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METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 401k Plan overview

Plan NameMETROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN
Plan identification number 001

METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

METROLINA NEPHROLOGY ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name:METROLINA NEPHROLOGY ASSOCIATES, P.A.
Employer identification number (EIN):561378901
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01NICK SATEY JENNIFER HUNEYCUTT2018-09-24
0012016-01-01NICK SATEY JENNIFER HUNEYCUTT2017-10-03
0012015-01-01NICK SATEY JENNIFER HUNEYCUTT2016-09-20
0012014-01-01JENNIFER HUNEYCUTT
0012013-01-01DAVID GREENE JENNIFER HUNEYCUTT2014-09-26
0012012-01-01DAVID GREENE JENNIFER HUNEYCUTT2013-10-14
0012011-01-01DAVID GREENE JENNIFER HUNEYCUTT2012-10-15
0012010-01-01DAVID GREENE2011-03-31 GEORGE HART MD2011-03-31

Plan Statistics for METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN

401k plan membership statisitcs for METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN

Measure Date Value
2022: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01200
Total number of active participants reported on line 7a of the Form 55002022-01-01195
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0136
Total of all active and inactive participants2022-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01231
Number of participants with account balances2022-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01181
Total number of active participants reported on line 7a of the Form 55002021-01-01155
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01184
Number of participants with account balances2021-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01192
Total number of active participants reported on line 7a of the Form 55002020-01-01160
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01181
Number of participants with account balances2020-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01181
Total number of active participants reported on line 7a of the Form 55002019-01-01159
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01177
Number of participants with account balances2019-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01174
Total number of active participants reported on line 7a of the Form 55002018-01-01150
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01181
Number of participants with account balances2018-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01169
Total number of active participants reported on line 7a of the Form 55002017-01-01145
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01174
Number of participants with account balances2017-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01150
Total number of active participants reported on line 7a of the Form 55002016-01-01137
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01155
Number of participants with account balances2016-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01149
Total number of active participants reported on line 7a of the Form 55002015-01-01134
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01142
Number of participants with account balances2015-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01138
Total number of active participants reported on line 7a of the Form 55002014-01-01135
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01143
Number of participants with account balances2014-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01146
Total number of active participants reported on line 7a of the Form 55002013-01-01133
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01138
Number of participants with account balances2013-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01132
Total number of active participants reported on line 7a of the Form 55002012-01-01109
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01113
Number of participants with account balances2012-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01121
Total number of active participants reported on line 7a of the Form 55002011-01-01108
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01114
Number of participants with account balances2011-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN

Measure Date Value
2022 : METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-5,651,160
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,798,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,625,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,771,026
Value of total assets at end of year2022-12-31$50,259,955
Value of total assets at beginning of year2022-12-31$59,709,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$172,887
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,816,584
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$1,816,584
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$1,580,731
Participant contributions at end of year2022-12-31$61,589
Participant contributions at beginning of year2022-12-31$69,436
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,046,499
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$5,732,495
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$87,755
Other income not declared elsewhere2022-12-31$-863,424
Administrative expenses (other) incurred2022-12-31$38,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,449,312
Value of net assets at end of year (total assets less liabilities)2022-12-31$50,259,955
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$59,709,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$134,382
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$38,734,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,123,763
Value of interest in pooled separate accounts at end of year2022-12-31$6,414,498
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,735,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,036,032
Net investment gain/loss from pooled separate accounts2022-12-31$-1,339,314
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$3,102,540
Employer contributions (assets) at end of year2022-12-31$2,858
Employer contributions (assets) at beginning of year2022-12-31$48,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,625,265
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 name2022-12-31GREERWALKER LLP
Accountancy firm EIN2022-12-31561434747
2021 : METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) 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$11,338,652
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,991,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,797,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,952,046
Value of total assets at end of year2021-12-31$59,709,267
Value of total assets at beginning of year2021-12-31$51,361,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$193,524
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,033,838
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$3,033,838
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$1,382,124
Participant contributions at end of year2021-12-31$69,436
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$5,732,495
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$6,402,008
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$47,572
Other income not declared elsewhere2021-12-31$693,038
Administrative expenses (other) incurred2021-12-31$37,668
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$8,347,433
Value of net assets at end of year (total assets less liabilities)2021-12-31$59,709,267
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$51,361,834
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$155,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$47,123,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$38,366,427
Value of interest in pooled separate accounts at end of year2021-12-31$6,735,503
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,377,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,841,420
Net investment gain/loss from pooled separate accounts2021-12-31$-1,181,690
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$3,522,350
Employer contributions (assets) at end of year2021-12-31$48,070
Employer contributions (assets) at beginning of year2021-12-31$216,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,797,695
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 name2021-12-31GREERWALKER LLP
Accountancy firm EIN2021-12-31561434747
2020 : METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) 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$10,184,818
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,689,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,504,705
Value of total corrective distributions2020-12-31$3,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,142,061
Value of total assets at end of year2020-12-31$51,361,834
Value of total assets at beginning of year2020-12-31$42,866,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$181,195
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$948,239
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$948,239
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$1,344,504
Assets. Other investments not covered elsewhere at end of year2020-12-31$6,402,008
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,420,591
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$307,451
Other income not declared elsewhere2020-12-31$758,639
Administrative expenses (other) incurred2020-12-31$29,065
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$8,495,769
Value of net assets at end of year (total assets less liabilities)2020-12-31$51,361,834
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,866,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$152,130
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$38,366,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,716,818
Value of interest in pooled separate accounts at end of year2020-12-31$6,377,012
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,617,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,207,138
Net investment gain/loss from pooled separate accounts2020-12-31$128,741
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$3,490,106
Employer contributions (assets) at end of year2020-12-31$216,387
Employer contributions (assets) at beginning of year2020-12-31$111,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,504,705
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 name2020-12-31GREERWALKER LLP
Accountancy firm EIN2020-12-31561434747
2019 : METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$728
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,609,999
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,784,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,648,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,037,885
Value of total assets at end of year2019-12-31$42,866,065
Value of total assets at beginning of year2019-12-31$35,039,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$135,586
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,262,291
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$1,262,291
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,207,026
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,420,591
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,327,564
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,000
Other income not declared elsewhere2019-12-31$881,938
Administrative expenses (other) incurred2019-12-31$31,996
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$7,825,617
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,866,065
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,039,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$103,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,716,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,134,013
Value of interest in pooled separate accounts at end of year2019-12-31$4,617,374
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$4,251,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,330,125
Net investment gain/loss from pooled separate accounts2019-12-31$22,938
Net investment gain or loss from common/collective trusts2019-12-31$74,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$815,859
Employer contributions (assets) at end of year2019-12-31$111,282
Employer contributions (assets) at beginning of year2019-12-31$1,326,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,648,796
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GREERWALKER LLP
Accountancy firm EIN2019-12-31561434747
2018 : METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$17,691
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$530,851
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,137,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,006,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,255,625
Value of total assets at end of year2018-12-31$35,039,720
Value of total assets at beginning of year2018-12-31$35,628,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$131,489
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,036,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,036,812
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 period2018-12-31Yes
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$1,074,266
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,327,564
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$7,965,788
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,520
Other income not declared elsewhere2018-12-31$-1,670,097
Administrative expenses (other) incurred2018-12-31$58,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-606,786
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,039,720
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,628,815
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$73,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,134,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,251,315
Value of interest in common/collective trusts at end of year2018-12-31$4,251,701
Value of interest in common/collective trusts at beginning of year2018-12-31$4,411,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,114,322
Net investment gain or loss from common/collective trusts2018-12-31$22,833
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$3,177,839
Employer contributions (assets) at end of year2018-12-31$1,326,442
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,006,148
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31LONG CPA PLLC
Accountancy firm EIN2018-12-31811806291
2017 : METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) 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$7,841,470
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$546,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$369,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,887,565
Value of total assets at end of year2017-12-31$35,628,815
Value of total assets at beginning of year2017-12-31$28,333,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$176,620
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,172,916
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$1,172,916
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$1,032,285
Assets. Other investments not covered elsewhere at end of year2017-12-31$7,965,788
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$6,357,658
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$33,358
Other income not declared elsewhere2017-12-31$1,244,622
Administrative expenses (other) incurred2017-12-31$10
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,295,218
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,628,815
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,333,597
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$123,382
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,251,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,654,620
Value of interest in common/collective trusts at end of year2017-12-31$4,411,712
Value of interest in common/collective trusts at beginning of year2017-12-31$4,321,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,467,576
Net investment gain or loss from common/collective trusts2017-12-31$68,791
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$1,821,922
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$369,632
Contract administrator fees2017-12-31$53,228
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 name2017-12-31LONG CPA PLLC
Accountancy firm EIN2017-12-31811806291
2016 : METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) 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$4,366,132
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$619,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$495,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,838,451
Value of total assets at end of year2016-12-31$28,333,597
Value of total assets at beginning of year2016-12-31$24,587,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$124,328
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$578,339
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$578,339
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$879,078
Assets. Other investments not covered elsewhere at end of year2016-12-31$6,357,658
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$5,713,921
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$223,051
Other income not declared elsewhere2016-12-31$325,804
Administrative expenses (other) incurred2016-12-31$63,783
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,746,256
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,333,597
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,587,341
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$59,445
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,654,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,874,951
Value of interest in common/collective trusts at end of year2016-12-31$4,321,319
Value of interest in common/collective trusts at beginning of year2016-12-31$3,998,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$556,971
Net investment gain or loss from common/collective trusts2016-12-31$66,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,736,322
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$495,548
Contract administrator fees2016-12-31$1,100
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
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 name2016-12-31LONG CPA, PLLC
Accountancy firm EIN2016-12-31811806291
2015 : METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) 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$2,485,120
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$372,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$279,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,524,661
Value of total assets at end of year2015-12-31$24,587,341
Value of total assets at beginning of year2015-12-31$22,474,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$92,793
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$867,300
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$867,300
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$852,624
Assets. Other investments not covered elsewhere at end of year2015-12-31$5,713,921
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$5,349,974
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$85,404
Other income not declared elsewhere2015-12-31$19,207
Administrative expenses (other) incurred2015-12-31$60,151
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,112,537
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,587,341
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,474,804
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$31,675
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,874,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,535,545
Value of interest in common/collective trusts at end of year2015-12-31$3,998,469
Value of interest in common/collective trusts at beginning of year2015-12-31$3,589,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-984,826
Net investment gain or loss from common/collective trusts2015-12-31$58,778
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$1,586,633
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$279,790
Contract administrator fees2015-12-31$967
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
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 name2015-12-31LONG CPA, PLLC
Accountancy firm EIN2015-12-31811806291
2014 : METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) 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$3,585,586
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$391,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$298,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,561,205
Value of total assets at end of year2014-12-31$22,474,804
Value of total assets at beginning of year2014-12-31$19,280,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$93,019
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$773,966
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$773,966
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$872,382
Assets. Other investments not covered elsewhere at end of year2014-12-31$5,349,974
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,819,488
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$34,027
Other income not declared elsewhere2014-12-31$233,659
Administrative expenses (other) incurred2014-12-31$43,036
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,194,043
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,474,804
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,280,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$48,979
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,535,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,897,730
Value of interest in common/collective trusts at end of year2014-12-31$3,589,285
Value of interest in common/collective trusts at beginning of year2014-12-31$3,563,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-36,158
Net investment gain or loss from common/collective trusts2014-12-31$52,914
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,654,796
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$298,524
Contract administrator fees2014-12-31$1,004
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
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 name2014-12-31LONG & LONG, LLP
Accountancy firm EIN2014-12-31204155651
2013 : METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) 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$5,069,594
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$532,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$462,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,619,401
Value of total assets at end of year2013-12-31$19,280,761
Value of total assets at beginning of year2013-12-31$14,743,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$70,470
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$477,104
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$477,104
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$790,398
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,819,488
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,957,165
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$119,253
Other income not declared elsewhere2013-12-31$366,971
Administrative expenses (other) incurred2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,536,933
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,280,761
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,743,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$69,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,897,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,340,756
Value of interest in common/collective trusts at end of year2013-12-31$3,563,543
Value of interest in common/collective trusts at beginning of year2013-12-31$4,445,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,550,215
Net investment gain or loss from common/collective trusts2013-12-31$55,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,709,750
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$462,191
Contract administrator fees2013-12-31$650
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
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 name2013-12-31CHERRY, BEKAERT AND HOLLAND, L.L.P.
Accountancy firm EIN2013-12-31560574444
2012 : METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) 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$3,310,102
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$357,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$309,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,115,487
Value of total assets at end of year2012-12-31$14,743,828
Value of total assets at beginning of year2012-12-31$11,791,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$48,365
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$191,883
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$191,883
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$1,994,857
Amount contributed by the employer to the plan for this plan year2012-12-31$1,994,857
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,957,165
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,387,058
Other income not declared elsewhere2012-12-31$230,246
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,952,338
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,743,828
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,791,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$31,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,340,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,254,612
Value of interest in common/collective trusts at end of year2012-12-31$4,445,907
Value of interest in common/collective trusts at beginning of year2012-12-31$3,149,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$685,537
Net investment gain or loss from common/collective trusts2012-12-31$86,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,115,487
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$309,399
Contract administrator fees2012-12-31$16,739
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
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 name2012-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2012-12-31560574444
2011 : METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) 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$1,321,342
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$814,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$799,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,680,000
Value of total assets at end of year2011-12-31$11,791,490
Value of total assets at beginning of year2011-12-31$11,284,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,457
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$172,326
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$172,326
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$1,985,847
Amount contributed by the employer to the plan for this plan year2011-12-31$1,985,847
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,387,058
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,491,616
Other income not declared elsewhere2011-12-31$115,603
Administrative expenses (other) incurred2011-12-31$841
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$948,757
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$507,020
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,791,490
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,284,470
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,254,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,221,851
Value of interest in common/collective trusts at end of year2011-12-31$3,149,820
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,395,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,395,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-664,330
Net investment gain or loss from common/collective trusts2011-12-31$17,743
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$1,680,000
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$100,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$799,865
Contract administrator fees2011-12-31$13,616
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,126,036
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 name2011-12-31CHERRY, BEKEART & HOLLAND, L.L.P.
Accountancy firm EIN2011-12-31560574444

Form 5500 Responses for METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN

2022: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) 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: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) 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: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) 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: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) 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: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) 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: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) 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: METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) 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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-32080
Policy instance 1
Insurance contract or identification numberGA-32080
Number of Individuals Covered34
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-32080
Policy instance 1
Insurance contract or identification numberGA-32080
Number of Individuals Covered33
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-32080
Policy instance 1
Insurance contract or identification numberGA-32080
Number of Individuals Covered73
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-32080
Policy instance 1
Insurance contract or identification numberGA-32080
Number of Individuals Covered27
Insurance policy start date2019-09-16
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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