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SYNERGY RADIOLOGY ASSOCIATES, P.A. INTEGRATED 401(K) PLAN 401k Plan overview

Plan NameSYNERGY RADIOLOGY ASSOCIATES, P.A. INTEGRATED 401(K) PLAN
Plan identification number 001

SYNERGY RADIOLOGY ASSOCIATES, P.A. INTEGRATED 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SYNERGY RADIOLOGY ASSOCIATES P.A. has sponsored the creation of one or more 401k plans.

Company Name:SYNERGY RADIOLOGY ASSOCIATES P.A.
Employer identification number (EIN):741666524
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SYNERGY RADIOLOGY ASSOCIATES, P.A. INTEGRATED 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-07-01ANOLA BAIRD2019-04-12 WALID ADHAM2019-04-12
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01ANOLA BAIRD2015-03-10
0012012-07-01ANOLA BAIRD2014-03-31
0012011-07-01ANOLA BAIRD2013-04-12
0012010-07-01ANOLA BAIRD2011-10-14

Plan Statistics for SYNERGY RADIOLOGY ASSOCIATES, P.A. INTEGRATED 401(K) PLAN

401k plan membership statisitcs for SYNERGY RADIOLOGY ASSOCIATES, P.A. INTEGRATED 401(K) PLAN

Measure Date Value
2017: SYNERGY RADIOLOGY ASSOCIATES, P.A. INTEGRATED 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01156
Total number of active participants reported on line 7a of the Form 55002017-07-010
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-010
Number of participants with account balances2017-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: SYNERGY RADIOLOGY ASSOCIATES, P.A. INTEGRATED 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01143
Total number of active participants reported on line 7a of the Form 55002016-07-01129
Number of retired or separated participants receiving benefits2016-07-017
Number of other retired or separated participants entitled to future benefits2016-07-0120
Total of all active and inactive participants2016-07-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01156
Number of participants with account balances2016-07-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
2015: SYNERGY RADIOLOGY ASSOCIATES, P.A. INTEGRATED 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01132
Total number of active participants reported on line 7a of the Form 55002015-07-01124
Number of retired or separated participants receiving benefits2015-07-017
Number of other retired or separated participants entitled to future benefits2015-07-019
Total of all active and inactive participants2015-07-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01140
Number of participants with account balances2015-07-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-011

Financial Data on SYNERGY RADIOLOGY ASSOCIATES, P.A. INTEGRATED 401(K) PLAN

Measure Date Value
2018 : SYNERGY RADIOLOGY ASSOCIATES, P.A. INTEGRATED 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$4,598,780
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$53,157,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$53,034,115
Value of total corrective distributions2018-06-30$9,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$579,298
Value of total assets at end of year2018-06-30$0
Value of total assets at beginning of year2018-06-30$48,558,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$114,069
Total interest from all sources2018-06-30$5,109
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$368,544
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$268,890
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$138,376
Assets. Other investments not covered elsewhere at end of year2018-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$23,309,485
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$4,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-48,558,879
Value of net assets at end of year (total assets less liabilities)2018-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$48,558,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$83,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$22,880,771
Interest on participant loans2018-06-30$5,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$3,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$3,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$4,014,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$206,217
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$1,957,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$53,034,115
Contract administrator fees2018-06-30$30,283
Did the plan have assets held for investment2018-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30HAM, LANGSTON & BREZINA, LLP
Accountancy firm EIN2018-06-30760448495
2017 : SYNERGY RADIOLOGY ASSOCIATES, P.A. INTEGRATED 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$8,283,431
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$782,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$668,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$3,410,073
Value of total assets at end of year2017-06-30$48,558,879
Value of total assets at beginning of year2017-06-30$41,057,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$113,883
Total interest from all sources2017-06-30$10,369
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,447,343
Participant contributions at end of year2017-06-30$268,890
Participant contributions at beginning of year2017-06-30$217,082
Participant contributions at end of year2017-06-30$138,376
Participant contributions at beginning of year2017-06-30$85,760
Assets. Other investments not covered elsewhere at end of year2017-06-30$23,309,485
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$20,987,799
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$1,377
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$7,501,038
Value of net assets at end of year (total assets less liabilities)2017-06-30$48,558,879
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$41,057,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$108,137
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$22,880,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$17,502,333
Interest on participant loans2017-06-30$10,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$3,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$395,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$395,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$4,862,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,961,353
Employer contributions (assets) at end of year2017-06-30$1,957,981
Employer contributions (assets) at beginning of year2017-06-30$1,867,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$668,510
Contract administrator fees2017-06-30$5,746
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30HAM, LANGSTON & BREZINA, LLP
Accountancy firm EIN2017-06-30760448495
2016 : SYNERGY RADIOLOGY ASSOCIATES, P.A. INTEGRATED 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$5,208,766
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$6,411,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$6,290,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$5,088,043
Value of total assets at end of year2016-06-30$41,057,841
Value of total assets at beginning of year2016-06-30$42,260,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$120,394
Total interest from all sources2016-06-30$8,003
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$642,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$642,556
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,428,873
Participant contributions at end of year2016-06-30$217,082
Participant contributions at beginning of year2016-06-30$155,974
Participant contributions at end of year2016-06-30$85,760
Participant contributions at beginning of year2016-06-30$0
Assets. Other investments not covered elsewhere at end of year2016-06-30$20,987,799
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$25,836,362
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$6,434
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$2,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$88,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,202,241
Value of net assets at end of year (total assets less liabilities)2016-06-30$41,057,841
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$42,260,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$114,149
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$17,502,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$15,925,891
Interest on participant loans2016-06-30$8,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$395,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$341,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$341,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-618,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$3,652,736
Employer contributions (assets) at end of year2016-06-30$1,867,489
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$6,290,613
Contract administrator fees2016-06-30$6,245
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30HAM, LANGSTON & BREZINA, LLP
Accountancy firm EIN2016-06-30760448495

Form 5500 Responses for SYNERGY RADIOLOGY ASSOCIATES, P.A. INTEGRATED 401(K) PLAN

2017: SYNERGY RADIOLOGY ASSOCIATES, P.A. INTEGRATED 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingYes
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SYNERGY RADIOLOGY ASSOCIATES, P.A. INTEGRATED 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SYNERGY RADIOLOGY ASSOCIATES, P.A. INTEGRATED 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes

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