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CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHARLOTTE RADIOLOGY, PA has sponsored the creation of one or more 401k plans.

Company Name:CHARLOTTE RADIOLOGY, PA
Employer identification number (EIN):560954779
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01C PETER CHANG
0012016-01-01C PETER CHANG
0012015-01-01C PETER CHANG
0012014-01-01C PETER CHANG
0012013-01-01MICHAEL KELLEY MICHAEL KELLEY2014-10-21
0012012-01-01ALLAN GOHEEN ALLAN GOHEEN2013-10-22
0012011-01-01MICHAEL KELLEY
0012009-01-01MICHAEL KELLEY MICHAEL KELLEY2010-10-15

Plan Statistics for CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01499
Total number of active participants reported on line 7a of the Form 55002017-01-01412
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01470
Number of participants with account balances2017-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0131
2016: CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01558
Total number of active participants reported on line 7a of the Form 55002016-01-01429
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0166
Total of all active and inactive participants2016-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01499
Number of participants with account balances2016-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01601
Total number of active participants reported on line 7a of the Form 55002015-01-01430
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01127
Total of all active and inactive participants2015-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01557
Number of participants with account balances2015-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01585
Total number of active participants reported on line 7a of the Form 55002014-01-01404
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01197
Total of all active and inactive participants2014-01-01601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01601
Number of participants with account balances2014-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01571
Total number of active participants reported on line 7a of the Form 55002013-01-01399
Number of other retired or separated participants entitled to future benefits2013-01-01186
Total of all active and inactive participants2013-01-01585
Total participants2013-01-01585
Number of participants with account balances2013-01-01585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01538
Total number of active participants reported on line 7a of the Form 55002012-01-01367
Number of other retired or separated participants entitled to future benefits2012-01-01204
Total of all active and inactive participants2012-01-01571
Total participants2012-01-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01497
Total number of active participants reported on line 7a of the Form 55002011-01-01344
Number of other retired or separated participants entitled to future benefits2011-01-01194
Total of all active and inactive participants2011-01-01538
Total participants2011-01-01538
Number of participants with account balances2011-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2009: CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01422
Total number of active participants reported on line 7a of the Form 55002009-01-01329
Number of other retired or separated participants entitled to future benefits2009-01-01126
Total of all active and inactive participants2009-01-01455
Total participants2009-01-01455
Number of participants with account balances2009-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0135
Number of employers contributing to the scheme2009-01-010

Financial Data on CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,397,777
Total unrealized appreciation/depreciation of assets2017-12-31$2,397,777
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$26,298,958
Total loss/gain on sale of assets2017-12-31$138,418
Total of all expenses incurred2017-12-31$10,433,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,093,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,579,529
Value of total assets at end of year2017-12-31$134,442,022
Value of total assets at beginning of year2017-12-31$118,576,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$340,278
Total interest from all sources2017-12-31$75,753
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,131,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,799,496
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$5,676
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$638,927
Participant contributions at end of year2017-12-31$366,570
Participant contributions at beginning of year2017-12-31$505,392
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$92,688,045
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$83,890,476
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$716,068
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$307,367
Administrative expenses (other) incurred2017-12-31$15
Total non interest bearing cash at end of year2017-12-31$1,034
Total non interest bearing cash at beginning of year2017-12-31$1,009
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$15,865,301
Value of net assets at end of year (total assets less liabilities)2017-12-31$134,442,022
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$118,576,721
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$334,587
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$33,610,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$26,906,258
Interest on participant loans2017-12-31$18,941
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$4,317
Income. Interest from corporate debt instruments2017-12-31$37,937
Value of interest in common/collective trusts at end of year2017-12-31$180,219
Value of interest in common/collective trusts at beginning of year2017-12-31$20,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$371,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$407,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$407,300
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$14,558
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,666,647
Net investment gain or loss from common/collective trusts2017-12-31$1,805
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$7,224,534
Employer contributions (assets) at end of year2017-12-31$7,224,534
Employer contributions (assets) at beginning of year2017-12-31$6,843,855
Income. Dividends from preferred stock2017-12-31$12,563
Income. Dividends from common stock2017-12-31$319,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,093,379
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$344
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$2,111
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
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$5,706,822
Aggregate carrying amount (costs) on sale of assets2017-12-31$5,568,404
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 name2017-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,413,156
Total unrealized appreciation/depreciation of assets2016-12-31$1,413,156
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$15,495,237
Total loss/gain on sale of assets2016-12-31$60,198
Total of all expenses incurred2016-12-31$5,793,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,470,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,464,118
Value of total assets at end of year2016-12-31$118,576,721
Value of total assets at beginning of year2016-12-31$108,875,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$322,839
Total interest from all sources2016-12-31$69,551
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,716,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,393,923
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$5,920
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$611,966
Participant contributions at end of year2016-12-31$505,392
Participant contributions at beginning of year2016-12-31$483,199
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$40,475
Assets. Other investments not covered elsewhere at end of year2016-12-31$83,890,476
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$77,290,941
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,297
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$49,757
Administrative expenses (other) incurred2016-12-31$270
Total non interest bearing cash at end of year2016-12-31$1,009
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$9,701,457
Value of net assets at end of year (total assets less liabilities)2016-12-31$118,576,721
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$108,875,264
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$316,649
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$26,906,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,879,695
Interest on participant loans2016-12-31$22,206
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$6,913
Income. Interest from corporate debt instruments2016-12-31$30,007
Value of interest in common/collective trusts at end of year2016-12-31$20,320
Value of interest in common/collective trusts at beginning of year2016-12-31$17,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$407,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$992,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$992,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$10,425
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,721,965
Net investment gain or loss from common/collective trusts2016-12-31$318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,843,855
Employer contributions (assets) at end of year2016-12-31$6,843,855
Employer contributions (assets) at beginning of year2016-12-31$6,168,814
Income. Dividends from preferred stock2016-12-31$17,616
Income. Dividends from common stock2016-12-31$304,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,470,941
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$2,111
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$2,058
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$7,646,911
Aggregate carrying amount (costs) on sale of assets2016-12-31$7,586,713
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-740,221
Total unrealized appreciation/depreciation of assets2015-12-31$-740,221
Total transfer of assets to this plan2015-12-31$1,535,578
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$5,930,938
Total loss/gain on sale of assets2015-12-31$195,046
Total of all expenses incurred2015-12-31$21,823,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$21,047,892
Expenses. Certain deemed distributions of participant loans2015-12-31$465,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,615,509
Value of total assets at end of year2015-12-31$108,875,264
Value of total assets at beginning of year2015-12-31$123,232,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$310,398
Total interest from all sources2015-12-31$234,108
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,520,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,161,542
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$1,300,000
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$380,610
Participant contributions at end of year2015-12-31$483,199
Participant contributions at beginning of year2015-12-31$1,005,317
Participant contributions at end of year2015-12-31$40,475
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$77,290,941
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$9,511
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$29,761
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$165,280
Other income not declared elsewhere2015-12-31$-87,656
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$298,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-15,892,460
Value of net assets at end of year (total assets less liabilities)2015-12-31$108,875,264
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$123,232,146
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$229,493
Investment advisory and management fees2015-12-31$310,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$23,879,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$85,083,926
Interest on participant loans2015-12-31$138,048
Interest earned on other investments2015-12-31$27,402
Income. Interest from US Government securities2015-12-31$23,596
Income. Interest from corporate debt instruments2015-12-31$38,911
Value of interest in common/collective trusts at end of year2015-12-31$17,982
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$992,100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$10,007,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$10,007,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6,151
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$765,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,806,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,205,138
Employer contributions (assets) at end of year2015-12-31$6,168,814
Employer contributions (assets) at beginning of year2015-12-31$576,196
Income. Dividends from common stock2015-12-31$358,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$21,047,892
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$2,058
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,980,826
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$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$21,809,889
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
Aggregate proceeds on sale of assets2015-12-31$104,337,443
Aggregate carrying amount (costs) on sale of assets2015-12-31$104,142,397
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 name2015-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,478,719
Total unrealized appreciation/depreciation of assets2014-12-31$1,478,719
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$18,339,069
Total loss/gain on sale of assets2014-12-31$2,151,375
Total of all expenses incurred2014-12-31$8,937,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,599,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,858,350
Value of total assets at end of year2014-12-31$123,232,146
Value of total assets at beginning of year2014-12-31$113,830,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$338,079
Total interest from all sources2014-12-31$193,428
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,145,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,299,861
Assets. Real estate other than employer real property at end of year2014-12-31$1,300,000
Assets. Real estate other than employer real property at beginning of year2014-12-31$419,996
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
Participant contributions at end of year2014-12-31$1,005,317
Participant contributions at beginning of year2014-12-31$946,060
Assets. Other investments not covered elsewhere at end of year2014-12-31$9,511
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$71,064,739
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$114,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$165,280
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$12,578
Other income not declared elsewhere2014-12-31$26,522
Total non interest bearing cash at end of year2014-12-31$298,947
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$9,401,844
Value of net assets at end of year (total assets less liabilities)2014-12-31$123,232,146
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$113,830,302
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$229,493
Assets. partnership/joint venture interests at beginning of year2014-12-31$77,121
Investment advisory and management fees2014-12-31$338,079
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$85,083,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$43,866
Income. Interest from US Government securities2014-12-31$36,079
Income. Interest from corporate debt instruments2014-12-31$106,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$10,007,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$14,464,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$14,464,630
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$7,334
Asset value of US Government securities at end of year2014-12-31$765,132
Asset value of US Government securities at beginning of year2014-12-31$198,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,484,948
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$6,743,990
Employer contributions (assets) at end of year2014-12-31$576,196
Employer contributions (assets) at beginning of year2014-12-31$1,479,378
Income. Dividends from common stock2014-12-31$845,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,599,146
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,980,826
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$4,897,233
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$21,809,889
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$20,269,805
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
Aggregate proceeds on sale of assets2014-12-31$48,916,051
Aggregate carrying amount (costs) on sale of assets2014-12-31$46,764,676
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$10,147,798
Total unrealized appreciation/depreciation of assets2013-12-31$10,147,798
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$22,515,692
Total loss/gain on sale of assets2013-12-31$867,695
Total of all expenses incurred2013-12-31$2,942,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,703,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,779,896
Value of total assets at end of year2013-12-31$113,830,302
Value of total assets at beginning of year2013-12-31$94,257,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$239,329
Total interest from all sources2013-12-31$105,946
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,606,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,215,854
Assets. Real estate other than employer real property at end of year2013-12-31$419,996
Assets. Real estate other than employer real property at beginning of year2013-12-31$419,996
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
Participant contributions at end of year2013-12-31$946,060
Participant contributions at beginning of year2013-12-31$814,935
Assets. Other investments not covered elsewhere at end of year2013-12-31$71,064,739
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$57,767,763
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,210,191
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$12,578
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$11,259
Other income not declared elsewhere2013-12-31$7,867
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$82,804
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$19,572,848
Value of net assets at end of year (total assets less liabilities)2013-12-31$113,830,302
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$94,257,454
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$77,121
Assets. partnership/joint venture interests at beginning of year2013-12-31$77,121
Investment advisory and management fees2013-12-31$239,329
Interest on participant loans2013-12-31$41,824
Income. Interest from US Government securities2013-12-31$12,974
Income. Interest from corporate debt instruments2013-12-31$48,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$14,464,630
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$13,209,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$13,209,802
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,970
Asset value of US Government securities at end of year2013-12-31$198,762
Asset value of US Government securities at beginning of year2013-12-31$327,344
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$6,569,705
Employer contributions (assets) at end of year2013-12-31$1,479,378
Employer contributions (assets) at beginning of year2013-12-31$1,485,145
Income. Dividends from common stock2013-12-31$390,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,703,515
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$4,897,233
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$3,328,529
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$20,269,805
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$16,732,756
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 appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$45,487,225
Aggregate carrying amount (costs) on sale of assets2013-12-31$44,619,530
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31JACK L ANTHONY CPA
Accountancy firm EIN2013-12-31562209352
2012 : CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,931,900
Total unrealized appreciation/depreciation of assets2012-12-31$3,931,900
Total income from all sources (including contributions)2012-12-31$17,481,456
Total loss/gain on sale of assets2012-12-31$1,207,347
Total of all expenses incurred2012-12-31$2,326,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,103,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,105,660
Value of total assets at end of year2012-12-31$94,257,454
Value of total assets at beginning of year2012-12-31$79,102,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$222,724
Total interest from all sources2012-12-31$145,813
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,084,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,642,419
Assets. Real estate other than employer real property at end of year2012-12-31$419,996
Assets. Real estate other than employer real property at beginning of year2012-12-31$419,996
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Participant contributions at end of year2012-12-31$814,935
Participant contributions at beginning of year2012-12-31$696,056
Assets. Other investments not covered elsewhere at end of year2012-12-31$57,767,763
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$42,294,071
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,353,621
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$11,259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$44,851
Other income not declared elsewhere2012-12-31$6,413
Total non interest bearing cash at end of year2012-12-31$82,804
Total non interest bearing cash at beginning of year2012-12-31$1,312,380
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$15,155,376
Value of net assets at end of year (total assets less liabilities)2012-12-31$94,257,454
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$79,102,078
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$77,121
Assets. partnership/joint venture interests at beginning of year2012-12-31$315,269
Investment advisory and management fees2012-12-31$222,724
Interest on participant loans2012-12-31$34,164
Income. Interest from US Government securities2012-12-31$12,300
Income. Interest from corporate debt instruments2012-12-31$91,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$13,209,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,387,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,387,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7,745
Asset value of US Government securities at end of year2012-12-31$327,344
Asset value of US Government securities at beginning of year2012-12-31$1,436,194
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$5,752,039
Employer contributions (assets) at end of year2012-12-31$1,485,145
Employer contributions (assets) at beginning of year2012-12-31$2,238,424
Income. Dividends from common stock2012-12-31$441,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,103,356
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$3,328,529
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$4,006,767
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$16,732,756
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$16,950,632
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 appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$48,511,034
Aggregate carrying amount (costs) on sale of assets2012-12-31$47,303,687
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31JACK ANTHONY CPA'S PA
Accountancy firm EIN2012-12-31562209352
2011 : CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-706,559
Total unrealized appreciation/depreciation of assets2011-12-31$-706,559
Total income from all sources (including contributions)2011-12-31$7,485,522
Total loss/gain on sale of assets2011-12-31$229,151
Total of all expenses incurred2011-12-31$4,962,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,778,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,266,164
Value of total assets at end of year2011-12-31$79,102,078
Value of total assets at beginning of year2011-12-31$76,578,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$183,861
Total interest from all sources2011-12-31$191,439
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,501,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,167,975
Assets. Real estate other than employer real property at end of year2011-12-31$419,996
Assets. Real estate other than employer real property at beginning of year2011-12-31$419,996
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$42,294,071
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$39,157,193
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$44,851
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$43,872
Assets. Loans (other than to participants) at end of year2011-12-31$696,056
Assets. Loans (other than to participants) at beginning of year2011-12-31$405,056
Other income not declared elsewhere2011-12-31$3,372
Total non interest bearing cash at end of year2011-12-31$1,312,380
Total non interest bearing cash at beginning of year2011-12-31$964,504
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$2,523,511
Value of net assets at end of year (total assets less liabilities)2011-12-31$79,102,078
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$76,578,567
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
Assets. partnership/joint venture interests at end of year2011-12-31$315,269
Assets. partnership/joint venture interests at beginning of year2011-12-31$278,796
Investment advisory and management fees2011-12-31$183,861
Interest on participant loans2011-12-31$33,076
Income. Interest from loans (other than to participants)2011-12-31$13,400
Income. Interest from US Government securities2011-12-31$9,572
Income. Interest from corporate debt instruments2011-12-31$9,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,387,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$12,866,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$12,866,626
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$125,818
Asset value of US Government securities at end of year2011-12-31$1,436,194
Asset value of US Government securities at beginning of year2011-12-31$769,697
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$6,266,164
Employer contributions (assets) at end of year2011-12-31$2,238,424
Employer contributions (assets) at beginning of year2011-12-31$1,474,458
Income. Dividends from common stock2011-12-31$333,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,778,150
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$4,006,767
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$4,017,549
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$16,950,632
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$16,180,820
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 appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$16,817,276
Aggregate carrying amount (costs) on sale of assets2011-12-31$16,588,125
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ANTHONY & FLETCHER, CPA'S PA
Accountancy firm EIN2011-12-31562209352
2010 : CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$5,230,873
Total unrealized appreciation/depreciation of assets2010-12-31$5,230,873
Total income from all sources (including contributions)2010-12-31$13,078,443
Total loss/gain on sale of assets2010-12-31$275,458
Total of all expenses incurred2010-12-31$5,399,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,246,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,003,019
Value of total assets at end of year2010-12-31$76,578,567
Value of total assets at beginning of year2010-12-31$68,899,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$152,121
Total interest from all sources2010-12-31$221,381
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,343,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,050,050
Assets. Real estate other than employer real property at end of year2010-12-31$419,996
Assets. Real estate other than employer real property at beginning of year2010-12-31$419,996
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$405,056
Participant contributions at beginning of year2010-12-31$627,713
Assets. Other investments not covered elsewhere at end of year2010-12-31$39,157,193
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$35,816,665
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$43,872
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$46,121
Other income not declared elsewhere2010-12-31$4,174
Administrative expenses (other) incurred2010-12-31$152,121
Total non interest bearing cash at end of year2010-12-31$964,504
Total non interest bearing cash at beginning of year2010-12-31$1,248,363
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$7,679,429
Value of net assets at end of year (total assets less liabilities)2010-12-31$76,578,567
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$68,899,138
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
Assets. partnership/joint venture interests at end of year2010-12-31$278,796
Income. Interest from US Government securities2010-12-31$22,794
Income. Interest from corporate debt instruments2010-12-31$198,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$12,866,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,678,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,678,482
Asset value of US Government securities at end of year2010-12-31$769,697
Asset value of US Government securities at beginning of year2010-12-31$1,295,282
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$6,003,019
Employer contributions (assets) at end of year2010-12-31$1,474,458
Employer contributions (assets) at beginning of year2010-12-31$1,343,547
Income. Dividends from common stock2010-12-31$293,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,246,893
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$4,017,549
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$4,660,475
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$16,180,820
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$15,762,494
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 appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$15,389,729
Aggregate carrying amount (costs) on sale of assets2010-12-31$15,114,271
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ANTHONY & ROBINSON CPAS, PA
Accountancy firm EIN2010-12-31562209352
2009 : CHARLOTTE RADIOLOGY, P. A. 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN

2017: CHARLOTTE RADIOLOGY, P. A. 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHARLOTTE RADIOLOGY, P. A. 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHARLOTTE RADIOLOGY, P. A. 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHARLOTTE RADIOLOGY, P. A. 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHARLOTTE RADIOLOGY, P. A. 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHARLOTTE RADIOLOGY, P. A. 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHARLOTTE RADIOLOGY, P. A. 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CHARLOTTE RADIOLOGY, P. A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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