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NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 002

NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A.
Employer identification number (EIN):591561574
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1974-12-02
Company Identification Number: 465803
Legal Registered Office Address: 807 S ORLANDO AVENUE

WINTER PARK

32789

More information about NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHRISTOPHER AYCRIGG CHRISTOPHER AYCRIGG2018-10-15
0022017-01-01CHRISTOPHER AYCRIGG CHRISTOPHER AYCRIGG2018-12-31
0022016-01-01CHRISTOPHER AYCRIGG CHRISTOPHER AYCRIGG2017-10-16
0022015-01-01CHRISTOPHER AYCRIGG CHRISTOPHER AYCRIGG2016-10-17
0022014-01-01CHRISTOPHER AYCRIGG CHRISTOPHER AYCRIGG2015-10-12
0022013-01-01CHRISTOPHER AYCRIGG CHRISTOPHER AYCRIGG2014-10-15
0022012-01-01CHRISTOPHER AYCRIGG CHRISTOPHER AYCRIGG2013-10-14
0022011-01-01CHRISTOPHER AYCRIGG CHRISTOPHER AYCRIGG2012-10-15
0022010-01-01CHRISTOPHER AYCRIGG2011-09-08 CHRISTOPHER AYCRIGG2011-09-08

Plan Statistics for NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01197
Total number of active participants reported on line 7a of the Form 55002022-01-01143
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01193
Number of participants with account balances2022-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01216
Total number of active participants reported on line 7a of the Form 55002021-01-01146
Number of other retired or separated participants entitled to future benefits2021-01-0141
Total of all active and inactive participants2021-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01187
Number of participants with account balances2021-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01205
Total number of active participants reported on line 7a of the Form 55002020-01-01160
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0148
Total of all active and inactive participants2020-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01208
Number of participants with account balances2020-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01200
Total number of active participants reported on line 7a of the Form 55002019-01-01153
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0147
Total of all active and inactive participants2019-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01200
Number of participants with account balances2019-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01189
Total number of active participants reported on line 7a of the Form 55002018-01-01149
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0143
Total of all active and inactive participants2018-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01192
Number of participants with account balances2018-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01182
Total number of active participants reported on line 7a of the Form 55002017-01-01144
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01184
Number of participants with account balances2017-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01169
Total number of active participants reported on line 7a of the Form 55002016-01-01131
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01167
Number of participants with account balances2016-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01169
Total number of active participants reported on line 7a of the Form 55002015-01-01128
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01164
Number of participants with account balances2015-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01168
Total number of active participants reported on line 7a of the Form 55002014-01-01120
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01156
Number of participants with account balances2014-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01166
Total number of active participants reported on line 7a of the Form 55002013-01-01118
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01160
Number of participants with account balances2013-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01160
Total number of active participants reported on line 7a of the Form 55002012-01-01118
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0139
Total of all active and inactive participants2012-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01157
Number of participants with account balances2012-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01155
Total number of active participants reported on line 7a of the Form 55002011-01-01114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01153
Total participants2011-01-01153
Number of participants with account balances2011-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019

Financial Data on NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,861,319
Total of all expenses incurred2022-12-31$3,551,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,403,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,679,719
Value of total assets at end of year2022-12-31$35,787,386
Value of total assets at beginning of year2022-12-31$44,196,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$147,853
Total interest from all sources2022-12-31$16
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$159,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$159,401
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$989,223
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,213,052
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$348,107
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$284,280
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$9,662
Liabilities. Value of operating payables at end of year2022-12-31$3,250
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$8,939
Total non interest bearing cash at beginning of year2022-12-31$61,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,412,322
Value of net assets at end of year (total assets less liabilities)2022-12-31$35,784,136
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$44,196,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$16,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$792,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$948,641
Value of interest in pooled separate accounts at end of year2022-12-31$29,886,990
Value of interest in pooled separate accounts at beginning of year2022-12-31$37,289,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$146,499
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$143,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$143,268
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$33,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,245,952
Net investment gain/loss from pooled separate accounts2022-12-31$-6,454,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,457,005
Employer contributions (assets) at end of year2022-12-31$1,518,149
Employer contributions (assets) at beginning of year2022-12-31$1,474,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,403,150
Contract administrator fees2022-12-31$130,908
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$3,086,084
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$3,961,545
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
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$7,986,422
Total of all expenses incurred2021-12-31$1,153,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$988,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,666,088
Value of total assets at end of year2021-12-31$44,196,458
Value of total assets at beginning of year2021-12-31$37,363,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$165,598
Total interest from all sources2021-12-31$10
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$136,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$136,987
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$989,233
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,141,762
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$100
Assets. Other investments not covered elsewhere at end of year2021-12-31$284,280
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$271,945
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$49,056
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$61,476
Total non interest bearing cash at beginning of year2021-12-31$7,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,832,797
Value of net assets at end of year (total assets less liabilities)2021-12-31$44,196,458
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,363,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$18,588
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$948,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$430,012
Value of interest in pooled separate accounts at end of year2021-12-31$37,289,029
Value of interest in pooled separate accounts at beginning of year2021-12-31$31,298,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$143,268
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$92,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$92,210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$33,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$404,946
Net investment gain/loss from pooled separate accounts2021-12-31$4,778,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,475,270
Employer contributions (assets) at end of year2021-12-31$1,474,888
Employer contributions (assets) at beginning of year2021-12-31$1,434,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$988,027
Contract administrator fees2021-12-31$147,010
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$3,961,545
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$3,829,287
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
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$4,297
Total income from all sources (including contributions)2020-12-31$9,189,872
Total of all expenses incurred2020-12-31$2,680,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,531,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,554,450
Value of total assets at end of year2020-12-31$37,363,661
Value of total assets at beginning of year2020-12-31$30,859,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$149,936
Total interest from all sources2020-12-31$13
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$31,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$989,233
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,119,973
Participant contributions at end of year2020-12-31$100
Participant contributions at beginning of year2020-12-31$50
Assets. Other investments not covered elsewhere at end of year2020-12-31$271,945
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$219,776
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$4,297
Total non interest bearing cash at end of year2020-12-31$7,463
Total non interest bearing cash at beginning of year2020-12-31$5,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,508,876
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,363,661
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,854,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$13,547
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$430,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$317,145
Value of interest in pooled separate accounts at end of year2020-12-31$31,298,167
Value of interest in pooled separate accounts at beginning of year2020-12-31$26,101,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$92,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$150,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$150,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$998,527
Net investment gain/loss from pooled separate accounts2020-12-31$5,604,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,434,477
Employer contributions (assets) at end of year2020-12-31$1,434,477
Employer contributions (assets) at beginning of year2020-12-31$1,334,112
Income. Dividends from common stock2020-12-31$31,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,531,060
Contract administrator fees2020-12-31$136,389
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$3,829,287
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$2,729,650
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,297
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,053
Total income from all sources (including contributions)2019-12-31$8,063,295
Total income from all sources (including contributions)2019-12-31$8,063,295
Total of all expenses incurred2019-12-31$1,128,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$988,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$988,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,614,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,614,841
Value of total assets at end of year2019-12-31$30,859,082
Value of total assets at end of year2019-12-31$30,859,082
Value of total assets at beginning of year2019-12-31$23,921,457
Value of total assets at beginning of year2019-12-31$23,921,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$140,840
Total interest from all sources2019-12-31$296
Total interest from all sources2019-12-31$296
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$30,347
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$30,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$989,223
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,003,003
Contributions received from participants2019-12-31$1,003,003
Participant contributions at end of year2019-12-31$50
Participant contributions at end of year2019-12-31$50
Participant contributions at beginning of year2019-12-31$108
Participant contributions at beginning of year2019-12-31$108
Assets. Other investments not covered elsewhere at end of year2019-12-31$219,776
Assets. Other investments not covered elsewhere at end of year2019-12-31$219,776
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$356,938
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$356,938
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$277,726
Other income not declared elsewhere2019-12-31$508
Other income not declared elsewhere2019-12-31$508
Liabilities. Value of operating payables at end of year2019-12-31$4,297
Liabilities. Value of operating payables at end of year2019-12-31$4,297
Liabilities. Value of operating payables at beginning of year2019-12-31$1,053
Liabilities. Value of operating payables at beginning of year2019-12-31$1,053
Total non interest bearing cash at end of year2019-12-31$5,709
Total non interest bearing cash at end of year2019-12-31$5,709
Total non interest bearing cash at beginning of year2019-12-31$4,260
Total non interest bearing cash at beginning of year2019-12-31$4,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,934,381
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,854,785
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,854,785
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,920,404
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,920,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$140,840
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$317,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$317,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$210,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$210,253
Value of interest in pooled separate accounts at end of year2019-12-31$26,101,986
Value of interest in pooled separate accounts at end of year2019-12-31$26,101,986
Value of interest in pooled separate accounts at beginning of year2019-12-31$20,111,547
Value of interest in pooled separate accounts at beginning of year2019-12-31$20,111,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$150,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$150,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$274,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$274,528
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$274,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$274,528
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$669,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$669,545
Net investment gain/loss from pooled separate accounts2019-12-31$4,747,758
Net investment gain/loss from pooled separate accounts2019-12-31$4,747,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,334,112
Contributions received in cash from employer2019-12-31$1,334,112
Employer contributions (assets) at end of year2019-12-31$1,334,112
Employer contributions (assets) at end of year2019-12-31$1,334,112
Employer contributions (assets) at beginning of year2019-12-31$1,265,397
Employer contributions (assets) at beginning of year2019-12-31$1,265,397
Income. Dividends from common stock2019-12-31$30,347
Income. Dividends from common stock2019-12-31$30,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$988,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$988,074
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,729,650
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,729,650
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,698,426
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,698,426
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,522
Total income from all sources (including contributions)2018-12-31$732,011
Total of all expenses incurred2018-12-31$360,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$270,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,253,918
Value of total assets at end of year2018-12-31$23,921,457
Value of total assets at beginning of year2018-12-31$23,552,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$90,359
Total interest from all sources2018-12-31$276
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$14,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$989,223
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$975,039
Participant contributions at end of year2018-12-31$108
Participant contributions at beginning of year2018-12-31$3,674
Assets. Other investments not covered elsewhere at end of year2018-12-31$356,938
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$438,171
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,482
Other income not declared elsewhere2018-12-31$16,440
Liabilities. Value of operating payables at end of year2018-12-31$1,053
Liabilities. Value of operating payables at beginning of year2018-12-31$3,522
Total non interest bearing cash at end of year2018-12-31$4,260
Total non interest bearing cash at beginning of year2018-12-31$18,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$371,521
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,920,404
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,548,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$90,359
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$210,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$208,662
Value of interest in pooled separate accounts at end of year2018-12-31$20,111,547
Value of interest in pooled separate accounts at beginning of year2018-12-31$19,789,408
Interest earned on other investments2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$274,528
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$228,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$228,421
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-158,969
Net investment gain/loss from pooled separate accounts2018-12-31$-1,394,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,265,397
Employer contributions (assets) at end of year2018-12-31$1,265,397
Employer contributions (assets) at beginning of year2018-12-31$1,225,748
Income. Dividends from common stock2018-12-31$14,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$270,131
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,698,426
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,639,842
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$975
Total income from all sources (including contributions)2017-12-31$5,303,302
Total of all expenses incurred2017-12-31$190,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$175,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,156,307
Value of total assets at end of year2017-12-31$23,552,405
Value of total assets at beginning of year2017-12-31$18,436,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,247
Total interest from all sources2017-12-31$121
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$24,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$989,223
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$858,896
Participant contributions at end of year2017-12-31$3,674
Participant contributions at beginning of year2017-12-31$867
Assets. Other investments not covered elsewhere at end of year2017-12-31$438,171
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$49,858
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$71,663
Other income not declared elsewhere2017-12-31$6,962
Liabilities. Value of operating payables at end of year2017-12-31$3,522
Liabilities. Value of operating payables at beginning of year2017-12-31$975
Total non interest bearing cash at end of year2017-12-31$18,479
Total non interest bearing cash at beginning of year2017-12-31$192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,113,114
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,548,883
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,435,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$14,247
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$208,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$120,366
Value of interest in pooled separate accounts at end of year2017-12-31$19,789,408
Value of interest in pooled separate accounts at beginning of year2017-12-31$15,311,030
Interest earned on other investments2017-12-31$16
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$228,421
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$240,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$240,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$43,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$417,823
Net investment gain/loss from pooled separate accounts2017-12-31$2,697,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,225,748
Employer contributions (assets) at end of year2017-12-31$1,225,748
Employer contributions (assets) at beginning of year2017-12-31$1,167,030
Income. Dividends from common stock2017-12-31$24,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$175,941
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,639,842
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,502,892
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$975
Total income from all sources (including contributions)2016-12-31$3,008,750
Total of all expenses incurred2016-12-31$777,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$762,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,090,475
Value of total assets at end of year2016-12-31$18,436,744
Value of total assets at beginning of year2016-12-31$16,204,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,627
Total interest from all sources2016-12-31$158
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$20,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$989,223
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$826,938
Participant contributions at end of year2016-12-31$867
Participant contributions at beginning of year2016-12-31$1,867
Assets. Other investments not covered elsewhere at end of year2016-12-31$49,858
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$93,975
Other income not declared elsewhere2016-12-31$5,121
Administrative expenses (other) incurred2016-12-31$3,468
Liabilities. Value of operating payables at end of year2016-12-31$975
Total non interest bearing cash at end of year2016-12-31$192
Total non interest bearing cash at beginning of year2016-12-31$7,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,231,638
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,435,769
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,204,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$11,159
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$120,366
Value of interest in pooled separate accounts at end of year2016-12-31$15,311,030
Value of interest in pooled separate accounts at beginning of year2016-12-31$13,762,227
Interest earned on other investments2016-12-31$22
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$240,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$46,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$46,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$43,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$43,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-200,830
Net investment gain/loss from pooled separate accounts2016-12-31$1,093,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,169,562
Employer contributions (assets) at end of year2016-12-31$1,167,030
Employer contributions (assets) at beginning of year2016-12-31$1,182,081
Income. Dividends from common stock2016-12-31$20,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$762,485
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,502,892
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,160,890
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,920,652
Total of all expenses incurred2015-12-31$425,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$410,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,218,744
Value of total assets at end of year2015-12-31$16,204,131
Value of total assets at beginning of year2015-12-31$14,709,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,834
Total interest from all sources2015-12-31$103
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$22,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$989,223
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$798,473
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$1,867
Participant contributions at beginning of year2015-12-31$23,848
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$233,354
Other income not declared elsewhere2015-12-31$3,176
Total non interest bearing cash at end of year2015-12-31$7,383
Total non interest bearing cash at beginning of year2015-12-31$9,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,494,809
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,204,131
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,709,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$15,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$13,762,227
Value of interest in pooled separate accounts at beginning of year2015-12-31$12,421,521
Interest earned on other investments2015-12-31$22
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$46,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$22,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$22,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$81
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$43,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$43,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-141,943
Net investment gain/loss from pooled separate accounts2015-12-31$-181,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,186,917
Employer contributions (assets) at end of year2015-12-31$1,182,081
Employer contributions (assets) at beginning of year2015-12-31$1,005,079
Income. Dividends from common stock2015-12-31$22,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$410,009
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,160,890
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,183,417
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,335,850
Total of all expenses incurred2014-12-31$1,109,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,097,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,649,999
Value of total assets at end of year2014-12-31$14,709,322
Value of total assets at beginning of year2014-12-31$13,482,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,026
Total interest from all sources2014-12-31$262
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$21,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$989,223
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$644,920
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$10,585
Participant contributions at end of year2014-12-31$23,848
Participant contributions at beginning of year2014-12-31$673
Total non interest bearing cash at end of year2014-12-31$9,560
Total non interest bearing cash at beginning of year2014-12-31$5,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,226,829
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,709,322
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,482,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$10,931
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$88,567
Value of interest in pooled separate accounts at end of year2014-12-31$12,421,521
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,447,547
Interest on participant loans2014-12-31$201
Interest earned on other investments2014-12-31$49
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$22,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$33,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$33,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$43,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$43,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$94,278
Net investment gain/loss from pooled separate accounts2014-12-31$569,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,005,079
Employer contributions (assets) at end of year2014-12-31$1,005,079
Employer contributions (assets) at beginning of year2014-12-31$958,004
Income. Dividends from common stock2014-12-31$21,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,097,995
Contract administrator fees2014-12-31$95
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,183,417
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$894,412
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,440,481
Total of all expenses incurred2013-12-31$297,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$289,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,576,667
Value of total assets at end of year2013-12-31$13,482,493
Value of total assets at beginning of year2013-12-31$10,339,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,520
Total interest from all sources2013-12-31$721
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$19,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,301
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$989,223
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$617,201
Participant contributions at end of year2013-12-31$10,585
Participant contributions at beginning of year2013-12-31$21,928
Participant contributions at end of year2013-12-31$673
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,465
Total non interest bearing cash at end of year2013-12-31$5,491
Total non interest bearing cash at beginning of year2013-12-31$14,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,143,457
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,482,493
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,339,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$7,520
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$88,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$110,869
Value of interest in pooled separate accounts at end of year2013-12-31$11,447,547
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,642,313
Interest on participant loans2013-12-31$681
Interest earned on other investments2013-12-31$28
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$33,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$26,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$26,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$43,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$43,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$251,304
Net investment gain/loss from pooled separate accounts2013-12-31$1,591,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$958,001
Employer contributions (assets) at end of year2013-12-31$958,004
Employer contributions (assets) at beginning of year2013-12-31$947,094
Income. Dividends from common stock2013-12-31$16,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$289,504
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$894,412
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$532,471
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,522,623
Total of all expenses incurred2012-12-31$337,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$336,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,529,722
Value of total assets at end of year2012-12-31$10,339,036
Value of total assets at beginning of year2012-12-31$8,153,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$967
Total interest from all sources2012-12-31$2,467
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$8,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,622
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$989,223
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$581,358
Participant contributions at end of year2012-12-31$21,928
Participant contributions at beginning of year2012-12-31$32,804
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,270
Total non interest bearing cash at end of year2012-12-31$14,173
Total non interest bearing cash at beginning of year2012-12-31$943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,185,397
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,339,036
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,153,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$110,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$66,071
Value of interest in pooled separate accounts at end of year2012-12-31$8,642,313
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,071,128
Interest on participant loans2012-12-31$1,149
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$1,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$26,684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$47,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$47,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$43,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$42,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,357
Net investment gain/loss from pooled separate accounts2012-12-31$972,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$947,094
Employer contributions (assets) at end of year2012-12-31$947,094
Employer contributions (assets) at beginning of year2012-12-31$893,227
Income. Dividends from common stock2012-12-31$2,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$336,259
Contract administrator fees2012-12-31$967
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$532,471
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,178,038
Total of all expenses incurred2011-12-31$186,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$186,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,403,241
Value of total assets at end of year2011-12-31$8,153,639
Value of total assets at beginning of year2011-12-31$7,161,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24
Total interest from all sources2011-12-31$2,856
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$872
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$989,223
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$508,397
Participant contributions at end of year2011-12-31$32,804
Participant contributions at beginning of year2011-12-31$43,699
Participant contributions at end of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,617
Total non interest bearing cash at end of year2011-12-31$943
Total non interest bearing cash at beginning of year2011-12-31$6,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$991,986
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,153,639
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,161,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$66,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$131,875
Value of interest in pooled separate accounts at end of year2011-12-31$7,071,128
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,231,521
Interest on participant loans2011-12-31$1,591
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$1,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$47,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$31,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$31,016
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$42,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$40,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$18,674
Net investment gain/loss from pooled separate accounts2011-12-31$-247,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$893,227
Employer contributions (assets) at end of year2011-12-31$893,227
Employer contributions (assets) at beginning of year2011-12-31$676,155
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$186,028
Contract administrator fees2011-12-31$24
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749

Form 5500 Responses for NEPHROLOGY ASSOCIATES OF CENTRAL FLORIDA, P.A. 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78335
Policy instance 1
Insurance contract or identification number78335
Number of Individuals Covered198
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $79,222
Total amount of fees paid to insurance companyUSD $15,959
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $79,222
Insurance broker organization code?3
Amount paid for insurance broker fees15959
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78335
Policy instance 1
Insurance contract or identification number78335
Number of Individuals Covered185
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $85,447
Total amount of fees paid to insurance companyUSD $17,531
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $85,447
Amount paid for insurance broker fees0
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78335
Policy instance 1
Insurance contract or identification number78335
Number of Individuals Covered209
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $76,754
Total amount of fees paid to insurance companyUSD $14,015
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $76,754
Insurance broker organization code?3
Amount paid for insurance broker fees14015
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78335
Policy instance 1
Insurance contract or identification number78335
Number of Individuals Covered193
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $70,159
Total amount of fees paid to insurance companyUSD $12,640
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $70,159
Insurance broker organization code?3
Amount paid for insurance broker fees12640
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78335
Policy instance 1
Insurance contract or identification number78335
Number of Individuals Covered191
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $62,941
Total amount of fees paid to insurance companyUSD $10,524
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62,941
Amount paid for insurance broker fees22
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78335
Policy instance 1
Insurance contract or identification number78335
Number of Individuals Covered187
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $52,479
Total amount of fees paid to insurance companyUSD $8,843
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,479
Amount paid for insurance broker fees92
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
Insurance broker nameBATES & COMPANY, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78335
Policy instance 1
Insurance contract or identification number78335
Number of Individuals Covered160
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $49,136
Total amount of fees paid to insurance companyUSD $10,755
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,136
Amount paid for insurance broker fees108
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
Insurance broker nameBATES & COMPANY, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78335
Policy instance 1
Insurance contract or identification number78335
Number of Individuals Covered151
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $48,898
Total amount of fees paid to insurance companyUSD $6,309
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,898
Amount paid for insurance broker fees108
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
Insurance broker nameBATES & COMPANY, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78335
Policy instance 1
Insurance contract or identification number78335
Number of Individuals Covered150
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $53,768
Total amount of fees paid to insurance companyUSD $5,105
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,768
Amount paid for insurance broker fees110
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
Insurance broker nameBATES & COMPANY, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78335
Policy instance 1
Insurance contract or identification number78335
Number of Individuals Covered150
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $49,554
Total amount of fees paid to insurance companyUSD $5,661
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $49,554
Amount paid for insurance broker fees113
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
Insurance broker nameBATES & COMPANY, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78335
Policy instance 1
Insurance contract or identification number78335
Number of Individuals Covered147
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $42,905
Total amount of fees paid to insurance companyUSD $3,460
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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