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SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 401k Plan overview

Plan NameSAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC.
Plan identification number 001

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

RURAL MEDICAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:RURAL MEDICAL SERVICES, INC.
Employer identification number (EIN):621102683
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-10-01
0012018-10-01
0012017-10-01
0012017-10-01
0012016-10-01LARRY STANIFER LARRY STANIFER2018-07-16
0012015-10-01LARRY STANIFER
0012014-10-01LARRY A. STANIFER2016-07-14 LARRY A. STANIFER2016-07-14
0012013-10-01AMY BRADSHAW2015-07-15
0012012-10-01AMY BRADSHAW2014-07-14
0012011-10-01FRANCES SHELLEY
0012009-10-01FRANCES SHELLEY

Plan Statistics for SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC.

401k plan membership statisitcs for SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC.

Measure Date Value
2022: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01155
Total number of active participants reported on line 7a of the Form 55002022-01-01113
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0171
Total of all active and inactive participants2022-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01185
Number of participants with account balances2022-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01148
Total number of active participants reported on line 7a of the Form 55002021-01-01104
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01152
Number of participants with account balances2021-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01131
Total number of active participants reported on line 7a of the Form 55002020-01-01107
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01148
Number of participants with account balances2020-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2019 401k membership
Total participants, beginning-of-year2019-10-01129
Total number of active participants reported on line 7a of the Form 55002019-10-01107
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0124
Total of all active and inactive participants2019-10-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01131
Number of participants with account balances2019-10-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2018 401k membership
Total participants, beginning-of-year2018-10-01126
Total number of active participants reported on line 7a of the Form 55002018-10-01103
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0124
Total of all active and inactive participants2018-10-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01127
Number of participants with account balances2018-10-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2017 401k membership
Total participants, beginning-of-year2017-10-01124
Total number of active participants reported on line 7a of the Form 55002017-10-0192
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0125
Total of all active and inactive participants2017-10-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01117
Number of participants with account balances2017-10-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2016 401k membership
Total participants, beginning-of-year2016-10-01130
Total number of active participants reported on line 7a of the Form 55002016-10-0196
Number of retired or separated participants receiving benefits2016-10-013
Number of other retired or separated participants entitled to future benefits2016-10-0136
Total of all active and inactive participants2016-10-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01135
Number of participants with account balances2016-10-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2015 401k membership
Total participants, beginning-of-year2015-10-01127
Total number of active participants reported on line 7a of the Form 55002015-10-0194
Number of retired or separated participants receiving benefits2015-10-013
Number of other retired or separated participants entitled to future benefits2015-10-0133
Total of all active and inactive participants2015-10-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01130
Number of participants with account balances2015-10-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2011: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2011 401k membership
Total participants, beginning-of-year2011-10-0192
Total number of active participants reported on line 7a of the Form 55002011-10-0192
Number of retired or separated participants receiving benefits2011-10-015
Total of all active and inactive participants2011-10-0197
Total participants2011-10-0197
2009: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2009 401k membership
Total participants, beginning-of-year2009-10-0161
Total number of active participants reported on line 7a of the Form 55002009-10-0166
Total of all active and inactive participants2009-10-0166
Total participants2009-10-0166

Financial Data on SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC.

Measure Date Value
2022 : SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-779,420
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$292,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$286,823
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$601,188
Value of total assets at end of year2022-12-31$7,904,633
Value of total assets at beginning of year2022-12-31$8,976,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,192
Total interest from all sources2022-12-31$2,357
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
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$4,569
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
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$301,967
Participant contributions at end of year2022-12-31$19,098
Participant contributions at beginning of year2022-12-31$40,388
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$10,393
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$39,670
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$623
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,071,435
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,904,633
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,976,068
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,897,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,306,841
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$2,357
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$987,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$607,436
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-1,382,965
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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$259,551
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$11,010
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$286,823
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HORNE CPA
Accountancy firm EIN2022-12-31201941244
2021 : SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 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$1,884,712
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$152,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$151,892
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$663,013
Value of total assets at end of year2021-12-31$8,967,500
Value of total assets at beginning of year2021-12-31$7,235,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$714
Total interest from all sources2021-12-31$6,339
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$368,400
Participant contributions at end of year2021-12-31$40,388
Participant contributions at beginning of year2021-12-31$44,515
Participant contributions at end of year2021-12-31$10,393
Participant contributions at beginning of year2021-12-31$8,467
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$714
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$1,732,106
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,967,500
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,235,394
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$8,298,405
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,585,961
Interest on participant loans2021-12-31$1,781
Interest earned on other investments2021-12-31$4,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$607,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$585,161
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$1,215,360
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$294,613
Employer contributions (assets) at end of year2021-12-31$11,010
Employer contributions (assets) at beginning of year2021-12-31$11,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$151,892
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 name2021-12-31TERRY HORNE, CPA
Accountancy firm EIN2021-12-31621867889
2020 : SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 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$1,745,811
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$86,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$85,521
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$830,663
Value of total assets at end of year2020-12-31$7,235,394
Value of total assets at beginning of year2020-12-31$5,575,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$545
Total interest from all sources2020-12-31$6,297
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$325,231
Participant contributions at end of year2020-12-31$44,515
Participant contributions at beginning of year2020-12-31$38,348
Participant contributions at end of year2020-12-31$8,467
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$181,942
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$545
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$1,659,745
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,235,394
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,575,649
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$6,585,961
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,971,373
Interest on participant loans2020-12-31$1,657
Interest earned on other investments2020-12-31$4,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$585,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$565,928
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$908,851
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$323,490
Employer contributions (assets) at end of year2020-12-31$11,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$85,521
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 name2020-12-31TERRY HORNE, CPA
Accountancy firm EIN2020-12-31621867889
2019 : SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 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 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$491,173
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,013
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$156,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$156,133
Value of total assets at end of year2019-12-31$5,575,649
Value of total assets at end of year2019-12-31$5,575,649
Value of total assets at beginning of year2019-12-31$5,098,605
Value of total assets at beginning of year2019-12-31$5,098,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$116
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$116
Total interest from all sources2019-12-31$2,608
Total interest from all sources2019-12-31$2,608
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 bond2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
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$69,697
Participant contributions at end of year2019-12-31$38,348
Participant contributions at end of year2019-12-31$38,348
Participant contributions at beginning of year2019-12-31$10,709
Participant contributions at beginning of year2019-12-31$10,709
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$20,624
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$116
Administrative expenses (other) incurred2019-12-31$116
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$477,044
Value of net income/loss2019-12-31$477,044
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,575,649
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,575,649
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,098,605
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,098,605
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,971,373
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,971,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,510,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,510,932
Interest on participant loans2019-12-31$0
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$2,608
Interest earned on other investments2019-12-31$2,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$565,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$565,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$576,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$576,964
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$332,432
Net investment gain/loss from pooled separate accounts2019-12-31$332,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$65,812
Contributions received in cash from employer2019-12-31$65,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,013
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
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
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$1,103,378
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$599,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$597,563
Expenses. Certain deemed distributions of participant loans2019-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$1,004,149
Value of total assets at end of year2019-09-30$5,109,320
Value of total assets at beginning of year2019-09-30$4,605,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$1,638
Total interest from all sources2019-09-30$7,436
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$716
Administrative expenses professional fees incurred2019-09-30$1,638
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$282,420
Participant contributions at end of year2019-09-30$0
Participant contributions at beginning of year2019-09-30$5,371
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$436,299
Other income not declared elsewhere2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$504,177
Value of net assets at end of year (total assets less liabilities)2019-09-30$5,109,320
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$4,605,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$4,590,302
Value of interest in pooled separate accounts at end of year2019-09-30$4,510,932
Interest on participant loans2019-09-30$0
Interest earned on other investments2019-09-30$7,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$587,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$0
Net investment gain/loss from pooled separate accounts2019-09-30$91,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30Yes
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$285,430
Employer contributions (assets) at end of year2019-09-30$10,715
Employer contributions (assets) at beginning of year2019-09-30$9,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$597,563
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30TERRY HORNE CPA
Accountancy firm EIN2019-09-30621867889
2018 : SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$248
Total income from all sources (including contributions)2018-09-30$808,515
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$436,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$431,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$381,133
Value of total assets at end of year2018-09-30$4,605,143
Value of total assets at beginning of year2018-09-30$4,233,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$4,752
Total interest from all sources2018-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$139,416
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$139,416
Administrative expenses professional fees incurred2018-09-30$4,752
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$166,498
Participant contributions at end of year2018-09-30$5,371
Participant contributions at beginning of year2018-09-30$5,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$372,009
Value of net assets at end of year (total assets less liabilities)2018-09-30$4,605,143
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$4,233,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$4,590,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$4,219,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$287,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$214,635
Employer contributions (assets) at end of year2018-09-30$9,470
Employer contributions (assets) at beginning of year2018-09-30$7,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$431,754
Liabilities. Value of benefit claims payable at beginning of year2018-09-30$248
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30TERRY HORNE, CPA
Accountancy firm EIN2018-09-30621867889
2017 : SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$247
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$251
Total income from all sources (including contributions)2017-09-30$846,682
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$188,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$185,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$344,523
Value of total assets at end of year2017-09-30$4,233,382
Value of total assets at beginning of year2017-09-30$3,575,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$2,625
Total interest from all sources2017-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Administrative expenses professional fees incurred2017-09-30$2,625
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$162,917
Participant contributions at end of year2017-09-30$5,726
Participant contributions at beginning of year2017-09-30$4,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$658,282
Value of net assets at end of year (total assets less liabilities)2017-09-30$4,233,135
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$3,574,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$4,219,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$3,558,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$502,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$181,606
Employer contributions (assets) at end of year2017-09-30$7,832
Employer contributions (assets) at beginning of year2017-09-30$11,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$185,775
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30TERRY HORNE, CPA
Accountancy firm EIN2017-09-30621867889
2016 : SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$251
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$659,428
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$456,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$453,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$286,798
Value of total assets at end of year2016-09-30$3,575,104
Value of total assets at beginning of year2016-09-30$3,372,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$2,625
Total interest from all sources2016-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Administrative expenses professional fees incurred2016-09-30$2,625
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$135,537
Participant contributions at end of year2016-09-30$4,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$202,825
Value of net assets at end of year (total assets less liabilities)2016-09-30$3,574,853
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$3,372,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$3,558,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$3,372,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$372,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$151,261
Employer contributions (assets) at end of year2016-09-30$11,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$453,978
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30TERRY HORNE CPA
Accountancy firm EIN2016-09-30621867889
2012 : SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2012 401k financial data
Total income from all sources2012-09-30$663,731
Expenses. Total of all expenses incurred2012-09-30$292,854
Benefits paid (including direct rollovers)2012-09-30$290,507
Total plan assets at end of year2012-09-30$2,286,016
Total plan assets at beginning of year2012-09-30$1,915,139
Total contributions received or receivable from participants2012-09-30$151,770
Contributions received from other sources (not participants or employers)2012-09-30$1,553
Other income received2012-09-30$398,581
Net income (gross income less expenses)2012-09-30$370,877
Net plan assets at end of year (total assets less liabilities)2012-09-30$2,286,016
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,915,139
Total contributions received or receivable from employer(s)2012-09-30$111,827
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$2,347
2011 : SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2011 401k financial data
Total income from all sources2011-09-30$105,146
Expenses. Total of all expenses incurred2011-09-30$187,852
Benefits paid (including direct rollovers)2011-09-30$187,852
Total plan assets at end of year2011-09-30$1,915,139
Total plan assets at beginning of year2011-09-30$1,997,845
Total contributions received or receivable from participants2011-09-30$127,815
Other income received2011-09-30$-120,837
Net income (gross income less expenses)2011-09-30$-82,706
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,915,139
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,997,845
Total contributions received or receivable from employer(s)2011-09-30$98,168

Form 5500 Responses for SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC.

2022: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 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: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 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: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2018: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedYes
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2011: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2009: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061607
Policy instance 1
Insurance contract or identification number061607
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,123
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2123
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061607B
Policy instance 1
Insurance contract or identification number061607B
Number of Individuals Covered173
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,074
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1074
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061607B
Policy instance 1
Insurance contract or identification number061607B
Number of Individuals Covered148
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,074
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1074
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061607B
Policy instance 1
Insurance contract or identification number061607B
Number of Individuals Covered131
Insurance policy start date2019-10-01
Insurance policy end date2019-12-31
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?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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061607B
Policy instance 1
Insurance contract or identification number061607B
Number of Individuals Covered127
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
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?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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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