of year2021-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$0
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$0
Aggregate carrying amount (costs) on sale of assets2021-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2021-06-30$258
Liabilities. Value of acquisition indebtedness at beginning of year2021-06-30$237
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BELFINT LYONS & SHUMAN, P.A.
Accountancy firm EIN2021-06-30510232399
2020 : PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$255,617
Total unrealized appreciation/depreciation of assets2020-06-30$255,617
Total transfer of assets to this plan2020-06-30$0
Total transfer of assets from this plan2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$237
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Expenses. Interest paid2020-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,690,714
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$6,066,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$6,020,966
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Value of total corrective distributions2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$917,610
Value of total assets at end of year2020-06-30$10,538,909
Value of total assets at beginning of year2020-06-30$14,914,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$45,626
Total income from rents2020-06-30$0
Total interest from all sources2020-06-30$5,110
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$507,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$465,604
Assets. Real estate other than employer real property at end of year2020-06-30$0
Assets. Real estate other than employer real property at beginning of year2020-06-30$0
Administrative expenses professional fees incurred2020-06-30$6,961
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$448,590
Participant contributions at end of year2020-06-30$99,950
Participant contributions at beginning of year2020-06-30$81,068
Participant contributions at end of year2020-06-30$1,952
Participant contributions at beginning of year2020-06-30$4,364
Assets. Other investments not covered elsewhere at end of year2020-06-30$398,042
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$335,742
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Assets. Loans (other than to participants) at end of year2020-06-30$0
Assets. Loans (other than to participants) at beginning of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$0
Other income not declared elsewhere2020-06-30$4,704
Administrative expenses (other) incurred2020-06-30$504
Liabilities. Value of operating payables at end of year2020-06-30$0
Liabilities. Value of operating payables at beginning of year2020-06-30$0
Total non interest bearing cash at end of year2020-06-30$131,261
Total non interest bearing cash at beginning of year2020-06-30$155,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Income. Non cash contributions2020-06-30$0
Value of net income/loss2020-06-30$-4,375,878
Value of net assets at end of year (total assets less liabilities)2020-06-30$10,538,672
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$14,914,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$0
Assets. partnership/joint venture interests at beginning of year2020-06-30$13,852
Investment advisory and management fees2020-06-30$33,724
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$7,182,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$11,599,503
Value of interest in pooled separate accounts at end of year2020-06-30$0
Value of interest in pooled separate accounts at beginning of year2020-06-30$0
Interest on participant loans2020-06-30$4,134
Income. Interest from loans (other than to participants)2020-06-30$0
Interest earned on other investments2020-06-30$0
Income. Interest from US Government securities2020-06-30$813
Income. Interest from corporate debt instruments2020-06-30$0
Value of interest in master investment trust accounts at end of year2020-06-30$0
Value of interest in master investment trust accounts at beginning of year2020-06-30$0
Value of interest in common/collective trusts at end of year2020-06-30$0
Value of interest in common/collective trusts at beginning of year2020-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$287,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$74,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$74,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$163
Assets. Value of investments in 103.12 investment entities at end of year2020-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Asset value of US Government securities at end of year2020-06-30$50,207
Asset value of US Government securities at beginning of year2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$0
Net investment gain or loss from common/collective trusts2020-06-30$0
Net gain/loss from 103.12 investment entities2020-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Assets. Invements in employer securities at end of year2020-06-30$0
Assets. Invements in employer securities at beginning of year2020-06-30$0
Assets. Value of employer real property at end of year2020-06-30$0
Assets. Value of employer real property at beginning of year2020-06-30$0
Contributions received in cash from employer2020-06-30$469,020
Employer contributions (assets) at end of year2020-06-30$469,020
Employer contributions (assets) at beginning of year2020-06-30$491,154
Income. Dividends from preferred stock2020-06-30$0
Income. Dividends from common stock2020-06-30$42,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$6,020,966
Asset. Corporate debt instrument preferred debt at end of year2020-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$0
Contract administrator fees2020-06-30$4,437
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$1,918,290
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$2,158,647
Liabilities. Value of benefit claims payable at end of year2020-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$0
Aggregate carrying amount (costs) on sale of assets2020-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2020-06-30$237
Liabilities. Value of acquisition indebtedness at beginning of year2020-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BELFINT LYONS & SHUMAN, P.A.
Accountancy firm EIN2020-06-30510232399
2019 : PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$210,659
Total unrealized appreciation/depreciation of assets2019-06-30$210,659
Total transfer of assets to this plan2019-06-30$0
Total transfer of assets from this plan2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Expenses. Interest paid2019-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,760,964
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$343,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$282,503
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Value of total corrective distributions2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$922,299
Value of total assets at end of year2019-06-30$14,914,550
Value of total assets at beginning of year2019-06-30$13,497,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$61,385
Total income from rents2019-06-30$0
Total interest from all sources2019-06-30$5,010
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$384,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$338,477
Administrative expenses professional fees incurred2019-06-30$10,400
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$429,385
Participant contributions at end of year2019-06-30$81,068
Participant contributions at beginning of year2019-06-30$114,587
Participant contributions at end of year2019-06-30$4,364
Participant contributions at beginning of year2019-06-30$5,863
Assets. Other investments not covered elsewhere at end of year2019-06-30$335,742
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$204,256
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$1,760
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$0
Other income not declared elsewhere2019-06-30$238,807
Administrative expenses (other) incurred2019-06-30$4,547
Total non interest bearing cash at end of year2019-06-30$155,687
Total non interest bearing cash at beginning of year2019-06-30$149,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Income. Non cash contributions2019-06-30$0
Value of net income/loss2019-06-30$1,417,076
Value of net assets at end of year (total assets less liabilities)2019-06-30$14,914,550
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$13,497,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at end of year2019-06-30$13,852
Assets. partnership/joint venture interests at beginning of year2019-06-30$13,852
Investment advisory and management fees2019-06-30$40,209
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$11,599,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$9,930,941
Interest on participant loans2019-06-30$4,633
Income. Interest from loans (other than to participants)2019-06-30$0
Interest earned on other investments2019-06-30$0
Income. Interest from US Government securities2019-06-30$0
Income. Interest from corporate debt instruments2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$74,533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$204,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$204,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$91,108
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$0
Net investment gain or loss from common/collective trusts2019-06-30$0
Net gain/loss from 103.12 investment entities2019-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$491,154
Employer contributions (assets) at end of year2019-06-30$491,154
Employer contributions (assets) at beginning of year2019-06-30$522,329
Income. Dividends from preferred stock2019-06-30$0
Income. Dividends from common stock2019-06-30$45,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$282,503
Asset. Corporate debt instrument preferred debt at beginning of year2019-06-30$423,181
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$0
Contract administrator fees2019-06-30$6,229
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$2,158,647
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$1,837,204
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$0
Aggregate carrying amount (costs) on sale of assets2019-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BELFINT LYONS & SHUMAN, P.A.
Accountancy firm EIN2019-06-30510232399
2018 : PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$556,352
Total unrealized appreciation/depreciation of assets2018-06-30$556,352
Total transfer of assets to this plan2018-06-30$0
Total transfer of assets from this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,487,016
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$490,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$439,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,064,958
Value of total assets at end of year2018-06-30$13,497,474
Value of total assets at beginning of year2018-06-30$11,500,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$50,862
Total interest from all sources2018-06-30$5,026
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$860,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$822,325
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$409,993
Participant contributions at end of year2018-06-30$114,587
Participant contributions at beginning of year2018-06-30$99,102
Participant contributions at end of year2018-06-30$5,863
Participant contributions at beginning of year2018-06-30$10,847
Assets. Other investments not covered elsewhere at end of year2018-06-30$204,256
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$130,482
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$132,636
Administrative expenses (other) incurred2018-06-30$3,691
Total non interest bearing cash at end of year2018-06-30$149,267
Total non interest bearing cash at beginning of year2018-06-30$76,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,996,614
Value of net assets at end of year (total assets less liabilities)2018-06-30$13,497,474
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$11,500,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$13,852
Assets. partnership/joint venture interests at beginning of year2018-06-30$8,965
Investment advisory and management fees2018-06-30$36,766
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$9,930,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$8,806,647
Interest on participant loans2018-06-30$4,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$204,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$236,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$236,359
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$91,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$522,329
Employer contributions (assets) at end of year2018-06-30$522,329
Employer contributions (assets) at beginning of year2018-06-30$488,393
Income. Dividends from common stock2018-06-30$38,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$439,540
Asset. Corporate debt instrument preferred debt at end of year2018-06-30$423,181
Contract administrator fees2018-06-30$10,405
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$1,837,204
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$1,643,206
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BELFINT LYONS & SHUMAN, P.A.
Accountancy firm EIN2018-06-30510232399
2017 : PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$1,107,300
Total unrealized appreciation/depreciation of assets2017-06-30$1,107,300
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$2,235,895
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$625,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$576,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$881,668
Value of total assets at end of year2017-06-30$11,500,860
Value of total assets at beginning of year2017-06-30$9,890,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$48,804
Total interest from all sources2017-06-30$5,000
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$241,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$210,112
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$393,274
Participant contributions at end of year2017-06-30$99,102
Participant contributions at beginning of year2017-06-30$110,842
Participant contributions at end of year2017-06-30$10,847
Participant contributions at beginning of year2017-06-30$11,064
Assets. Other investments not covered elsewhere at end of year2017-06-30$130,482
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$131,712
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$584
Administrative expenses (other) incurred2017-06-30$10,060
Total non interest bearing cash at end of year2017-06-30$76,859
Total non interest bearing cash at beginning of year2017-06-30$124,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,610,343
Value of net assets at end of year (total assets less liabilities)2017-06-30$11,500,860
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$9,890,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$8,965
Assets. partnership/joint venture interests at beginning of year2017-06-30$8,965
Investment advisory and management fees2017-06-30$30,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$8,806,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$6,961,709
Interest on participant loans2017-06-30$4,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$236,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$234,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$234,231
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$21
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Assets. Invements in employer securities at beginning of year2017-06-30$0
Contributions received in cash from employer2017-06-30$488,394
Employer contributions (assets) at end of year2017-06-30$488,393
Employer contributions (assets) at beginning of year2017-06-30$480,137
Income. Dividends from common stock2017-06-30$31,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$576,748
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$586,438
Contract administrator fees2017-06-30$8,242
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$1,643,206
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$1,240,475
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BELFINT LYONS & SHUMAN, P.A.
Accountancy firm EIN2017-06-30510232399
2016 : PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-436,891
Total unrealized appreciation/depreciation of assets2016-06-30$-436,891
Total transfer of assets to this plan2016-06-30$0
Total transfer of assets from this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$894,489
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$192,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$141,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$919,464
Value of total assets at end of year2016-06-30$9,890,517
Value of total assets at beginning of year2016-06-30$9,188,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$51,335
Total interest from all sources2016-06-30$4,427
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$407,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$384,131
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$424,885
Participant contributions at end of year2016-06-30$110,842
Participant contributions at beginning of year2016-06-30$85,209
Participant contributions at end of year2016-06-30$11,064
Participant contributions at beginning of year2016-06-30$8,520
Assets. Other investments not covered elsewhere at end of year2016-06-30$131,712
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$108,213
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$14,442
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$584
Administrative expenses (other) incurred2016-06-30$10,829
Total non interest bearing cash at end of year2016-06-30$124,360
Total non interest bearing cash at beginning of year2016-06-30$94,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$702,109
Value of net assets at end of year (total assets less liabilities)2016-06-30$9,890,517
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$9,188,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$8,965
Assets. partnership/joint venture interests at beginning of year2016-06-30$50,159
Investment advisory and management fees2016-06-30$29,286
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$6,961,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$6,393,757
Income. Interest from loans (other than to participants)2016-06-30$4,410
Income. Interest from corporate debt instruments2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$234,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$318,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$318,569
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$17
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$480,137
Employer contributions (assets) at end of year2016-06-30$480,137
Employer contributions (assets) at beginning of year2016-06-30$473,568
Income. Dividends from common stock2016-06-30$23,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$141,045
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$586,438
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$542,856
Contract administrator fees2016-06-30$11,220
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$1,240,475
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$1,113,357
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BELFINT LYONS & SHUMAN, P.A.
Accountancy firm EIN2016-06-30510232399
2015 : PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-25,164
Total unrealized appreciation/depreciation of assets2015-06-30$-25,164
Total transfer of assets to this plan2015-06-30$0
Total transfer of assets from this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,177,851
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$351,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$310,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$836,950
Value of total assets at end of year2015-06-30$9,188,408
Value of total assets at beginning of year2015-06-30$8,361,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$40,569
Total interest from all sources2015-06-30$3,547
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$362,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$343,513
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$361,733
Participant contributions at end of year2015-06-30$85,209
Participant contributions at beginning of year2015-06-30$57,958
Participant contributions at end of year2015-06-30$8,520
Participant contributions at beginning of year2015-06-30$20,292
Assets. Other investments not covered elsewhere at end of year2015-06-30$108,213
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$135,526
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$1,649
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$2,728
Total non interest bearing cash at end of year2015-06-30$94,200
Total non interest bearing cash at beginning of year2015-06-30$91,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$826,786
Value of net assets at end of year (total assets less liabilities)2015-06-30$9,188,408
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$8,361,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$50,159
Assets. partnership/joint venture interests at beginning of year2015-06-30$119,882
Investment advisory and management fees2015-06-30$29,139
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$6,393,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$5,865,720
Interest on participant loans2015-06-30$3,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$318,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$244,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$244,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$28
Asset value of US Government securities at beginning of year2015-06-30$55,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$473,568
Employer contributions (assets) at end of year2015-06-30$473,568
Employer contributions (assets) at beginning of year2015-06-30$435,164
Income. Dividends from common stock2015-06-30$19,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$310,496
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$542,856
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$424,914
Contract administrator fees2015-06-30$8,702
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$1,113,357
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$911,517
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BELFINT LYONS & SHUMAN, P.A.
Accountancy firm EIN2015-06-30510232399
2014 : PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$657,392
Total unrealized appreciation/depreciation of assets2014-06-30$657,392
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,820,157
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$253,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$223,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$857,341
Value of total assets at end of year2014-06-30$8,361,622
Value of total assets at beginning of year2014-06-30$6,795,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$30,031
Total interest from all sources2014-06-30$3,199
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$302,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$288,483
Assets. Real estate other than employer real property at beginning of year2014-06-30$0
Administrative expenses professional fees incurred2014-06-30$4,900
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$314,167
Participant contributions at end of year2014-06-30$57,958
Participant contributions at beginning of year2014-06-30$74,306
Participant contributions at end of year2014-06-30$20,292
Participant contributions at beginning of year2014-06-30$28,977
Assets. Other investments not covered elsewhere at end of year2014-06-30$135,526
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$111,598
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$108,010
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Assets. Loans (other than to participants) at beginning of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$2,388
Liabilities. Value of operating payables at beginning of year2014-06-30$0
Total non interest bearing cash at end of year2014-06-30$91,048
Total non interest bearing cash at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,566,530
Value of net assets at end of year (total assets less liabilities)2014-06-30$8,361,622
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$6,795,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$119,882
Assets. partnership/joint venture interests at beginning of year2014-06-30$357,130
Investment advisory and management fees2014-06-30$16,741
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$5,865,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$5,001,159
Value of interest in pooled separate accounts at beginning of year2014-06-30$0
Interest on participant loans2014-06-30$3,161
Value of interest in master investment trust accounts at beginning of year2014-06-30$0
Value of interest in common/collective trusts at beginning of year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$244,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$335,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$335,906
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$38
Assets. Value of investments in 103.12 investment entities at beginning of year2014-06-30$0
Asset value of US Government securities at end of year2014-06-30$55,326
Asset value of US Government securities at beginning of year2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Assets. Invements in employer securities at beginning of year2014-06-30$0
Assets. Value of employer real property at beginning of year2014-06-30$0
Contributions received in cash from employer2014-06-30$435,164
Employer contributions (assets) at end of year2014-06-30$435,164
Employer contributions (assets) at beginning of year2014-06-30$350,904
Income. Dividends from common stock2014-06-30$13,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$223,596
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$424,914
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$0
Contract administrator fees2014-06-30$6,002
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$911,517
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$535,112
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Liabilities. Value of acquisition indebtedness at beginning of year2014-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BELFINT LYONS & SHUMAN, P.A.
Accountancy firm EIN2014-06-30510232399
2013 : PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$0
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Expenses. Interest paid2013-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,222,353
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$392,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$356,670
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$696,641
Value of total assets at end of year2013-06-30$6,795,092
Value of total assets at beginning of year2013-06-30$5,965,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$36,012
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$16,395
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$111,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$91,954
Assets. Real estate other than employer real property at end of year2013-06-30$0
Assets. Real estate other than employer real property at beginning of year2013-06-30$0
Administrative expenses professional fees incurred2013-06-30$4,500
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$343,209
Participant contributions at end of year2013-06-30$74,306
Participant contributions at beginning of year2013-06-30$74,102
Participant contributions at end of year2013-06-30$28,977
Participant contributions at beginning of year2013-06-30$2,503
Assets. Other investments not covered elsewhere at end of year2013-06-30$111,598
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$1,019,451
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$2,528
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Assets. Loans (other than to participants) at end of year2013-06-30$0
Assets. Loans (other than to participants) at beginning of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$397,522
Administrative expenses (other) incurred2013-06-30$2,086
Liabilities. Value of operating payables at end of year2013-06-30$0
Liabilities. Value of operating payables at beginning of year2013-06-30$0
Total non interest bearing cash at end of year2013-06-30$0
Total non interest bearing cash at beginning of year2013-06-30$10,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Income. Non cash contributions2013-06-30$0
Value of net income/loss2013-06-30$829,671
Value of net assets at end of year (total assets less liabilities)2013-06-30$6,795,092
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,965,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Assets. partnership/joint venture interests at end of year2013-06-30$357,130
Assets. partnership/joint venture interests at beginning of year2013-06-30$368,912
Investment advisory and management fees2013-06-30$14,796
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$5,001,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,222,459
Value of interest in pooled separate accounts at end of year2013-06-30$0
Value of interest in pooled separate accounts at beginning of year2013-06-30$0
Interest on participant loans2013-06-30$2,981
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$0
Income. Interest from US Government securities2013-06-30$2,185
Income. Interest from corporate debt instruments2013-06-30$10,560
Value of interest in master investment trust accounts at end of year2013-06-30$0
Value of interest in master investment trust accounts at beginning of year2013-06-30$0
Value of interest in common/collective trusts at end of year2013-06-30$0
Value of interest in common/collective trusts at beginning of year2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$335,906
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$25,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$25,300
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$669
Assets. Value of investments in 103.12 investment entities at end of year2013-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Asset value of US Government securities at end of year2013-06-30$0
Asset value of US Government securities at beginning of year2013-06-30$59,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$0
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Assets. Invements in employer securities at end of year2013-06-30$0
Assets. Invements in employer securities at beginning of year2013-06-30$0
Assets. Value of employer real property at end of year2013-06-30$0
Assets. Value of employer real property at beginning of year2013-06-30$0
Contributions received in cash from employer2013-06-30$350,904
Employer contributions (assets) at end of year2013-06-30$350,904
Employer contributions (assets) at beginning of year2013-06-30$266,156
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$19,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$356,670
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$196,645
Contract administrator fees2013-06-30$14,630
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$535,112
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$720,087
Liabilities. Value of benefit claims payable at end of year2013-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2013-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BELFINT LYONS & SHUMAN, P.A.
Accountancy firm EIN2013-06-30510232399
2012 : PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$4,750
Expenses. Interest paid2012-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-06-30$0
Total income from all sources (including contributions)2012-06-30$510,078
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$314,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$293,252
Expenses. Certain deemed distributions of participant loans2012-06-30$1,576
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$555,100
Value of total assets at end of year2012-06-30$5,965,421
Value of total assets at beginning of year2012-06-30$5,775,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$20,084
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$15,513
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$117,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$100,736
Assets. Real estate other than employer real property at end of year2012-06-30$0
Assets. Real estate other than employer real property at beginning of year2012-06-30$0
Administrative expenses professional fees incurred2012-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$288,943
Participant contributions at end of year2012-06-30$74,102
Participant contributions at beginning of year2012-06-30$39,560
Participant contributions at end of year2012-06-30$2,503
Participant contributions at beginning of year2012-06-30$4,667
Assets. Other investments not covered elsewhere at end of year2012-06-30$1,019,451
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$743,486
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Assets. Loans (other than to participants) at end of year2012-06-30$0
Assets. Loans (other than to participants) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$4,750
Other income not declared elsewhere2012-06-30$-205,687
Administrative expenses (other) incurred2012-06-30$2,125
Liabilities. Value of operating payables at end of year2012-06-30$0
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Total non interest bearing cash at end of year2012-06-30$10,305
Total non interest bearing cash at beginning of year2012-06-30$21,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Income. Non cash contributions2012-06-30$0
Value of net income/loss2012-06-30$195,166
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,965,421
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,770,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at end of year2012-06-30$368,912
Assets. partnership/joint venture interests at beginning of year2012-06-30$413,423
Investment advisory and management fees2012-06-30$12,227
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,222,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,324,987
Value of interest in pooled separate accounts at end of year2012-06-30$0
Value of interest in pooled separate accounts at beginning of year2012-06-30$0
Interest on participant loans2012-06-30$2,334
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$0
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$12,517
Value of interest in master investment trust accounts at end of year2012-06-30$0
Value of interest in master investment trust accounts at beginning of year2012-06-30$0
Value of interest in common/collective trusts at end of year2012-06-30$0
Value of interest in common/collective trusts at beginning of year2012-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$25,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$25,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$25,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$662
Assets. Value of investments in 103.12 investment entities at end of year2012-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Asset value of US Government securities at end of year2012-06-30$59,501
Asset value of US Government securities at beginning of year2012-06-30$64,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$27,212
Net investment gain/loss from pooled separate accounts2012-06-30$0
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Assets. Invements in employer securities at end of year2012-06-30$0
Assets. Invements in employer securities at beginning of year2012-06-30$0
Assets. Value of employer real property at end of year2012-06-30$0
Assets. Value of employer real property at beginning of year2012-06-30$0
Contributions received in cash from employer2012-06-30$266,157
Employer contributions (assets) at end of year2012-06-30$266,156
Employer contributions (assets) at beginning of year2012-06-30$329,533
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$17,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$293,252
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$196,645
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$139,181
Contract administrator fees2012-06-30$5,732
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$720,087
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$668,929
Liabilities. Value of benefit claims payable at end of year2012-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BELFINT LYONS & SHUMAN, P.A.
Accountancy firm EIN2012-06-30510232399
2011 : PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$4,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$-30
Expenses. Interest paid2011-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,364,880
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$134,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$102,994
Expenses. Certain deemed distributions of participant loans2011-06-30$6,951
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$612,587
Value of total assets at end of year2011-06-30$5,775,005
Value of total assets at beginning of year2011-06-30$4,539,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$24,372
Total interest from all sources2011-06-30$13,323
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$69,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$54,738
Assets. Real estate other than employer real property at end of year2011-06-30$0
Assets. Real estate other than employer real property at beginning of year2011-06-30$0
Administrative expenses professional fees incurred2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$283,054
Participant contributions at end of year2011-06-30$39,560
Participant contributions at beginning of year2011-06-30$28,041
Participant contributions at end of year2011-06-30$4,667
Participant contributions at beginning of year2011-06-30$0
Assets. Other investments not covered elsewhere at end of year2011-06-30$743,486
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$190,159
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Assets. Loans (other than to participants) at end of year2011-06-30$0
Assets. Loans (other than to participants) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$4,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$-30
Other income not declared elsewhere2011-06-30$669,036
Administrative expenses (other) incurred2011-06-30$1,994
Liabilities. Value of operating payables at end of year2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Total non interest bearing cash at end of year2011-06-30$21,524
Total non interest bearing cash at beginning of year2011-06-30$161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$1,230,563
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,770,255
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,539,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$413,423
Assets. partnership/joint venture interests at beginning of year2011-06-30$0
Investment advisory and management fees2011-06-30$12,301
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,324,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,296,230
Value of interest in pooled separate accounts at end of year2011-06-30$0
Value of interest in pooled separate accounts at beginning of year2011-06-30$0
Interest on participant loans2011-06-30$986
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$0
Income. Interest from US Government securities2011-06-30$4,161
Income. Interest from corporate debt instruments2011-06-30$7,513
Value of interest in master investment trust accounts at end of year2011-06-30$0
Value of interest in master investment trust accounts at beginning of year2011-06-30$0
Value of interest in common/collective trusts at end of year2011-06-30$0
Value of interest in common/collective trusts at beginning of year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$25,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$25,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$25,502
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$663
Assets. Value of investments in 103.12 investment entities at end of year2011-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Asset value of US Government securities at end of year2011-06-30$64,061
Asset value of US Government securities at beginning of year2011-06-30$73,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$0
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Assets. Invements in employer securities at end of year2011-06-30$0
Assets. Invements in employer securities at beginning of year2011-06-30$0
Assets. Value of employer real property at end of year2011-06-30$0
Assets. Value of employer real property at beginning of year2011-06-30$0
Contributions received in cash from employer2011-06-30$329,533
Employer contributions (assets) at end of year2011-06-30$329,533
Employer contributions (assets) at beginning of year2011-06-30$179,534
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$15,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$102,994
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$139,181
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$167,246
Contract administrator fees2011-06-30$10,077
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$668,929
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$578,974
Liabilities. Value of benefit claims payable at end of year2011-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30BELFINT LYONS & SHUMAN, P.A.
Accountancy firm EIN2011-06-30510232399

Form 5500 Responses for PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

2022: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PANZER DERMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812288A
Policy instance 1
Insurance contract or identification number812288A
Number of Individuals Covered156
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Welfare Benefit Premiums Paid to CarrierUSD $0
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?4
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812288A
Policy instance 1
Insurance contract or identification number812288A
Number of Individuals Covered137
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0

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