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Plan Name | MEDSTAR AFFILIATES 401(K) PLAN |
Plan identification number | 010 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MEDSTAR HEALTH, INC. |
Employer identification number (EIN): | 522087445 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about MEDSTAR HEALTH, INC.
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 2007-07-30 |
Company Identification Number: | P07000085372 |
Legal Registered Office Address: |
13833 WELLINGTON TRACE WELLINGTON 33414 |
More information about MEDSTAR HEALTH, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
010 | 2022-01-01 | TERRY LOMBARDI | 2023-07-20 | ||
010 | 2021-01-01 | TERRY LOMBARDI | 2022-10-12 | ||
010 | 2020-01-01 | TERRY LOMBARDI | 2021-08-19 | ||
010 | 2019-01-01 | TERRY LOMBARDI | 2020-09-21 | ||
010 | 2018-01-01 | TERRY LOMBARDI | 2019-09-23 | ||
010 | 2017-01-01 | DAVID M. FLAHERTY | |||
010 | 2016-01-01 | TRACEY MCLAUGHLIN | |||
010 | 2015-01-01 | TRACEY MCLAUGHLIN | |||
010 | 2014-01-01 | TRACEY MCLAUGHLIN | |||
010 | 2013-01-01 | TRACEY MCLAUGHLIN | |||
010 | 2012-01-01 | TRACEY MCLAUGHLIN | |||
010 | 2011-01-01 | WENDY MARSHALL | |||
010 | 2009-01-01 | WENDY MARSHALL | WENDY MARSHALL | 2010-10-13 | |
010 | 2009-01-01 | WENDY MARSHALL |
Measure | Date | Value |
---|---|---|
2022: MEDSTAR AFFILIATES 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 2,303 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2,104 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 371 |
Total of all active and inactive participants | 2022-01-01 | 2,477 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 8 |
Total participants | 2022-01-01 | 2,485 |
Number of participants with account balances | 2022-01-01 | 1,608 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 22 |
2021: MEDSTAR AFFILIATES 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 3,065 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,917 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 371 |
Total of all active and inactive participants | 2021-01-01 | 2,290 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 13 |
Total participants | 2021-01-01 | 2,303 |
Number of participants with account balances | 2021-01-01 | 1,551 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 16 |
2020: MEDSTAR AFFILIATES 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 2,666 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2,783 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 271 |
Total of all active and inactive participants | 2020-01-01 | 3,060 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 3,063 |
Number of participants with account balances | 2020-01-01 | 1,440 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 12 |
2019: MEDSTAR AFFILIATES 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 2,476 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2,386 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 263 |
Total of all active and inactive participants | 2019-01-01 | 2,664 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 2,666 |
Number of participants with account balances | 2019-01-01 | 1,359 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 12 |
2018: MEDSTAR AFFILIATES 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 2,359 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2,221 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 239 |
Total of all active and inactive participants | 2018-01-01 | 2,474 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 2,476 |
Number of participants with account balances | 2018-01-01 | 1,288 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 13 |
2017: MEDSTAR AFFILIATES 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 2,359 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2,098 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 249 |
Total of all active and inactive participants | 2017-01-01 | 2,357 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 2,359 |
Number of participants with account balances | 2017-01-01 | 1,246 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 15 |
2016: MEDSTAR AFFILIATES 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 2,311 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2,114 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 211 |
Total of all active and inactive participants | 2016-01-01 | 2,334 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 2,336 |
Number of participants with account balances | 2016-01-01 | 1,201 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 13 |
2015: MEDSTAR AFFILIATES 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,840 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,090 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 212 |
Total of all active and inactive participants | 2015-01-01 | 2,309 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 2,311 |
Number of participants with account balances | 2015-01-01 | 1,192 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 13 |
2014: MEDSTAR AFFILIATES 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,627 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,634 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 194 |
Total of all active and inactive participants | 2014-01-01 | 1,838 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 1,840 |
Number of participants with account balances | 2014-01-01 | 1,008 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 7 |
2013: MEDSTAR AFFILIATES 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,611 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,426 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 191 |
Total of all active and inactive participants | 2013-01-01 | 1,625 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 1,627 |
Number of participants with account balances | 2013-01-01 | 979 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 13 |
2012: MEDSTAR AFFILIATES 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,458 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,390 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 206 |
Total of all active and inactive participants | 2012-01-01 | 1,610 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 1,611 |
Number of participants with account balances | 2012-01-01 | 1,030 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 16 |
2011: MEDSTAR AFFILIATES 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,278 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,261 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 184 |
Total of all active and inactive participants | 2011-01-01 | 1,458 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 1,458 |
Number of participants with account balances | 2011-01-01 | 977 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 6 |
2009: MEDSTAR AFFILIATES 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 992 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,016 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 179 |
Total of all active and inactive participants | 2009-01-01 | 1,199 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 1,199 |
Number of participants with account balances | 2009-01-01 | 929 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 8 |
Measure | Date | Value |
---|---|---|
2022 : MEDSTAR AFFILIATES 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $7,384 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $183,140 |
Total income from all sources (including contributions) | 2022-12-31 | $-10,329,392 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $7,408,073 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $7,343,251 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $7,040,698 |
Value of total assets at end of year | 2022-12-31 | $79,814,730 |
Value of total assets at beginning of year | 2022-12-31 | $97,727,951 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $64,822 |
Total interest from all sources | 2022-12-31 | $49,704 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,600,438 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,600,438 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $4,724,004 |
Participant contributions at end of year | 2022-12-31 | $1,094,098 |
Participant contributions at beginning of year | 2022-12-31 | $1,104,377 |
Participant contributions at end of year | 2022-12-31 | $19,514 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,653,584 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $2,160,189 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $909,760 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $7,384 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $183,140 |
Other income not declared elsewhere | 2022-12-31 | $-252,327 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-17,737,465 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $79,807,346 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $97,544,811 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $71,890,298 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $91,085,841 |
Interest on participant loans | 2022-12-31 | $49,704 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,773,572 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,235,076 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $13 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $13 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-18,802,966 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $35,061 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,406,934 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,383,664 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,142,455 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $7,343,251 |
Contract administrator fees | 2022-12-31 | $64,822 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2022-12-31 | 366055558 |
2021 : MEDSTAR AFFILIATES 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $183,140 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $20,267,027 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $7,464,514 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,421,119 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $9,016,576 |
Value of total assets at end of year | 2021-12-31 | $97,727,951 |
Value of total assets at beginning of year | 2021-12-31 | $84,742,298 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $43,395 |
Total interest from all sources | 2021-12-31 | $65,618 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,681,273 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,681,273 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,745,948 |
Participant contributions at end of year | 2021-12-31 | $1,104,377 |
Participant contributions at beginning of year | 2021-12-31 | $1,248,919 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $2,160,189 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $1,955,840 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,128,683 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $183,140 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $222,147 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $12,802,513 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $97,544,811 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $84,742,298 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $91,085,841 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $77,483,545 |
Interest on participant loans | 2021-12-31 | $65,618 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,235,076 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $3,088,153 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $13 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $43,499 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $43,499 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $9,262,606 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $18,807 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,141,945 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,142,455 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $922,342 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,421,119 |
Contract administrator fees | 2021-12-31 | $43,395 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2021-12-31 | 366055558 |
2020 : MEDSTAR AFFILIATES 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $18,249,045 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $6,212,058 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $6,212,058 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,972,368 |
Value of total assets at end of year | 2020-12-31 | $84,742,298 |
Value of total assets at beginning of year | 2020-12-31 | $72,705,311 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $73,706 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,045,007 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $3,045,007 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,509,723 |
Participant contributions at end of year | 2020-12-31 | $1,248,919 |
Participant contributions at beginning of year | 2020-12-31 | $1,453,005 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $99,402 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $1,955,840 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $1,852,262 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,540,303 |
Other income not declared elsewhere | 2020-12-31 | $148,320 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $12,036,987 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $84,742,298 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $72,705,311 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $77,483,545 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $65,768,500 |
Interest on participant loans | 2020-12-31 | $73,706 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $3,088,153 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,603,729 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $43,499 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $8,964,076 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $45,568 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $922,342 |
Employer contributions (assets) at end of year | 2020-12-31 | $922,342 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $928,413 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $6,212,058 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | KPMG LLP |
Accountancy firm EIN | 2020-12-31 | 135525706 |
2019 : MEDSTAR AFFILIATES 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $17,836,680 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,132,281 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,102,772 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,843,971 |
Value of total assets at end of year | 2019-12-31 | $72,705,311 |
Value of total assets at beginning of year | 2019-12-31 | $58,000,912 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $29,509 |
Total interest from all sources | 2019-12-31 | $69,983 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,717,612 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,717,612 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $3,139,780 |
Participant contributions at end of year | 2019-12-31 | $1,453,005 |
Participant contributions at beginning of year | 2019-12-31 | $1,316,360 |
Participant contributions at end of year | 2019-12-31 | $99,402 |
Participant contributions at beginning of year | 2019-12-31 | $99,778 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,852,262 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,836,680 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $775,778 |
Other income not declared elsewhere | 2019-12-31 | $384,761 |
Administrative expenses (other) incurred | 2019-12-31 | $29,509 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $14,704,399 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $72,705,311 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $58,000,912 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $65,768,500 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $51,674,415 |
Interest on participant loans | 2019-12-31 | $69,302 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,603,729 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,136,261 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $67,099 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $67,099 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $681 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $9,774,614 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $45,739 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $928,413 |
Employer contributions (assets) at end of year | 2019-12-31 | $928,413 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $870,319 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,102,772 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | KPMG LLP |
Accountancy firm EIN | 2019-12-31 | 135525706 |
2018 : MEDSTAR AFFILIATES 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $317,096 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,461,679 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,425,834 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,837,326 |
Value of total assets at end of year | 2018-12-31 | $58,000,912 |
Value of total assets at beginning of year | 2018-12-31 | $61,145,495 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $35,845 |
Total interest from all sources | 2018-12-31 | $60,821 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,862,668 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,862,668 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,816,103 |
Participant contributions at end of year | 2018-12-31 | $1,316,360 |
Participant contributions at beginning of year | 2018-12-31 | $1,228,988 |
Participant contributions at end of year | 2018-12-31 | $99,778 |
Participant contributions at beginning of year | 2018-12-31 | $81,786 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $1,836,680 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $1,979,515 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $150,904 |
Other income not declared elsewhere | 2018-12-31 | $-184,097 |
Administrative expenses (other) incurred | 2018-12-31 | $35,845 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-3,144,583 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $58,000,912 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $61,145,495 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $51,674,415 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $54,985,403 |
Interest on participant loans | 2018-12-31 | $59,801 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,136,261 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,000,742 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $67,099 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $68,171 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $68,171 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1,020 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-6,292,408 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $32,786 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $870,319 |
Employer contributions (assets) at end of year | 2018-12-31 | $870,319 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $800,890 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,425,834 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | KPMG LLP |
Accountancy firm EIN | 2018-12-31 | 135525706 |
2017 : MEDSTAR AFFILIATES 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $13,510,545 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,865,276 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,834,982 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,281,352 |
Value of total assets at end of year | 2017-12-31 | $61,145,495 |
Value of total assets at beginning of year | 2017-12-31 | $50,500,226 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $30,294 |
Total interest from all sources | 2017-12-31 | $49,338 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,786,144 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,786,144 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,694,882 |
Participant contributions at end of year | 2017-12-31 | $1,228,988 |
Participant contributions at beginning of year | 2017-12-31 | $1,102,524 |
Participant contributions at end of year | 2017-12-31 | $81,786 |
Participant contributions at beginning of year | 2017-12-31 | $93,010 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $1,979,515 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $1,672,251 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $785,574 |
Other income not declared elsewhere | 2017-12-31 | $293,344 |
Administrative expenses (other) incurred | 2017-12-31 | $30,294 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $10,645,269 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $61,145,495 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $50,500,226 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $54,985,403 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $44,711,826 |
Interest on participant loans | 2017-12-31 | $48,950 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,000,742 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,038,110 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $68,171 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $140,705 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $140,705 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $388 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $6,072,641 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $27,726 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $800,896 |
Employer contributions (assets) at end of year | 2017-12-31 | $800,890 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $741,800 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,834,982 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | KPMG LLP |
Accountancy firm EIN | 2017-12-31 | 135525706 |
2016 : MEDSTAR AFFILIATES 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $6,983,469 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,103,711 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,080,637 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,645,496 |
Value of total assets at end of year | 2016-12-31 | $50,500,226 |
Value of total assets at beginning of year | 2016-12-31 | $45,620,468 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $23,074 |
Total interest from all sources | 2016-12-31 | $43,341 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,770,404 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,770,404 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,545,351 |
Participant contributions at end of year | 2016-12-31 | $1,102,524 |
Participant contributions at beginning of year | 2016-12-31 | $955,173 |
Participant contributions at end of year | 2016-12-31 | $93,010 |
Participant contributions at beginning of year | 2016-12-31 | $71,971 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $1,672,251 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $1,521,535 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $357,978 |
Other income not declared elsewhere | 2016-12-31 | $141,701 |
Administrative expenses (other) incurred | 2016-12-31 | $23,074 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,879,758 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $50,500,226 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $45,620,468 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $44,711,826 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $40,768,549 |
Interest on participant loans | 2016-12-31 | $43,252 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,038,110 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,491,219 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $140,705 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $95,631 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $95,631 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $89 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,370,096 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $12,431 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $742,167 |
Employer contributions (assets) at end of year | 2016-12-31 | $741,800 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $716,390 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,080,637 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | KPMG LLP |
Accountancy firm EIN | 2016-12-31 | 135525706 |
2015 : MEDSTAR AFFILIATES 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $3,907,840 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,861,436 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,842,403 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,755,828 |
Value of total assets at end of year | 2015-12-31 | $45,620,468 |
Value of total assets at beginning of year | 2015-12-31 | $44,574,064 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $19,033 |
Total interest from all sources | 2015-12-31 | $35,658 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,879,787 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,879,787 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,283,527 |
Participant contributions at end of year | 2015-12-31 | $955,173 |
Participant contributions at beginning of year | 2015-12-31 | $769,384 |
Participant contributions at end of year | 2015-12-31 | $71,971 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $1,521,535 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $1,480,104 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $749,413 |
Other income not declared elsewhere | 2015-12-31 | $-40,445 |
Administrative expenses (other) incurred | 2015-12-31 | $19,033 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,046,404 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $45,620,468 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $44,574,064 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $40,768,549 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $40,079,316 |
Interest on participant loans | 2015-12-31 | $35,649 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,491,219 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,586,016 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $95,631 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $89,987 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $89,987 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $9 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,727,163 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $4,175 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $722,888 |
Employer contributions (assets) at end of year | 2015-12-31 | $716,390 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $569,257 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,842,403 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | KPMG LLP |
Accountancy firm EIN | 2015-12-31 | 135525706 |
2014 : MEDSTAR AFFILIATES 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $5,196,722 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $4,384,976 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,373,113 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,780,189 |
Value of total assets at end of year | 2014-12-31 | $44,574,064 |
Value of total assets at beginning of year | 2014-12-31 | $43,762,318 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $11,863 |
Total interest from all sources | 2014-12-31 | $34,673 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,656,847 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $2,656,847 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,059,094 |
Participant contributions at end of year | 2014-12-31 | $769,384 |
Participant contributions at beginning of year | 2014-12-31 | $859,319 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $1,480,104 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $1,533,720 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $151,838 |
Other income not declared elsewhere | 2014-12-31 | $94,833 |
Administrative expenses (other) incurred | 2014-12-31 | $11,863 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $811,746 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $44,574,064 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $43,762,318 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $40,079,316 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $38,220,212 |
Interest on participant loans | 2014-12-31 | $34,660 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,586,016 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,332,992 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $89,987 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $130,402 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $130,402 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $13 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-375,329 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $5,509 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $569,257 |
Employer contributions (assets) at end of year | 2014-12-31 | $569,257 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $685,673 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,373,113 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | KPMG LLP |
Accountancy firm EIN | 2014-12-31 | 135525706 |
2013 : MEDSTAR AFFILIATES 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $9,900,029 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,919,079 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,909,048 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,618,096 |
Value of total assets at end of year | 2013-12-31 | $43,762,318 |
Value of total assets at beginning of year | 2013-12-31 | $36,781,368 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $10,031 |
Total interest from all sources | 2013-12-31 | $33,797 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $859,942 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $859,942 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,378,368 |
Participant contributions at end of year | 2013-12-31 | $859,319 |
Participant contributions at beginning of year | 2013-12-31 | $807,604 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $1,533,720 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $1,441,580 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $543,154 |
Other income not declared elsewhere | 2013-12-31 | $208,138 |
Administrative expenses (other) incurred | 2013-12-31 | $10,031 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $6,980,950 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $43,762,318 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $36,781,368 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $38,220,212 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $31,272,818 |
Interest on participant loans | 2013-12-31 | $33,787 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,332,992 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,460,314 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $130,402 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $81,052 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $81,052 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $10 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,193,703 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-13,647 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $696,574 |
Employer contributions (assets) at end of year | 2013-12-31 | $685,673 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $718,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,909,048 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | KPMG LLP |
Accountancy firm EIN | 2013-12-31 | 135525706 |
2012 : MEDSTAR AFFILIATES 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $8,667,343 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,311,572 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,304,215 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,906,323 |
Value of total assets at end of year | 2012-12-31 | $36,781,368 |
Value of total assets at beginning of year | 2012-12-31 | $30,425,597 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $7,357 |
Total interest from all sources | 2012-12-31 | $30,478 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $815,532 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $815,532 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,278,675 |
Participant contributions at end of year | 2012-12-31 | $807,604 |
Participant contributions at beginning of year | 2012-12-31 | $636,419 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $1,441,580 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $1,346,440 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,903,601 |
Other income not declared elsewhere | 2012-12-31 | $172,395 |
Administrative expenses (other) incurred | 2012-12-31 | $7,357 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $6,355,771 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $36,781,368 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $30,425,597 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $31,272,818 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $25,325,214 |
Interest on participant loans | 2012-12-31 | $30,470 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,460,314 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,499,975 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $81,052 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $12,806 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $12,806 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $8 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,439,065 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $303,550 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $724,047 |
Employer contributions (assets) at end of year | 2012-12-31 | $718,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $604,743 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,304,215 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | KPMG LLP |
Accountancy firm EIN | 2012-12-31 | 135525706 |
2011 : MEDSTAR AFFILIATES 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $2,177,968 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,272,016 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,265,726 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,585,020 |
Value of total assets at end of year | 2011-12-31 | $30,425,597 |
Value of total assets at beginning of year | 2011-12-31 | $29,519,645 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $6,290 |
Total interest from all sources | 2011-12-31 | $30,584 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $712,490 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $712,490 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,883,259 |
Participant contributions at end of year | 2011-12-31 | $636,419 |
Participant contributions at beginning of year | 2011-12-31 | $563,193 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $1,346,440 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $1,378,495 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $97,018 |
Other income not declared elsewhere | 2011-12-31 | $-84,665 |
Administrative expenses (other) incurred | 2011-12-31 | $6,290 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $905,952 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $30,425,597 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $29,519,645 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $25,325,214 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $24,516,771 |
Interest on participant loans | 2011-12-31 | $30,582 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,499,975 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,529,102 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $12,806 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $12,804 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $12,804 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,138,802 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $73,341 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $604,743 |
Employer contributions (assets) at end of year | 2011-12-31 | $604,743 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $519,280 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,265,726 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | KPMG LLP |
Accountancy firm EIN | 2011-12-31 | 135525706 |
2010 : MEDSTAR AFFILIATES 401(K) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $37,451 |
Total income from all sources (including contributions) | 2010-12-31 | $5,350,170 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,247,831 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,202,151 |
Value of total corrective distributions | 2010-12-31 | $39,146 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,289,210 |
Value of total assets at end of year | 2010-12-31 | $29,519,645 |
Value of total assets at beginning of year | 2010-12-31 | $25,454,757 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,534 |
Total interest from all sources | 2010-12-31 | $31,111 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $775,521 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $775,521 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,666,785 |
Participant contributions at end of year | 2010-12-31 | $563,193 |
Participant contributions at beginning of year | 2010-12-31 | $537,659 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $1,378,495 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $1,114,173 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $103,145 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $37,451 |
Other income not declared elsewhere | 2010-12-31 | $128,025 |
Administrative expenses (other) incurred | 2010-12-31 | $6,534 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,102,339 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $29,519,645 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $25,417,306 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $24,516,771 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $20,368,379 |
Interest on participant loans | 2010-12-31 | $31,023 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,529,102 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,129,059 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $12,804 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $30,317 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $30,317 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $88 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,034,578 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $91,725 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $519,280 |
Employer contributions (assets) at end of year | 2010-12-31 | $519,280 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,275,170 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,202,151 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | KPMG LLC |
Accountancy firm EIN | 2010-12-31 | 135525706 |
2009 : MEDSTAR AFFILIATES 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: MEDSTAR AFFILIATES 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MEDSTAR AFFILIATES 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MEDSTAR AFFILIATES 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MEDSTAR AFFILIATES 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MEDSTAR AFFILIATES 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MEDSTAR AFFILIATES 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MEDSTAR AFFILIATES 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MEDSTAR AFFILIATES 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MEDSTAR AFFILIATES 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MEDSTAR AFFILIATES 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MEDSTAR AFFILIATES 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MEDSTAR AFFILIATES 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MEDSTAR AFFILIATES 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |