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AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 401k Plan overview

Plan NameAESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN
Plan identification number 001

AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN Benefits

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

401k Sponsoring company profile

AESCULAPIAN MANAGEMENT COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:AESCULAPIAN MANAGEMENT COMPANY, LLC
Employer identification number (EIN):593744992
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about AESCULAPIAN MANAGEMENT COMPANY, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2001-09-13
Company Identification Number: L01000015724
Legal Registered Office Address: 943 S. BENEVA ROAD, SUITE 306

SARASOTA

34232

More information about AESCULAPIAN MANAGEMENT COMPANY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARK REHDER2023-10-11
0012021-01-01MARK REHDER2022-10-14
0012021-01-01MARK REHDER2023-10-05
0012020-01-01MARK REHDER2021-10-12
0012019-01-01MARK REHDER2020-10-14
0012018-01-01MARK REHDER2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MARK REHDER
0012013-01-01
0012012-01-01MARK A. REHDER
0012011-01-01SUSAN SMART
0012010-01-01SUSAN SMART
0012009-01-01SUSAN SMART

Plan Statistics for AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN

401k plan membership statisitcs for AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN

Measure Date Value
2022: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01987
Total number of active participants reported on line 7a of the Form 55002022-01-01676
Number of retired or separated participants receiving benefits2022-01-0133
Number of other retired or separated participants entitled to future benefits2022-01-01191
Total of all active and inactive participants2022-01-01900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01900
Number of participants with account balances2022-01-01900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,047
Total number of active participants reported on line 7a of the Form 55002021-01-01644
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01342
Total of all active and inactive participants2021-01-01987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01987
Number of participants with account balances2021-01-01987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,006
Total number of active participants reported on line 7a of the Form 55002020-01-01678
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01368
Total of all active and inactive participants2020-01-011,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,047
Number of participants with account balances2020-01-011,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01925
Total number of active participants reported on line 7a of the Form 55002019-01-01719
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01284
Total of all active and inactive participants2019-01-011,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,006
Number of participants with account balances2019-01-011,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01903
Total number of active participants reported on line 7a of the Form 55002018-01-01628
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01289
Total of all active and inactive participants2018-01-01920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01920
Number of participants with account balances2018-01-01920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01858
Total number of active participants reported on line 7a of the Form 55002017-01-01606
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01294
Total of all active and inactive participants2017-01-01901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01901
Number of participants with account balances2017-01-01901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01713
Total number of active participants reported on line 7a of the Form 55002016-01-01607
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01250
Total of all active and inactive participants2016-01-01858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01859
Number of participants with account balances2016-01-01855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0126
2015: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01609
Total number of active participants reported on line 7a of the Form 55002015-01-01495
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01142
Total of all active and inactive participants2015-01-01639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01640
Number of participants with account balances2015-01-01609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0127
2014: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01487
Total number of active participants reported on line 7a of the Form 55002014-01-01469
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01108
Total of all active and inactive participants2014-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01577
Number of participants with account balances2014-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0126
2013: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01509
Total number of active participants reported on line 7a of the Form 55002013-01-01446
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0194
Total of all active and inactive participants2013-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01540
Number of participants with account balances2013-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01496
Total number of active participants reported on line 7a of the Form 55002012-01-01431
Number of other retired or separated participants entitled to future benefits2012-01-0178
Total of all active and inactive participants2012-01-01509
Total participants2012-01-01509
Number of participants with account balances2012-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01483
Total number of active participants reported on line 7a of the Form 55002011-01-01400
Number of other retired or separated participants entitled to future benefits2011-01-0174
Total of all active and inactive participants2011-01-01474
Total participants2011-01-01474
Number of participants with account balances2011-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0121
2010: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01503
Total number of active participants reported on line 7a of the Form 55002010-01-01426
Number of other retired or separated participants entitled to future benefits2010-01-0150
Total of all active and inactive participants2010-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01476
Number of participants with account balances2010-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01506
Total number of active participants reported on line 7a of the Form 55002009-01-01429
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-0169
Total of all active and inactive participants2009-01-01503
Total participants2009-01-01503
Number of participants with account balances2009-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN

Measure Date Value
2022 : AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-4,727,446
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,154,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,901,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,118,136
Value of total assets at end of year2022-12-31$52,617,473
Value of total assets at beginning of year2022-12-31$61,499,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$252,472
Total interest from all sources2022-12-31$38,043
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,363,050
Participant contributions at end of year2022-12-31$779,983
Participant contributions at beginning of year2022-12-31$826,064
Participant contributions at end of year2022-12-31$110,201
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$94,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,881,796
Value of net assets at end of year (total assets less liabilities)2022-12-31$52,617,473
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$61,499,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$208,332
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$48,579,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$58,207,521
Interest on participant loans2022-12-31$38,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,751,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,020,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,883,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,660,411
Employer contributions (assets) at end of year2022-12-31$395,943
Employer contributions (assets) at beginning of year2022-12-31$445,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,901,878
Contract administrator fees2022-12-31$44,140
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SUPLEE,SHEA,CRAMER & MILLER P.A.
Accountancy firm EIN2022-12-31592213319
2021 : AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 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$13,103,308
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,955,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,693,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,957,440
Value of total assets at end of year2021-12-31$61,499,269
Value of total assets at beginning of year2021-12-31$51,351,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$261,710
Total interest from all sources2021-12-31$40,745
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$3,192,428
Participant contributions at end of year2021-12-31$826,064
Participant contributions at beginning of year2021-12-31$704,902
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$46,153
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$207,411
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$10,147,691
Value of net assets at end of year (total assets less liabilities)2021-12-31$61,499,269
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$51,351,578
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$218,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$58,207,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$47,587,474
Interest on participant loans2021-12-31$40,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,020,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,575,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,105,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,557,601
Employer contributions (assets) at end of year2021-12-31$445,460
Employer contributions (assets) at beginning of year2021-12-31$437,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,693,907
Contract administrator fees2021-12-31$42,850
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SUPLEE,SHEA,CRAMER & ROCKLEIN P.A.
Accountancy firm EIN2021-12-31592213319
2020 : AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 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$11,097,494
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,006,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,801,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,562,872
Value of total assets at end of year2020-12-31$51,351,578
Value of total assets at beginning of year2020-12-31$44,260,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$204,151
Total interest from all sources2020-12-31$31,601
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$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$3,010,751
Participant contributions at end of year2020-12-31$704,902
Participant contributions at beginning of year2020-12-31$627,190
Participant contributions at end of year2020-12-31$46,153
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$67,111
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,091,428
Value of net assets at end of year (total assets less liabilities)2020-12-31$51,351,578
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$44,260,150
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$170,036
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$47,587,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$41,106,957
Interest on participant loans2020-12-31$31,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,575,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,112,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,503,021
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$1,485,010
Employer contributions (assets) at end of year2020-12-31$437,740
Employer contributions (assets) at beginning of year2020-12-31$413,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,801,915
Contract administrator fees2020-12-31$34,115
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 name2020-12-31SUPLEE,SHEA,CRAMER & ROCKLEIN P.A.
Accountancy firm EIN2020-12-31592213319
2019 : AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,717,017
Total income from all sources (including contributions)2019-12-31$12,717,017
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,316,361
Total of all expenses incurred2019-12-31$2,316,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,118,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,118,672
Value of total corrective distributions2019-12-31$3,897
Value of total corrective distributions2019-12-31$3,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,927,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,927,304
Value of total assets at end of year2019-12-31$44,260,150
Value of total assets at end of year2019-12-31$44,260,150
Value of total assets at beginning of year2019-12-31$33,859,494
Value of total assets at beginning of year2019-12-31$33,859,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$193,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$193,792
Total interest from all sources2019-12-31$30,036
Total interest from all sources2019-12-31$30,036
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,937,282
Contributions received from participants2019-12-31$2,937,282
Participant contributions at end of year2019-12-31$627,190
Participant contributions at end of year2019-12-31$627,190
Participant contributions at beginning of year2019-12-31$466,620
Participant contributions at beginning of year2019-12-31$466,620
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$152,448
Participant contributions at beginning of year2019-12-31$152,448
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$504,774
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$504,774
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$10,400,656
Value of net income/loss2019-12-31$10,400,656
Value of net assets at end of year (total assets less liabilities)2019-12-31$44,260,150
Value of net assets at end of year (total assets less liabilities)2019-12-31$44,260,150
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,859,494
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,859,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$162,400
Investment advisory and management fees2019-12-31$162,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$41,106,957
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$41,106,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,573,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,573,933
Interest on participant loans2019-12-31$30,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,112,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,112,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,277,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,277,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,759,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,759,677
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
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$1,485,248
Contributions received in cash from employer2019-12-31$1,485,248
Employer contributions (assets) at end of year2019-12-31$413,919
Employer contributions (assets) at end of year2019-12-31$413,919
Employer contributions (assets) at beginning of year2019-12-31$389,473
Employer contributions (assets) at beginning of year2019-12-31$389,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,118,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,118,672
Contract administrator fees2019-12-31$31,392
Contract administrator fees2019-12-31$31,392
Did the plan have assets held for investment2019-12-31Yes
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SUPLEE,SHEA,CRAMER & ROCKLEIN P.A.
Accountancy firm name2019-12-31SUPLEE,SHEA,CRAMER & ROCKLEIN P.A.
Accountancy firm EIN2019-12-31592213319
Accountancy firm EIN2019-12-31592213319
2018 : AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 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$2,378,673
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,207,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,004,834
Value of total corrective distributions2018-12-31$444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,315,359
Value of total assets at end of year2018-12-31$33,859,494
Value of total assets at beginning of year2018-12-31$32,687,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$201,755
Total interest from all sources2018-12-31$18,880
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$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$2,677,514
Participant contributions at end of year2018-12-31$466,620
Participant contributions at beginning of year2018-12-31$346,912
Participant contributions at end of year2018-12-31$152,448
Participant contributions at beginning of year2018-12-31$48,151
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$286,996
Administrative expenses (other) incurred2018-12-31$10,849
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,171,640
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,859,494
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$32,687,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$152,923
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$31,573,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,896,472
Interest on participant loans2018-12-31$18,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,277,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,158,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,955,566
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$1,350,849
Employer contributions (assets) at end of year2018-12-31$389,473
Employer contributions (assets) at beginning of year2018-12-31$1,237,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,004,834
Contract administrator fees2018-12-31$37,983
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31SUPLEE,SHEA,CRAMER & ROCKLEIN P.A.
Accountancy firm EIN2018-12-31592213319
2017 : AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,340,833
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,693,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,540,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,814,802
Value of total assets at end of year2017-12-31$32,687,854
Value of total assets at beginning of year2017-12-31$26,040,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$152,306
Total interest from all sources2017-12-31$13,113
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,483,064
Participant contributions at end of year2017-12-31$346,912
Participant contributions at beginning of year2017-12-31$222,156
Participant contributions at end of year2017-12-31$48,151
Participant contributions at beginning of year2017-12-31$46,295
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$93,932
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,647,757
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,687,854
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,040,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$128,197
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,896,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,559,176
Interest on participant loans2017-12-31$13,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,158,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,512,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,237,806
Employer contributions (assets) at end of year2017-12-31$1,237,806
Employer contributions (assets) at beginning of year2017-12-31$1,212,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,540,770
Contract administrator fees2017-12-31$24,109
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SUPLEE,SHEA,CRAMER & ROCKLEIN P.A.
Accountancy firm EIN2017-12-31592213319
2016 : AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$78,940
Total income from all sources (including contributions)2016-12-31$5,446,328
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$670,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$660,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,789,366
Value of total assets at end of year2016-12-31$26,040,097
Value of total assets at beginning of year2016-12-31$21,343,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,102
Total interest from all sources2016-12-31$9,506
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,314,245
Participant contributions at end of year2016-12-31$222,156
Participant contributions at beginning of year2016-12-31$192,201
Participant contributions at end of year2016-12-31$46,295
Participant contributions at beginning of year2016-12-31$24,691
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$262,651
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$78,940
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$4,775,798
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,040,097
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,264,299
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,559,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,176,457
Interest on participant loans2016-12-31$9,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,647,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,212,470
Employer contributions (assets) at end of year2016-12-31$1,212,470
Employer contributions (assets) at beginning of year2016-12-31$949,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$660,428
Contract administrator fees2016-12-31$10,102
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31SUPLEE,SHEA,CRAMER & ROCKLEIN P.A.
Accountancy firm EIN2016-12-31592213319
2015 : AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 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$78,940
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$85,408
Total income from all sources (including contributions)2015-12-31$3,007,144
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,308,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,229,241
Value of total corrective distributions2015-12-31$78,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,270,844
Value of total assets at end of year2015-12-31$21,343,239
Value of total assets at beginning of year2015-12-31$19,650,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$8,047
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$99,043
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$99,043
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$2,059,247
Participant contributions at end of year2015-12-31$192,201
Participant contributions at beginning of year2015-12-31$202,580
Participant contributions at end of year2015-12-31$24,691
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$261,707
Liabilities. Value of operating payables at end of year2015-12-31$78,940
Liabilities. Value of operating payables at beginning of year2015-12-31$85,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,698,963
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,264,299
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,565,336
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,176,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,290,169
Income. Interest from loans (other than to participants)2015-12-31$8,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-370,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$949,890
Employer contributions (assets) at end of year2015-12-31$949,890
Employer contributions (assets) at beginning of year2015-12-31$157,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,229,241
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31SUPLEE,SHEA,CRAMER & ROCKLEIN P.A.
Accountancy firm EIN2015-12-31592213319
2014 : AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$85,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$153,314
Total income from all sources (including contributions)2014-12-31$2,836,226
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$973,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$819,728
Value of total corrective distributions2014-12-31$153,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,827,060
Value of total assets at end of year2014-12-31$19,650,744
Value of total assets at beginning of year2014-12-31$17,855,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$7,414
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$843,681
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$843,681
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$1,638,732
Participant contributions at end of year2014-12-31$202,580
Participant contributions at beginning of year2014-12-31$154,985
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$30,333
Liabilities. Value of operating payables at end of year2014-12-31$85,408
Liabilities. Value of operating payables at beginning of year2014-12-31$153,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,863,184
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,565,336
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,702,152
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,290,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,572,061
Interest on participant loans2014-12-31$7,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$158,071
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$157,995
Employer contributions (assets) at end of year2014-12-31$157,995
Employer contributions (assets) at beginning of year2014-12-31$128,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$819,728
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 name2014-12-31SUPLEE,SHEA,CRAMER & ROCKLEIN P.A.
Accountancy firm EIN2014-12-31592213319
2013 : AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$153,314
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$68,493
Total income from all sources (including contributions)2013-12-31$4,358,406
Total of all expenses incurred2013-12-31$851,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$851,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,655,615
Value of total assets at end of year2013-12-31$17,855,466
Value of total assets at beginning of year2013-12-31$14,264,124
Total interest from all sources2013-12-31$7,908
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$495,564
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$495,564
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,479,341
Participant contributions at end of year2013-12-31$154,985
Participant contributions at beginning of year2013-12-31$181,177
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$38,862
Liabilities. Value of operating payables at end of year2013-12-31$153,314
Liabilities. Value of operating payables at beginning of year2013-12-31$68,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,506,521
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,702,152
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,195,631
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,572,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,969,983
Interest on participant loans2013-12-31$7,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,199,319
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$137,412
Employer contributions (assets) at end of year2013-12-31$128,420
Employer contributions (assets) at beginning of year2013-12-31$112,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$851,885
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SUPLEE & SHEA, P.A.
Accountancy firm EIN2013-12-31592213319
2012 : AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$68,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$77,213
Total income from all sources (including contributions)2012-12-31$3,210,081
Total of all expenses incurred2012-12-31$553,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$553,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,591,289
Value of total assets at end of year2012-12-31$14,264,124
Value of total assets at beginning of year2012-12-31$11,616,162
Total interest from all sources2012-12-31$9,448
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$338,703
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$338,703
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,472,102
Participant contributions at end of year2012-12-31$181,177
Participant contributions at beginning of year2012-12-31$181,827
Liabilities. Value of operating payables at end of year2012-12-31$68,493
Liabilities. Value of operating payables at beginning of year2012-12-31$77,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,656,682
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,195,631
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,538,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,969,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,330,611
Interest on participant loans2012-12-31$9,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,270,641
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$119,187
Employer contributions (assets) at end of year2012-12-31$112,964
Employer contributions (assets) at beginning of year2012-12-31$103,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$553,399
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SUPLEE & SHEA, P.A.
Accountancy firm EIN2012-12-31592213319
2011 : AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$77,213
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$135,070
Total income from all sources (including contributions)2011-12-31$1,319,324
Total of all expenses incurred2011-12-31$611,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$611,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,505,009
Value of total assets at end of year2011-12-31$11,616,162
Value of total assets at beginning of year2011-12-31$10,966,298
Total interest from all sources2011-12-31$9,179
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$215,361
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$215,361
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,391,902
Participant contributions at end of year2011-12-31$181,827
Participant contributions at beginning of year2011-12-31$174,127
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,766
Liabilities. Value of operating payables at end of year2011-12-31$77,213
Liabilities. Value of operating payables at beginning of year2011-12-31$135,070
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$707,721
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,538,949
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,831,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,330,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,676,708
Interest on participant loans2011-12-31$9,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-410,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$105,341
Employer contributions (assets) at end of year2011-12-31$103,724
Employer contributions (assets) at beginning of year2011-12-31$115,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$611,603
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SUPLEE & SHEA, P.A.
Accountancy firm EIN2011-12-31592213319
2010 : AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$135,070
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$94,802
Total income from all sources (including contributions)2010-12-31$2,501,159
Total of all expenses incurred2010-12-31$278,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$278,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,404,824
Value of total assets at end of year2010-12-31$10,966,298
Value of total assets at beginning of year2010-12-31$8,703,045
Total interest from all sources2010-12-31$9,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,263,043
Participant contributions at end of year2010-12-31$174,127
Participant contributions at beginning of year2010-12-31$135,145
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$26,531
Liabilities. Value of operating payables at end of year2010-12-31$135,070
Liabilities. Value of operating payables at beginning of year2010-12-31$94,802
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$2,222,985
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,831,228
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,608,243
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$10,676,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,462,515
Interest on participant loans2010-12-31$9,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,086,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$115,250
Employer contributions (assets) at end of year2010-12-31$115,463
Employer contributions (assets) at beginning of year2010-12-31$105,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$278,174
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SUPLEE & SHEA, P.A.
Accountancy firm EIN2010-12-31592213319

Form 5500 Responses for AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN

2022: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number80012
Policy instance 1
Insurance contract or identification number80012
Number of Individuals Covered900
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,009
Total amount of fees paid to insurance companyUSD $0
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 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
Commission paid to Insurance BrokerUSD $5,009
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number80012
Policy instance 1
Insurance contract or identification number80012
Number of Individuals Covered987
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,350
Total amount of fees paid to insurance companyUSD $0
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 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
Commission paid to Insurance BrokerUSD $4,350
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number80012
Policy instance 1
Insurance contract or identification number80012
Number of Individuals Covered1047
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,541
Total amount of fees paid to insurance companyUSD $0
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 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
Commission paid to Insurance BrokerUSD $4,541
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number80012
Policy instance 1
Insurance contract or identification number80012
Number of Individuals Covered1006
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,491
Total amount of fees paid to insurance companyUSD $0
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 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
Commission paid to Insurance BrokerUSD $3,491
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number80012
Policy instance 1
Insurance contract or identification number80012
Number of Individuals Covered920
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,583
Total amount of fees paid to insurance companyUSD $0
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 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
Commission paid to Insurance BrokerUSD $2,583
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number80012
Policy instance 1
Insurance contract or identification number80012
Number of Individuals Covered901
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,456
Total amount of fees paid to insurance companyUSD $0
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 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
Commission paid to Insurance BrokerUSD $2,456
Insurance broker organization code?3
Insurance broker nameSECURITIES AMERICAN, INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number80012
Policy instance 1
Insurance contract or identification number80012
Number of Individuals Covered609
Insurance policy start date2015-06-18
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,771
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,771
Insurance broker organization code?3
Insurance broker nameSECURITIES AMERICAN, INC

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