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BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 005

BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BAY MEDICAL MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:BAY MEDICAL MANAGEMENT, LLC
Employer identification number (EIN):680423282
NAIC Classification:541600

Additional information about BAY MEDICAL MANAGEMENT, LLC

Jurisdiction of Incorporation: California Secretary of State
Incorporation Date: 1998-12-18
Company Identification Number: 199835210092
Legal Registered Office Address: 2125 OAK GROVE RD STE 200

WALNUT CREEK
United States of America (USA)
94598

More information about BAY MEDICAL MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01LISA WOELFEL
0052016-01-01LISA WOELFEL
0052015-01-01LISA WOELFEL
0052014-01-01LISA WOELFEL
0052013-01-01LISA WOELFEL
0052012-01-01LISA WOELFEL
0052011-01-01LISA WOELFEL
0052009-01-01LISA WOELFEL

Plan Statistics for BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01381
Total number of active participants reported on line 7a of the Form 55002022-01-01281
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0199
Total of all active and inactive participants2022-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01380
Number of participants with account balances2022-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0144
2021: BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01324
Total number of active participants reported on line 7a of the Form 55002021-01-01318
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0163
Total of all active and inactive participants2021-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01381
Number of participants with account balances2021-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01304
Total number of active participants reported on line 7a of the Form 55002020-01-01272
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0152
Total of all active and inactive participants2020-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01324
Number of participants with account balances2020-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01307
Total number of active participants reported on line 7a of the Form 55002019-01-01260
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01304
Number of participants with account balances2019-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01295
Total number of active participants reported on line 7a of the Form 55002018-01-01249
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0158
Total of all active and inactive participants2018-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01307
Number of participants with account balances2018-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01255
Total number of active participants reported on line 7a of the Form 55002017-01-01265
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01295
Number of participants with account balances2017-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01244
Total number of active participants reported on line 7a of the Form 55002016-01-01225
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01255
Number of participants with account balances2016-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01241
Total number of active participants reported on line 7a of the Form 55002015-01-01215
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01244
Number of participants with account balances2015-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01224
Total number of active participants reported on line 7a of the Form 55002014-01-01213
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01241
Number of participants with account balances2014-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01242
Total number of active participants reported on line 7a of the Form 55002013-01-01199
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01224
Number of participants with account balances2013-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01238
Total number of active participants reported on line 7a of the Form 55002012-01-01211
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01242
Number of participants with account balances2012-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01238
Total number of active participants reported on line 7a of the Form 55002011-01-01201
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01238
Number of participants with account balances2011-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01244
Total number of active participants reported on line 7a of the Form 55002009-01-01203
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01246
Number of participants with account balances2009-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-18,682,162
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,539,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,356,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,753,513
Value of total assets at end of year2022-12-31$143,649,894
Value of total assets at beginning of year2022-12-31$166,871,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$182,848
Total interest from all sources2022-12-31$21,615
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,180,524
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$1,180,524
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,821,547
Participant contributions at end of year2022-12-31$512,830
Participant contributions at beginning of year2022-12-31$428,689
Participant contributions at end of year2022-12-31$2,532
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$60,261,429
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$74,213,603
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$172,807
Other income not declared elsewhere2022-12-31$-12,190,579
Administrative expenses (other) incurred2022-12-31$98,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-23,221,864
Value of net assets at end of year (total assets less liabilities)2022-12-31$143,649,894
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$166,871,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$84,462
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$52,736,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$60,092,655
Interest on participant loans2022-12-31$21,615
Value of interest in common/collective trusts at end of year2022-12-31$25,377,141
Value of interest in common/collective trusts at beginning of year2022-12-31$27,478,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,832,737
Net investment gain or loss from common/collective trusts2022-12-31$-4,614,498
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$4,759,159
Employer contributions (assets) at end of year2022-12-31$4,759,159
Employer contributions (assets) at beginning of year2022-12-31$4,658,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,356,854
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN2022-12-31680251243
2021 : BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$41,467,916
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$34,671,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$34,412,571
Value of total corrective distributions2021-12-31$310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,903,119
Value of total assets at end of year2021-12-31$166,871,758
Value of total assets at beginning of year2021-12-31$160,074,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$258,237
Total interest from all sources2021-12-31$20,762
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,572,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,572,280
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,560,840
Participant contributions at end of year2021-12-31$428,689
Participant contributions at beginning of year2021-12-31$558,804
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$821
Assets. Other investments not covered elsewhere at end of year2021-12-31$74,213,603
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$83,623,892
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$9,687,008
Other income not declared elsewhere2021-12-31$11,455,558
Administrative expenses (other) incurred2021-12-31$93,339
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$6,796,798
Value of net assets at end of year (total assets less liabilities)2021-12-31$166,871,758
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$160,074,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$164,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$60,092,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$50,005,755
Interest on participant loans2021-12-31$20,762
Value of interest in common/collective trusts at end of year2021-12-31$27,478,063
Value of interest in common/collective trusts at beginning of year2021-12-31$21,765,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,256,932
Net investment gain or loss from common/collective trusts2021-12-31$3,259,265
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$4,655,271
Employer contributions (assets) at end of year2021-12-31$4,658,748
Employer contributions (assets) at beginning of year2021-12-31$4,120,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$34,412,571
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 name2021-12-31CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN2021-12-31680251243
2020 : BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$26,843,412
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,616,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,350,768
Value of total corrective distributions2020-12-31$7,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,855,137
Value of total assets at end of year2020-12-31$160,074,960
Value of total assets at beginning of year2020-12-31$143,848,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$258,221
Total interest from all sources2020-12-31$25,661
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$833,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$833,047
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,227,598
Participant contributions at end of year2020-12-31$558,804
Participant contributions at beginning of year2020-12-31$503,783
Participant contributions at end of year2020-12-31$821
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$83,623,892
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$78,902,062
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$506,904
Other income not declared elsewhere2020-12-31$9,582,620
Administrative expenses (other) incurred2020-12-31$102,570
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$49,388
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$16,226,720
Value of net assets at end of year (total assets less liabilities)2020-12-31$160,074,960
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$143,848,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$155,651
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$50,005,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$41,676,431
Interest on participant loans2020-12-31$25,661
Value of interest in common/collective trusts at end of year2020-12-31$21,765,053
Value of interest in common/collective trusts at beginning of year2020-12-31$18,816,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,071,526
Net investment gain or loss from common/collective trusts2020-12-31$2,475,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,120,635
Employer contributions (assets) at end of year2020-12-31$4,120,635
Employer contributions (assets) at beginning of year2020-12-31$3,899,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,350,768
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN2020-12-31680251243
2019 : BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$32,077,153
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,366,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,117,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,688,187
Value of total assets at end of year2019-12-31$143,848,240
Value of total assets at beginning of year2019-12-31$116,137,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$248,338
Total interest from all sources2019-12-31$29,991
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$728,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$728,482
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$3,024,248
Participant contributions at end of year2019-12-31$503,783
Participant contributions at beginning of year2019-12-31$720,667
Assets. Other investments not covered elsewhere at end of year2019-12-31$78,902,062
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$64,670,356
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$764,128
Other income not declared elsewhere2019-12-31$13,464,608
Administrative expenses (other) incurred2019-12-31$68,193
Total non interest bearing cash at end of year2019-12-31$49,388
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$27,711,006
Value of net assets at end of year (total assets less liabilities)2019-12-31$143,848,240
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$116,137,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$180,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$41,676,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,232,850
Interest on participant loans2019-12-31$29,991
Value of interest in common/collective trusts at end of year2019-12-31$18,816,765
Value of interest in common/collective trusts at beginning of year2019-12-31$14,491,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,860,176
Net investment gain or loss from common/collective trusts2019-12-31$3,305,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,899,811
Employer contributions (assets) at end of year2019-12-31$3,899,811
Employer contributions (assets) at beginning of year2019-12-31$4,021,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,117,809
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN2019-12-31680251243
2018 : BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$9,063,519
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,177,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,907,717
Value of total corrective distributions2018-12-31$11,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,169,394
Value of total assets at end of year2018-12-31$116,137,234
Value of total assets at beginning of year2018-12-31$115,251,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$258,518
Total interest from all sources2018-12-31$29,419
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$866,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$866,103
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,879,876
Participant contributions at end of year2018-12-31$720,667
Participant contributions at beginning of year2018-12-31$549,627
Assets. Other investments not covered elsewhere at end of year2018-12-31$64,670,356
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$67,456,331
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,267,795
Other income not declared elsewhere2018-12-31$-2,988,620
Administrative expenses (other) incurred2018-12-31$77,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$885,564
Value of net assets at end of year (total assets less liabilities)2018-12-31$116,137,234
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$115,251,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$1,815
Investment advisory and management fees2018-12-31$181,515
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$32,232,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$32,884,036
Interest on participant loans2018-12-31$29,419
Value of interest in common/collective trusts at end of year2018-12-31$14,491,638
Value of interest in common/collective trusts at beginning of year2018-12-31$11,035,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,003,619
Net investment gain or loss from common/collective trusts2018-12-31$-1,009,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,021,723
Employer contributions (assets) at end of year2018-12-31$4,021,723
Employer contributions (assets) at beginning of year2018-12-31$3,324,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,907,717
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CAMPBELL TAYLOR & CO.
Accountancy firm EIN2018-12-31680251243
2017 : BAY MEDICAL MANAGEMENT, LLC 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$21,085,436
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,686,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,461,793
Value of total corrective distributions2017-12-31$424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,123,225
Value of total assets at end of year2017-12-31$115,251,670
Value of total assets at beginning of year2017-12-31$97,853,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$224,656
Total interest from all sources2017-12-31$24,680
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$636,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$636,975
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,502,543
Participant contributions at end of year2017-12-31$549,627
Participant contributions at beginning of year2017-12-31$571,474
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$33,958
Assets. Other investments not covered elsewhere at end of year2017-12-31$67,456,331
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$58,389,869
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$296,173
Other income not declared elsewhere2017-12-31$8,409,956
Administrative expenses (other) incurred2017-12-31$64,622
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$17,398,563
Value of net assets at end of year (total assets less liabilities)2017-12-31$115,251,670
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$97,853,107
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
Assets. partnership/joint venture interests at end of year2017-12-31$1,815
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$160,034
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$32,884,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,153,425
Interest on participant loans2017-12-31$24,680
Value of interest in common/collective trusts at end of year2017-12-31$11,035,352
Value of interest in common/collective trusts at beginning of year2017-12-31$7,771,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,423,345
Net investment gain or loss from common/collective trusts2017-12-31$1,467,255
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,324,509
Employer contributions (assets) at end of year2017-12-31$3,324,509
Employer contributions (assets) at beginning of year2017-12-31$2,933,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,461,793
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CAMPBELL TAYLOR & CO.
Accountancy firm EIN2017-12-31680251243
2016 : BAY MEDICAL MANAGEMENT, LLC 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$22,268,312
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,854,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,648,581
Value of total corrective distributions2016-12-31$3,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$15,030,247
Value of total assets at end of year2016-12-31$97,853,107
Value of total assets at beginning of year2016-12-31$80,439,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$202,504
Total interest from all sources2016-12-31$28,266
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$664,073
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$664,073
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,141,399
Participant contributions at end of year2016-12-31$571,474
Participant contributions at beginning of year2016-12-31$532,121
Participant contributions at end of year2016-12-31$33,958
Participant contributions at beginning of year2016-12-31$27,937
Assets. Other investments not covered elsewhere at end of year2016-12-31$58,389,869
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$48,507,726
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$9,955,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$3,996,532
Administrative expenses (other) incurred2016-12-31$61,792
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$17,413,749
Value of net assets at end of year (total assets less liabilities)2016-12-31$97,853,107
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$80,439,358
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
Investment advisory and management fees2016-12-31$140,712
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$28,153,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,856,558
Interest on participant loans2016-12-31$20,438
Value of interest in common/collective trusts at end of year2016-12-31$7,771,125
Value of interest in common/collective trusts at beginning of year2016-12-31$5,542,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,167,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,167,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$7,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,891,928
Net investment gain or loss from common/collective trusts2016-12-31$657,266
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$2,932,908
Employer contributions (assets) at end of year2016-12-31$2,933,256
Employer contributions (assets) at beginning of year2016-12-31$2,804,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,648,581
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 name2016-12-31CAMPBELL TAYLOR & CO.
Accountancy firm EIN2016-12-31680251243
2015 : BAY MEDICAL MANAGEMENT, LLC 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$126
Total income from all sources (including contributions)2015-12-31$4,228,259
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,531,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,328,148
Value of total corrective distributions2015-12-31$18,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,975,853
Value of total assets at end of year2015-12-31$80,439,358
Value of total assets at beginning of year2015-12-31$80,742,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$184,420
Total interest from all sources2015-12-31$26,508
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$872,564
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$872,564
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,113,981
Participant contributions at end of year2015-12-31$532,121
Participant contributions at beginning of year2015-12-31$485,923
Participant contributions at end of year2015-12-31$27,937
Participant contributions at beginning of year2015-12-31$23,895
Assets. Other investments not covered elsewhere at end of year2015-12-31$48,507,726
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$49,465,640
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$57,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$126
Other income not declared elsewhere2015-12-31$-510,124
Administrative expenses (other) incurred2015-12-31$50,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-302,911
Value of net assets at end of year (total assets less liabilities)2015-12-31$80,439,358
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$80,742,269
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
Investment advisory and management fees2015-12-31$133,595
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,856,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,412,830
Interest on participant loans2015-12-31$21,758
Value of interest in common/collective trusts at end of year2015-12-31$5,542,821
Value of interest in common/collective trusts at beginning of year2015-12-31$4,707,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,167,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,994,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,994,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,082,141
Net investment gain or loss from common/collective trusts2015-12-31$-54,401
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$2,804,522
Employer contributions (assets) at end of year2015-12-31$2,804,398
Employer contributions (assets) at beginning of year2015-12-31$2,652,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,328,148
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 name2015-12-31CAMPBELL TAYLOR & CO.
Accountancy firm EIN2015-12-31680251243
2014 : BAY MEDICAL MANAGEMENT, LLC 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$126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,277,546
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,226,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,000,292
Expenses. Certain deemed distributions of participant loans2014-12-31$82,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,595,922
Value of total assets at end of year2014-12-31$80,742,395
Value of total assets at beginning of year2014-12-31$74,691,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$143,896
Total interest from all sources2014-12-31$18,524
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$637,726
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$637,726
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,943,297
Participant contributions at end of year2014-12-31$485,923
Participant contributions at beginning of year2014-12-31$521,242
Participant contributions at end of year2014-12-31$23,895
Participant contributions at beginning of year2014-12-31$23,991
Assets. Other investments not covered elsewhere at end of year2014-12-31$49,465,640
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$46,126,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$126
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$2,940,375
Administrative expenses (other) incurred2014-12-31$15,045
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$6,050,792
Value of net assets at end of year (total assets less liabilities)2014-12-31$80,742,269
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$74,691,477
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$128,851
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,412,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,454,649
Interest on participant loans2014-12-31$18,331
Value of interest in common/collective trusts at end of year2014-12-31$4,707,078
Value of interest in common/collective trusts at beginning of year2014-12-31$4,321,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,994,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,873,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,873,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$822,801
Net investment gain or loss from common/collective trusts2014-12-31$262,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,652,625
Employer contributions (assets) at end of year2014-12-31$2,652,751
Employer contributions (assets) at beginning of year2014-12-31$2,370,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,000,292
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 name2014-12-31CAMPBELL TAYLOR & CO.
Accountancy firm EIN2014-12-31680251243
2013 : BAY MEDICAL MANAGEMENT, LLC 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$15,595,804
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,941,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,799,772
Expenses. Certain deemed distributions of participant loans2013-12-31$19,180
Value of total corrective distributions2013-12-31$317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,725,987
Value of total assets at end of year2013-12-31$74,691,477
Value of total assets at beginning of year2013-12-31$62,036,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$121,834
Total interest from all sources2013-12-31$19,513
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$286,425
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$286,425
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$1,857,014
Participant contributions at end of year2013-12-31$521,242
Participant contributions at beginning of year2013-12-31$410,248
Participant contributions at end of year2013-12-31$23,991
Participant contributions at beginning of year2013-12-31$41,929
Assets. Other investments not covered elsewhere at end of year2013-12-31$46,126,298
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$38,808,673
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$494,807
Other income not declared elsewhere2013-12-31$5,997,258
Administrative expenses (other) incurred2013-12-31$8,968
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$12,654,701
Value of net assets at end of year (total assets less liabilities)2013-12-31$74,691,477
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$62,036,776
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$5,852
Investment advisory and management fees2013-12-31$112,866
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,454,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,792,056
Interest on participant loans2013-12-31$19,325
Value of interest in common/collective trusts at end of year2013-12-31$4,321,635
Value of interest in common/collective trusts at beginning of year2013-12-31$2,923,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,873,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,831,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,831,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,883,447
Net investment gain or loss from common/collective trusts2013-12-31$683,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,374,166
Employer contributions (assets) at end of year2013-12-31$2,370,604
Employer contributions (assets) at beginning of year2013-12-31$2,222,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,799,772
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 name2013-12-31CAMPBELL TAYLOR & CO.
Accountancy firm EIN2013-12-31680251243
2012 : BAY MEDICAL MANAGEMENT, LLC 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$11,031,535
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,108,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,084,356
Expenses. Certain deemed distributions of participant loans2012-12-31$12,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,919,327
Value of total assets at end of year2012-12-31$62,036,776
Value of total assets at beginning of year2012-12-31$58,113,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,578
Total interest from all sources2012-12-31$18,770
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$311,958
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$311,958
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$1,743,499
Participant contributions at end of year2012-12-31$410,248
Participant contributions at beginning of year2012-12-31$421,422
Participant contributions at end of year2012-12-31$41,929
Participant contributions at beginning of year2012-12-31$54,248
Assets. Other investments not covered elsewhere at end of year2012-12-31$38,808,673
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$38,286,393
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$953,383
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9,138
Other income not declared elsewhere2012-12-31$3,741,412
Administrative expenses (other) incurred2012-12-31$11,578
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$3,923,163
Value of net assets at end of year (total assets less liabilities)2012-12-31$62,036,776
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$58,113,613
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
Assets. partnership/joint venture interests at end of year2012-12-31$5,852
Assets. partnership/joint venture interests at beginning of year2012-12-31$2,814
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,792,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,491,225
Interest on participant loans2012-12-31$18,571
Value of interest in common/collective trusts at end of year2012-12-31$2,923,993
Value of interest in common/collective trusts at beginning of year2012-12-31$2,414,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,831,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,054,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,054,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,672,947
Net investment gain or loss from common/collective trusts2012-12-31$367,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,222,445
Employer contributions (assets) at end of year2012-12-31$2,222,445
Employer contributions (assets) at beginning of year2012-12-31$2,379,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,084,356
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 name2012-12-31CAMPBELL TAYLOR & CO.
Accountancy firm EIN2012-12-31680251243
2011 : BAY MEDICAL MANAGEMENT, LLC 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,801,922
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,960,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,941,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,148,349
Value of total assets at end of year2011-12-31$58,113,613
Value of total assets at beginning of year2011-12-31$66,272,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,952
Total interest from all sources2011-12-31$18,665
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$273,665
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$273,665
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,751,575
Participant contributions at end of year2011-12-31$421,422
Participant contributions at beginning of year2011-12-31$306,230
Participant contributions at end of year2011-12-31$54,248
Assets. Other investments not covered elsewhere at end of year2011-12-31$38,286,393
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$46,057,195
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$17,088
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9,138
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,843
Other income not declared elsewhere2011-12-31$-1,375,642
Administrative expenses (other) incurred2011-12-31$18,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-8,158,756
Value of net assets at end of year (total assets less liabilities)2011-12-31$58,113,613
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$66,272,369
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
Assets. partnership/joint venture interests at end of year2011-12-31$2,814
Assets. partnership/joint venture interests at beginning of year2011-12-31$238,481
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,491,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,526,066
Interest on participant loans2011-12-31$18,410
Value of interest in common/collective trusts at end of year2011-12-31$2,414,019
Value of interest in common/collective trusts at beginning of year2011-12-31$2,283,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,054,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,547,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,547,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,180,866
Net investment gain or loss from common/collective trusts2011-12-31$-82,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,379,686
Employer contributions (assets) at end of year2011-12-31$2,379,686
Employer contributions (assets) at beginning of year2011-12-31$2,305,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,941,726
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 name2011-12-31CAMPBELL TAYLOR & CO.
Accountancy firm EIN2011-12-31680251243
2010 : BAY MEDICAL MANAGEMENT, LLC 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$11,258,395
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,416,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,402,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,279,757
Value of total assets at end of year2010-12-31$66,272,369
Value of total assets at beginning of year2010-12-31$62,430,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,926
Total interest from all sources2010-12-31$20,183
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$110,973
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$110,973
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,741,160
Participant contributions at end of year2010-12-31$306,230
Participant contributions at beginning of year2010-12-31$363,111
Participant contributions at beginning of year2010-12-31$71,131
Assets. Other investments not covered elsewhere at end of year2010-12-31$46,057,195
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$46,054,210
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$232,656
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$7,843
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$5,884
Other income not declared elsewhere2010-12-31$4,856,795
Administrative expenses (other) incurred2010-12-31$13,926
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$3,841,862
Value of net assets at end of year (total assets less liabilities)2010-12-31$66,272,369
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$62,430,507
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
Assets. partnership/joint venture interests at end of year2010-12-31$238,481
Assets. partnership/joint venture interests at beginning of year2010-12-31$125,939
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,526,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,749,779
Interest on participant loans2010-12-31$19,900
Value of interest in common/collective trusts at end of year2010-12-31$2,283,150
Value of interest in common/collective trusts at beginning of year2010-12-31$1,561,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,547,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,167,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,167,864
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,711,510
Net investment gain or loss from common/collective trusts2010-12-31$279,177
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$2,305,941
Employer contributions (assets) at end of year2010-12-31$2,305,941
Employer contributions (assets) at beginning of year2010-12-31$2,331,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,402,607
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CAMPBELL TAYLOR & COMPANY
Accountancy firm EIN2010-12-31680251243
2009 : BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

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

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