?>
Logo

SOURCE MEDICAL SOLUTIONS INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSOURCE MEDICAL SOLUTIONS INC 401(K) PROFIT SHARING PLAN
Plan identification number 001

SOURCE MEDICAL SOLUTIONS INC 401(K) 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.
  • 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

SOURCE MEDICAL SOLUTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOURCE MEDICAL SOLUTIONS, INC.
Employer identification number (EIN):631262943
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Additional information about SOURCE MEDICAL SOLUTIONS, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3312760

More information about SOURCE MEDICAL SOLUTIONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOURCE MEDICAL SOLUTIONS INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01LAURA O'TUEL2019-09-09
0012017-01-01LAURA O'TUEL
0012016-01-01LAURA O'TUEL
0012015-01-01KIM FIELDBINDER
0012014-01-01KIM FIELDBINDER
0012013-01-01KIM FIELDBINDER
0012012-01-01KIM FIELDBINDER
0012011-01-01KIM FIELDBINDER
0012010-01-01KIM FIELDBINDER
0012009-01-01SCOTT STONE

Plan Statistics for SOURCE MEDICAL SOLUTIONS INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SOURCE MEDICAL SOLUTIONS INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: SOURCE MEDICAL SOLUTIONS INC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01356
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0125
2016: SOURCE MEDICAL SOLUTIONS INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01482
Total number of active participants reported on line 7a of the Form 55002016-01-01246
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01110
Total of all active and inactive participants2016-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01356
Number of participants with account balances2016-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0139
2015: SOURCE MEDICAL SOLUTIONS INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01529
Total number of active participants reported on line 7a of the Form 55002015-01-01410
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0164
Total of all active and inactive participants2015-01-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01474
Number of participants with account balances2015-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0139
2014: SOURCE MEDICAL SOLUTIONS INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01546
Total number of active participants reported on line 7a of the Form 55002014-01-01457
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01523
Number of participants with account balances2014-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0156
2013: SOURCE MEDICAL SOLUTIONS INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01499
Total number of active participants reported on line 7a of the Form 55002013-01-01470
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0176
Total of all active and inactive participants2013-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01546
Number of participants with account balances2013-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: SOURCE MEDICAL SOLUTIONS INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01468
Total number of active participants reported on line 7a of the Form 55002012-01-01438
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0161
Total of all active and inactive participants2012-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01499
Number of participants with account balances2012-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: SOURCE MEDICAL SOLUTIONS INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01425
Total number of active participants reported on line 7a of the Form 55002011-01-01395
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0164
Total of all active and inactive participants2011-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01459
Number of participants with account balances2011-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: SOURCE MEDICAL SOLUTIONS INC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01377
Total number of active participants reported on line 7a of the Form 55002010-01-01354
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0165
Total of all active and inactive participants2010-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01419
Number of participants with account balances2010-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: SOURCE MEDICAL SOLUTIONS INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01365
Total number of active participants reported on line 7a of the Form 55002009-01-01251
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0169
Total of all active and inactive participants2009-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01320
Number of participants with account balances2009-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on SOURCE MEDICAL SOLUTIONS INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : SOURCE MEDICAL SOLUTIONS INC 401(K) 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$156,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,943
Total income from all sources (including contributions)2017-12-31$1,358,280
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,692,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,684,201
Value of total corrective distributions2017-12-31$2,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$469,174
Value of total assets at end of year2017-12-31$156,215
Value of total assets at beginning of year2017-12-31$11,350,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,807
Total interest from all sources2017-12-31$6,031
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$24,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$24,031
Administrative expenses professional fees incurred2017-12-31$2,857
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$271,619
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$235,507
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$4,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$16,943
Other income not declared elsewhere2017-12-31$2,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-11,333,849
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,333,849
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,805,476
Interest on participant loans2017-12-31$6,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$280,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$856,695
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$197,555
Employer contributions (assets) at end of year2017-12-31$156,215
Employer contributions (assets) at beginning of year2017-12-31$25,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,684,201
Contract administrator fees2017-12-31$2,950
Liabilities. Value of benefit claims payable at end of year2017-12-31$156,215
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
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 name2017-12-31WILLIAMS BENATOR & LIBBY, LLP
Accountancy firm EIN2017-12-31581460137
2016 : SOURCE MEDICAL SOLUTIONS INC 401(K) 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$16,943
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,653
Total income from all sources (including contributions)2016-12-31$2,626,063
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,271,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,252,188
Value of total corrective distributions2016-12-31$16,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,742,270
Value of total assets at end of year2016-12-31$11,350,792
Value of total assets at beginning of year2016-12-31$11,002,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,475
Total interest from all sources2016-12-31$8,465
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$157,464
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$157,464
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$179,511
Participant contributions at end of year2016-12-31$235,507
Participant contributions at beginning of year2016-12-31$177,855
Participant contributions at end of year2016-12-31$4,046
Participant contributions at beginning of year2016-12-31$35,378
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$346,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$16,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$22,653
Other income not declared elsewhere2016-12-31$5,824
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$354,457
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,333,849
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,979,392
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$10,805,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,391,469
Interest on participant loans2016-12-31$8,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$280,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$395,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$712,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,216,438
Employer contributions (assets) at end of year2016-12-31$25,174
Employer contributions (assets) at beginning of year2016-12-31$1,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,252,188
Contract administrator fees2016-12-31$2,475
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 name2016-12-31WILLIAMS BENATOR & LIBBY, LLP
Accountancy firm EIN2016-12-31581460137
2015 : SOURCE MEDICAL SOLUTIONS INC 401(K) 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$22,653
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$62,254
Total income from all sources (including contributions)2015-12-31$1,215,329
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,018,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,009,000
Value of total corrective distributions2015-12-31$6,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,245,997
Value of total assets at end of year2015-12-31$11,002,045
Value of total assets at beginning of year2015-12-31$10,844,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,300
Total interest from all sources2015-12-31$6,123
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$148,732
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$148,732
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,155,945
Participant contributions at end of year2015-12-31$177,855
Participant contributions at beginning of year2015-12-31$149,716
Participant contributions at end of year2015-12-31$35,378
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$34,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$22,653
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$62,254
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$197,040
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,979,392
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,782,352
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$10,391,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,231,198
Interest on participant loans2015-12-31$6,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$395,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$463,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-185,523
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$55,779
Employer contributions (assets) at end of year2015-12-31$1,812
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,009,000
Contract administrator fees2015-12-31$2,300
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : SOURCE MEDICAL SOLUTIONS INC 401(K) 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$62,254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$48,738
Total income from all sources (including contributions)2014-12-31$1,900,388
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$994,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$959,511
Expenses. Certain deemed distributions of participant loans2014-12-31$32,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,451,598
Value of total assets at end of year2014-12-31$10,844,606
Value of total assets at beginning of year2014-12-31$9,925,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,608
Total interest from all sources2014-12-31$5,116
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$156,664
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$156,664
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,108,526
Participant contributions at end of year2014-12-31$149,716
Participant contributions at beginning of year2014-12-31$181,465
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$287,742
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$62,254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$48,738
Other income not declared elsewhere2014-12-31$7,793
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$905,596
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,782,352
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,876,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$8
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,231,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,351,246
Interest on participant loans2014-12-31$5,116
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$463,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$392,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$279,217
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$55,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$959,511
Contract administrator fees2014-12-31$2,600
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 name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : SOURCE MEDICAL SOLUTIONS INC 401(K) 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$48,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,533
Total income from all sources (including contributions)2013-12-31$2,673,571
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,482,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,459,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,260,697
Value of total assets at end of year2013-12-31$9,925,494
Value of total assets at beginning of year2013-12-31$8,689,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,742
Total interest from all sources2013-12-31$6,544
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$172,003
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$172,003
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,127,433
Participant contributions at end of year2013-12-31$181,465
Participant contributions at beginning of year2013-12-31$200,751
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$76,820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$48,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3,533
Other income not declared elsewhere2013-12-31$8,080
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$1,191,136
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,876,756
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,685,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$213
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,351,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,006,645
Interest on participant loans2013-12-31$4,796
Interest earned on other investments2013-12-31$1,745
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$440,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$41,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$41,233
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$392,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,235,865
Net investment gain or loss from common/collective trusts2013-12-31$-9,618
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$56,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,459,693
Contract administrator fees2013-12-31$22,529
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31SELLERS, RICHARDSON, HOLMAN & WEST
Accountancy firm EIN2013-12-31262732677
2012 : SOURCE MEDICAL SOLUTIONS INC 401(K) 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$3,533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,678
Total income from all sources (including contributions)2012-12-31$2,293,316
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$651,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$630,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,410,285
Value of total assets at end of year2012-12-31$8,689,153
Value of total assets at beginning of year2012-12-31$7,051,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,468
Total interest from all sources2012-12-31$7,362
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$163,289
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$163,289
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,075,788
Participant contributions at end of year2012-12-31$200,751
Participant contributions at beginning of year2012-12-31$235,680
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$280,681
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$7,678
Administrative expenses (other) incurred2012-12-31$5
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$1,641,369
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,685,620
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,044,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$18,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,006,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,426,286
Interest on participant loans2012-12-31$7,355
Value of interest in common/collective trusts at end of year2012-12-31$440,524
Value of interest in common/collective trusts at beginning of year2012-12-31$355,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$41,233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$34,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$34,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$704,295
Net investment gain or loss from common/collective trusts2012-12-31$8,085
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$53,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$630,479
Contract administrator fees2012-12-31$3,109
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 name2012-12-31SELLERS, RICHARDSON, HOLMAN & WEST
Accountancy firm EIN2012-12-31262732677
2011 : SOURCE MEDICAL SOLUTIONS INC 401(K) 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$7,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$22,911
Total income from all sources (including contributions)2011-12-31$1,149,354
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$306,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$274,003
Value of total corrective distributions2011-12-31$7,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,177,713
Value of total assets at end of year2011-12-31$7,051,929
Value of total assets at beginning of year2011-12-31$6,223,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,508
Total interest from all sources2011-12-31$7,199
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$151,656
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$151,656
Administrative expenses professional fees incurred2011-12-31$24,501
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$998,337
Participant contributions at end of year2011-12-31$235,680
Participant contributions at beginning of year2011-12-31$181,256
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$128,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$7,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$22,911
Administrative expenses (other) incurred2011-12-31$7
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$843,165
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,044,251
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,201,086
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$6,426,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,751,764
Income. Interest from loans (other than to participants)2011-12-31$7,199
Value of interest in common/collective trusts at end of year2011-12-31$355,425
Value of interest in common/collective trusts at beginning of year2011-12-31$290,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$34,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-195,087
Net investment gain or loss from common/collective trusts2011-12-31$7,873
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$51,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$274,003
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31SELLERS, RICHARDSON, HOLMAN & WEST
Accountancy firm EIN2011-12-31262732677
2010 : SOURCE MEDICAL SOLUTIONS INC 401(K) 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$22,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$141,488
Total income from all sources (including contributions)2010-12-31$1,852,190
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$460,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$409,410
Value of total corrective distributions2010-12-31$22,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,151,761
Value of total assets at end of year2010-12-31$6,223,997
Value of total assets at beginning of year2010-12-31$4,950,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,232
Total interest from all sources2010-12-31$2,603
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$93,204
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$93,204
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$966,534
Participant contributions at end of year2010-12-31$181,256
Participant contributions at beginning of year2010-12-31$52,943
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$138,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$22,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$141,488
Administrative expenses (other) incurred2010-12-31$33
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$1,391,637
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,201,086
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,809,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,751,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,683,467
Interest on participant loans2010-12-31$2,603
Value of interest in common/collective trusts at end of year2010-12-31$290,977
Value of interest in common/collective trusts at beginning of year2010-12-31$214,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$599,670
Net investment gain or loss from common/collective trusts2010-12-31$4,952
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$46,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$409,410
Contract administrator fees2010-12-31$28,199
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31SELLARS, RICHARDSON, HOLMAN & WEST
Accountancy firm EIN2010-12-31262732677

Form 5500 Responses for SOURCE MEDICAL SOLUTIONS INC 401(K) PROFIT SHARING PLAN

2017: SOURCE MEDICAL SOLUTIONS INC 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOURCE MEDICAL SOLUTIONS INC 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOURCE MEDICAL SOLUTIONS INC 401(K) 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOURCE MEDICAL SOLUTIONS INC 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOURCE MEDICAL SOLUTIONS INC 401(K) 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOURCE MEDICAL SOLUTIONS INC 401(K) 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: SOURCE MEDICAL SOLUTIONS INC 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOURCE MEDICAL SOLUTIONS INC 401(K) 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOURCE MEDICAL SOLUTIONS INC 401(K) 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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28187
Policy instance 1
Insurance contract or identification numberGA28187
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-07-07
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28187
Policy instance 1
Insurance contract or identification numberGA28187
Number of Individuals Covered273
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28187
Policy instance 1
Insurance contract or identification numberGA28187
Number of Individuals Covered293
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28187
Policy instance 1
Insurance contract or identification numberGA28187
Number of Individuals Covered321
Insurance policy start date2013-08-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3