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BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameBOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN
Plan identification number 003

BOICE-WILLIS CLINIC, P.A. 401(K) AND 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

BOICE-WILLIS CLINIC, P.A. has sponsored the creation of one or more 401k plans.

Company Name:BOICE-WILLIS CLINIC, P.A.
Employer identification number (EIN):561025986
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01MARTHA CHESNUTT
0032023-01-01LORI HARRELL
0032022-01-01
0032022-01-01LORI HARRELL
0032021-01-01
0032021-01-01LORI HARRELL
0032020-01-01
0032020-01-01
0032019-01-01
0032017-01-01MARTHA CHESNUTT
0032016-01-01JANET CARVER
0032015-01-01GARY FAZIO
0032014-01-01GARY FAZIO
0032013-01-01GARY FAZIO
0032012-01-01GARY FAZIO
0032011-01-01GARY FAZIO
0032010-01-01GARY FAZIO
0032009-01-01GARY FAZIO

Plan Statistics for BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01391
Total number of active participants reported on line 7a of the Form 55002022-01-01283
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01104
Total of all active and inactive participants2022-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01388
Number of participants with account balances2022-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0128
2021: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01431
Total number of active participants reported on line 7a of the Form 55002021-01-01286
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01104
Total of all active and inactive participants2021-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01391
Number of participants with account balances2021-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01412
Total number of active participants reported on line 7a of the Form 55002020-01-01311
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01119
Total of all active and inactive participants2020-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01431
Number of participants with account balances2020-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0130
2019: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01431
Total number of active participants reported on line 7a of the Form 55002019-01-01324
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0186
Total of all active and inactive participants2019-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01412
Number of participants with account balances2019-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0136
2017: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01411
Total number of active participants reported on line 7a of the Form 55002017-01-01352
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0159
Total of all active and inactive participants2017-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01411
Number of participants with account balances2017-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01394
Total number of active participants reported on line 7a of the Form 55002016-01-01348
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01411
Number of participants with account balances2016-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01514
Total number of active participants reported on line 7a of the Form 55002015-01-01334
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01394
Number of participants with account balances2015-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0130
2014: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01393
Total number of active participants reported on line 7a of the Form 55002014-01-01456
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0157
Total of all active and inactive participants2014-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01514
Number of participants with account balances2014-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01494
Total number of active participants reported on line 7a of the Form 55002013-01-01329
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0163
Total of all active and inactive participants2013-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01393
Number of participants with account balances2013-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01462
Total number of active participants reported on line 7a of the Form 55002012-01-01422
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0171
Total of all active and inactive participants2012-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01494
Number of participants with account balances2012-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0124
2011: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01485
Total number of active participants reported on line 7a of the Form 55002011-01-01398
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0164
Total of all active and inactive participants2011-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01462
Number of participants with account balances2011-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0124
2010: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01425
Total number of active participants reported on line 7a of the Form 55002010-01-01412
Number of other retired or separated participants entitled to future benefits2010-01-0173
Total of all active and inactive participants2010-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01485
Number of participants with account balances2010-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0125
2009: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01414
Total number of active participants reported on line 7a of the Form 55002009-01-01361
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0164
Total of all active and inactive participants2009-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01425
Number of participants with account balances2009-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2023 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-01-01$17,138,699
Total of all expenses incurred2023-01-01$11,171,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$11,017,643
Value of total corrective distributions2023-01-01$11,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,652,269
Value of total assets at end of year2023-01-01$84,632,838
Value of total assets at beginning of year2023-01-01$78,665,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$142,558
Total interest from all sources2023-01-01$31,445
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,320,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,320,405
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$4,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,330,496
Participant contributions at end of year2023-01-01$505,634
Participant contributions at beginning of year2023-01-01$588,090
Assets. Other investments not covered elsewhere at end of year2023-01-01$24,257,046
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$26,959,191
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$60,172
Other income not declared elsewhere2023-01-01$3,965,270
Administrative expenses (other) incurred2023-01-01$1,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$5,966,932
Value of net assets at end of year (total assets less liabilities)2023-01-01$84,632,838
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$78,665,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$2,635
Assets. partnership/joint venture interests at beginning of year2023-01-01$13,429
Investment advisory and management fees2023-01-01$137,108
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$54,404,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$46,736,804
Interest on participant loans2023-01-01$31,445
Value of interest in common/collective trusts at end of year2023-01-01$4,581,654
Value of interest in common/collective trusts at beginning of year2023-01-01$3,928,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$8,044,894
Net investment gain or loss from common/collective trusts2023-01-01$124,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$2,261,601
Employer contributions (assets) at end of year2023-01-01$881,826
Employer contributions (assets) at beginning of year2023-01-01$440,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$11,017,643
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01FORVIS MAZARS LLP
Accountancy firm EIN2023-01-01440160260
2022 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-15,033,569
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,467,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,359,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,557,485
Value of total assets at end of year2022-12-31$78,665,906
Value of total assets at beginning of year2022-12-31$98,166,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$107,652
Total interest from all sources2022-12-31$30,827
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,329,438
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$2,329,438
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,238,513
Participant contributions at end of year2022-12-31$588,090
Participant contributions at beginning of year2022-12-31$664,370
Assets. Other investments not covered elsewhere at end of year2022-12-31$26,959,191
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$28,411,599
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$229,833
Other income not declared elsewhere2022-12-31$-4,695,555
Administrative expenses (other) incurred2022-12-31$6,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-19,500,909
Value of net assets at end of year (total assets less liabilities)2022-12-31$78,665,906
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$98,166,815
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$13,429
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$100,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$46,736,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$65,486,477
Interest on participant loans2022-12-31$30,827
Value of interest in common/collective trusts at end of year2022-12-31$3,928,012
Value of interest in common/collective trusts at beginning of year2022-12-31$3,098,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,313,793
Net investment gain or loss from common/collective trusts2022-12-31$58,029
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$2,089,139
Employer contributions (assets) at end of year2022-12-31$440,380
Employer contributions (assets) at beginning of year2022-12-31$505,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,359,688
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
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-15,033,569
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$4,467,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$4,359,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$3,557,485
Value of total assets at end of year2022-01-01$78,665,906
Value of total assets at beginning of year2022-01-01$98,166,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$107,652
Total interest from all sources2022-01-01$30,827
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$2,329,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$2,329,438
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,238,513
Participant contributions at end of year2022-01-01$588,090
Participant contributions at beginning of year2022-01-01$664,370
Assets. Other investments not covered elsewhere at end of year2022-01-01$26,959,191
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$28,411,599
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$229,833
Other income not declared elsewhere2022-01-01$-4,695,555
Administrative expenses (other) incurred2022-01-01$6,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-19,500,909
Value of net assets at end of year (total assets less liabilities)2022-01-01$78,665,906
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$98,166,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$13,429
Assets. partnership/joint venture interests at beginning of year2022-01-01$0
Investment advisory and management fees2022-01-01$100,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$46,736,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$65,486,477
Interest on participant loans2022-01-01$30,827
Value of interest in common/collective trusts at end of year2022-01-01$3,928,012
Value of interest in common/collective trusts at beginning of year2022-01-01$3,098,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-16,313,793
Net investment gain or loss from common/collective trusts2022-01-01$58,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$2,089,139
Employer contributions (assets) at end of year2022-01-01$440,380
Employer contributions (assets) at beginning of year2022-01-01$505,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$4,359,688
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01FORVIS, LLP
Accountancy firm EIN2022-01-01440160260
2021 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$16,011,490
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$14,149,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,033,977
Expenses. Certain deemed distributions of participant loans2021-12-31$148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,375,237
Value of total assets at end of year2021-12-31$98,166,815
Value of total assets at beginning of year2021-12-31$96,304,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$115,102
Total interest from all sources2021-12-31$34,160
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,876,666
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$3,876,666
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,219,363
Participant contributions at end of year2021-12-31$664,370
Participant contributions at beginning of year2021-12-31$794,617
Assets. Other investments not covered elsewhere at end of year2021-12-31$28,411,599
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$26,031,779
Other income not declared elsewhere2021-12-31$3,873,962
Administrative expenses (other) incurred2021-12-31$8,143
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$1,862,263
Value of net assets at end of year (total assets less liabilities)2021-12-31$98,166,815
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$96,304,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$106,959
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$65,486,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$62,392,161
Interest on participant loans2021-12-31$34,160
Value of interest in common/collective trusts at end of year2021-12-31$3,098,540
Value of interest in common/collective trusts at beginning of year2021-12-31$6,397,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,781,381
Net investment gain or loss from common/collective trusts2021-12-31$70,084
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$2,155,874
Employer contributions (assets) at end of year2021-12-31$505,829
Employer contributions (assets) at beginning of year2021-12-31$688,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,033,977
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 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$20,335,806
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,275,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,163,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,550,752
Value of total assets at end of year2020-12-31$96,304,552
Value of total assets at beginning of year2020-12-31$83,244,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$111,355
Total interest from all sources2020-12-31$40,630
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,580,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,580,569
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$1,287,747
Participant contributions at end of year2020-12-31$794,617
Participant contributions at beginning of year2020-12-31$714,811
Assets. Other investments not covered elsewhere at end of year2020-12-31$26,031,779
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$25,747,674
Other income not declared elsewhere2020-12-31$5,144,895
Administrative expenses (other) incurred2020-12-31$4,341
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$13,060,495
Value of net assets at end of year (total assets less liabilities)2020-12-31$96,304,552
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$83,244,057
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$3,849
Investment advisory and management fees2020-12-31$107,014
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$62,392,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$52,817,076
Interest on participant loans2020-12-31$40,630
Value of interest in common/collective trusts at end of year2020-12-31$6,397,273
Value of interest in common/collective trusts at beginning of year2020-12-31$3,796,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,934,858
Net investment gain or loss from common/collective trusts2020-12-31$84,102
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$2,263,005
Employer contributions (assets) at end of year2020-12-31$688,722
Employer contributions (assets) at beginning of year2020-12-31$164,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,163,956
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 name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$20,882,587
Total income from all sources (including contributions)2019-12-31$20,882,587
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,243,698
Total of all expenses incurred2019-12-31$9,243,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,115,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,115,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,559,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,559,439
Value of total assets at end of year2019-12-31$83,244,057
Value of total assets at end of year2019-12-31$83,244,057
Value of total assets at beginning of year2019-12-31$71,605,168
Value of total assets at beginning of year2019-12-31$71,605,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$128,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$128,464
Total interest from all sources2019-12-31$36,073
Total interest from all sources2019-12-31$36,073
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,946,754
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,946,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,946,754
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,946,754
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,334,984
Contributions received from participants2019-12-31$1,334,984
Participant contributions at end of year2019-12-31$714,811
Participant contributions at end of year2019-12-31$714,811
Participant contributions at beginning of year2019-12-31$697,320
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$25,747,674
Assets. Other investments not covered elsewhere at end of year2019-12-31$25,747,674
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$21,933,500
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$21,933,500
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,819
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,819
Other income not declared elsewhere2019-12-31$6,866,880
Other income not declared elsewhere2019-12-31$6,866,880
Administrative expenses (other) incurred2019-12-31$7,400
Administrative expenses (other) incurred2019-12-31$7,400
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$41,469
Total non interest bearing cash at beginning of year2019-12-31$41,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,638,889
Value of net income/loss2019-12-31$11,638,889
Value of net assets at end of year (total assets less liabilities)2019-12-31$83,244,057
Value of net assets at end of year (total assets less liabilities)2019-12-31$83,244,057
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$71,605,168
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$71,605,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$3,849
Assets. partnership/joint venture interests at end of year2019-12-31$3,849
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$121,064
Investment advisory and management fees2019-12-31$121,064
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$52,817,076
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$52,817,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,684,474
Interest on participant loans2019-12-31$36,073
Interest on participant loans2019-12-31$36,073
Value of interest in common/collective trusts at end of year2019-12-31$3,796,085
Value of interest in common/collective trusts at end of year2019-12-31$3,796,085
Value of interest in common/collective trusts at beginning of year2019-12-31$9,950,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,484,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,484,884
Net investment gain or loss from common/collective trusts2019-12-31$988,557
Net investment gain or loss from common/collective trusts2019-12-31$988,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,215,636
Contributions received in cash from employer2019-12-31$1,215,636
Employer contributions (assets) at end of year2019-12-31$164,562
Employer contributions (assets) at end of year2019-12-31$164,562
Employer contributions (assets) at beginning of year2019-12-31$298,002
Employer contributions (assets) at beginning of year2019-12-31$298,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,115,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,115,234
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-965,937
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,121,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,000,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,358,518
Value of total assets at end of year2018-12-31$71,605,168
Value of total assets at beginning of year2018-12-31$76,692,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$120,641
Total interest from all sources2018-12-31$32,258
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,272,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,272,494
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$1,373,161
Participant contributions at end of year2018-12-31$697,320
Participant contributions at beginning of year2018-12-31$635,598
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$86,956
Assets. Other investments not covered elsewhere at end of year2018-12-31$21,933,500
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$24,422,751
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$23,536
Other income not declared elsewhere2018-12-31$-1,405,304
Administrative expenses (other) incurred2018-12-31$7,170
Total non interest bearing cash at end of year2018-12-31$41,469
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,086,942
Value of net assets at end of year (total assets less liabilities)2018-12-31$71,605,168
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$76,692,110
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
Investment advisory and management fees2018-12-31$113,471
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$38,684,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$40,990,604
Interest on participant loans2018-12-31$32,258
Value of interest in common/collective trusts at end of year2018-12-31$9,950,403
Value of interest in common/collective trusts at beginning of year2018-12-31$10,114,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,873,547
Net investment gain or loss from common/collective trusts2018-12-31$-350,356
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$961,821
Employer contributions (assets) at end of year2018-12-31$298,002
Employer contributions (assets) at beginning of year2018-12-31$442,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,000,364
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$16,052,799
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,532,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,444,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,224,443
Value of total assets at end of year2017-12-31$76,692,110
Value of total assets at beginning of year2017-12-31$64,171,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$87,724
Total interest from all sources2017-12-31$26,165
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,390,421
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$1,390,421
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$1,377,006
Participant contributions at end of year2017-12-31$635,598
Participant contributions at beginning of year2017-12-31$609,027
Participant contributions at end of year2017-12-31$86,956
Participant contributions at beginning of year2017-12-31$405
Assets. Other investments not covered elsewhere at end of year2017-12-31$24,422,751
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$20,798,159
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$81,589
Other income not declared elsewhere2017-12-31$4,335,538
Administrative expenses (other) incurred2017-12-31$6,730
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$12,520,194
Value of net assets at end of year (total assets less liabilities)2017-12-31$76,692,110
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$64,171,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$80,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$40,990,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,498,629
Interest on participant loans2017-12-31$26,165
Value of interest in common/collective trusts at end of year2017-12-31$10,114,178
Value of interest in common/collective trusts at beginning of year2017-12-31$7,843,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,149,396
Net investment gain or loss from common/collective trusts2017-12-31$926,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,765,848
Employer contributions (assets) at end of year2017-12-31$442,023
Employer contributions (assets) at beginning of year2017-12-31$422,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,444,881
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,622,051
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,441,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,367,942
Value of total corrective distributions2016-12-31$17
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,445,269
Value of total assets at end of year2016-12-31$64,171,916
Value of total assets at beginning of year2016-12-31$61,991,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$73,299
Total interest from all sources2016-12-31$24,188
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,119,140
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$1,119,140
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$1,298,161
Participant contributions at end of year2016-12-31$609,027
Participant contributions at beginning of year2016-12-31$599,906
Participant contributions at end of year2016-12-31$405
Participant contributions at beginning of year2016-12-31$102,224
Assets. Other investments not covered elsewhere at end of year2016-12-31$20,798,159
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$21,566,559
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$19,618
Other income not declared elsewhere2016-12-31$1,458,385
Administrative expenses (other) incurred2016-12-31$4,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,180,793
Value of net assets at end of year (total assets less liabilities)2016-12-31$64,171,916
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$61,991,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$68,839
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$34,498,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$31,556,768
Interest on participant loans2016-12-31$24,188
Value of interest in common/collective trusts at end of year2016-12-31$7,843,426
Value of interest in common/collective trusts at beginning of year2016-12-31$7,716,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,208,918
Net investment gain or loss from common/collective trusts2016-12-31$366,151
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$2,127,490
Employer contributions (assets) at end of year2016-12-31$422,270
Employer contributions (assets) at beginning of year2016-12-31$449,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,367,942
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,729,264
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,413,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,340,847
Value of total corrective distributions2015-12-31$439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,563,257
Value of total assets at end of year2015-12-31$61,991,123
Value of total assets at beginning of year2015-12-31$62,675,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$72,375
Total interest from all sources2015-12-31$25,825
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,795,124
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$1,795,124
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,292,455
Participant contributions at end of year2015-12-31$599,906
Participant contributions at beginning of year2015-12-31$658,177
Participant contributions at end of year2015-12-31$102,224
Participant contributions at beginning of year2015-12-31$88,503
Assets. Other investments not covered elsewhere at end of year2015-12-31$21,566,559
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$21,107,112
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$163,509
Other income not declared elsewhere2015-12-31$-582,238
Administrative expenses (other) incurred2015-12-31$6,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-684,397
Value of net assets at end of year (total assets less liabilities)2015-12-31$61,991,123
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$62,675,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$65,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$31,556,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$32,557,241
Interest on participant loans2015-12-31$25,825
Value of interest in common/collective trusts at end of year2015-12-31$7,716,070
Value of interest in common/collective trusts at beginning of year2015-12-31$7,755,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,052,125
Net investment gain or loss from common/collective trusts2015-12-31$-20,579
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$2,107,293
Employer contributions (assets) at end of year2015-12-31$449,596
Employer contributions (assets) at beginning of year2015-12-31$509,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,340,847
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,100,860
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,755,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,672,672
Value of total corrective distributions2014-12-31$2,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,395,131
Value of total assets at end of year2014-12-31$62,675,520
Value of total assets at beginning of year2014-12-31$59,330,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$80,471
Total interest from all sources2014-12-31$26,914
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,204,356
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$2,204,356
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$1,200,821
Participant contributions at end of year2014-12-31$658,177
Participant contributions at beginning of year2014-12-31$739,179
Participant contributions at end of year2014-12-31$88,503
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$21,107,112
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$20,457,036
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$113,164
Other income not declared elsewhere2014-12-31$1,678,974
Administrative expenses (other) incurred2014-12-31$6,980
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$3,345,163
Value of net assets at end of year (total assets less liabilities)2014-12-31$62,675,520
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$59,330,357
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$14,745
Investment advisory and management fees2014-12-31$73,491
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$32,557,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,402,860
Interest on participant loans2014-12-31$26,914
Value of interest in common/collective trusts at end of year2014-12-31$7,755,268
Value of interest in common/collective trusts at beginning of year2014-12-31$8,308,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-479,318
Net investment gain or loss from common/collective trusts2014-12-31$274,803
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$2,081,146
Employer contributions (assets) at end of year2014-12-31$509,219
Employer contributions (assets) at beginning of year2014-12-31$408,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,672,672
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 name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$13,718,414
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,282,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,211,406
Value of total corrective distributions2013-12-31$7,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,238,960
Value of total assets at end of year2013-12-31$59,330,357
Value of total assets at beginning of year2013-12-31$47,894,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$64,396
Total interest from all sources2013-12-31$28,015
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,176,721
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$1,176,721
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$1,193,177
Participant contributions at end of year2013-12-31$739,179
Participant contributions at beginning of year2013-12-31$596,875
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$74,530
Assets. Other investments not covered elsewhere at end of year2013-12-31$20,457,036
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$15,679,964
Other income not declared elsewhere2013-12-31$3,963,327
Administrative expenses (other) incurred2013-12-31$7,830
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$11,435,612
Value of net assets at end of year (total assets less liabilities)2013-12-31$59,330,357
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$47,894,745
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$14,745
Assets. partnership/joint venture interests at beginning of year2013-12-31$14,145
Investment advisory and management fees2013-12-31$56,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$29,402,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,479,961
Interest on participant loans2013-12-31$28,015
Value of interest in common/collective trusts at end of year2013-12-31$8,308,415
Value of interest in common/collective trusts at beginning of year2013-12-31$7,624,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,624,587
Net investment gain or loss from common/collective trusts2013-12-31$686,804
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,045,783
Employer contributions (assets) at end of year2013-12-31$408,122
Employer contributions (assets) at beginning of year2013-12-31$424,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,211,406
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 name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,110,750
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,480,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,473,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,114,767
Value of total assets at end of year2012-12-31$47,894,745
Value of total assets at beginning of year2012-12-31$43,264,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,490
Total interest from all sources2012-12-31$25,692
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$512,014
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$512,014
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$1,178,213
Participant contributions at end of year2012-12-31$596,875
Participant contributions at beginning of year2012-12-31$652,195
Participant contributions at end of year2012-12-31$74,530
Participant contributions at beginning of year2012-12-31$69,456
Assets. Other investments not covered elsewhere at end of year2012-12-31$15,679,964
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$13,366,454
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$454
Other income not declared elsewhere2012-12-31$1,597,217
Administrative expenses (other) incurred2012-12-31$7,490
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$4,629,889
Value of net assets at end of year (total assets less liabilities)2012-12-31$47,894,745
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$43,264,856
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$14,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,479,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,953,061
Interest on participant loans2012-12-31$25,692
Value of interest in common/collective trusts at end of year2012-12-31$7,624,560
Value of interest in common/collective trusts at beginning of year2012-12-31$6,813,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,453,698
Net investment gain or loss from common/collective trusts2012-12-31$407,362
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,936,100
Employer contributions (assets) at end of year2012-12-31$424,710
Employer contributions (assets) at beginning of year2012-12-31$410,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,473,371
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 name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,136,863
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,915,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,907,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,272,996
Value of total assets at end of year2011-12-31$43,264,856
Value of total assets at beginning of year2011-12-31$43,043,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,430
Total interest from all sources2011-12-31$23,403
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$495,431
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$495,431
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$1,210,110
Participant contributions at end of year2011-12-31$652,195
Participant contributions at beginning of year2011-12-31$470,255
Participant contributions at end of year2011-12-31$69,456
Participant contributions at beginning of year2011-12-31$86,438
Assets. Other investments not covered elsewhere at end of year2011-12-31$13,366,454
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$12,812,211
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$99,986
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,745
Other income not declared elsewhere2011-12-31$-593,656
Administrative expenses (other) incurred2011-12-31$8,430
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$221,408
Value of net assets at end of year (total assets less liabilities)2011-12-31$43,264,856
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$43,043,448
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 beginning of year2011-12-31$22,397
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,953,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$23,178,452
Interest on participant loans2011-12-31$23,403
Value of interest in common/collective trusts at end of year2011-12-31$6,813,182
Value of interest in common/collective trusts at beginning of year2011-12-31$5,969,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,085,536
Net investment gain or loss from common/collective trusts2011-12-31$24,225
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$1,962,900
Employer contributions (assets) at end of year2011-12-31$410,508
Employer contributions (assets) at beginning of year2011-12-31$502,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,907,025
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 name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,192,353
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,955,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,947,041
Value of total corrective distributions2010-12-31$73
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,489,804
Value of total assets at end of year2010-12-31$43,043,448
Value of total assets at beginning of year2010-12-31$36,806,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,390
Total interest from all sources2010-12-31$26,161
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$337,375
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$337,375
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
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$2,182,882
Amount contributed by the employer to the plan for this plan year2010-12-31$2,182,882
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,278,061
Participant contributions at end of year2010-12-31$470,255
Participant contributions at beginning of year2010-12-31$440,167
Participant contributions at end of year2010-12-31$86,438
Participant contributions at beginning of year2010-12-31$89,875
Assets. Other investments not covered elsewhere at end of year2010-12-31$12,812,211
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$11,523,263
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$28,861
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,745
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$542
Other income not declared elsewhere2010-12-31$1,390,710
Administrative expenses (other) incurred2010-12-31$8,390
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$6,236,849
Value of net assets at end of year (total assets less liabilities)2010-12-31$43,043,448
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$36,806,599
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$22,397
Assets. partnership/joint venture interests at beginning of year2010-12-31$31,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$23,178,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,548,001
Interest on participant loans2010-12-31$24,622
Value of interest in common/collective trusts at end of year2010-12-31$5,969,791
Value of interest in common/collective trusts at beginning of year2010-12-31$1,654,905
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,009,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,009,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,525,770
Net investment gain or loss from common/collective trusts2010-12-31$422,533
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$2,182,882
Employer contributions (assets) at end of year2010-12-31$502,159
Employer contributions (assets) at beginning of year2010-12-31$508,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,947,041
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31MCGLADREY & PULLEN LLP
Accountancy firm EIN2010-12-31420714325
2009 : BOICE-WILLIS CLINIC, P.A. 401(K) AND 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 BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN

2022: BOICE-WILLIS CLINIC, P.A. 401(K) AND 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOICE-WILLIS CLINIC, P.A. 401(K) AND 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOICE-WILLIS CLINIC, P.A. 401(K) AND 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: BOICE-WILLIS CLINIC, P.A. 401(K) AND 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: BOICE-WILLIS CLINIC, P.A. 401(K) AND 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: BOICE-WILLIS CLINIC, P.A. 401(K) AND 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: BOICE-WILLIS CLINIC, P.A. 401(K) AND 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: BOICE-WILLIS CLINIC, P.A. 401(K) AND 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: BOICE-WILLIS CLINIC, P.A. 401(K) AND 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: BOICE-WILLIS CLINIC, P.A. 401(K) AND 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
2010: BOICE-WILLIS CLINIC, P.A. 401(K) AND 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BOICE-WILLIS CLINIC, P.A. 401(K) AND 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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