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GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 401k Plan overview

Plan NameGRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN
Plan identification number 002

GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

GILBERT, BARBEE, MOORE & MCILVOY, P.S.C. has sponsored the creation of one or more 401k plans.

Company Name:GILBERT, BARBEE, MOORE & MCILVOY, P.S.C.
Employer identification number (EIN):610700826
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01STEVEN K. SINCLAIR
0022016-01-01STEVEN K. SINCLAIR STEVEN K. SINCLAIR2017-10-05
0022015-01-01STEVEN K. SINCLAIR STEVEN K. SINCLAIR2016-10-15
0022014-01-01STEVEN K. SINCLAIR STEVEN K. SINCLAIR2015-10-07
0022013-01-01STEVEN K. SINCLAIR STEVEN K. SINCLAIR2014-10-15
0022012-01-01STEVEN K. SINCLAIR STEVEN K. SINCLAIR2013-10-09
0022011-01-01STEVEN K. SINCLAIR STEVEN K. SINCLAIR2012-10-04
0022010-01-01STEVEN K. SINCLAIR STEVEN K. SINCLAIR2011-09-16
0022009-01-01STEVEN K. SINCLAIR STEVEN K. SINCLAIR2010-09-17

Plan Statistics for GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN

401k plan membership statisitcs for GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN

Measure Date Value
2022: GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,138
Total number of active participants reported on line 7a of the Form 55002022-01-01918
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-01355
Total of all active and inactive participants2022-01-011,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,283
Number of participants with account balances2022-01-011,198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0142
2021: GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,104
Total number of active participants reported on line 7a of the Form 55002021-01-01872
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01259
Total of all active and inactive participants2021-01-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,138
Number of participants with account balances2021-01-011,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0150
2020: GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,042
Total number of active participants reported on line 7a of the Form 55002020-01-01875
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01220
Total of all active and inactive participants2020-01-011,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,104
Number of participants with account balances2020-01-011,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0143
2019: GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01880
Total number of active participants reported on line 7a of the Form 55002019-01-01870
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-01162
Total of all active and inactive participants2019-01-011,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,042
Number of participants with account balances2019-01-01952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0149
2018: GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01901
Total number of active participants reported on line 7a of the Form 55002018-01-01743
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01130
Total of all active and inactive participants2018-01-01880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01880
Number of participants with account balances2018-01-01875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0156
2017: GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01705
Total number of active participants reported on line 7a of the Form 55002017-01-01778
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01115
Total of all active and inactive participants2017-01-01899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01901
Number of participants with account balances2017-01-01853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0133
2016: GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01574
Total number of active participants reported on line 7a of the Form 55002016-01-01607
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0193
Total of all active and inactive participants2016-01-01704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01705
Number of participants with account balances2016-01-01670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01508
Total number of active participants reported on line 7a of the Form 55002015-01-01487
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0183
Total of all active and inactive participants2015-01-01574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01574
Number of participants with account balances2015-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01423
Total number of active participants reported on line 7a of the Form 55002014-01-01449
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0155
Total of all active and inactive participants2014-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01508
Number of participants with account balances2014-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01395
Total number of active participants reported on line 7a of the Form 55002013-01-01373
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0147
Total of all active and inactive participants2013-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01423
Number of participants with account balances2013-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01411
Total number of active participants reported on line 7a of the Form 55002012-01-01337
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0155
Total of all active and inactive participants2012-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01395
Number of participants with account balances2012-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01411
Total number of active participants reported on line 7a of the Form 55002011-01-01337
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0172
Total of all active and inactive participants2011-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01411
Number of participants with account balances2011-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01351
Total number of active participants reported on line 7a of the Form 55002010-01-01320
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0189
Total of all active and inactive participants2010-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01411
Number of participants with account balances2010-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0127
2009: GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01341
Total number of active participants reported on line 7a of the Form 55002009-01-01326
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01351
Number of participants with account balances2009-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN

Measure Date Value
2022 : GRAVES-GILBERT CLINIC REVISED PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-15,511,588
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,776,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,628,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,397,519
Value of total assets at end of year2022-12-31$147,146,187
Value of total assets at beginning of year2022-12-31$166,434,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$147,414
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,778,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,778,766
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$4,290,427
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$209,220
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$119,157
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$709
Other income not declared elsewhere2022-12-31$5,056
Administrative expenses (other) incurred2022-12-31$147,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-19,287,925
Value of net assets at end of year (total assets less liabilities)2022-12-31$147,146,187
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$166,434,112
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$140,161,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$157,212,157
Value of interest in common/collective trusts at end of year2022-12-31$2,972,895
Value of interest in common/collective trusts at beginning of year2022-12-31$2,923,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-30,741,322
Net investment gain or loss from common/collective trusts2022-12-31$48,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,987,935
Employer contributions (assets) at end of year2022-12-31$4,011,697
Employer contributions (assets) at beginning of year2022-12-31$6,088,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,628,214
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 name2022-12-31CARR RIGGS &INGRAM,LLC
Accountancy firm EIN2022-12-31721396621
2021 : GRAVES-GILBERT CLINIC REVISED PROFIT SHARING 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$30,298,646
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,432,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,287,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,022,528
Value of total assets at end of year2021-12-31$166,434,112
Value of total assets at beginning of year2021-12-31$146,568,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$145,092
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,583,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,583,214
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,935,529
Participant contributions at end of year2021-12-31$209,220
Participant contributions at beginning of year2021-12-31$182,539
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$34,463
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$416
Other income not declared elsewhere2021-12-31$1,989
Administrative expenses (other) incurred2021-12-31$145,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$19,866,067
Value of net assets at end of year (total assets less liabilities)2021-12-31$166,434,112
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$146,568,045
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$157,212,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$137,976,773
Value of interest in common/collective trusts at end of year2021-12-31$2,923,935
Value of interest in common/collective trusts at beginning of year2021-12-31$2,848,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,647,352
Net investment gain or loss from common/collective trusts2021-12-31$43,563
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$6,052,536
Employer contributions (assets) at end of year2021-12-31$6,088,800
Employer contributions (assets) at beginning of year2021-12-31$5,560,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,287,071
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2021-12-31721396621
2020 : GRAVES-GILBERT CLINIC REVISED PROFIT SHARING 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$27,382,272
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,275,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,148,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,516,189
Value of total assets at end of year2020-12-31$146,568,045
Value of total assets at beginning of year2020-12-31$131,460,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$126,155
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,682,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,682,681
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,629,377
Participant contributions at end of year2020-12-31$182,539
Participant contributions at beginning of year2020-12-31$216,268
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$373,467
Other income not declared elsewhere2020-12-31$13,429
Administrative expenses (other) incurred2020-12-31$126,155
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$15,107,162
Value of net assets at end of year (total assets less liabilities)2020-12-31$146,568,045
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$131,460,883
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$137,976,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$122,251,571
Value of interest in common/collective trusts at end of year2020-12-31$2,848,690
Value of interest in common/collective trusts at beginning of year2020-12-31$3,406,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,090,777
Net investment gain or loss from common/collective trusts2020-12-31$79,196
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$5,513,345
Employer contributions (assets) at end of year2020-12-31$5,560,043
Employer contributions (assets) at beginning of year2020-12-31$5,586,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,148,955
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 name2020-12-31CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2020-12-31721396621
2019 : GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$31,157,466
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,428,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,314,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,253,403
Value of total assets at end of year2019-12-31$131,460,883
Value of total assets at beginning of year2019-12-31$104,731,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$114,380
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,584,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,584,837
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,462,967
Participant contributions at end of year2019-12-31$216,268
Participant contributions at beginning of year2019-12-31$255,634
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$232,395
Administrative expenses (other) incurred2019-12-31$114,380
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$26,729,007
Value of net assets at end of year (total assets less liabilities)2019-12-31$131,460,883
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$104,731,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$122,251,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$95,265,155
Value of interest in common/collective trusts at end of year2019-12-31$3,406,878
Value of interest in common/collective trusts at beginning of year2019-12-31$3,943,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,241,166
Net investment gain or loss from common/collective trusts2019-12-31$78,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,558,041
Employer contributions (assets) at end of year2019-12-31$5,586,166
Employer contributions (assets) at beginning of year2019-12-31$5,267,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,314,079
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2019-12-31721396621
2018 : GRAVES-GILBERT CLINIC REVISED PROFIT SHARING 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$3,027,432
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$14,866,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,758,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,441,406
Value of total assets at end of year2018-12-31$104,731,876
Value of total assets at beginning of year2018-12-31$116,570,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$107,350
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,291,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,291,254
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,103,740
Participant contributions at end of year2018-12-31$255,634
Participant contributions at beginning of year2018-12-31$382,423
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$70,134
Other income not declared elsewhere2018-12-31$3
Administrative expenses (other) incurred2018-12-31$107,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,838,864
Value of net assets at end of year (total assets less liabilities)2018-12-31$104,731,876
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$116,570,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$95,265,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$108,321,782
Value of interest in common/collective trusts at end of year2018-12-31$3,943,555
Value of interest in common/collective trusts at beginning of year2018-12-31$2,933,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,775,650
Net investment gain or loss from common/collective trusts2018-12-31$70,419
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$5,267,532
Employer contributions (assets) at end of year2018-12-31$5,267,532
Employer contributions (assets) at beginning of year2018-12-31$4,933,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$14,758,946
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 name2018-12-31CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2018-12-31721396621
2017 : GRAVES-GILBERT CLINIC REVISED PROFIT SHARING 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$22,556,670
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,567,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,459,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,863,666
Value of total assets at end of year2017-12-31$116,570,740
Value of total assets at beginning of year2017-12-31$95,581,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$107,058
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,006,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,006,324
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,928,116
Participant contributions at end of year2017-12-31$382,423
Participant contributions at beginning of year2017-12-31$389,828
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,172
Administrative expenses (other) incurred2017-12-31$107,058
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$20,989,616
Value of net assets at end of year (total assets less liabilities)2017-12-31$116,570,740
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$95,581,124
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$108,321,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$88,399,116
Value of interest in common/collective trusts at end of year2017-12-31$2,933,157
Value of interest in common/collective trusts at beginning of year2017-12-31$2,929,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,632,732
Net investment gain or loss from common/collective trusts2017-12-31$53,948
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$4,933,378
Employer contributions (assets) at end of year2017-12-31$4,933,378
Employer contributions (assets) at beginning of year2017-12-31$3,863,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,459,996
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 name2017-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2017-12-31271235638
2016 : GRAVES-GILBERT CLINIC REVISED PROFIT SHARING 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$0
Total income from all sources (including contributions)2016-12-31$13,281,835
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,731,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,707,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,258,698
Value of total assets at end of year2016-12-31$95,581,124
Value of total assets at beginning of year2016-12-31$85,031,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,682
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,509,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,509,965
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,394,920
Participant contributions at end of year2016-12-31$389,828
Participant contributions at beginning of year2016-12-31$189,858
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$731
Administrative expenses (other) incurred2016-12-31$24,682
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$10,549,960
Value of net assets at end of year (total assets less liabilities)2016-12-31$95,581,124
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$85,031,164
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$88,399,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$78,717,912
Value of interest in common/collective trusts at end of year2016-12-31$2,929,133
Value of interest in common/collective trusts at beginning of year2016-12-31$2,802,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,458,818
Net investment gain or loss from common/collective trusts2016-12-31$54,354
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$3,863,047
Employer contributions (assets) at end of year2016-12-31$3,863,047
Employer contributions (assets) at beginning of year2016-12-31$3,320,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,707,193
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 name2016-12-31MOUNTJOY, CHILTON & MEDLEY LLP
Accountancy firm EIN2016-12-31271235638
2015 : GRAVES-GILBERT CLINIC REVISED PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,753,124
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$752,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$732,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,247,232
Value of total assets at end of year2015-12-31$85,031,164
Value of total assets at beginning of year2015-12-31$81,030,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,762
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,633,108
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$2,633,108
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 period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,926,795
Participant contributions at end of year2015-12-31$189,858
Participant contributions at beginning of year2015-12-31$178,228
Other income not declared elsewhere2015-12-31$160
Administrative expenses (other) incurred2015-12-31$19,762
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$4,001,055
Value of net assets at end of year (total assets less liabilities)2015-12-31$85,031,164
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$81,030,109
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$78,717,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$75,182,150
Value of interest in common/collective trusts at end of year2015-12-31$2,802,957
Value of interest in common/collective trusts at beginning of year2015-12-31$2,733,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,096,984
Net investment gain or loss from common/collective trusts2015-12-31$-30,392
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$3,320,437
Employer contributions (assets) at end of year2015-12-31$3,320,437
Employer contributions (assets) at beginning of year2015-12-31$2,935,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$732,307
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 name2015-12-31MOUNTJOY, CHILTON & MEDLEY LLP
Accountancy firm EIN2015-12-31271235638
2014 : GRAVES-GILBERT CLINIC REVISED PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$10,430,339
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$998,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$980,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,624,795
Value of total assets at end of year2014-12-31$81,030,109
Value of total assets at beginning of year2014-12-31$71,597,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,018
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,256,558
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$2,256,558
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,688,920
Participant contributions at end of year2014-12-31$178,228
Participant contributions at beginning of year2014-12-31$181,099
Administrative expenses (other) incurred2014-12-31$18,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$9,432,280
Value of net assets at end of year (total assets less liabilities)2014-12-31$81,030,109
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$71,597,829
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$75,182,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$66,136,433
Value of interest in common/collective trusts at end of year2014-12-31$2,733,856
Value of interest in common/collective trusts at beginning of year2014-12-31$2,719,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,492,116
Net investment gain or loss from common/collective trusts2014-12-31$56,870
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$2,935,875
Employer contributions (assets) at end of year2014-12-31$2,935,875
Employer contributions (assets) at beginning of year2014-12-31$2,560,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$980,041
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 name2014-12-31MOUNTJOY, CHILTON & MEDLEY LLP
Accountancy firm EIN2014-12-31271235638
2013 : GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$15,552,894
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,171,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,149,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,082,899
Value of total assets at end of year2013-12-31$71,597,829
Value of total assets at beginning of year2013-12-31$57,216,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,594
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,394,640
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$1,394,640
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,300,000
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$1,483,877
Participant contributions at end of year2013-12-31$181,099
Participant contributions at beginning of year2013-12-31$113,594
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$38,661
Administrative expenses (other) incurred2013-12-31$22,594
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$14,380,940
Value of net assets at end of year (total assets less liabilities)2013-12-31$71,597,829
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$57,216,889
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$66,136,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$52,661,642
Value of interest in common/collective trusts at end of year2013-12-31$2,719,936
Value of interest in common/collective trusts at beginning of year2013-12-31$2,052,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,066,440
Net investment gain or loss from common/collective trusts2013-12-31$8,915
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$2,560,361
Employer contributions (assets) at end of year2013-12-31$2,560,361
Employer contributions (assets) at beginning of year2013-12-31$2,389,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,149,360
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 name2013-12-31MOUNTJOY, CHILTON & MEDLEY LLP
Accountancy firm EIN2013-12-31271235638
2012 : GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$9,465,671
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$748,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$719,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,704,519
Value of total assets at end of year2012-12-31$57,216,889
Value of total assets at beginning of year2012-12-31$48,500,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$29,434
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,221,479
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$1,221,479
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,300,000
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$1,315,424
Participant contributions at end of year2012-12-31$113,594
Participant contributions at beginning of year2012-12-31$135,059
Other income not declared elsewhere2012-12-31$56
Administrative expenses (other) incurred2012-12-31$29,434
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$8,716,852
Value of net assets at end of year (total assets less liabilities)2012-12-31$57,216,889
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$48,500,037
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$52,661,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$44,350,503
Value of interest in common/collective trusts at end of year2012-12-31$2,052,558
Value of interest in common/collective trusts at beginning of year2012-12-31$1,895,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,481,746
Net investment gain or loss from common/collective trusts2012-12-31$57,871
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$2,389,095
Employer contributions (assets) at end of year2012-12-31$2,389,095
Employer contributions (assets) at beginning of year2012-12-31$2,118,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$719,385
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 name2012-12-31MOUNTJOY, CHILTON & MEDLEY
Accountancy firm EIN2012-12-31271235638
2011 : GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,045,066
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,801,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,775,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,325,936
Value of total assets at end of year2011-12-31$48,500,037
Value of total assets at beginning of year2011-12-31$50,256,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,190
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,168,482
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$1,168,482
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,300,000
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$1,207,153
Participant contributions at end of year2011-12-31$135,059
Participant contributions at beginning of year2011-12-31$105,500
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$424,197
Other income not declared elsewhere2011-12-31$5,489
Administrative expenses (other) incurred2011-12-31$26,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,756,810
Value of net assets at end of year (total assets less liabilities)2011-12-31$48,500,037
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$50,256,847
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$44,350,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$45,709,987
Value of interest in common/collective trusts at end of year2011-12-31$1,895,692
Value of interest in common/collective trusts at beginning of year2011-12-31$2,151,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-504,018
Net investment gain or loss from common/collective trusts2011-12-31$49,177
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$2,118,783
Employer contributions (assets) at end of year2011-12-31$2,118,783
Employer contributions (assets) at beginning of year2011-12-31$1,865,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,775,686
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 name2011-12-31CARR, RIGGS, & INGRAM LLC
Accountancy firm EIN2011-12-31721396621
2010 : GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,565,564
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,291,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,260,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,070,317
Value of total assets at end of year2010-12-31$50,256,847
Value of total assets at beginning of year2010-12-31$42,982,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,866
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$878,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$878,102
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,300,000
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$1,195,246
Participant contributions at end of year2010-12-31$105,500
Participant contributions at beginning of year2010-12-31$67,000
Assets. Other investments not covered elsewhere at end of year2010-12-31$424,197
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$407,957
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,315
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$9,398
Other income not declared elsewhere2010-12-31$31,162
Administrative expenses (other) incurred2010-12-31$30,866
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$7,274,240
Value of net assets at end of year (total assets less liabilities)2010-12-31$50,256,847
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$42,982,607
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$45,709,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$38,707,017
Value of interest in common/collective trusts at end of year2010-12-31$2,151,407
Value of interest in common/collective trusts at beginning of year2010-12-31$1,931,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,483,548
Net investment gain or loss from common/collective trusts2010-12-31$102,435
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$1,865,756
Employer contributions (assets) at end of year2010-12-31$1,865,756
Employer contributions (assets) at beginning of year2010-12-31$1,869,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,251,060
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 name2010-12-31HOLLAND CPAS PSC
Accountancy firm EIN2010-12-31311363569

Form 5500 Responses for GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN

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

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number14799
Policy instance 1
Insurance contract or identification number14799
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
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
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2090996
Policy instance 2
Insurance contract or identification number2090996
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
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
SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract numberVARIOUS
Policy instance 3
Insurance contract or identification numberVARIOUS
Number of Individuals Covered0
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number14799
Policy instance 1
Insurance contract or identification number14799
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
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
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2090996
Policy instance 2
Insurance contract or identification number2090996
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
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
SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract numberVARIOUS
Policy instance 3
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
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

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