CHEN MEDICAL ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHEN MEDICAL ASSOCIATES 401(K) PLAN
Measure | Date | Value |
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2013 : CHEN MEDICAL ASSOCIATES 401(K) PLAN 2013 401k financial data |
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Total income from all sources (including contributions) | 2013-12-31 | $2,099,756 |
Total of all expenses incurred | 2013-12-31 | $293,146 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $290,596 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,531,949 |
Value of total assets at end of year | 2013-12-31 | $4,258,045 |
Value of total assets at beginning of year | 2013-12-31 | $2,451,435 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,550 |
Total interest from all sources | 2013-12-31 | $3,700 |
Was this plan covered by a fidelity bond | 2013-12-31 | No |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $764,265 |
Participant contributions at end of year | 2013-12-31 | $65,461 |
Participant contributions at beginning of year | 2013-12-31 | $85,298 |
Participant contributions at end of year | 2013-12-31 | $3,584 |
Participant contributions at beginning of year | 2013-12-31 | $1,496 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $331,727 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $1,101 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,806,610 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,258,045 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,451,435 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $3,751,701 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $2,237,439 |
Interest on participant loans | 2013-12-31 | $3,700 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $564,107 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $435,957 |
Employer contributions (assets) at end of year | 2013-12-31 | $437,299 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $126,101 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $290,596 |
Contract administrator fees | 2013-12-31 | $2,550 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | FRENDEL BROWN & WEISSMAN LLP |
Accountancy firm EIN | 2013-12-31 | 132907212 |
2012 : CHEN MEDICAL ASSOCIATES 401(K) PLAN 2012 401k financial data |
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Total income from all sources (including contributions) | 2012-12-31 | $958,854 |
Total of all expenses incurred | 2012-12-31 | $20,879 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $18,272 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $706,998 |
Value of total assets at end of year | 2012-12-31 | $2,451,435 |
Value of total assets at beginning of year | 2012-12-31 | $1,513,460 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,607 |
Total interest from all sources | 2012-12-31 | $2,831 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $377,795 |
Participant contributions at end of year | 2012-12-31 | $85,298 |
Participant contributions at beginning of year | 2012-12-31 | $47,992 |
Participant contributions at end of year | 2012-12-31 | $1,496 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $109,517 |
Total non interest bearing cash at end of year | 2012-12-31 | $1,101 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $75 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $937,975 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,451,435 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,513,460 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $2,237,439 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $1,458,317 |
Interest on participant loans | 2012-12-31 | $2,831 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $249,025 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $219,686 |
Employer contributions (assets) at end of year | 2012-12-31 | $126,101 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $7,076 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $18,272 |
Contract administrator fees | 2012-12-31 | $2,607 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | EDWARD J SERRA. CPA PLLC |
Accountancy firm EIN | 2012-12-31 | 205395756 |
2011 : CHEN MEDICAL ASSOCIATES 401(K) PLAN 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-12-31 | $329,306 |
Total of all expenses incurred | 2011-12-31 | $13,331 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $10,886 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $412,473 |
Value of total assets at end of year | 2011-12-31 | $1,513,460 |
Value of total assets at beginning of year | 2011-12-31 | $1,197,485 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,445 |
Total interest from all sources | 2011-12-31 | $1,582 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $272,135 |
Participant contributions at end of year | 2011-12-31 | $47,992 |
Participant contributions at beginning of year | 2011-12-31 | $34,989 |
Participant contributions at beginning of year | 2011-12-31 | $43 |
Total non interest bearing cash at end of year | 2011-12-31 | $75 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $7,919 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $315,975 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,513,460 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,197,485 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $1,458,317 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,136,795 |
Interest on participant loans | 2011-12-31 | $1,582 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-84,749 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $140,338 |
Employer contributions (assets) at end of year | 2011-12-31 | $7,076 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $17,739 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $10,886 |
Contract administrator fees | 2011-12-31 | $2,445 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | EDWARD J SERRA, CPA PLLC |
Accountancy firm EIN | 2011-12-31 | 205395756 |