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Plan Name | COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | DANIEL DAVID | |||
001 | 2016-01-01 | DANIEL DAVID | |||
001 | 2015-01-01 | DANIEL DAVID | |||
001 | 2014-01-01 | DANIEL DAVID | |||
001 | 2013-01-01 | DANIEL DAVID | |||
001 | 2012-01-01 | DANIEL DAVID | |||
001 | 2011-01-01 | DANIEL DAVID | |||
001 | 2010-01-01 | DANIEL DAVID | |||
001 | 2009-01-01 | DANIEL DAVID | |||
001 | 2009-01-01 | DANIEL DAVID | DANIEL DAVID | 2010-10-08 | |
001 | 2008-01-01 | DANIEL DAVID |
Measure | Date | Value |
---|---|---|
2022: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 253 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 203 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 57 |
Total of all active and inactive participants | 2022-01-01 | 260 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 260 |
Number of participants with account balances | 2022-01-01 | 260 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 19 |
2021: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 256 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 193 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 60 |
Total of all active and inactive participants | 2021-01-01 | 253 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 253 |
Number of participants with account balances | 2021-01-01 | 253 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 16 |
2020: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 271 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 199 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 56 |
Total of all active and inactive participants | 2020-01-01 | 255 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 256 |
Number of participants with account balances | 2020-01-01 | 256 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 21 |
2019: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 249 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 205 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 65 |
Total of all active and inactive participants | 2019-01-01 | 270 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 271 |
Number of participants with account balances | 2019-01-01 | 271 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 9 |
2018: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 250 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 207 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 41 |
Total of all active and inactive participants | 2018-01-01 | 248 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 249 |
Number of participants with account balances | 2018-01-01 | 249 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 21 |
2017: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 259 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 199 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 49 |
Total of all active and inactive participants | 2017-01-01 | 248 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 250 |
Number of participants with account balances | 2017-01-01 | 249 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 14 |
2016: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 231 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 191 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 66 |
Total of all active and inactive participants | 2016-01-01 | 257 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 259 |
Number of participants with account balances | 2016-01-01 | 256 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 10 |
2015: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 199 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 176 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 54 |
Total of all active and inactive participants | 2015-01-01 | 230 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 231 |
Number of participants with account balances | 2015-01-01 | 221 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 6 |
2014: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 167 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 151 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 47 |
Total of all active and inactive participants | 2014-01-01 | 198 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 199 |
Number of participants with account balances | 2014-01-01 | 199 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4 |
2013: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 132 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 35 |
Total of all active and inactive participants | 2013-01-01 | 167 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 167 |
Number of participants with account balances | 2013-01-01 | 167 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
2012: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 146 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 143 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 32 |
Total of all active and inactive participants | 2012-01-01 | 175 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 175 |
Number of participants with account balances | 2012-01-01 | 175 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 184 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 126 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 19 |
Total of all active and inactive participants | 2011-01-01 | 145 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 146 |
Number of participants with account balances | 2011-01-01 | 146 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 178 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 146 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 38 |
Total of all active and inactive participants | 2010-01-01 | 184 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 184 |
Number of participants with account balances | 2010-01-01 | 172 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 12 |
2009: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 196 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 135 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 43 |
Total of all active and inactive participants | 2009-01-01 | 178 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 178 |
Number of participants with account balances | 2009-01-01 | 168 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
2008: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2008 401k membership | ||
Total participants, beginning-of-year | 2008-01-01 | 195 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 135 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 61 |
Total of all active and inactive participants | 2008-01-01 | 196 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 196 |
Number of participants with account balances | 2008-01-01 | 181 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 18 |
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) assets | 2022-12-31 | $-9,680 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-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 assets | 2022-12-31 | $-51,505 |
Total of all expenses incurred | 2022-12-31 | $1,021,314 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $33,280,456 |
Value of total assets at beginning of year | 2022-12-31 | $36,990,101 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $123,095 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
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 year | 2022-12-31 | $503,939 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $520,096 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,112,164 |
Participant contributions at end of year | 2022-12-31 | $166,461 |
Participant contributions at beginning of year | 2022-12-31 | $183,713 |
Participant contributions at end of year | 2022-12-31 | $23,312 |
Participant contributions at beginning of year | 2022-12-31 | $130,596 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $4,189 |
Other income not declared elsewhere | 2022-12-31 | $816 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $96,272 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $28,601,091 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $33,827,425 |
Interest on participant loans | 2022-12-31 | $8,020 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,975,220 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $45,649 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,466,097 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,010,433 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $928,451 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $898,219 |
Contract administrator fees | 2022-12-31 | $26,823 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $6,529,563 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $6,581,068 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HARRIS, HARDY & JOHNSTONE, P.C. |
Accountancy firm EIN | 2022-12-31 | 541451026 |
2021 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $1,237,315 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,578,256 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $36,990,101 |
Value of total assets at beginning of year | 2021-12-31 | $33,489,684 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $124,495 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
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 year | 2021-12-31 | $520,096 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $428,152 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,067,552 |
Participant contributions at end of year | 2021-12-31 | $183,713 |
Participant contributions at beginning of year | 2021-12-31 | $172,206 |
Participant contributions at end of year | 2021-12-31 | $130,596 |
Participant contributions at beginning of year | 2021-12-31 | $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 year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $534 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $98,530 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $33,827,425 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $29,975,512 |
Interest on participant loans | 2021-12-31 | $8,505 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,399,820 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $25,765 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,407,093 |
Employer contributions (assets) at end of year | 2021-12-31 | $928,451 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $861,654 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,453,761 |
Contract administrator fees | 2021-12-31 | $25,965 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HARRIS, HARDY & JOHNSTONE, P.C. |
Accountancy firm EIN | 2021-12-31 | 541451026 |
2020 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $5,904 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,775,620 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $33,489,684 |
Value of total assets at beginning of year | 2020-12-31 | $29,367,884 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $105,328 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
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 year | 2020-12-31 | $428,152 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $423,767 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $981,931 |
Participant contributions at end of year | 2020-12-31 | $172,206 |
Participant contributions at beginning of year | 2020-12-31 | $211,963 |
Participant contributions at end of year | 2020-12-31 | $161,763 |
Participant contributions at beginning of year | 2020-12-31 | $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 year | 2020-12-31 | $534 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $297 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $80,700 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $29,975,512 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $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 year | 2020-12-31 | $1,889,863 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $9,518 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,207,452 |
Employer contributions (assets) at end of year | 2020-12-31 | $861,654 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $899,636 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,670,292 |
Contract administrator fees | 2020-12-31 | $24,628 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | HARRIS, HARDY & JOHNSTONE, P.C. |
Accountancy firm EIN | 2020-12-31 | 541451026 |
2019 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $2,536 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $2,536 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $2,536 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $350,881 |
Total of all expenses incurred | 2019-12-31 | $350,881 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $254,025 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $29,367,884 |
Value of total assets at end of year | 2019-12-31 | $29,367,884 |
Value of total assets at beginning of year | 2019-12-31 | $22,854,076 |
Value of total assets at beginning of year | 2019-12-31 | $22,854,076 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $96,856 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $96,856 |
Total interest from all sources | 2019-12-31 | $9,860 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $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 year | 2019-12-31 | $423,767 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $423,767 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $421,231 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $421,231 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $946,779 |
Contributions received from participants | 2019-12-31 | $946,779 |
Participant contributions at end of year | 2019-12-31 | $211,963 |
Participant contributions at end of year | 2019-12-31 | $211,963 |
Participant contributions at beginning of year | 2019-12-31 | $168,946 |
Participant contributions at beginning of year | 2019-12-31 | $168,946 |
Participant contributions at end of year | 2019-12-31 | $52,413 |
Participant contributions at end of year | 2019-12-31 | $52,413 |
Participant contributions at beginning of year | 2019-12-31 | $69,104 |
Participant contributions at beginning of year | 2019-12-31 | $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 year | 2019-12-31 | $297 |
Total non interest bearing cash at end of year | 2019-12-31 | $297 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $71,824 |
Investment advisory and management fees | 2019-12-31 | $71,824 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $26,257,751 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $26,257,751 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $19,883,387 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $19,883,387 |
Interest on participant loans | 2019-12-31 | $9,860 |
Interest on participant loans | 2019-12-31 | $9,860 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,522,057 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,522,057 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,421,863 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $71,795 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $71,795 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,298,564 |
Contributions received in cash from employer | 2019-12-31 | $1,298,564 |
Employer contributions (assets) at end of year | 2019-12-31 | $899,636 |
Employer contributions (assets) at end of year | 2019-12-31 | $899,636 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $889,545 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $889,545 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $254,025 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $254,025 |
Contract administrator fees | 2019-12-31 | $25,032 |
Contract administrator fees | 2019-12-31 | $25,032 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HARRIS, HARDY & JOHNSTONE, P.C. |
Accountancy firm name | 2019-12-31 | HARRIS, HARDY & JOHNSTONE, P.C. |
Accountancy firm EIN | 2019-12-31 | 541451026 |
Accountancy firm EIN | 2019-12-31 | 541451026 |
2018 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $998,665 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,123,159 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $22,854,076 |
Value of total assets at beginning of year | 2018-12-31 | $22,978,570 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $99,334 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
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 year | 2018-12-31 | $421,231 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $852,013 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $875,246 |
Participant contributions at end of year | 2018-12-31 | $168,946 |
Participant contributions at beginning of year | 2018-12-31 | $143,960 |
Participant contributions at end of year | 2018-12-31 | $69,104 |
Participant contributions at beginning of year | 2018-12-31 | $125,619 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $29,087 |
Other income not declared elsewhere | 2018-12-31 | $11,163 |
Administrative expenses (other) incurred | 2018-12-31 | $2,555 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $75,791 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $19,883,387 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $19,597,561 |
Interest on participant loans | 2018-12-31 | $8,434 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,421,863 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $12,009 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,207,634 |
Employer contributions (assets) at end of year | 2018-12-31 | $889,545 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $770,154 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,023,825 |
Contract administrator fees | 2018-12-31 | $20,988 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HARRIS, HARDY & JOHNSTONE, P.C. |
Accountancy firm EIN | 2018-12-31 | 541451026 |
2017 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,451,982 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $658,429 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $22,978,570 |
Value of total assets at beginning of year | 2017-12-31 | $19,185,017 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $101,276 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
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 year | 2017-12-31 | $852,013 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $735,623 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $843,813 |
Participant contributions at end of year | 2017-12-31 | $143,960 |
Participant contributions at beginning of year | 2017-12-31 | $135,419 |
Participant contributions at end of year | 2017-12-31 | $125,619 |
Participant contributions at beginning of year | 2017-12-31 | $56,166 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $28,911 |
Other income not declared elsewhere | 2017-12-31 | $4,893 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $78,221 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $19,597,561 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $16,004,135 |
Interest on participant loans | 2017-12-31 | $6,420 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,489,263 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $17,833 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,094,574 |
Employer contributions (assets) at end of year | 2017-12-31 | $770,154 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $641,321 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $557,153 |
Contract administrator fees | 2017-12-31 | $23,055 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HARRIS, HARDY & JOHNSTONE, P.C. |
Accountancy firm EIN | 2017-12-31 | 541451026 |
2016 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $3,216,139 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $617,559 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $19,185,017 |
Value of total assets at beginning of year | 2016-12-31 | $16,586,437 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $89,096 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
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 year | 2016-12-31 | $735,623 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $678,286 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $706,826 |
Participant contributions at end of year | 2016-12-31 | $135,419 |
Participant contributions at beginning of year | 2016-12-31 | $156,399 |
Participant contributions at end of year | 2016-12-31 | $56,166 |
Participant contributions at beginning of year | 2016-12-31 | $64,684 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $59,511 |
Other income not declared elsewhere | 2016-12-31 | $2,246 |
Total non interest bearing cash at end of year | 2016-12-31 | $30,998 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $65,618 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $16,004,135 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $13,600,897 |
Interest on participant loans | 2016-12-31 | $5,969 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,581,355 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $18,534 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $894,317 |
Employer contributions (assets) at end of year | 2016-12-31 | $641,321 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $642,631 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $528,463 |
Contract administrator fees | 2016-12-31 | $23,478 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HARRIS, HARDY & JOHNSTONE, P.C. |
Accountancy firm EIN | 2016-12-31 | 541451026 |
2015 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,268,903 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $671,985 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $16,586,437 |
Value of total assets at beginning of year | 2015-12-31 | $15,989,519 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $77,198 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
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 year | 2015-12-31 | $678,286 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $758,558 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $636,258 |
Participant contributions at end of year | 2015-12-31 | $156,399 |
Participant contributions at beginning of year | 2015-12-31 | $166,702 |
Participant contributions at end of year | 2015-12-31 | $64,684 |
Participant contributions at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $60,936 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $13,600,897 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $12,894,763 |
Interest on participant loans | 2015-12-31 | $6,603 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,443,540 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $14,500 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $885,893 |
Employer contributions (assets) at end of year | 2015-12-31 | $642,631 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $598,870 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $594,787 |
Contract administrator fees | 2015-12-31 | $16,262 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HARRIS, HARDY & JOHNSTONE, P.C. |
Accountancy firm EIN | 2015-12-31 | 541451026 |
2014 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $2,170,408 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,875,357 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,797,801 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $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 year | 2014-12-31 | $15,989,519 |
Value of total assets at beginning of year | 2014-12-31 | $15,694,468 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $76,782 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
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 year | 2014-12-31 | $758,558 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $662,611 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $554,116 |
Participant contributions at end of year | 2014-12-31 | $166,702 |
Participant contributions at beginning of year | 2014-12-31 | $168,119 |
Participant contributions at end of year | 2014-12-31 | $68,445 |
Participant contributions at beginning of year | 2014-12-31 | $18,731 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $58,299 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $12,894,763 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $12,336,511 |
Interest on participant loans | 2014-12-31 | $7,098 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,502,181 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $19,010 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $809,449 |
Employer contributions (assets) at end of year | 2014-12-31 | $598,870 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $444,079 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,797,801 |
Contract administrator fees | 2014-12-31 | $18,483 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | HARRIS, HARDY & JOHNSTONE, P.C. |
Accountancy firm EIN | 2014-12-31 | 541451026 |
2013 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,909,648 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $263,188 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $189,853 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $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 year | 2013-12-31 | $15,694,468 |
Value of total assets at beginning of year | 2013-12-31 | $13,048,008 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $72,433 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
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 year | 2013-12-31 | $662,611 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $611,796 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $456,004 |
Participant contributions at end of year | 2013-12-31 | $168,119 |
Participant contributions at beginning of year | 2013-12-31 | $92,432 |
Participant contributions at end of year | 2013-12-31 | $18,731 |
Participant contributions at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $52,585 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $12,336,511 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $9,503,716 |
Interest on participant loans | 2013-12-31 | $4,605 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,064,417 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $27,628 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $632,020 |
Employer contributions (assets) at end of year | 2013-12-31 | $444,079 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $466,314 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $189,853 |
Contract administrator fees | 2013-12-31 | $19,848 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | HARRIS, HARDY & JOHNSTONE, P.C. |
Accountancy firm EIN | 2013-12-31 | 541451026 |
2012 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $449,258 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $399,782 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $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 year | 2012-12-31 | $13,048,008 |
Value of total assets at beginning of year | 2012-12-31 | $5,882,046 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $49,107 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $365,104 |
Administrative expenses professional fees incurred | 2012-12-31 | $16,444 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $611,796 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $396,944 |
Participant contributions at end of year | 2012-12-31 | $92,432 |
Participant contributions at beginning of year | 2012-12-31 | $71,765 |
Participant contributions at end of year | 2012-12-31 | $21,116 |
Participant contributions at beginning of year | 2012-12-31 | $11,918 |
Administrative expenses (other) incurred | 2012-12-31 | $10 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $23,828 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $9,503,716 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,119,528 |
Interest on participant loans | 2012-12-31 | $3,706 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,352,634 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $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 trusts | 2012-12-31 | $10,665 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $626,720 |
Employer contributions (assets) at end of year | 2012-12-31 | $466,314 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $271,435 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $399,782 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $1,407,400 |
Contract administrator fees | 2012-12-31 | $8,825 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | HARRIS, HARDY & JOHNSTONE, P.C. |
Accountancy firm EIN | 2012-12-31 | 541451026 |
2011 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $756,250 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $171,662 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $130,043 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $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 year | 2011-12-31 | $5,882,046 |
Value of total assets at beginning of year | 2011-12-31 | $5,297,458 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $39,693 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $97,780 |
Administrative expenses professional fees incurred | 2011-12-31 | $18,684 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $300,021 |
Participant contributions at end of year | 2011-12-31 | $71,765 |
Participant contributions at beginning of year | 2011-12-31 | $94,679 |
Participant contributions at end of year | 2011-12-31 | $11,918 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $12,771 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,119,528 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,677,956 |
Interest on participant loans | 2011-12-31 | $3,581 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $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 trusts | 2011-12-31 | $39,080 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $393,428 |
Employer contributions (assets) at end of year | 2011-12-31 | $271,435 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $227,153 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $130,043 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $1,407,400 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $1,283,006 |
Contract administrator fees | 2011-12-31 | $8,238 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | HARRIS, HARDY & JOHNSTONE, P.C. |
Accountancy firm EIN | 2011-12-31 | 541451026 |
2010 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,199,113 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $460,500 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $5,297,458 |
Value of total assets at beginning of year | 2010-12-31 | $4,558,845 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $30,021 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $77,194 |
Administrative expenses professional fees incurred | 2010-12-31 | $16,067 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $288,016 |
Participant contributions at end of year | 2010-12-31 | $94,679 |
Participant contributions at beginning of year | 2010-12-31 | $38,805 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $19,611 |
Total non interest bearing cash at end of year | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $10,678 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,677,956 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,025,072 |
Interest on participant loans | 2010-12-31 | $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 assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $355,083 |
Employer contributions (assets) at end of year | 2010-12-31 | $227,153 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $256,356 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $430,479 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $1,283,006 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $1,219,001 |
Contract administrator fees | 2010-12-31 | $3,276 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | HARRIS, HARDY & JOHNSTONE, P.C. |
Accountancy firm EIN | 2010-12-31 | 541451026 |
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 securities | 2009-12-31 | $0 |
2008 : COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2008 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2008-12-31 | $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 assets | 2008-12-31 | $0 |
Total of all expenses incurred | 2008-12-31 | $303,740 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2008-12-31 | $270,207 |
Expenses. Certain deemed distributions of participant loans | 2008-12-31 | $4,045 |
Value of total corrective distributions | 2008-12-31 | $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 year | 2008-12-31 | $4,754,379 |
Value of total assets at beginning of year | 2008-12-31 | $5,745,049 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2008-12-31 | $24,787 |
Total interest from all sources | 2008-12-31 | $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 year | 2008-12-31 | No |
Was this plan covered by a fidelity bond | 2008-12-31 | Yes |
Value of fidelity bond cover | 2008-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2008-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2008-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2008-12-31 | No |
Contributions received from participants | 2008-12-31 | $244,414 |
Participant contributions at end of year | 2008-12-31 | $21,811 |
Participant contributions at beginning of year | 2008-12-31 | $32,790 |
Participant contributions at end of year | 2008-12-31 | $23,576 |
Participant contributions at beginning of year | 2008-12-31 | $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 year | 2008-12-31 | $1,054 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2008-12-31 | $35,456 |
Other income not declared elsewhere | 2008-12-31 | $1,165 |
Liabilities. Value of operating payables at end of year | 2008-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2008-12-31 | $1,332 |
Total non interest bearing cash at end of year | 2008-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2008-12-31 | $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 appraiser | 2008-12-31 | No |
Value of net income/loss | 2008-12-31 | $-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) | 2008-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2008-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2008-12-31 | No |
Investment advisory and management fees | 2008-12-31 | $23,492 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2008-12-31 | $3,143,984 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2008-12-31 | $3,751,076 |
Interest on participant loans | 2008-12-31 | $2,072 |
Value of interest in common/collective trusts at end of year | 2008-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2008-12-31 | $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 assets | 2008-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2008-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2008-12-31 | No |
Contributions received in cash from employer | 2008-12-31 | $198,009 |
Employer contributions (assets) at end of year | 2008-12-31 | $129,868 |
Employer contributions (assets) at beginning of year | 2008-12-31 | $432,930 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2008-12-31 | $270,207 |
Asset. Corporate debt instrument debt (other) at end of year | 2008-12-31 | $1,435,140 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2008-12-31 | $0 |
Contract administrator fees | 2008-12-31 | $1,295 |
Did the plan have assets held for investment | 2008-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2008-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2008-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2008-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2008-12-31 | Disclaimer |
Accountancy firm name | 2008-12-31 | HARRIS, HARDY & JOHNSTONE, P.C. |
Accountancy firm EIN | 2008-12-31 | 541451026 |
2022: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2008: COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses | ||
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | Yes |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |