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Plan Name | INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | INDEPENDENT PHYSICIANS RESOURCE, INC. |
Employer identification number (EIN): | 582287138 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about INDEPENDENT PHYSICIANS RESOURCE, INC.
Jurisdiction of Incorporation: | Georgia Department of States Corporations Division |
Incorporation Date: | 1996-11-15 |
Company Identification Number: | 1000609 |
Legal Registered Office Address: |
5665 NEW NORTHSIDE DRIVE STE 320 ATLANTA United States of America (USA) 30328 |
More information about INDEPENDENT PHYSICIANS RESOURCE, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | JACKIE OLLIFF | |||
001 | 2016-01-01 | PATRICIA R. PLACEK | PATRICIA R. PLACEK | 2017-08-31 | |
001 | 2015-01-01 | PATRICIA R. PLACEK | PATRICIA R. PLACEK | 2016-09-20 | |
001 | 2014-01-01 | PATRICIA PLACEK | PATRICIA PLACEK | 2015-07-30 | |
001 | 2013-01-01 | PATRICIA PLACEK | PATRICIA PLACEK | 2015-07-14 | |
001 | 2012-01-01 | PATRICIA PLACEK | PATRICIA PLACEK | 2013-10-10 | |
001 | 2011-01-01 | PATRICIA PLACEK | PATRICIA PLACEK | 2012-10-10 | |
001 | 2010-01-01 | PATRICIA R. PLACEK | |||
001 | 2009-01-01 | PATRICIA PLACEK |
Measure | Date | Value |
---|---|---|
2022: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,340 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,151 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 217 |
Total of all active and inactive participants | 2022-01-01 | 1,368 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 1,369 |
Number of participants with account balances | 2022-01-01 | 1,036 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 43 |
2021: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,339 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,048 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 201 |
Total of all active and inactive participants | 2021-01-01 | 1,249 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 1,250 |
Number of participants with account balances | 2021-01-01 | 779 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,349 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 980 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 64 |
Total of all active and inactive participants | 2020-01-01 | 1,052 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 1,052 |
Number of participants with account balances | 2020-01-01 | 782 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,393 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,127 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 197 |
Total of all active and inactive participants | 2019-01-01 | 1,326 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1,326 |
Number of participants with account balances | 2019-01-01 | 757 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,621 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,146 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 245 |
Total of all active and inactive participants | 2018-01-01 | 1,393 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 1,393 |
Number of participants with account balances | 2018-01-01 | 853 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 953 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,388 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 232 |
Total of all active and inactive participants | 2017-01-01 | 1,621 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 1,621 |
Number of participants with account balances | 2017-01-01 | 748 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 850 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 823 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 128 |
Total of all active and inactive participants | 2016-01-01 | 952 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 953 |
Number of participants with account balances | 2016-01-01 | 637 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 683 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 739 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 90 |
Total of all active and inactive participants | 2015-01-01 | 830 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 831 |
Number of participants with account balances | 2015-01-01 | 545 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 524 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 609 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 75 |
Total of all active and inactive participants | 2014-01-01 | 685 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 685 |
Number of participants with account balances | 2014-01-01 | 434 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 571 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 570 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 66 |
Total of all active and inactive participants | 2013-01-01 | 637 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 637 |
Number of participants with account balances | 2013-01-01 | 332 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 307 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 524 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 46 |
Total of all active and inactive participants | 2012-01-01 | 571 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 571 |
Number of participants with account balances | 2012-01-01 | 292 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 458 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 270 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 36 |
Total of all active and inactive participants | 2011-01-01 | 307 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 307 |
Number of participants with account balances | 2011-01-01 | 258 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 319 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 426 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 31 |
Total of all active and inactive participants | 2010-01-01 | 458 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 458 |
Number of participants with account balances | 2010-01-01 | 217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 261 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 294 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 25 |
Total of all active and inactive participants | 2009-01-01 | 319 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 319 |
Number of participants with account balances | 2009-01-01 | 142 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2022 : INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $138,167 |
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 | $-1,554,893 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $5,901,760 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,765,670 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $1,396 |
Value of total corrective distributions | 2022-12-31 | $459 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $9,078,218 |
Value of total assets at end of year | 2022-12-31 | $52,129,070 |
Value of total assets at beginning of year | 2022-12-31 | $59,447,556 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $134,235 |
Total interest from all sources | 2022-12-31 | $27,655 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $735,127 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $735,127 |
Administrative expenses professional fees incurred | 2022-12-31 | $13,551 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $5,258,785 |
Participant contributions at end of year | 2022-12-31 | $573,476 |
Participant contributions at beginning of year | 2022-12-31 | $652,971 |
Participant contributions at beginning of year | 2022-12-31 | $653 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,431,027 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $1,850,998 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,334,679 |
Other income not declared elsewhere | 2022-12-31 | $-635,518 |
Administrative expenses (other) incurred | 2022-12-31 | $9,478 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-7,456,653 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $52,129,070 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $59,447,556 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $11,375 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $45,861,973 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $53,797,562 |
Interest on participant loans | 2022-12-31 | $27,655 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $4,256,574 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,145,372 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-10,825,159 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $64,784 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,484,754 |
Employer contributions (assets) at end of year | 2022-12-31 | $6,020 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,765,670 |
Contract administrator fees | 2022-12-31 | $99,831 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WINDHAM BRANNON, LLC |
Accountancy firm EIN | 2022-12-31 | 581763439 |
2021 : INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $15,087,613 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $5,966,556 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,835,155 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $14,357 |
Value of total corrective distributions | 2021-12-31 | $5,662 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $8,339,475 |
Value of total assets at end of year | 2021-12-31 | $59,447,556 |
Value of total assets at beginning of year | 2021-12-31 | $50,326,499 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $111,382 |
Total interest from all sources | 2021-12-31 | $37,736 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $609,093 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $609,093 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,800,018 |
Participant contributions at end of year | 2021-12-31 | $652,971 |
Participant contributions at beginning of year | 2021-12-31 | $698,801 |
Participant contributions at end of year | 2021-12-31 | $653 |
Participant contributions at beginning of year | 2021-12-31 | $118,086 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $1,850,998 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,004,355 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $16,094 |
Other income not declared elsewhere | 2021-12-31 | $6,750 |
Administrative expenses (other) incurred | 2021-12-31 | $5,992 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $9,121,057 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $59,447,556 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $50,326,499 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $1,250 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $53,797,562 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $46,484,407 |
Interest on participant loans | 2021-12-31 | $37,736 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,145,372 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,959,982 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $6,074,321 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $20,238 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,535,102 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $65,223 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,819,061 |
Contract administrator fees | 2021-12-31 | $104,140 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WINDHAM BRANNON, LLC |
Accountancy firm EIN | 2021-12-31 | 581763439 |
2020 : INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $13,955,016 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,823,012 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,671,223 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $6,656,187 |
Value of total assets at end of year | 2020-12-31 | $50,326,499 |
Value of total assets at beginning of year | 2020-12-31 | $40,194,495 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $151,789 |
Total interest from all sources | 2020-12-31 | $28,071 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,959,178 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,959,178 |
Administrative expenses professional fees incurred | 2020-12-31 | $12,500 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,951,677 |
Participant contributions at end of year | 2020-12-31 | $698,801 |
Participant contributions at beginning of year | 2020-12-31 | $632,012 |
Participant contributions at end of year | 2020-12-31 | $118,086 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $444,034 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $10,132,004 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $50,326,499 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $40,194,495 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $45,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $46,484,407 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $37,319,287 |
Interest on participant loans | 2020-12-31 | $28,071 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,959,982 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,243,196 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $5,278,482 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $33,098 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,260,476 |
Employer contributions (assets) at end of year | 2020-12-31 | $65,223 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,671,223 |
Contract administrator fees | 2020-12-31 | $94,289 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WINDHAM BRANNON LLC |
Accountancy firm EIN | 2020-12-31 | 581763439 |
2019 : INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $-18 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $-18 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $-18 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $-18 |
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 | $13,917,779 |
Total income from all sources (including contributions) | 2019-12-31 | $13,917,779 |
Total loss/gain on sale of assets | 2019-12-31 | $671,341 |
Total loss/gain on sale of assets | 2019-12-31 | $671,341 |
Total of all expenses incurred | 2019-12-31 | $5,639,415 |
Total of all expenses incurred | 2019-12-31 | $5,639,415 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,535,363 |
Value of total corrective distributions | 2019-12-31 | $7,534 |
Value of total corrective distributions | 2019-12-31 | $7,534 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,493,039 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,493,039 |
Value of total assets at end of year | 2019-12-31 | $40,194,495 |
Value of total assets at end of year | 2019-12-31 | $40,194,495 |
Value of total assets at beginning of year | 2019-12-31 | $31,916,131 |
Value of total assets at beginning of year | 2019-12-31 | $31,916,131 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $96,518 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $96,518 |
Total interest from all sources | 2019-12-31 | $26,277 |
Total interest from all sources | 2019-12-31 | $26,277 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,597,727 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,597,727 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,597,727 |
Administrative expenses professional fees incurred | 2019-12-31 | $51,518 |
Administrative expenses professional fees incurred | 2019-12-31 | $51,518 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $3,990,739 |
Contributions received from participants | 2019-12-31 | $3,990,739 |
Participant contributions at end of year | 2019-12-31 | $632,012 |
Participant contributions at end of year | 2019-12-31 | $632,012 |
Participant contributions at beginning of year | 2019-12-31 | $664,301 |
Participant contributions at beginning of year | 2019-12-31 | $664,301 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $240,325 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $240,325 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $22,570 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $22,570 |
Other income not declared elsewhere | 2019-12-31 | $68,261 |
Other income not declared elsewhere | 2019-12-31 | $68,261 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $8,278,364 |
Value of net income/loss | 2019-12-31 | $8,278,364 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $40,194,495 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $40,194,495 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $31,916,131 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $31,916,131 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $45,000 |
Investment advisory and management fees | 2019-12-31 | $45,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $37,319,287 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $37,319,287 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $29,471,499 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $29,471,499 |
Interest on participant loans | 2019-12-31 | $26,277 |
Interest on participant loans | 2019-12-31 | $26,277 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,243,196 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,243,196 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,780,331 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,780,331 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,025,969 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,025,969 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $35,183 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $35,183 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,261,975 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,512,793 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,512,793 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $8,259,623 |
Aggregate proceeds on sale of assets | 2019-12-31 | $8,259,623 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $7,588,282 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $7,588,282 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WINDHAM BRANNON LLC |
Accountancy firm name | 2019-12-31 | WINDHAM BRANNON LLC |
Accountancy firm EIN | 2019-12-31 | 581763439 |
Accountancy firm EIN | 2019-12-31 | 581763439 |
2018 : INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $5,805,957 |
Total loss/gain on sale of assets | 2018-12-31 | $-226,104 |
Total of all expenses incurred | 2018-12-31 | $5,264,987 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $5,181,262 |
Value of total corrective distributions | 2018-12-31 | $973 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $8,062,414 |
Value of total assets at end of year | 2018-12-31 | $31,916,131 |
Value of total assets at beginning of year | 2018-12-31 | $31,375,161 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $82,752 |
Total interest from all sources | 2018-12-31 | $21,861 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,040,139 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,040,139 |
Administrative expenses professional fees incurred | 2018-12-31 | $82,752 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $4,492,620 |
Participant contributions at end of year | 2018-12-31 | $664,301 |
Participant contributions at beginning of year | 2018-12-31 | $445,240 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $991,329 |
Other income not declared elsewhere | 2018-12-31 | $88,449 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $540,970 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $31,916,131 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $31,375,161 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $29,471,499 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $29,066,451 |
Interest on participant loans | 2018-12-31 | $21,063 |
Interest earned on other investments | 2018-12-31 | $798 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,780,331 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,863,470 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-4,201,059 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $20,257 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,578,465 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $5,181,262 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $14,443,710 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $14,669,814 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WINDHAM BRANNON P.C. |
Accountancy firm EIN | 2018-12-31 | 581763439 |
2017 : INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-17,495 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-17,495 |
Total income from all sources (including contributions) | 2017-12-31 | $11,052,954 |
Total loss/gain on sale of assets | 2017-12-31 | $-11,208 |
Total of all expenses incurred | 2017-12-31 | $2,869,053 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,786,738 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $6,919,854 |
Value of total assets at end of year | 2017-12-31 | $31,375,161 |
Value of total assets at beginning of year | 2017-12-31 | $23,191,260 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $82,315 |
Total interest from all sources | 2017-12-31 | $18,676 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,054,047 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,054,047 |
Administrative expenses professional fees incurred | 2017-12-31 | $300 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $4,138,070 |
Participant contributions at end of year | 2017-12-31 | $445,240 |
Participant contributions at beginning of year | 2017-12-31 | $487,025 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $174,562 |
Other income not declared elsewhere | 2017-12-31 | $199,097 |
Administrative expenses (other) incurred | 2017-12-31 | $82,015 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $8,183,901 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $31,375,161 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $23,191,260 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $29,066,451 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $22,704,235 |
Interest on participant loans | 2017-12-31 | $18,676 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,863,470 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,888,239 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,744 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,607,222 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,786,738 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $541,734 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $552,942 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WINDHAM BRANNON PC |
Accountancy firm EIN | 2017-12-31 | 581763439 |
2016 : INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $7,712,997 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,453,660 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,376,392 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $57,863 |
Value of total corrective distributions | 2016-12-31 | $2,140 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $5,987,722 |
Value of total assets at end of year | 2016-12-31 | $23,191,260 |
Value of total assets at beginning of year | 2016-12-31 | $17,931,923 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $17,265 |
Total interest from all sources | 2016-12-31 | $25,622 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $568,858 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $568,858 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $3,424,756 |
Participant contributions at end of year | 2016-12-31 | $487,025 |
Participant contributions at beginning of year | 2016-12-31 | $508,464 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $325,186 |
Other income not declared elsewhere | 2016-12-31 | $27,469 |
Administrative expenses (other) incurred | 2016-12-31 | $17,265 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $5,259,337 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $23,191,260 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $17,931,923 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $22,704,235 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $17,423,459 |
Interest on participant loans | 2016-12-31 | $25,622 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,103,326 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,237,780 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,376,392 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WINDHAM BRANNON P.C. |
Accountancy firm EIN | 2016-12-31 | 581763439 |
2015 : INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $4,590,240 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,378,772 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,367,656 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $3,666 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $5,045,147 |
Value of total assets at end of year | 2015-12-31 | $17,931,923 |
Value of total assets at beginning of year | 2015-12-31 | $14,720,455 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $7,450 |
Total interest from all sources | 2015-12-31 | $21,230 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $922,309 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $922,309 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,857,143 |
Participant contributions at end of year | 2015-12-31 | $508,464 |
Participant contributions at beginning of year | 2015-12-31 | $366,764 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $398,014 |
Other income not declared elsewhere | 2015-12-31 | $832 |
Administrative expenses (other) incurred | 2015-12-31 | $7,450 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $3,211,468 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $17,931,923 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $14,720,455 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $17,423,459 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $14,353,691 |
Interest on participant loans | 2015-12-31 | $21,230 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,399,278 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,789,990 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,367,656 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WINDHAM BRANNON P.C. |
Accountancy firm EIN | 2015-12-31 | 581763439 |
2014 : INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $4,150,166 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,052,334 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,041,178 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $3,194 |
Value of total corrective distributions | 2014-12-31 | $2,062 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,337,770 |
Value of total assets at end of year | 2014-12-31 | $14,720,455 |
Value of total assets at beginning of year | 2014-12-31 | $11,622,623 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,900 |
Total interest from all sources | 2014-12-31 | $19,094 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $957,242 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $957,242 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,070,805 |
Participant contributions at end of year | 2014-12-31 | $366,764 |
Participant contributions at beginning of year | 2014-12-31 | $277,945 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $31,636 |
Other income not declared elsewhere | 2014-12-31 | $2 |
Administrative expenses (other) incurred | 2014-12-31 | $5,900 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,097,832 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $14,720,455 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,622,623 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $14,353,691 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $11,344,678 |
Interest on participant loans | 2014-12-31 | $19,094 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-163,942 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,235,329 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,041,178 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WINDHAM BRANNON P.C. |
Accountancy firm EIN | 2014-12-31 | 581763439 |
2013 : INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $4,387,033 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,068,334 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,035,355 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $25,867 |
Value of total corrective distributions | 2013-12-31 | $981 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,590,360 |
Value of total assets at end of year | 2013-12-31 | $11,623,598 |
Value of total assets at beginning of year | 2013-12-31 | $8,304,899 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $6,131 |
Total interest from all sources | 2013-12-31 | $12,344 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $587,698 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $587,698 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,562,524 |
Participant contributions at end of year | 2013-12-31 | $277,945 |
Participant contributions at beginning of year | 2013-12-31 | $204,177 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $66,594 |
Other income not declared elsewhere | 2013-12-31 | $26,230 |
Administrative expenses (other) incurred | 2013-12-31 | $6,131 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,318,699 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,623,598 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,304,899 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $11,345,653 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $8,100,722 |
Interest on participant loans | 2013-12-31 | $12,344 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,170,401 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $961,242 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,035,355 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WINDHAM BRANNON P.C. |
Accountancy firm EIN | 2013-12-31 | 581763439 |
2012 : INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $3,280,679 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,442,155 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,420,099 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $14,403 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,590,132 |
Value of total assets at end of year | 2012-12-31 | $8,304,899 |
Value of total assets at beginning of year | 2012-12-31 | $6,466,375 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $7,653 |
Total interest from all sources | 2012-12-31 | $11,436 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $206,924 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $206,924 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,510,375 |
Participant contributions at end of year | 2012-12-31 | $204,177 |
Participant contributions at beginning of year | 2012-12-31 | $175,373 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $154,845 |
Administrative expenses (other) incurred | 2012-12-31 | $7,653 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,838,524 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $8,304,899 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,466,375 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $8,100,722 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,291,002 |
Interest on participant loans | 2012-12-31 | $11,436 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $472,187 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $924,912 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,420,099 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WINDHAM BRANNON P.C. |
Accountancy firm EIN | 2012-12-31 | 581763439 |
2011 : INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $2,034,729 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $429,497 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $419,675 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $4,897 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,357,943 |
Value of total assets at end of year | 2011-12-31 | $6,466,375 |
Value of total assets at beginning of year | 2011-12-31 | $4,861,143 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,925 |
Total interest from all sources | 2011-12-31 | $11,855 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $211,238 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $211,238 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $487,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,431,350 |
Participant contributions at end of year | 2011-12-31 | $175,373 |
Participant contributions at beginning of year | 2011-12-31 | $172,135 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $96,649 |
Administrative expenses (other) incurred | 2011-12-31 | $4,925 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,605,232 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,466,375 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,861,143 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,291,002 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,689,008 |
Interest on participant loans | 2011-12-31 | $11,855 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-546,307 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $829,944 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $419,675 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WINDHAM BRANNON P.C. |
Accountancy firm EIN | 2011-12-31 | 581763439 |
2010 : INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,378,145 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $576,807 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $316,092 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $23,031 |
Value of total corrective distributions | 2010-12-31 | $233,909 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,817,846 |
Value of total assets at end of year | 2010-12-31 | $4,861,143 |
Value of total assets at beginning of year | 2010-12-31 | $3,059,805 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,775 |
Total interest from all sources | 2010-12-31 | $9,405 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $51,073 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $51,073 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $306,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,147,932 |
Participant contributions at end of year | 2010-12-31 | $172,135 |
Participant contributions at beginning of year | 2010-12-31 | $111,909 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $5,775 |
Administrative expenses (other) incurred | 2010-12-31 | $3,775 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,801,338 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,861,143 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,059,805 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,689,008 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,947,896 |
Interest on participant loans | 2010-12-31 | $9,405 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $499,821 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $664,139 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $316,092 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WINDHAM BRANNON P.C. |
Accountancy firm EIN | 2010-12-31 | 581763439 |
2009 : INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |