BORLAND-GROOVER CLINIC, P.A. has sponsored the creation of one or more 401k plans.
Additional information about BORLAND-GROOVER CLINIC, P.A.
Submission information for form 5500 for 401k plan BORLAND-GROOVER CLINIC, P. A. PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for BORLAND-GROOVER CLINIC, P. A. PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2016 : BORLAND-GROOVER CLINIC, P. A. PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $387 |
| Total income from all sources (including contributions) | 2016-12-31 | $8,283,296 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $6,235,085 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $6,100,398 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $5,106,517 |
| Value of total assets at end of year | 2016-12-31 | $62,468,880 |
| Value of total assets at beginning of year | 2016-12-31 | $60,421,056 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $134,687 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,003,870 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,003,870 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $870,465 |
| Participant contributions at end of year | 2016-12-31 | $0 |
| Participant contributions at beginning of year | 2016-12-31 | $29,778 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $35,344 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $46,437 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $66,359 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $387 |
| Administrative expenses (other) incurred | 2016-12-31 | $5,389 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $2,048,211 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $62,468,880 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $60,420,669 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $129,298 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $26,612,171 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,823,226 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $7,660,072 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $4,577,307 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $4,577,307 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,172,909 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $4,200,708 |
| Employer contributions (assets) at end of year | 2016-12-31 | $3,837,394 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $2,570,833 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $6,100,398 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $24,312,806 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $50,353,553 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | BDO. USA. LLP |
| Accountancy firm EIN | 2016-12-31 | 135381590 |
