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PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PINEHURST MEDICAL CLINIC, INC. has sponsored the creation of one or more 401k plans.

Company Name:PINEHURST MEDICAL CLINIC, INC.
Employer identification number (EIN):560942980
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LESLIE D. WOOD, HR MANAGER2023-10-16
0012021-01-01LESLIE D. WOOD, HR MANAGER2022-10-14
0012020-01-01LESLIE D. WOOD, HR MANAGER2021-10-04
0012019-01-01LESLIE D. WOOD, HR MANAGER2020-10-14
0012018-01-01LESLIE D. WOOD, HR MANAGER2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JIM FAIRCLOTH
0012013-01-01JIM FAIRCLOTH
0012012-01-01JIM FAIRCLOTH
0012011-01-01JIM FAIRCLOTH
0012010-01-01JIM FAIRCLOTH
0012009-01-01JIM FAIRCLOTH

Plan Statistics for PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01938
Total number of active participants reported on line 7a of the Form 55002022-01-01721
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01236
Total of all active and inactive participants2022-01-01957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01959
Number of participants with account balances2022-01-01942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0154
2021: PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01836
Total number of active participants reported on line 7a of the Form 55002021-01-01675
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01252
Total of all active and inactive participants2021-01-01927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01928
Number of participants with account balances2021-01-01903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0159
2020: PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01735
Total number of active participants reported on line 7a of the Form 55002020-01-01654
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01170
Total of all active and inactive participants2020-01-01824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01824
Number of participants with account balances2020-01-01788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0152
2019: PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01706
Total number of active participants reported on line 7a of the Form 55002019-01-01637
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0193
Total of all active and inactive participants2019-01-01730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01730
Number of participants with account balances2019-01-01714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0134
2018: PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01714
Total number of active participants reported on line 7a of the Form 55002018-01-01608
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0184
Total of all active and inactive participants2018-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01692
Number of participants with account balances2018-01-01667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0141
2017: PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01690
Total number of active participants reported on line 7a of the Form 55002017-01-01595
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01107
Total of all active and inactive participants2017-01-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01702
Number of participants with account balances2017-01-01680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01442
Total number of active participants reported on line 7a of the Form 55002016-01-01586
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01101
Total of all active and inactive participants2016-01-01687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01687
Number of participants with account balances2016-01-01567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01454
Total number of active participants reported on line 7a of the Form 55002015-01-01393
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01411
Number of participants with account balances2015-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01447
Total number of active participants reported on line 7a of the Form 55002014-01-01373
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0159
Total of all active and inactive participants2014-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01432
Number of participants with account balances2014-01-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01438
Total number of active participants reported on line 7a of the Form 55002013-01-01380
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01429
Number of participants with account balances2013-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01413
Total number of active participants reported on line 7a of the Form 55002012-01-01367
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01410
Number of participants with account balances2012-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01398
Total number of active participants reported on line 7a of the Form 55002011-01-01351
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01393
Number of participants with account balances2011-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2010: PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01368
Total number of active participants reported on line 7a of the Form 55002010-01-01339
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0136
Total of all active and inactive participants2010-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01375
Number of participants with account balances2010-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0120
2009: PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01313
Total number of active participants reported on line 7a of the Form 55002009-01-01285
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0153
Total of all active and inactive participants2009-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01338
Number of participants with account balances2009-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019
Number of employers contributing to the scheme2009-01-0116

Financial Data on PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,504,641
Total unrealized appreciation/depreciation of assets2022-12-31$-2,504,641
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$0
Total income from all sources (including contributions)2022-12-31$-10,284,031
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,348,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,174,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,392,963
Value of total assets at end of year2022-12-31$107,464,297
Value of total assets at beginning of year2022-12-31$126,096,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$173,767
Total interest from all sources2022-12-31$75,421
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,105,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,105,138
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,483,306
Participant contributions at end of year2022-12-31$678,865
Participant contributions at beginning of year2022-12-31$737,127
Participant contributions at end of year2022-12-31$7,792
Participant contributions at beginning of year2022-12-31$7,582
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,945,209
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$856,596
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$267,651
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$159,481
Assets. Loans (other than to participants) at beginning of year2022-12-31$165,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,632,610
Value of net assets at end of year (total assets less liabilities)2022-12-31$107,464,297
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$126,096,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$127,717
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$92,141,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$110,740,246
Interest on participant loans2022-12-31$31,047
Income. Interest from loans (other than to participants)2022-12-31$6,510
Interest earned on other investments2022-12-31$3,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,141,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,374,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,374,686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$33,938
Asset value of US Government securities at end of year2022-12-31$3,386,948
Asset value of US Government securities at beginning of year2022-12-31$2,270,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,352,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,642,006
Employer contributions (assets) at end of year2022-12-31$2,965,054
Employer contributions (assets) at beginning of year2022-12-31$2,827,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,174,812
Contract administrator fees2022-12-31$46,050
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$4,037,792
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$7,117,036
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,900,617
Total unrealized appreciation/depreciation of assets2021-12-31$1,900,617
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$22,472,031
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$13,199,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,047,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,675,759
Value of total assets at end of year2021-12-31$126,096,907
Value of total assets at beginning of year2021-12-31$116,824,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$152,041
Total interest from all sources2021-12-31$54,136
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$605,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$605,052
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,052,274
Participant contributions at end of year2021-12-31$737,127
Participant contributions at beginning of year2021-12-31$844,841
Participant contributions at end of year2021-12-31$7,582
Participant contributions at beginning of year2021-12-31$10,861
Assets. Other investments not covered elsewhere at end of year2021-12-31$856,596
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$613,202
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$236,403
Assets. Loans (other than to participants) at end of year2021-12-31$165,572
Assets. Loans (other than to participants) at beginning of year2021-12-31$171,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,272,566
Value of net assets at end of year (total assets less liabilities)2021-12-31$126,096,907
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$116,824,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$115,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$110,740,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$102,163,622
Interest on participant loans2021-12-31$47,093
Income. Interest from loans (other than to participants)2021-12-31$6,750
Interest earned on other investments2021-12-31$273
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,374,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,094,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,094,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$20
Asset value of US Government securities at end of year2021-12-31$2,270,650
Asset value of US Government securities at beginning of year2021-12-31$2,272,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,236,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,387,082
Employer contributions (assets) at end of year2021-12-31$2,827,412
Employer contributions (assets) at beginning of year2021-12-31$2,673,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,047,424
Contract administrator fees2021-12-31$36,080
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$7,117,036
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$5,979,331
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$744,453
Total unrealized appreciation/depreciation of assets2020-12-31$744,453
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$20,195,040
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,376,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,238,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,296,849
Value of total assets at end of year2020-12-31$116,824,341
Value of total assets at beginning of year2020-12-31$99,006,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$138,905
Total interest from all sources2020-12-31$54,257
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$434,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,762,892
Participant contributions at end of year2020-12-31$844,841
Participant contributions at beginning of year2020-12-31$880,467
Participant contributions at end of year2020-12-31$10,861
Participant contributions at beginning of year2020-12-31$9,374
Assets. Other investments not covered elsewhere at end of year2020-12-31$613,202
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$75,278
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$411,246
Assets. Loans (other than to participants) at end of year2020-12-31$171,425
Assets. Loans (other than to participants) at beginning of year2020-12-31$177,050
Other income not declared elsewhere2020-12-31$106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$17,818,092
Value of net assets at end of year (total assets less liabilities)2020-12-31$116,824,341
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$99,006,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$95,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$102,163,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$85,388,315
Interest on participant loans2020-12-31$47,070
Income. Interest from loans (other than to participants)2020-12-31$6,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,094,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$839,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$839,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$210
Asset value of US Government securities at end of year2020-12-31$2,272,584
Asset value of US Government securities at beginning of year2020-12-31$3,172,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,665,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,122,711
Employer contributions (assets) at end of year2020-12-31$2,673,919
Employer contributions (assets) at beginning of year2020-12-31$2,651,460
Income. Dividends from common stock2020-12-31$434,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,238,043
Contract administrator fees2020-12-31$42,933
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$5,979,331
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$5,812,046
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2020-12-31560747981
2019 : PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,315,774
Total unrealized appreciation/depreciation of assets2019-12-31$2,315,774
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$23,261,860
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,506,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,368,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,239,064
Value of total assets at end of year2019-12-31$99,006,249
Value of total assets at beginning of year2019-12-31$79,250,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$137,659
Total interest from all sources2019-12-31$82,918
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$520,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,666,492
Participant contributions at end of year2019-12-31$880,467
Participant contributions at beginning of year2019-12-31$810,843
Participant contributions at end of year2019-12-31$9,374
Participant contributions at beginning of year2019-12-31$9,186
Assets. Other investments not covered elsewhere at end of year2019-12-31$75,278
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$236,285
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$461,173
Assets. Loans (other than to participants) at end of year2019-12-31$177,050
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$-992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$19,755,746
Value of net assets at end of year (total assets less liabilities)2019-12-31$99,006,249
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$79,250,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$88,505
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$85,388,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$67,003,219
Interest on participant loans2019-12-31$44,225
Income. Interest from loans (other than to participants)2019-12-31$7,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$839,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$807,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$807,517
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$31,495
Asset value of US Government securities at end of year2019-12-31$3,172,779
Asset value of US Government securities at beginning of year2019-12-31$4,290,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,104,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,111,399
Employer contributions (assets) at end of year2019-12-31$2,651,460
Employer contributions (assets) at beginning of year2019-12-31$2,651,387
Income. Dividends from common stock2019-12-31$520,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,368,455
Contract administrator fees2019-12-31$49,154
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$5,812,046
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,441,561
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2019-12-31560747981
2018 : PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,613
Total unrealized appreciation/depreciation of assets2018-12-31$-3,613
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$2,170,631
Total loss/gain on sale of assets2018-12-31$-1,252,692
Total of all expenses incurred2018-12-31$7,339,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,176,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,743,927
Value of total assets at end of year2018-12-31$79,250,503
Value of total assets at beginning of year2018-12-31$84,419,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$163,238
Total interest from all sources2018-12-31$46,256
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$612,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,584,502
Participant contributions at end of year2018-12-31$810,843
Participant contributions at beginning of year2018-12-31$800,657
Participant contributions at end of year2018-12-31$9,186
Participant contributions at beginning of year2018-12-31$23,201
Assets. Other investments not covered elsewhere at end of year2018-12-31$236,285
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$193,607
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$115,764
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$212,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,168,607
Value of net assets at end of year (total assets less liabilities)2018-12-31$79,250,503
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$84,419,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$112,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$67,003,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$70,339,181
Interest on participant loans2018-12-31$36,515
Income. Interest from loans (other than to participants)2018-12-31$7,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$807,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,078,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,078,277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,332
Asset value of US Government securities at end of year2018-12-31$4,290,505
Asset value of US Government securities at beginning of year2018-12-31$892,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,975,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,043,661
Employer contributions (assets) at end of year2018-12-31$2,651,387
Employer contributions (assets) at beginning of year2018-12-31$2,600,115
Income. Dividends from common stock2018-12-31$612,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,176,000
Contract administrator fees2018-12-31$50,375
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$3,441,561
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$7,278,870
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$-1,252,692
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2018-12-31560747981
2017 : PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$123,215
Total unrealized appreciation/depreciation of assets2017-12-31$123,215
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$17,698,318
Total loss/gain on sale of assets2017-12-31$1,423,545
Total of all expenses incurred2017-12-31$6,733,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,514,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,522,876
Value of total assets at end of year2017-12-31$84,419,110
Value of total assets at beginning of year2017-12-31$73,453,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$218,670
Total interest from all sources2017-12-31$102,920
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$559,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,365,047
Participant contributions at end of year2017-12-31$800,657
Participant contributions at beginning of year2017-12-31$718,054
Participant contributions at end of year2017-12-31$23,201
Participant contributions at beginning of year2017-12-31$22,844
Assets. Other investments not covered elsewhere at end of year2017-12-31$193,607
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,535,841
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$245,575
Assets. Loans (other than to participants) at end of year2017-12-31$212,646
Assets. Loans (other than to participants) at beginning of year2017-12-31$192,635
Other income not declared elsewhere2017-12-31$440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,965,149
Value of net assets at end of year (total assets less liabilities)2017-12-31$84,419,110
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$73,453,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$172,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$70,339,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$58,658,286
Interest on participant loans2017-12-31$31,614
Income. Interest from loans (other than to participants)2017-12-31$7,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,078,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,046,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,046,426
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$63,694
Asset value of US Government securities at end of year2017-12-31$892,556
Asset value of US Government securities at beginning of year2017-12-31$3,771,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,965,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,912,254
Employer contributions (assets) at end of year2017-12-31$2,600,115
Employer contributions (assets) at beginning of year2017-12-31$1,150,934
Income. Dividends from common stock2017-12-31$559,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,514,499
Contract administrator fees2017-12-31$45,807
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$7,278,870
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$4,357,619
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,423,545
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2017-12-31560747981
2016 : PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$282,818
Total unrealized appreciation/depreciation of assets2016-12-31$282,818
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$10,032,170
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,748,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,588,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,281,023
Value of total assets at end of year2016-12-31$73,453,961
Value of total assets at beginning of year2016-12-31$66,169,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$159,100
Total interest from all sources2016-12-31$83,345
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,357,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,100,323
Participant contributions at end of year2016-12-31$718,054
Participant contributions at beginning of year2016-12-31$731,939
Participant contributions at end of year2016-12-31$22,844
Participant contributions at beginning of year2016-12-31$81,177
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,535,841
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,364,852
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$830,989
Assets. Loans (other than to participants) at end of year2016-12-31$192,635
Assets. Loans (other than to participants) at beginning of year2016-12-31$197,429
Other income not declared elsewhere2016-12-31$47,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,284,088
Value of net assets at end of year (total assets less liabilities)2016-12-31$73,453,961
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$66,169,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$116,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$58,658,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$52,715,030
Interest on participant loans2016-12-31$26,682
Income. Interest from loans (other than to participants)2016-12-31$7,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,046,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,026,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,026,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$48,853
Asset value of US Government securities at end of year2016-12-31$3,771,322
Asset value of US Government securities at beginning of year2016-12-31$2,572,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,980,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,349,711
Employer contributions (assets) at end of year2016-12-31$1,150,934
Employer contributions (assets) at beginning of year2016-12-31$2,239,947
Income. Dividends from common stock2016-12-31$1,357,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,588,982
Contract administrator fees2016-12-31$42,752
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$4,357,619
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$4,240,726
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2016-12-31560747981
2015 : PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-354,249
Total unrealized appreciation/depreciation of assets2015-12-31$-354,249
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$6,787,135
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,216,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,123,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,233,009
Value of total assets at end of year2015-12-31$66,169,873
Value of total assets at beginning of year2015-12-31$61,599,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$93,191
Total interest from all sources2015-12-31$43,446
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$480,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,821,223
Participant contributions at end of year2015-12-31$731,939
Participant contributions at beginning of year2015-12-31$671,355
Participant contributions at end of year2015-12-31$81,177
Participant contributions at beginning of year2015-12-31$93,084
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,364,852
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,151,160
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,020,674
Assets. Loans (other than to participants) at end of year2015-12-31$197,429
Assets. Loans (other than to participants) at beginning of year2015-12-31$227,035
Other income not declared elsewhere2015-12-31$42,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$65,000
Value of net income/loss2015-12-31$4,570,664
Value of net assets at end of year (total assets less liabilities)2015-12-31$66,169,873
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$61,599,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$82,041
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$52,715,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,123,198
Interest on participant loans2015-12-31$28,029
Income. Interest from loans (other than to participants)2015-12-31$7,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,026,645
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$800,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$800,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$7,420
Asset value of US Government securities at end of year2015-12-31$2,572,128
Asset value of US Government securities at beginning of year2015-12-31$1,670,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-657,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,326,112
Employer contributions (assets) at end of year2015-12-31$2,239,947
Employer contributions (assets) at beginning of year2015-12-31$2,142,166
Income. Dividends from common stock2015-12-31$480,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,123,280
Contract administrator fees2015-12-31$11,150
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$4,240,726
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$8,720,942
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2015-12-31560747981
2014 : PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$60,482
Total unrealized appreciation/depreciation of assets2014-12-31$60,482
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$7,660,485
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,966,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,897,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,127,698
Value of total assets at end of year2014-12-31$61,599,209
Value of total assets at beginning of year2014-12-31$56,905,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$68,826
Total interest from all sources2014-12-31$643,432
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,712,025
Participant contributions at end of year2014-12-31$671,355
Participant contributions at beginning of year2014-12-31$383,109
Participant contributions at end of year2014-12-31$93,084
Participant contributions at beginning of year2014-12-31$88,830
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,151,160
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$522,267
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$235,242
Assets. Loans (other than to participants) at end of year2014-12-31$227,035
Assets. Loans (other than to participants) at beginning of year2014-12-31$256,461
Other income not declared elsewhere2014-12-31$23,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,693,983
Value of net assets at end of year (total assets less liabilities)2014-12-31$61,599,209
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$56,905,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$68,826
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$46,123,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$41,605,796
Interest on participant loans2014-12-31$21,725
Income. Interest from loans (other than to participants)2014-12-31$8,178
Interest earned on other investments2014-12-31$34,097
Income. Interest from corporate debt instruments2014-12-31$536,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$800,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,673,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,673,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$42,854
Asset value of US Government securities at end of year2014-12-31$1,670,154
Asset value of US Government securities at beginning of year2014-12-31$2,820,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,804,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,180,431
Employer contributions (assets) at end of year2014-12-31$2,142,166
Employer contributions (assets) at beginning of year2014-12-31$2,083,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,897,676
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$8,720,942
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$7,471,692
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2014-12-31560747981
2013 : PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$1,040,299
Total unrealized appreciation/depreciation of assets2013-12-31$1,040,299
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$12,165,389
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,839,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,738,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,970,302
Value of total assets at end of year2013-12-31$56,905,226
Value of total assets at beginning of year2013-12-31$46,579,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$101,248
Total interest from all sources2013-12-31$434,959
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,702,046
Participant contributions at end of year2013-12-31$383,109
Participant contributions at beginning of year2013-12-31$229,405
Participant contributions at end of year2013-12-31$88,830
Participant contributions at beginning of year2013-12-31$81,913
Assets. Other investments not covered elsewhere at end of year2013-12-31$522,267
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$548,916
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$147,537
Assets. Loans (other than to participants) at end of year2013-12-31$256,461
Assets. Loans (other than to participants) at beginning of year2013-12-31$502,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,325,628
Value of net assets at end of year (total assets less liabilities)2013-12-31$56,905,226
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$46,579,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$30,186
Investment advisory and management fees2013-12-31$101,248
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$41,605,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$30,215,476
Interest on participant loans2013-12-31$11,525
Income. Interest from loans (other than to participants)2013-12-31$8,351
Interest earned on other investments2013-12-31$7,804
Income. Interest from corporate debt instruments2013-12-31$347,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,673,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,900,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,900,137
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$59,867
Asset value of US Government securities at end of year2013-12-31$2,820,011
Asset value of US Government securities at beginning of year2013-12-31$4,613,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,719,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,120,719
Employer contributions (assets) at end of year2013-12-31$2,083,202
Employer contributions (assets) at beginning of year2013-12-31$2,046,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,738,513
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$7,471,692
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$6,411,532
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2013-12-31560747981
2012 : PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$945,451
Total unrealized appreciation/depreciation of assets2012-12-31$945,451
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,859,847
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,605,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,509,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,773,206
Value of total assets at end of year2012-12-31$46,579,598
Value of total assets at beginning of year2012-12-31$40,325,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$95,696
Total interest from all sources2012-12-31$422,422
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,651,083
Participant contributions at end of year2012-12-31$229,405
Participant contributions at beginning of year2012-12-31$96,554
Participant contributions at end of year2012-12-31$81,913
Participant contributions at beginning of year2012-12-31$23,112
Assets. Other investments not covered elsewhere at end of year2012-12-31$548,916
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$172,660
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$67,750
Assets. Loans (other than to participants) at end of year2012-12-31$502,049
Assets. Loans (other than to participants) at beginning of year2012-12-31$556,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,254,581
Value of net assets at end of year (total assets less liabilities)2012-12-31$46,579,598
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$40,325,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$30,186
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$95,696
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$30,215,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$26,524,874
Interest on participant loans2012-12-31$7,603
Interest earned on other investments2012-12-31$22,780
Income. Interest from corporate debt instruments2012-12-31$313,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,900,137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,094,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,094,225
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$78,753
Asset value of US Government securities at end of year2012-12-31$4,613,892
Asset value of US Government securities at beginning of year2012-12-31$2,359,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,718,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,054,373
Employer contributions (assets) at end of year2012-12-31$2,046,092
Employer contributions (assets) at beginning of year2012-12-31$1,861,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,509,570
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$6,411,532
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$6,635,925
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2012-12-31560747981
2011 : PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,308,178
Total unrealized appreciation/depreciation of assets2011-12-31$-1,308,178
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$3,540,231
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,635,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,522,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,428,095
Value of total assets at end of year2011-12-31$40,325,017
Value of total assets at beginning of year2011-12-31$38,420,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$112,991
Total interest from all sources2011-12-31$420,314
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,556,558
Participant contributions at end of year2011-12-31$96,554
Participant contributions at beginning of year2011-12-31$425,860
Participant contributions at end of year2011-12-31$23,112
Participant contributions at beginning of year2011-12-31$18,489
Assets. Other investments not covered elsewhere at end of year2011-12-31$172,660
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$241,295
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$29,593
Assets. Loans (other than to participants) at end of year2011-12-31$556,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,904,452
Value of net assets at end of year (total assets less liabilities)2011-12-31$40,325,017
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,420,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$112,991
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$26,524,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$24,416,107
Interest on participant loans2011-12-31$1,349
Interest earned on other investments2011-12-31$21,170
Income. Interest from corporate debt instruments2011-12-31$257,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,094,225
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,488,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,488,230
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$140,025
Asset value of US Government securities at end of year2011-12-31$2,359,814
Asset value of US Government securities at beginning of year2011-12-31$1,007,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,841,944
Employer contributions (assets) at end of year2011-12-31$1,861,346
Employer contributions (assets) at beginning of year2011-12-31$1,688,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,522,788
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$2,130,663
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$6,635,925
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$7,003,360
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2011-12-31560747981
2010 : PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,214,119
Total unrealized appreciation/depreciation of assets2010-12-31$3,214,119
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$59
Total income from all sources (including contributions)2010-12-31$8,039,678
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$799,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$698,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,460,824
Value of total assets at end of year2010-12-31$38,420,565
Value of total assets at beginning of year2010-12-31$31,180,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$100,918
Total interest from all sources2010-12-31$364,735
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,465,081
Participant contributions at end of year2010-12-31$425,860
Participant contributions at beginning of year2010-12-31$207,134
Participant contributions at end of year2010-12-31$18,489
Participant contributions at beginning of year2010-12-31$26,265
Assets. Other investments not covered elsewhere at end of year2010-12-31$241,295
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$294,294
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$382,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$59
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,239,927
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,420,565
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$31,180,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$100,918
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$24,416,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,834,421
Interest earned on other investments2010-12-31$11,875
Income. Interest from corporate debt instruments2010-12-31$246,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,488,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,062,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,062,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$106,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$1,007,653
Asset value of US Government securities at beginning of year2010-12-31$932,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,613,417
Employer contributions (assets) at end of year2010-12-31$1,688,908
Employer contributions (assets) at beginning of year2010-12-31$1,521,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$698,833
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$2,130,663
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,915,808
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$7,003,360
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$5,386,173
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2010-12-31560747981
2009 : PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number10L0694090
Policy instance 1
Insurance contract or identification number10L0694090
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number10L0694090
Policy instance 1
Insurance contract or identification number10L0694090
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number10L0694090
Policy instance 1
Insurance contract or identification number10L0694090
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number10L0694090
Policy instance 1
Insurance contract or identification number10L0694090
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number10L0694090
Policy instance 1
Insurance contract or identification number10L0694090
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number10L0694090
Policy instance 1
Insurance contract or identification number10L0694090
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number10L0694090
Policy instance 1
Insurance contract or identification number10L0694090
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number10L0694090
Policy instance 1
Insurance contract or identification number10L0694090
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number10L0694090
Policy instance 1
Insurance contract or identification number10L0694090
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number10L0694090
Policy instance 1
Insurance contract or identification number10L0694090
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number10L0694090
Policy instance 1
Insurance contract or identification number10L0694090
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number10L0694090
Policy instance 1
Insurance contract or identification number10L0694090
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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