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BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameBORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST
Plan identification number 002

BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

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

    Company Name:BORLAND-GROOVER CLINIC, P.A.
    Employer identification number (EIN):591784470
    NAIC Classification:621111
    NAIC Description:Offices of Physicians (except Mental Health Specialists)

    Additional information about BORLAND-GROOVER CLINIC, P.A.

    Jurisdiction of Incorporation: Florida Department of State Division of Corporations
    Incorporation Date: 1977-12-02
    Company Identification Number: 552478
    Legal Registered Office Address: 4800 BELFORT RD

    JACKSONVILLE

    32256

    More information about BORLAND-GROOVER CLINIC, P.A.

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    0022020-01-01
    0022019-01-01
    0022018-01-01
    0022016-01-01
    0022016-01-01
    0022015-01-01CHAD BAILEY
    0022014-01-01JACK GROOVER
    0022013-01-01JACK GROOVER
    0022012-01-01CHAD P. BAILEY CHAD P. BAILEY2013-10-03
    0022011-01-01CHAD BAILEY
    0022010-01-01JACK GROOVER
    0022009-01-01JACK R. GROOVER
    0022009-01-01JACK R. GROOVER
    0022009-01-01SANDY ALBERT

    Plan Statistics for 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
    2020: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2020 401k membership
    Total participants, beginning-of-year2020-01-01615
    Total number of active participants reported on line 7a of the Form 55002020-01-01501
    Number of retired or separated participants receiving benefits2020-01-010
    Number of other retired or separated participants entitled to future benefits2020-01-01144
    Total of all active and inactive participants2020-01-01645
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
    Total participants2020-01-01646
    Number of participants with account balances2020-01-01613
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0170
    2019: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2019 401k membership
    Total participants, beginning-of-year2019-01-01613
    Total number of active participants reported on line 7a of the Form 55002019-01-01483
    Number of retired or separated participants receiving benefits2019-01-010
    Number of other retired or separated participants entitled to future benefits2019-01-01133
    Total of all active and inactive participants2019-01-01616
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
    Total participants2019-01-01617
    Number of participants with account balances2019-01-01591
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0128
    2018: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2018 401k membership
    Total participants, beginning-of-year2018-01-01615
    Total number of active participants reported on line 7a of the Form 55002018-01-01492
    Number of retired or separated participants receiving benefits2018-01-010
    Number of other retired or separated participants entitled to future benefits2018-01-01123
    Total of all active and inactive participants2018-01-01615
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
    Total participants2018-01-01615
    Number of participants with account balances2018-01-01557
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0135
    2016: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2016 401k membership
    Total participants, beginning-of-year2016-01-01722
    Total number of active participants reported on line 7a of the Form 55002016-01-01427
    Number of retired or separated participants receiving benefits2016-01-0110
    Number of other retired or separated participants entitled to future benefits2016-01-01264
    Total of all active and inactive participants2016-01-01701
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
    Total participants2016-01-01702
    Number of participants with account balances2016-01-01687
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0191
    2015: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2015 401k membership
    Total participants, beginning-of-year2015-01-01656
    Total number of active participants reported on line 7a of the Form 55002015-01-01515
    Number of retired or separated participants receiving benefits2015-01-010
    Number of other retired or separated participants entitled to future benefits2015-01-01190
    Total of all active and inactive participants2015-01-01705
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
    Total participants2015-01-01705
    Number of participants with account balances2015-01-01705
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0150
    2014: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2014 401k membership
    Total participants, beginning-of-year2014-01-01618
    Total number of active participants reported on line 7a of the Form 55002014-01-01490
    Number of retired or separated participants receiving benefits2014-01-010
    Number of other retired or separated participants entitled to future benefits2014-01-01144
    Total of all active and inactive participants2014-01-01634
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
    Total participants2014-01-01634
    Number of participants with account balances2014-01-01633
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0141
    2013: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2013 401k membership
    Total participants, beginning-of-year2013-01-01595
    Total number of active participants reported on line 7a of the Form 55002013-01-01470
    Number of retired or separated participants receiving benefits2013-01-010
    Number of other retired or separated participants entitled to future benefits2013-01-01120
    Total of all active and inactive participants2013-01-01590
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
    Total participants2013-01-01590
    Number of participants with account balances2013-01-01590
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0148
    2012: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2012 401k membership
    Total participants, beginning-of-year2012-01-01524
    Total number of active participants reported on line 7a of the Form 55002012-01-01457
    Number of retired or separated participants receiving benefits2012-01-010
    Number of other retired or separated participants entitled to future benefits2012-01-01107
    Total of all active and inactive participants2012-01-01564
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
    Total participants2012-01-01564
    Number of participants with account balances2012-01-01564
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0138
    2011: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2011 401k membership
    Total participants, beginning-of-year2011-01-01490
    Total number of active participants reported on line 7a of the Form 55002011-01-01396
    Number of retired or separated participants receiving benefits2011-01-010
    Number of other retired or separated participants entitled to future benefits2011-01-0183
    Total of all active and inactive participants2011-01-01479
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
    Total participants2011-01-01479
    Number of participants with account balances2011-01-01476
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0131
    2010: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2010 401k membership
    Total participants, beginning-of-year2010-01-01448
    Total number of active participants reported on line 7a of the Form 55002010-01-01384
    Number of retired or separated participants receiving benefits2010-01-010
    Number of other retired or separated participants entitled to future benefits2010-01-0177
    Total of all active and inactive participants2010-01-01461
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
    Total participants2010-01-01461
    Number of participants with account balances2010-01-01461
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0148
    2009: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2009 401k membership
    Total participants, beginning-of-year2009-01-01443
    Total number of active participants reported on line 7a of the Form 55002009-01-01378
    Number of retired or separated participants receiving benefits2009-01-0111
    Number of other retired or separated participants entitled to future benefits2009-01-0159
    Total of all active and inactive participants2009-01-01448
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
    Total participants2009-01-01448
    Number of participants with account balances2009-01-01412
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0124

    Financial Data on BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST

    Measure Date Value
    2021 : BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
    Total unrealized appreciation/depreciation of assets2021-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
    Total income from all sources (including contributions)2021-12-31$24,988,617
    Total loss/gain on sale of assets2021-12-31$0
    Total of all expenses incurred2021-12-31$5,485,356
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,340,517
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,971,878
    Value of total assets at end of year2021-12-31$104,376,790
    Value of total assets at beginning of year2021-12-31$84,873,529
    Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$144,839
    Total interest from all sources2021-12-31$22
    Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,366,836
    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$4,366,836
    Administrative expenses professional fees incurred2021-12-31$78,137
    Was this plan covered by a fidelity bond2021-12-31Yes
    Value of fidelity bond cover2021-12-31$500,000
    If this is an individual account plan, was there a blackout period2021-12-31No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
    Were there any nonexempt tranactions with any party-in-interest2021-12-31No
    Contributions received from participants2021-12-31$1,772,961
    Participant contributions at end of year2021-12-31$74,574
    Participant contributions at beginning of year2021-12-31$47,037
    Assets. Other investments not covered elsewhere at end of year2021-12-31$8,432,511
    Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,547,394
    Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,156,768
    Other income not declared elsewhere2021-12-31$1,638,780
    Administrative expenses (other) incurred2021-12-31$59,899
    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$19,503,261
    Value of net assets at end of year (total assets less liabilities)2021-12-31$104,376,790
    Value of net assets at beginning of year (total assets less liabilities)2021-12-31$84,873,529
    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$6,803
    Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$85,556,311
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$70,775,588
    Value of interest in common/collective trusts at end of year2021-12-31$5,075,371
    Value of interest in common/collective trusts at beginning of year2021-12-31$4,881,864
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$216,085
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$211,750
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$211,750
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$22
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,919,363
    Net investment gain or loss from common/collective trusts2021-12-31$91,738
    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$5,042,149
    Employer contributions (assets) at end of year2021-12-31$5,021,938
    Employer contributions (assets) at beginning of year2021-12-31$4,409,896
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,340,517
    Did the plan have assets held for investment2021-12-31Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
    Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
    Accountancy firm name2021-12-31BDO, USA LLP
    Accountancy firm EIN2021-12-31135381590
    2020 : BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
    Total unrealized appreciation/depreciation of assets2020-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
    Total income from all sources (including contributions)2020-12-31$15,334,812
    Total loss/gain on sale of assets2020-12-31$0
    Total of all expenses incurred2020-12-31$5,108,282
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,984,712
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,817,732
    Value of total assets at end of year2020-12-31$84,873,529
    Value of total assets at beginning of year2020-12-31$74,646,999
    Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$123,570
    Total interest from all sources2020-12-31$470
    Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,362,288
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
    Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,362,288
    Administrative expenses professional fees incurred2020-12-31$63,529
    Was this plan covered by a fidelity bond2020-12-31Yes
    Value of fidelity bond cover2020-12-31$500,000
    If this is an individual account plan, was there a blackout period2020-12-31No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
    Were there any nonexempt tranactions with any party-in-interest2020-12-31No
    Contributions received from participants2020-12-31$1,509,065
    Participant contributions at end of year2020-12-31$47,037
    Participant contributions at beginning of year2020-12-31$0
    Assets. Other investments not covered elsewhere at end of year2020-12-31$4,547,394
    Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,458,221
    Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$168,690
    Other income not declared elsewhere2020-12-31$282,659
    Administrative expenses (other) incurred2020-12-31$54,342
    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$10,226,530
    Value of net assets at end of year (total assets less liabilities)2020-12-31$84,873,529
    Value of net assets at beginning of year (total assets less liabilities)2020-12-31$74,646,999
    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$5,699
    Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$70,775,588
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$61,865,214
    Value of interest in common/collective trusts at end of year2020-12-31$4,881,864
    Value of interest in common/collective trusts at beginning of year2020-12-31$5,645,384
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$211,750
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$163,204
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$163,204
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$470
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,750,562
    Net investment gain or loss from common/collective trusts2020-12-31$121,101
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
    Was there a failure to transmit to the plan any participant contributions2020-12-31No
    Has the plan failed to provide any benefit when due under the plan2020-12-31No
    Contributions received in cash from employer2020-12-31$4,139,977
    Employer contributions (assets) at end of year2020-12-31$4,409,896
    Employer contributions (assets) at beginning of year2020-12-31$4,514,976
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,984,712
    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 name2020-12-31BDO, USA LLP
    Accountancy firm EIN2020-12-31135381590
    2019 : BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
    Total unrealized appreciation/depreciation of assets2019-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
    Total income from all sources (including contributions)2019-12-31$17,977,324
    Total loss/gain on sale of assets2019-12-31$0
    Total of all expenses incurred2019-12-31$10,554,921
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,399,862
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,588,081
    Value of total assets at end of year2019-12-31$74,646,999
    Value of total assets at beginning of year2019-12-31$67,224,596
    Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$155,059
    Total interest from all sources2019-12-31$2,906
    Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,400,842
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
    Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,400,842
    Administrative expenses professional fees incurred2019-12-31$101,354
    Was this plan covered by a fidelity bond2019-12-31Yes
    Value of fidelity bond cover2019-12-31$500,000
    If this is an individual account plan, was there a blackout period2019-12-31No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
    Were there any nonexempt tranactions with any party-in-interest2019-12-31No
    Contributions received from participants2019-12-31$1,183,428
    Assets. Other investments not covered elsewhere at end of year2019-12-31$2,458,221
    Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,294,542
    Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$25,779
    Other income not declared elsewhere2019-12-31$96,917
    Administrative expenses (other) incurred2019-12-31$53,705
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
    Value of net income/loss2019-12-31$7,422,403
    Value of net assets at end of year (total assets less liabilities)2019-12-31$74,646,999
    Value of net assets at beginning of year (total assets less liabilities)2019-12-31$67,224,596
    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
    Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$61,865,214
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$59,812,597
    Value of interest in common/collective trusts at end of year2019-12-31$5,645,384
    Value of interest in common/collective trusts at beginning of year2019-12-31$1,403,193
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$163,204
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$140,667
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$140,667
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,906
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,830,988
    Net investment gain or loss from common/collective trusts2019-12-31$57,590
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
    Was there a failure to transmit to the plan any participant contributions2019-12-31No
    Has the plan failed to provide any benefit when due under the plan2019-12-31No
    Contributions received in cash from employer2019-12-31$4,378,874
    Employer contributions (assets) at end of year2019-12-31$4,514,976
    Employer contributions (assets) at beginning of year2019-12-31$4,573,597
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,399,862
    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 name2019-12-31BDO, USA LLP
    Accountancy firm EIN2019-12-31135381590
    2018 : BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
    Total unrealized appreciation/depreciation of assets2018-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
    Total income from all sources (including contributions)2018-12-31$1,915,256
    Total loss/gain on sale of assets2018-12-31$0
    Total of all expenses incurred2018-12-31$5,767,846
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,671,124
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,486,565
    Value of total assets at end of year2018-12-31$67,224,596
    Value of total assets at beginning of year2018-12-31$71,077,186
    Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$96,722
    Total interest from all sources2018-12-31$6,534
    Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,616,216
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
    Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,616,216
    Administrative expenses professional fees incurred2018-12-31$46,662
    Was this plan covered by a fidelity bond2018-12-31Yes
    Value of fidelity bond cover2018-12-31$500,000
    If this is an individual account plan, was there a blackout period2018-12-31No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
    Were there any nonexempt tranactions with any party-in-interest2018-12-31No
    Contributions received from participants2018-12-31$853,057
    Assets. Other investments not covered elsewhere at end of year2018-12-31$1,294,542
    Assets. Other investments not covered elsewhere at beginning of year2018-12-31$822,831
    Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,663
    Other income not declared elsewhere2018-12-31$69,062
    Administrative expenses (other) incurred2018-12-31$50,060
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
    Value of net income/loss2018-12-31$-3,852,590
    Value of net assets at end of year (total assets less liabilities)2018-12-31$67,224,596
    Value of net assets at beginning of year (total assets less liabilities)2018-12-31$71,077,186
    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
    Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$59,812,597
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$64,006,578
    Value of interest in common/collective trusts at end of year2018-12-31$1,403,193
    Value of interest in common/collective trusts at beginning of year2018-12-31$1,263,127
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$140,667
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$658,571
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$658,571
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,534
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,280,595
    Net investment gain or loss from common/collective trusts2018-12-31$17,474
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
    Was there a failure to transmit to the plan any participant contributions2018-12-31No
    Has the plan failed to provide any benefit when due under the plan2018-12-31No
    Contributions received in cash from employer2018-12-31$3,622,845
    Employer contributions (assets) at end of year2018-12-31$4,573,597
    Employer contributions (assets) at beginning of year2018-12-31$4,326,079
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,671,124
    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 name2018-12-31BDO, USA LLP
    Accountancy firm EIN2018-12-31135381590
    2016 : BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
    Total unrealized appreciation/depreciation of assets2016-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,236
    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$8,283,295
    Total loss/gain on sale of assets2016-12-31$0
    Total of all expenses incurred2016-12-31$6,235,084
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$62,485,116
    Value of total assets at beginning of year2016-12-31$60,421,056
    Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$134,686
    Total interest from all sources2016-12-31$3,735
    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 year2016-12-31No
    Was this plan covered by a fidelity bond2016-12-31Yes
    Value of fidelity bond cover2016-12-31$1,000,000
    If this is an individual account plan, was there a blackout period2016-12-31No
    Were there any nonexempt tranactions with any party-in-interest2016-12-31No
    Contributions received from participants2016-12-31$870,465
    Participant contributions at end of year2016-12-31$3,833
    Participant contributions at beginning of year2016-12-31$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 year2016-12-31$46,637
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$66,359
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$16,236
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$387
    Administrative expenses (other) incurred2016-12-31$5,388
    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$2,048,211
    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)2016-12-31No
    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$129,298
    Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,648,924
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,823,226
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,235,896
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,577,307
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,577,307
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,735
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,169,173
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
    Was there a failure to transmit to the plan any participant contributions2016-12-31No
    Has the plan failed to provide any benefit when due under the plan2016-12-31No
    Contributions received in cash from employer2016-12-31$4,200,708
    Employer contributions (assets) at end of year2016-12-31$3,837,394
    Employer contributions (assets) at beginning of year2016-12-31$2,570,833
    Income. Dividends from common stock2016-12-31$1,003,870
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,100,398
    Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$47,712,432
    Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$50,353,553
    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 name2016-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
    Accountancy firm EIN2016-12-31591302284
    2015 : BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
    Total unrealized appreciation/depreciation of assets2015-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$387
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$387
    Total income from all sources (including contributions)2015-12-31$3,583,595
    Total loss/gain on sale of assets2015-12-31$0
    Total of all expenses incurred2015-12-31$6,070,425
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,908,715
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,119,389
    Value of total assets at end of year2015-12-31$60,421,056
    Value of total assets at beginning of year2015-12-31$62,907,886
    Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$161,710
    Total interest from all sources2015-12-31$5,869
    Total dividends received (eg from common stock, registered investment company shares)2015-12-31$795,398
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
    Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,063
    Was this plan covered by a fidelity bond2015-12-31Yes
    Value of fidelity bond cover2015-12-31$1,000,000
    If this is an individual account plan, was there a blackout period2015-12-31No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
    Were there any nonexempt tranactions with any party-in-interest2015-12-31No
    Contributions received from participants2015-12-31$999,821
    Participant contributions at end of year2015-12-31$29,778
    Participant contributions at beginning of year2015-12-31$57
    Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$66,359
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$48,817
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$387
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$387
    Administrative expenses (other) incurred2015-12-31$175
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
    Value of net income/loss2015-12-31$-2,486,830
    Value of net assets at end of year (total assets less liabilities)2015-12-31$60,420,669
    Value of net assets at beginning of year (total assets less liabilities)2015-12-31$62,907,499
    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$161,535
    Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,823,226
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,989,015
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,577,307
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$10,326,420
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$10,326,420
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5,869
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,337,061
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
    Was there a failure to transmit to the plan any participant contributions2015-12-31No
    Has the plan failed to provide any benefit when due under the plan2015-12-31No
    Contributions received in cash from employer2015-12-31$4,119,568
    Employer contributions (assets) at end of year2015-12-31$2,570,833
    Employer contributions (assets) at beginning of year2015-12-31$2,516,851
    Income. Dividends from common stock2015-12-31$789,335
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,908,715
    Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$50,353,553
    Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$47,026,726
    Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
    Did the plan have assets held for investment2015-12-31Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
    Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
    Accountancy firm name2015-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
    Accountancy firm EIN2015-12-31591302284
    2014 : BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
    Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,858,464
    Total unrealized appreciation/depreciation of assets2014-12-31$2,858,464
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$387
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$493
    Total income from all sources (including contributions)2014-12-31$10,643,346
    Total loss/gain on sale of assets2014-12-31$0
    Total of all expenses incurred2014-12-31$1,208,454
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,040,263
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,318,290
    Value of total assets at end of year2014-12-31$62,907,886
    Value of total assets at beginning of year2014-12-31$53,473,100
    Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$168,191
    Total interest from all sources2014-12-31$4,420
    Total dividends received (eg from common stock, registered investment company shares)2014-12-31$761,461
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
    Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$220,240
    Was this plan covered by a fidelity bond2014-12-31Yes
    Value of fidelity bond cover2014-12-31$1,000,000
    If this is an individual account plan, was there a blackout period2014-12-31No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
    Were there any nonexempt tranactions with any party-in-interest2014-12-31No
    Contributions received from participants2014-12-31$841,140
    Participant contributions at end of year2014-12-31$57
    Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$28,138
    Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$48,817
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$387
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$387
    Other income not declared elsewhere2014-12-31$64
    Administrative expenses (other) incurred2014-12-31$189
    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$9,434,892
    Value of net assets at end of year (total assets less liabilities)2014-12-31$62,907,499
    Value of net assets at beginning of year (total assets less liabilities)2014-12-31$53,472,607
    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$168,002
    Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,989,015
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,521,234
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$10,326,420
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,155,973
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,155,973
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4,420
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,700,647
    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$4,449,012
    Employer contributions (assets) at end of year2014-12-31$2,516,851
    Employer contributions (assets) at beginning of year2014-12-31$2,051,205
    Income. Dividends from common stock2014-12-31$541,221
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,040,263
    Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$47,026,726
    Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$22,744,688
    Liabilities. Value of benefit claims payable at end of year2014-12-31$0
    Liabilities. Value of benefit claims payable at beginning of year2014-12-31$106
    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 name2014-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
    Accountancy firm EIN2014-12-31591302284
    2013 : BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
    Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$6,219,420
    Total unrealized appreciation/depreciation of assets2013-12-31$6,219,420
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$493
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$18,182
    Total income from all sources (including contributions)2013-12-31$17,741,605
    Total loss/gain on sale of assets2013-12-31$409,955
    Total of all expenses incurred2013-12-31$1,606,851
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,466,520
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,936,481
    Value of total assets at end of year2013-12-31$53,473,100
    Value of total assets at beginning of year2013-12-31$37,356,035
    Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$140,331
    Total interest from all sources2013-12-31$2,189
    Total dividends received (eg from common stock, registered investment company shares)2013-12-31$728,225
    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$405,821
    Was this plan covered by a fidelity bond2013-12-31Yes
    Value of fidelity bond cover2013-12-31$1,000,000
    If this is an individual account plan, was there a blackout period2013-12-31No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
    Were there any nonexempt tranactions with any party-in-interest2013-12-31No
    Contributions received from participants2013-12-31$727,825
    Participant contributions at beginning of year2013-12-31$19,774
    Assets. Other investments not covered elsewhere at end of year2013-12-31$0
    Assets. Other investments not covered elsewhere at beginning of year2013-12-31$12,436,837
    Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,322
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$387
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$387
    Other income not declared elsewhere2013-12-31$1,312
    Administrative expenses (other) incurred2013-12-31$16
    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$16,134,754
    Value of net assets at end of year (total assets less liabilities)2013-12-31$53,472,607
    Value of net assets at beginning of year (total assets less liabilities)2013-12-31$37,337,853
    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$140,315
    Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,521,234
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,606,909
    Value of interest in pooled separate accounts at beginning of year2013-12-31$1,227,081
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,155,973
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,708,190
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,708,190
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,189
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$51,784
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,444,023
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
    Was there a failure to transmit to the plan any participant contributions2013-12-31No
    Has the plan failed to provide any benefit when due under the plan2013-12-31No
    Contributions received in cash from employer2013-12-31$4,200,334
    Employer contributions (assets) at end of year2013-12-31$2,051,205
    Employer contributions (assets) at beginning of year2013-12-31$1,087,790
    Income. Dividends from common stock2013-12-31$322,404
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,466,520
    Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$22,744,688
    Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$14,217,670
    Liabilities. Value of benefit claims payable at end of year2013-12-31$106
    Liabilities. Value of benefit claims payable at beginning of year2013-12-31$17,795
    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
    Aggregate proceeds on sale of assets2013-12-31$20,006,380
    Aggregate carrying amount (costs) on sale of assets2013-12-31$19,596,425
    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 name2013-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
    Accountancy firm EIN2013-12-31591302284
    2012 : BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
    Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,319,955
    Total unrealized appreciation/depreciation of assets2012-12-31$1,319,955
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$18,182
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
    Total income from all sources (including contributions)2012-12-31$8,475,510
    Total loss/gain on sale of assets2012-12-31$425,132
    Total of all expenses incurred2012-12-31$484,608
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$360,224
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,528,849
    Value of total assets at end of year2012-12-31$37,356,035
    Value of total assets at beginning of year2012-12-31$29,346,951
    Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$124,384
    Total interest from all sources2012-12-31$1,789
    Total dividends received (eg from common stock, registered investment company shares)2012-12-31$587,246
    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$290,323
    Was this plan covered by a fidelity bond2012-12-31Yes
    Value of fidelity bond cover2012-12-31$1,000,000
    If this is an individual account plan, was there a blackout period2012-12-31No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
    Were there any nonexempt tranactions with any party-in-interest2012-12-31No
    Contributions received from participants2012-12-31$652,723
    Participant contributions at end of year2012-12-31$19,774
    Participant contributions at beginning of year2012-12-31$14,537
    Assets. Other investments not covered elsewhere at end of year2012-12-31$12,436,837
    Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,140,073
    Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,212
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$387
    Other income not declared elsewhere2012-12-31$3,697
    Administrative expenses (other) incurred2012-12-31$60
    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$7,990,902
    Value of net assets at end of year (total assets less liabilities)2012-12-31$37,337,853
    Value of net assets at beginning of year (total assets less liabilities)2012-12-31$29,346,951
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
    Were any leases to which the plan was party in default or uncollectible2012-12-31No
    Investment advisory and management fees2012-12-31$123,857
    Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,606,909
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,473,342
    Value of interest in pooled separate accounts at end of year2012-12-31$1,227,081
    Value of interest in pooled separate accounts at beginning of year2012-12-31$873,519
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,708,190
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,713,911
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,713,911
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,789
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$51,784
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$40,916
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,608,842
    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$3,862,914
    Employer contributions (assets) at end of year2012-12-31$1,087,790
    Employer contributions (assets) at beginning of year2012-12-31$2,371,969
    Income. Dividends from common stock2012-12-31$296,923
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$360,224
    Contract administrator fees2012-12-31$467
    Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$14,217,670
    Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$8,718,684
    Liabilities. Value of benefit claims payable at end of year2012-12-31$17,795
    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
    Aggregate proceeds on sale of assets2012-12-31$17,988,968
    Aggregate carrying amount (costs) on sale of assets2012-12-31$17,563,836
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
    Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
    Accountancy firm name2012-12-31DWIGHT DARBY & COMPANY
    Accountancy firm EIN2012-12-31592146292
    2011 : BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
    Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,067,004
    Total unrealized appreciation/depreciation of assets2011-12-31$-1,067,004
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,614
    Total income from all sources (including contributions)2011-12-31$3,840,566
    Total loss/gain on sale of assets2011-12-31$0
    Total of all expenses incurred2011-12-31$552,456
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$414,538
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,043,925
    Value of total assets at end of year2011-12-31$29,346,951
    Value of total assets at beginning of year2011-12-31$26,061,455
    Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$137,918
    Total interest from all sources2011-12-31$0
    Total dividends received (eg from common stock, registered investment company shares)2011-12-31$442,308
    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$79,833
    Was this plan covered by a fidelity bond2011-12-31Yes
    Value of fidelity bond cover2011-12-31$500,000
    If this is an individual account plan, was there a blackout period2011-12-31No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
    Were there any nonexempt tranactions with any party-in-interest2011-12-31No
    Contributions received from participants2011-12-31$577,892
    Participant contributions at end of year2011-12-31$14,537
    Participant contributions at beginning of year2011-12-31$13,477
    Assets. Other investments not covered elsewhere at end of year2011-12-31$4,140,073
    Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,558,038
    Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$33,580
    Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,614
    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$3,288,110
    Value of net assets at end of year (total assets less liabilities)2011-12-31$29,346,951
    Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,058,841
    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
    Investment advisory and management fees2011-12-31$137,918
    Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,473,342
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,400,809
    Value of interest in pooled separate accounts at end of year2011-12-31$873,519
    Value of interest in pooled separate accounts at beginning of year2011-12-31$735,069
    Interest earned on other investments2011-12-31$0
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,713,911
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$819,448
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$819,448
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$40,916
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$30,187
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$475,378
    Net investment gain/loss from pooled separate accounts2011-12-31$-54,041
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
    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$3,432,453
    Employer contributions (assets) at end of year2011-12-31$2,371,969
    Employer contributions (assets) at beginning of year2011-12-31$2,527,291
    Income. Dividends from common stock2011-12-31$362,475
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$414,538
    Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$8,718,684
    Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$14,977,136
    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)2011-12-31No
    Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
    Accountancy firm name2011-12-31DWIGHT DARBY & COMPANY
    Accountancy firm EIN2011-12-31592146292
    2010 : BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
    Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,849,095
    Total unrealized appreciation/depreciation of assets2010-12-31$1,849,095
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,614
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$817
    Total income from all sources (including contributions)2010-12-31$6,388,549
    Total loss/gain on sale of assets2010-12-31$0
    Total of all expenses incurred2010-12-31$281,971
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$179,234
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,691,846
    Value of total assets at end of year2010-12-31$26,061,455
    Value of total assets at beginning of year2010-12-31$19,953,080
    Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$102,737
    Total interest from all sources2010-12-31$386,278
    Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
    Administrative expenses professional fees incurred2010-12-31$102,737
    Was this plan covered by a fidelity bond2010-12-31Yes
    Value of fidelity bond cover2010-12-31$500,000
    If this is an individual account plan, was there a blackout period2010-12-31No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
    Were there any nonexempt tranactions with any party-in-interest2010-12-31No
    Contributions received from participants2010-12-31$548,142
    Participant contributions at end of year2010-12-31$13,477
    Participant contributions at beginning of year2010-12-31$0
    Assets. Other investments not covered elsewhere at end of year2010-12-31$1,558,038
    Assets. Other investments not covered elsewhere at beginning of year2010-12-31$43,210
    Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$109
    Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,614
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$817
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
    Value of net income/loss2010-12-31$6,106,578
    Value of net assets at end of year (total assets less liabilities)2010-12-31$26,058,841
    Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,952,263
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
    Were any leases to which the plan was party in default or uncollectible2010-12-31No
    Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,400,809
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,499,990
    Value of interest in pooled separate accounts at end of year2010-12-31$735,069
    Value of interest in pooled separate accounts at beginning of year2010-12-31$504,585
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$819,448
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,759,416
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,759,416
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$386,278
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$30,187
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$24,089
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$388,883
    Net investment gain/loss from pooled separate accounts2010-12-31$72,447
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
    Was there a failure to transmit to the plan any participant contributions2010-12-31No
    Has the plan failed to provide any benefit when due under the plan2010-12-31No
    Contributions received in cash from employer2010-12-31$3,143,595
    Employer contributions (assets) at end of year2010-12-31$2,527,291
    Employer contributions (assets) at beginning of year2010-12-31$2,140,713
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$179,234
    Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$14,977,136
    Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$9,981,077
    Did the plan have assets held for investment2010-12-31Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
    Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
    Accountancy firm name2010-12-31DWIGHT DARBY & COMPANY
    Accountancy firm EIN2010-12-31592146292
    2009 : BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2009 401k financial data
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

    Form 5500 Responses for BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST

    2020: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
    2020-01-01Type of plan entitySingle employer plan
    2020-01-01Submission has been amendedNo
    2020-01-01This submission is the final filingNo
    2020-01-01This return/report is a short plan year return/report (less than 12 months)No
    2020-01-01Plan is a collectively bargained planNo
    2020-01-01Plan funding arrangement – TrustYes
    2020-01-01Plan benefit arrangement - TrustYes
    2019: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
    2019-01-01Type of plan entitySingle employer plan
    2019-01-01Submission has been amendedNo
    2019-01-01This submission is the final filingNo
    2019-01-01This return/report is a short plan year return/report (less than 12 months)No
    2019-01-01Plan is a collectively bargained planNo
    2019-01-01Plan funding arrangement – TrustYes
    2019-01-01Plan benefit arrangement - TrustYes
    2018: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
    2018-01-01Type of plan entitySingle employer plan
    2018-01-01Submission has been amendedNo
    2018-01-01This submission is the final filingNo
    2018-01-01This return/report is a short plan year return/report (less than 12 months)No
    2018-01-01Plan is a collectively bargained planNo
    2018-01-01Plan funding arrangement – TrustYes
    2018-01-01Plan benefit arrangement - TrustYes
    2016: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
    2016-01-01Type of plan entitySingle employer plan
    2016-01-01Submission has been amendedYes
    2016-01-01This submission is the final filingNo
    2016-01-01This return/report is a short plan year return/report (less than 12 months)No
    2016-01-01Plan is a collectively bargained planNo
    2016-01-01Plan funding arrangement – TrustYes
    2016-01-01Plan benefit arrangement - TrustYes
    2015: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
    2015-01-01Type of plan entitySingle employer plan
    2015-01-01Submission has been amendedNo
    2015-01-01This submission is the final filingNo
    2015-01-01This return/report is a short plan year return/report (less than 12 months)No
    2015-01-01Plan is a collectively bargained planNo
    2015-01-01Plan funding arrangement – TrustYes
    2015-01-01Plan benefit arrangement - TrustYes
    2014: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
    2014-01-01Type of plan entitySingle employer plan
    2014-01-01Submission has been amendedNo
    2014-01-01This submission is the final filingNo
    2014-01-01This return/report is a short plan year return/report (less than 12 months)No
    2014-01-01Plan is a collectively bargained planNo
    2014-01-01Plan funding arrangement – TrustYes
    2014-01-01Plan benefit arrangement - TrustYes
    2013: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 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 - TrustYes
    2012: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 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 - TrustYes
    2011: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 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 - TrustYes
    2010: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
    2010-01-01Type of plan entitySingle employer plan
    2010-01-01Submission has been amendedNo
    2010-01-01This submission is the final filingNo
    2010-01-01This return/report is a short plan year return/report (less than 12 months)No
    2010-01-01Plan is a collectively bargained planNo
    2010-01-01Plan funding arrangement – InsuranceYes
    2010-01-01Plan funding arrangement – TrustYes
    2010-01-01Plan benefit arrangement - TrustYes
    2009: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
    2009-01-01Type of plan entitySingle employer plan
    2009-01-01Submission has been amendedNo
    2009-01-01This submission is the final filingNo
    2009-01-01This return/report is a short plan year return/report (less than 12 months)No
    2009-01-01Plan is a collectively bargained planNo
    2009-01-01Plan funding arrangement – InsuranceYes
    2009-01-01Plan funding arrangement – TrustYes
    2009-01-01Plan benefit arrangement - TrustYes

    Insurance Providers Used on plan

    HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
    Policy contract number800294
    Policy instance 1
    Insurance contract or identification number800294
    Insurance policy start date2013-01-01
    Insurance policy end date2013-12-31
    Total amount of commissions paid to insurance brokerUSD $2,604
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Commission paid to Insurance BrokerUSD $2,604
    Insurance broker organization code?3
    Insurance broker nameSBHU LIFE AGCY INC
    HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
    Policy contract number800294
    Policy instance 1
    Insurance contract or identification number800294
    Number of Individuals Covered49
    Insurance policy start date2012-01-01
    Insurance policy end date2012-12-31
    Total amount of commissions paid to insurance brokerUSD $4,122
    Total amount of fees paid to insurance companyUSD $107
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Commission paid to Insurance BrokerUSD $4,122
    Insurance broker organization code?3
    Amount paid for insurance broker fees107
    Additional information about fees paid to insurance brokerSALES/MARKETING
    Insurance broker nameMORGANSTANLEY SMITHBARNEY LLC
    HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
    Policy contract number800294
    Policy instance 1
    Insurance contract or identification number800294
    Number of Individuals Covered45
    Insurance policy start date2011-01-01
    Insurance policy end date2011-12-31
    Total amount of commissions paid to insurance brokerUSD $3,289
    Total amount of fees paid to insurance companyUSD $101
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
    Policy contract number800294
    Policy instance 1
    Insurance contract or identification number800294
    Number of Individuals Covered45
    Insurance policy start date2010-01-01
    Insurance policy end date2010-12-31
    Total amount of commissions paid to insurance brokerUSD $2,310
    Total amount of fees paid to insurance companyUSD $76
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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