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COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCOMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COMMONWEALTH PRIMARY CARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMONWEALTH PRIMARY CARE, INC.
Employer identification number (EIN):540965697
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about COMMONWEALTH PRIMARY CARE, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1974-07-09
Company Identification Number: 0153754
Legal Registered Office Address: 1800 GLENSIDE DR
POST OFFICE BOX 1122
RICHMOND
United States of America (USA)
23226

More information about COMMONWEALTH PRIMARY CARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DANIEL DAVID
0012016-01-01DANIEL DAVID
0012015-01-01DANIEL DAVID
0012014-01-01DANIEL DAVID
0012013-01-01DANIEL DAVID
0012012-01-01DANIEL DAVID
0012011-01-01DANIEL DAVID
0012010-01-01DANIEL DAVID
0012009-01-01DANIEL DAVID
0012009-01-01DANIEL DAVID DANIEL DAVID2010-10-08
0012008-01-01DANIEL DAVID

Plan Statistics for COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01253
Total number of active participants reported on line 7a of the Form 55002022-01-01203
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0157
Total of all active and inactive participants2022-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01260
Number of participants with account balances2022-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01256
Total number of active participants reported on line 7a of the Form 55002021-01-01193
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0160
Total of all active and inactive participants2021-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01253
Number of participants with account balances2021-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01271
Total number of active participants reported on line 7a of the Form 55002020-01-01199
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01256
Number of participants with account balances2020-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0121
2019: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01249
Total number of active participants reported on line 7a of the Form 55002019-01-01205
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01271
Number of participants with account balances2019-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01250
Total number of active participants reported on line 7a of the Form 55002018-01-01207
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01249
Number of participants with account balances2018-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0121
2017: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01259
Total number of active participants reported on line 7a of the Form 55002017-01-01199
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01250
Number of participants with account balances2017-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01231
Total number of active participants reported on line 7a of the Form 55002016-01-01191
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0166
Total of all active and inactive participants2016-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01259
Number of participants with account balances2016-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01199
Total number of active participants reported on line 7a of the Form 55002015-01-01176
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0154
Total of all active and inactive participants2015-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01231
Number of participants with account balances2015-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01167
Total number of active participants reported on line 7a of the Form 55002014-01-01151
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0147
Total of all active and inactive participants2014-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01199
Number of participants with account balances2014-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01175
Total number of active participants reported on line 7a of the Form 55002013-01-01132
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01167
Number of participants with account balances2013-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01146
Total number of active participants reported on line 7a of the Form 55002012-01-01143
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01175
Number of participants with account balances2012-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01184
Total number of active participants reported on line 7a of the Form 55002011-01-01126
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01146
Number of participants with account balances2011-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01178
Total number of active participants reported on line 7a of the Form 55002010-01-01146
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0138
Total of all active and inactive participants2010-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01184
Number of participants with account balances2010-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01196
Total number of active participants reported on line 7a of the Form 55002009-01-01135
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01178
Number of participants with account balances2009-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015
2008: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-01195
Total number of active participants reported on line 7a of the Form 55002008-01-01135
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0161
Total of all active and inactive participants2008-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01196
Number of participants with account balances2008-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-0118

Financial Data on COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-9,680
Total unrealized appreciation/depreciation of assets2022-12-31$-9,680
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,688,331
Total loss/gain on sale of assets2022-12-31$-51,505
Total of all expenses incurred2022-12-31$1,021,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$898,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,582,450
Value of total assets at end of year2022-12-31$33,280,456
Value of total assets at beginning of year2022-12-31$36,990,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$123,095
Total interest from all sources2022-12-31$8,020
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$538,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$538,298
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$503,939
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$520,096
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,112,164
Participant contributions at end of year2022-12-31$166,461
Participant contributions at beginning of year2022-12-31$183,713
Participant contributions at end of year2022-12-31$23,312
Participant contributions at beginning of year2022-12-31$130,596
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,189
Other income not declared elsewhere2022-12-31$816
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,709,645
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,280,456
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$36,990,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$96,272
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,601,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$33,827,425
Interest on participant loans2022-12-31$8,020
Value of interest in common/collective trusts at end of year2022-12-31$2,975,220
Value of interest in common/collective trusts at beginning of year2022-12-31$1,399,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,802,379
Net investment gain or loss from common/collective trusts2022-12-31$45,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,466,097
Employer contributions (assets) at end of year2022-12-31$1,010,433
Employer contributions (assets) at beginning of year2022-12-31$928,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$898,219
Contract administrator fees2022-12-31$26,823
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$6,529,563
Aggregate carrying amount (costs) on sale of assets2022-12-31$6,581,068
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HARRIS, HARDY & JOHNSTONE, P.C.
Accountancy firm EIN2022-12-31541451026
2021 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,237,315
Total unrealized appreciation/depreciation of assets2021-12-31$1,237,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,078,673
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,578,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,453,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,494,307
Value of total assets at end of year2021-12-31$36,990,101
Value of total assets at beginning of year2021-12-31$33,489,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$124,495
Total interest from all sources2021-12-31$8,505
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$506,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$506,741
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$520,096
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$428,152
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,067,552
Participant contributions at end of year2021-12-31$183,713
Participant contributions at beginning of year2021-12-31$172,206
Participant contributions at end of year2021-12-31$130,596
Participant contributions at beginning of year2021-12-31$161,763
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$19,662
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,500,417
Value of net assets at end of year (total assets less liabilities)2021-12-31$36,990,101
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,489,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$98,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$33,827,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,975,512
Interest on participant loans2021-12-31$8,505
Value of interest in common/collective trusts at end of year2021-12-31$1,399,820
Value of interest in common/collective trusts at beginning of year2021-12-31$1,889,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,806,040
Net investment gain or loss from common/collective trusts2021-12-31$25,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,407,093
Employer contributions (assets) at end of year2021-12-31$928,451
Employer contributions (assets) at beginning of year2021-12-31$861,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,453,761
Contract administrator fees2021-12-31$25,965
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HARRIS, HARDY & JOHNSTONE, P.C.
Accountancy firm EIN2021-12-31541451026
2020 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,904
Total unrealized appreciation/depreciation of assets2020-12-31$5,904
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$5,897,420
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,775,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,670,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,221,714
Value of total assets at end of year2020-12-31$33,489,684
Value of total assets at beginning of year2020-12-31$29,367,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$105,328
Total interest from all sources2020-12-31$11,071
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,141,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,141,092
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$428,152
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$423,767
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$981,931
Participant contributions at end of year2020-12-31$172,206
Participant contributions at beginning of year2020-12-31$211,963
Participant contributions at end of year2020-12-31$161,763
Participant contributions at beginning of year2020-12-31$52,413
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$32,331
Total non interest bearing cash at end of year2020-12-31$534
Total non interest bearing cash at beginning of year2020-12-31$297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,121,800
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,489,684
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,367,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$80,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,975,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,257,751
Income. Interest from loans (other than to participants)2020-12-31$11,071
Value of interest in common/collective trusts at end of year2020-12-31$1,889,863
Value of interest in common/collective trusts at beginning of year2020-12-31$1,522,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,508,121
Net investment gain or loss from common/collective trusts2020-12-31$9,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,207,452
Employer contributions (assets) at end of year2020-12-31$861,654
Employer contributions (assets) at beginning of year2020-12-31$899,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,670,292
Contract administrator fees2020-12-31$24,628
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HARRIS, HARDY & JOHNSTONE, P.C.
Accountancy firm EIN2020-12-31541451026
2019 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,536
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,536
Total unrealized appreciation/depreciation of assets2019-12-31$2,536
Total unrealized appreciation/depreciation of assets2019-12-31$2,536
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,864,689
Total income from all sources (including contributions)2019-12-31$6,864,689
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$350,881
Total of all expenses incurred2019-12-31$350,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$254,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$254,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,307,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,307,966
Value of total assets at end of year2019-12-31$29,367,884
Value of total assets at end of year2019-12-31$29,367,884
Value of total assets at beginning of year2019-12-31$22,854,076
Value of total assets at beginning of year2019-12-31$22,854,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$96,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$96,856
Total interest from all sources2019-12-31$9,860
Total interest from all sources2019-12-31$9,860
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,027,201
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,027,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,027,201
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,027,201
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$423,767
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$423,767
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$421,231
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$421,231
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$946,779
Contributions received from participants2019-12-31$946,779
Participant contributions at end of year2019-12-31$211,963
Participant contributions at end of year2019-12-31$211,963
Participant contributions at beginning of year2019-12-31$168,946
Participant contributions at beginning of year2019-12-31$168,946
Participant contributions at end of year2019-12-31$52,413
Participant contributions at end of year2019-12-31$52,413
Participant contributions at beginning of year2019-12-31$69,104
Participant contributions at beginning of year2019-12-31$69,104
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$62,623
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$62,623
Total non interest bearing cash at end of year2019-12-31$297
Total non interest bearing cash at end of year2019-12-31$297
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,513,808
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,367,884
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,367,884
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,854,076
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,854,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$71,824
Investment advisory and management fees2019-12-31$71,824
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,257,751
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,257,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,883,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,883,387
Interest on participant loans2019-12-31$9,860
Interest on participant loans2019-12-31$9,860
Value of interest in common/collective trusts at end of year2019-12-31$1,522,057
Value of interest in common/collective trusts at end of year2019-12-31$1,522,057
Value of interest in common/collective trusts at beginning of year2019-12-31$1,421,863
Value of interest in common/collective trusts at beginning of year2019-12-31$1,421,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,445,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,445,331
Net investment gain or loss from common/collective trusts2019-12-31$71,795
Net investment gain or loss from common/collective trusts2019-12-31$71,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,298,564
Contributions received in cash from employer2019-12-31$1,298,564
Employer contributions (assets) at end of year2019-12-31$899,636
Employer contributions (assets) at end of year2019-12-31$899,636
Employer contributions (assets) at beginning of year2019-12-31$889,545
Employer contributions (assets) at beginning of year2019-12-31$889,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$254,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$254,025
Contract administrator fees2019-12-31$25,032
Contract administrator fees2019-12-31$25,032
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HARRIS, HARDY & JOHNSTONE, P.C.
Accountancy firm name2019-12-31HARRIS, HARDY & JOHNSTONE, P.C.
Accountancy firm EIN2019-12-31541451026
Accountancy firm EIN2019-12-31541451026
2018 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$998,665
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,123,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,023,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,111,967
Value of total assets at end of year2018-12-31$22,854,076
Value of total assets at beginning of year2018-12-31$22,978,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$99,334
Total interest from all sources2018-12-31$8,434
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,125,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,125,125
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$421,231
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$852,013
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$875,246
Participant contributions at end of year2018-12-31$168,946
Participant contributions at beginning of year2018-12-31$143,960
Participant contributions at end of year2018-12-31$69,104
Participant contributions at beginning of year2018-12-31$125,619
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$29,087
Other income not declared elsewhere2018-12-31$11,163
Administrative expenses (other) incurred2018-12-31$2,555
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-124,494
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,854,076
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,978,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$75,791
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,883,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,597,561
Interest on participant loans2018-12-31$8,434
Value of interest in common/collective trusts at end of year2018-12-31$1,421,863
Value of interest in common/collective trusts at beginning of year2018-12-31$1,489,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,270,033
Net investment gain or loss from common/collective trusts2018-12-31$12,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,207,634
Employer contributions (assets) at end of year2018-12-31$889,545
Employer contributions (assets) at beginning of year2018-12-31$770,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,023,825
Contract administrator fees2018-12-31$20,988
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HARRIS, HARDY & JOHNSTONE, P.C.
Accountancy firm EIN2018-12-31541451026
2017 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,451,982
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$658,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$557,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,967,298
Value of total assets at end of year2017-12-31$22,978,570
Value of total assets at beginning of year2017-12-31$19,185,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$101,276
Total interest from all sources2017-12-31$6,420
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$935,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$935,825
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$852,013
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$735,623
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$843,813
Participant contributions at end of year2017-12-31$143,960
Participant contributions at beginning of year2017-12-31$135,419
Participant contributions at end of year2017-12-31$125,619
Participant contributions at beginning of year2017-12-31$56,166
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$28,911
Other income not declared elsewhere2017-12-31$4,893
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$30,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,793,553
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,978,570
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,185,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$78,221
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,597,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,004,135
Interest on participant loans2017-12-31$6,420
Value of interest in common/collective trusts at end of year2017-12-31$1,489,263
Value of interest in common/collective trusts at beginning of year2017-12-31$1,581,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,519,713
Net investment gain or loss from common/collective trusts2017-12-31$17,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,094,574
Employer contributions (assets) at end of year2017-12-31$770,154
Employer contributions (assets) at beginning of year2017-12-31$641,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$557,153
Contract administrator fees2017-12-31$23,055
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HARRIS, HARDY & JOHNSTONE, P.C.
Accountancy firm EIN2017-12-31541451026
2016 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,216,139
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$617,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$528,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,660,654
Value of total assets at end of year2016-12-31$19,185,017
Value of total assets at beginning of year2016-12-31$16,586,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$89,096
Total interest from all sources2016-12-31$5,969
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$765,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$765,697
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$735,623
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$678,286
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$706,826
Participant contributions at end of year2016-12-31$135,419
Participant contributions at beginning of year2016-12-31$156,399
Participant contributions at end of year2016-12-31$56,166
Participant contributions at beginning of year2016-12-31$64,684
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$59,511
Other income not declared elsewhere2016-12-31$2,246
Total non interest bearing cash at end of year2016-12-31$30,998
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,598,580
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,185,017
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,586,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$65,618
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,004,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,600,897
Interest on participant loans2016-12-31$5,969
Value of interest in common/collective trusts at end of year2016-12-31$1,581,355
Value of interest in common/collective trusts at beginning of year2016-12-31$1,443,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$763,039
Net investment gain or loss from common/collective trusts2016-12-31$18,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$894,317
Employer contributions (assets) at end of year2016-12-31$641,321
Employer contributions (assets) at beginning of year2016-12-31$642,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$528,463
Contract administrator fees2016-12-31$23,478
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HARRIS, HARDY & JOHNSTONE, P.C.
Accountancy firm EIN2016-12-31541451026
2015 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$1,268,903
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$671,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$594,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,600,459
Value of total assets at end of year2015-12-31$16,586,437
Value of total assets at beginning of year2015-12-31$15,989,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$77,198
Total interest from all sources2015-12-31$6,603
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$628,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$628,299
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$678,286
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$758,558
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$636,258
Participant contributions at end of year2015-12-31$156,399
Participant contributions at beginning of year2015-12-31$166,702
Participant contributions at end of year2015-12-31$64,684
Participant contributions at beginning of year2015-12-31$68,445
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$78,308
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$596,918
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,586,437
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,989,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$60,936
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,600,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,894,763
Interest on participant loans2015-12-31$6,603
Value of interest in common/collective trusts at end of year2015-12-31$1,443,540
Value of interest in common/collective trusts at beginning of year2015-12-31$1,502,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-980,958
Net investment gain or loss from common/collective trusts2015-12-31$14,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$885,893
Employer contributions (assets) at end of year2015-12-31$642,631
Employer contributions (assets) at beginning of year2015-12-31$598,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$594,787
Contract administrator fees2015-12-31$16,262
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HARRIS, HARDY & JOHNSTONE, P.C.
Accountancy firm EIN2015-12-31541451026
2014 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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$2,170,408
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,875,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,797,801
Expenses. Certain deemed distributions of participant loans2014-12-31$774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,363,565
Value of total assets at end of year2014-12-31$15,989,519
Value of total assets at beginning of year2014-12-31$15,694,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$76,782
Total interest from all sources2014-12-31$7,098
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$989,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$989,514
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$758,558
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$662,611
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$554,116
Participant contributions at end of year2014-12-31$166,702
Participant contributions at beginning of year2014-12-31$168,119
Participant contributions at end of year2014-12-31$68,445
Participant contributions at beginning of year2014-12-31$18,731
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$295,051
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,989,519
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,694,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$58,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,894,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,336,511
Interest on participant loans2014-12-31$7,098
Value of interest in common/collective trusts at end of year2014-12-31$1,502,181
Value of interest in common/collective trusts at beginning of year2014-12-31$2,064,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-208,779
Net investment gain or loss from common/collective trusts2014-12-31$19,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$809,449
Employer contributions (assets) at end of year2014-12-31$598,870
Employer contributions (assets) at beginning of year2014-12-31$444,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,797,801
Contract administrator fees2014-12-31$18,483
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HARRIS, HARDY & JOHNSTONE, P.C.
Accountancy firm EIN2014-12-31541451026
2013 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$2,909,648
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$263,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$189,853
Expenses. Certain deemed distributions of participant loans2013-12-31$902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,092,540
Value of total assets at end of year2013-12-31$15,694,468
Value of total assets at beginning of year2013-12-31$13,048,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$72,433
Total interest from all sources2013-12-31$4,605
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$690,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$690,151
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$662,611
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$611,796
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$456,004
Participant contributions at end of year2013-12-31$168,119
Participant contributions at beginning of year2013-12-31$92,432
Participant contributions at end of year2013-12-31$18,731
Participant contributions at beginning of year2013-12-31$21,116
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,516
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,646,460
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,694,468
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,048,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$52,585
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,336,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,503,716
Interest on participant loans2013-12-31$4,605
Value of interest in common/collective trusts at end of year2013-12-31$2,064,417
Value of interest in common/collective trusts at beginning of year2013-12-31$2,352,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,094,724
Net investment gain or loss from common/collective trusts2013-12-31$27,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$632,020
Employer contributions (assets) at end of year2013-12-31$444,079
Employer contributions (assets) at beginning of year2013-12-31$466,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$189,853
Contract administrator fees2013-12-31$19,848
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HARRIS, HARDY & JOHNSTONE, P.C.
Accountancy firm EIN2013-12-31541451026
2012 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$5,591,167
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$2,024,053
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$449,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$399,782
Expenses. Certain deemed distributions of participant loans2012-12-31$369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,023,664
Value of total assets at end of year2012-12-31$13,048,008
Value of total assets at beginning of year2012-12-31$5,882,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$49,107
Total interest from all sources2012-12-31$3,706
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$365,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$365,104
Administrative expenses professional fees incurred2012-12-31$16,444
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$611,796
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$396,944
Participant contributions at end of year2012-12-31$92,432
Participant contributions at beginning of year2012-12-31$71,765
Participant contributions at end of year2012-12-31$21,116
Participant contributions at beginning of year2012-12-31$11,918
Administrative expenses (other) incurred2012-12-31$10
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,574,795
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,048,008
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,882,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$23,828
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,503,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,119,528
Interest on participant loans2012-12-31$3,706
Value of interest in common/collective trusts at end of year2012-12-31$2,352,634
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$620,914
Net investment gain or loss from common/collective trusts2012-12-31$10,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$626,720
Employer contributions (assets) at end of year2012-12-31$466,314
Employer contributions (assets) at beginning of year2012-12-31$271,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$399,782
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,407,400
Contract administrator fees2012-12-31$8,825
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HARRIS, HARDY & JOHNSTONE, P.C.
Accountancy firm EIN2012-12-31541451026
2011 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$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$756,250
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$171,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$130,043
Expenses. Certain deemed distributions of participant loans2011-12-31$1,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$693,449
Value of total assets at end of year2011-12-31$5,882,046
Value of total assets at beginning of year2011-12-31$5,297,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$39,693
Total interest from all sources2011-12-31$3,581
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$97,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$97,780
Administrative expenses professional fees incurred2011-12-31$18,684
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$300,021
Participant contributions at end of year2011-12-31$71,765
Participant contributions at beginning of year2011-12-31$94,679
Participant contributions at end of year2011-12-31$11,918
Participant contributions at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$14,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$584,588
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,882,046
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,297,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$12,771
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,119,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,677,956
Interest on participant loans2011-12-31$3,581
Value of interest in common/collective trusts at end of year2011-12-31$1,407,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-77,640
Net investment gain or loss from common/collective trusts2011-12-31$39,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$393,428
Employer contributions (assets) at end of year2011-12-31$271,435
Employer contributions (assets) at beginning of year2011-12-31$227,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$130,043
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,407,400
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,283,006
Contract administrator fees2011-12-31$8,238
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HARRIS, HARDY & JOHNSTONE, P.C.
Accountancy firm EIN2011-12-31541451026
2010 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,199,113
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$460,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$430,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$643,099
Value of total assets at end of year2010-12-31$5,297,458
Value of total assets at beginning of year2010-12-31$4,558,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,021
Total interest from all sources2010-12-31$1,937
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$77,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$77,194
Administrative expenses professional fees incurred2010-12-31$16,067
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$288,016
Participant contributions at end of year2010-12-31$94,679
Participant contributions at beginning of year2010-12-31$38,805
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$19,611
Total non interest bearing cash at end of year2010-12-31$14,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$738,613
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,297,458
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,558,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$10,678
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,677,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,025,072
Interest on participant loans2010-12-31$1,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$476,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$355,083
Employer contributions (assets) at end of year2010-12-31$227,153
Employer contributions (assets) at beginning of year2010-12-31$256,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$430,479
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,283,006
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,219,001
Contract administrator fees2010-12-31$3,276
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HARRIS, HARDY & JOHNSTONE, P.C.
Accountancy firm EIN2010-12-31541451026
2009 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$1,054
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$36,788
Total income from all sources (including contributions)2008-12-31$-651,196
Total loss/gain on sale of assets2008-12-31$0
Total of all expenses incurred2008-12-31$303,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$270,207
Expenses. Certain deemed distributions of participant loans2008-12-31$4,045
Value of total corrective distributions2008-12-31$4,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$482,981
Value of total assets at end of year2008-12-31$4,754,379
Value of total assets at beginning of year2008-12-31$5,745,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$24,787
Total interest from all sources2008-12-31$2,072
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$500,000
If this is an individual account plan, was there a blackout period2008-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$244,414
Participant contributions at end of year2008-12-31$21,811
Participant contributions at beginning of year2008-12-31$32,790
Participant contributions at end of year2008-12-31$23,576
Participant contributions at beginning of year2008-12-31$53,537
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$40,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2008-12-31$1,054
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2008-12-31$35,456
Other income not declared elsewhere2008-12-31$1,165
Liabilities. Value of operating payables at end of year2008-12-31$0
Liabilities. Value of operating payables at beginning of year2008-12-31$1,332
Total non interest bearing cash at end of year2008-12-31$0
Total non interest bearing cash at beginning of year2008-12-31$1,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-954,936
Value of net assets at end of year (total assets less liabilities)2008-12-31$4,753,325
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$5,708,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Investment advisory and management fees2008-12-31$23,492
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-12-31$3,143,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-12-31$3,751,076
Interest on participant loans2008-12-31$2,072
Value of interest in common/collective trusts at end of year2008-12-31$0
Value of interest in common/collective trusts at beginning of year2008-12-31$1,473,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$-1,137,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31Yes
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$198,009
Employer contributions (assets) at end of year2008-12-31$129,868
Employer contributions (assets) at beginning of year2008-12-31$432,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$270,207
Asset. Corporate debt instrument debt (other) at end of year2008-12-31$1,435,140
Asset. Corporate debt instrument debt (other) at beginning of year2008-12-31$0
Contract administrator fees2008-12-31$1,295
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31HARRIS, HARDY & JOHNSTONE, P.C.
Accountancy firm EIN2008-12-31541451026

Form 5500 Responses for COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2022: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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