401k Plan data: ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN plan

ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN
Plan identification number	001

ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ENDOSCOPY CENTER OF OCALA, INC. has sponsored the creation of one or more 401k plans.

Company Name: ENDOSCOPY CENTER OF OCALA, INC.

Employer identification number (EIN): 593088327

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about ENDOSCOPY CENTER OF OCALA, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1991-10-10

Company Identification Number: S86480

Legal Registered Office Address: 1901 S.E. 18TH AVE

OCALA

34471

More information about ENDOSCOPY CENTER OF OCALA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ROBERT BARISH 2019-09-27
001 2017-01-01 ROBERT BARISH 2018-09-07
001 2016-01-01 ROBERT BARISH 2017-05-19
001 2015-01-01 ROBERT BARISH 2016-04-28
001 2014-01-01 ROBERT BARISH 2015-09-18
001 2013-01-01 ROBERT BARISH 2014-06-25
001 2012-01-01 ROBERT BARISH 2013-05-15
001 2011-01-01 ROBERT BARISH 2012-04-27
001 2010-01-01 ROBERT BARISH 2011-07-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	ROBERT BARISH	2019-09-27
001	2017-01-01	ROBERT BARISH	2018-09-07
001	2016-01-01	ROBERT BARISH	2017-05-19
001	2015-01-01	ROBERT BARISH	2016-04-28
001	2014-01-01	ROBERT BARISH	2015-09-18
001	2013-01-01	ROBERT BARISH	2014-06-25
001	2012-01-01	ROBERT BARISH	2013-05-15
001	2011-01-01	ROBERT BARISH	2012-04-27
001	2010-01-01	ROBERT BARISH	2011-07-07

Plan Statistics for ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN

401k plan membership statisitcs for ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN

Measure Date Value
2022: ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 101
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 141
Number of participants with account balances 2022-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 90
Number of retired or separated participants receiving benefits 2021-01-01 11
Number of other retired or separated participants entitled to future benefits 2021-01-01 31
Total of all active and inactive participants 2021-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 132
Number of participants with account balances 2021-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 103
Number of retired or separated participants receiving benefits 2020-01-01 10
Number of other retired or separated participants entitled to future benefits 2020-01-01 27
Total of all active and inactive participants 2020-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 140
Number of participants with account balances 2020-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 99
Number of retired or separated participants receiving benefits 2019-01-01 8
Number of other retired or separated participants entitled to future benefits 2019-01-01 22
Total of all active and inactive participants 2019-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 129
Number of participants with account balances 2019-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3

Measure	Date	Value
2022: ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	101
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	141
Number of participants with account balances	2022-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	90
Number of retired or separated participants receiving benefits	2021-01-01	11
Number of other retired or separated participants entitled to future benefits	2021-01-01	31
Total of all active and inactive participants	2021-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	132
Number of participants with account balances	2021-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	103
Number of retired or separated participants receiving benefits	2020-01-01	10
Number of other retired or separated participants entitled to future benefits	2020-01-01	27
Total of all active and inactive participants	2020-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	140
Number of participants with account balances	2020-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	99
Number of retired or separated participants receiving benefits	2019-01-01	8
Number of other retired or separated participants entitled to future benefits	2019-01-01	22
Total of all active and inactive participants	2019-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	129
Number of participants with account balances	2019-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3

Financial Data on ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,007,641
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,598,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,545,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$874,718
Value of total assets at end of year	2022-12-31	$12,082,085
Value of total assets at beginning of year	2022-12-31	$15,687,757
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$52,367
Total interest from all sources	2022-12-31	$6,099
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$423,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$423,866
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$154,669
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$11,470
Total non interest bearing cash at end of year	2022-12-31	$129,506
Total non interest bearing cash at beginning of year	2022-12-31	$421,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,605,672
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,082,085
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,687,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$52,367
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,007,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,949,346
Interest earned on other investments	2022-12-31	$6,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$726,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$632,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,312,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$708,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,545,664
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$1,218,285
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$684,174
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PURVIS, GRAY & COMPANY, LLP
Accountancy firm EIN	2022-12-31	590548468
2021 : ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,764,180
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$940,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$881,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$934,761
Value of total assets at end of year	2021-12-31	$15,687,757
Value of total assets at beginning of year	2021-12-31	$13,863,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$58,764
Total interest from all sources	2021-12-31	$5,034
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$678,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$164,234
Total non interest bearing cash at end of year	2021-12-31	$421,636
Total non interest bearing cash at beginning of year	2021-12-31	$996,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,824,149
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,687,757
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$13,863,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$58,764
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$13,949,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,348,598
Interest earned on other investments	2021-12-31	$5,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$632,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$525,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,145,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$770,527
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$678,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$881,267
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$684,174
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$992,576
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PURVIS, GRAY & COMPANY, LLP
Accountancy firm EIN	2021-12-31	590548468
2020 : ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$908,244
Total unrealized appreciation/depreciation of assets	2020-12-31	$908,244
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	$3,063,712
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,429,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,386,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,771,651
Value of total assets at end of year	2020-12-31	$14,634,135
Value of total assets at beginning of year	2020-12-31	$13,000,408
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$43,801
Total interest from all sources	2020-12-31	$4,852
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$378,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$378,965
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$159,452
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$34,055
Total non interest bearing cash at end of year	2020-12-31	$996,697
Total non interest bearing cash at beginning of year	2020-12-31	$837,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$-5,386
Value of net income/loss	2020-12-31	$1,633,727
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,634,135
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,000,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$42,201
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,348,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,324,117
Interest earned on other investments	2020-12-31	$4,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$514,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$514,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$525,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$456,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,583,530
Employer contributions (assets) at end of year	2020-12-31	$770,527
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,386,184
Contract administrator fees	2020-12-31	$1,600
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$992,576
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$868,806
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	PURVIS, GRAY & COMPANY, LLP
Accountancy firm EIN	2020-12-31	590548468
2019 : ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$1,763,624
Total unrealized appreciation/depreciation of assets	2019-12-31	$1,763,624
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	$3,182,054
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,475,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,434,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$991,106
Value of total assets at end of year	2019-12-31	$13,000,408
Value of total assets at beginning of year	2019-12-31	$12,294,111
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$41,386
Total interest from all sources	2019-12-31	$8,382
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$418,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$133,128
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,312
Total non interest bearing cash at end of year	2019-12-31	$837,085
Total non interest bearing cash at beginning of year	2019-12-31	$682,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$706,297
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,000,408
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,294,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$41,186
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,324,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,388,067
Interest earned on other investments	2019-12-31	$3,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$514,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$125,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$125,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$4,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$456,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$345,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$852,666
Income. Dividends from common stock	2019-12-31	$418,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,434,371
Contract administrator fees	2019-12-31	$200
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$868,806
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$1,752,454
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PURVIS, GRAY & COMPANY, LLP
Accountancy firm EIN	2019-12-31	590548468

Form 5500 Responses for ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN

2022: ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ENDOSCOPY CENTER OF OCALA INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

503119-01

Policy instance

Insurance contract or identification number	503119-01
Number of Individuals Covered	60
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $3,720
Total amount of fees paid to insurance company	USD $9,052
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $3,720
Amount paid for insurance broker fees	9052
Additional information about fees paid to insurance broker	ADMINISTRATION FEES
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

503119-01

Policy instance

Insurance contract or identification number	503119-01
Number of Individuals Covered	67
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

503119-01

Policy instance

Insurance contract or identification number	503119-01
Number of Individuals Covered	74
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

503119-01

Policy instance

Insurance contract or identification number	503119-01
Number of Individuals Covered	70
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Insurance broker organization code?	3

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ENDOSCOPY CENTER OF OCALA, INC.
Employer identification number (EIN):	593088327
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1991-10-10
Company Identification Number:	S86480
Legal Registered Office Address:	1901 S.E. 18TH AVE OCALA 34471