AUSTIN GERIATRIC SPECIALISTS PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AUSTIN GERIATRIC SPECIALISTS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022 : AUSTIN GERIATRIC SPECIALISTS 401(K) PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-07-25 | $0 |
| Total plan liabilities at end of year | 2022-07-25 | $0 |
| Total plan liabilities at beginning of year | 2022-07-25 | $0 |
| Total income from all sources | 2022-07-25 | $-237,893 |
| Expenses. Total of all expenses incurred | 2022-07-25 | $2,677,900 |
| Benefits paid (including direct rollovers) | 2022-07-25 | $2,662,437 |
| Total plan assets at end of year | 2022-07-25 | $0 |
| Total plan assets at beginning of year | 2022-07-25 | $2,915,793 |
| Value of fidelity bond covering the plan | 2022-07-25 | $250,000 |
| Total contributions received or receivable from participants | 2022-07-25 | $154,632 |
| Expenses. Other expenses not covered elsewhere | 2022-07-25 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-07-25 | $4,900 |
| Other income received | 2022-07-25 | $-463,882 |
| Noncash contributions received | 2022-07-25 | $0 |
| Net income (gross income less expenses) | 2022-07-25 | $-2,915,793 |
| Net plan assets at end of year (total assets less liabilities) | 2022-07-25 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-07-25 | $2,915,793 |
| Total contributions received or receivable from employer(s) | 2022-07-25 | $66,457 |
| Value of certain deemed distributions of participant loans | 2022-07-25 | $0 |
| Value of corrective distributions | 2022-07-25 | $2,212 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-07-25 | $13,251 |
| 2021 : AUSTIN GERIATRIC SPECIALISTS 401(K) PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $907,213 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $103,993 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $85,983 |
| Total plan assets at end of year | 2021-12-31 | $2,915,793 |
| Total plan assets at beginning of year | 2021-12-31 | $2,112,573 |
| Value of fidelity bond covering the plan | 2021-12-31 | $250,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $364,679 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $27,037 |
| Other income received | 2021-12-31 | $359,174 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $803,220 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,915,793 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,112,573 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $156,323 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $327 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $17,683 |
| 2020 : AUSTIN GERIATRIC SPECIALISTS 401(K) PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $830,517 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $116,652 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $107,268 |
| Total plan assets at end of year | 2020-12-31 | $2,112,573 |
| Total plan assets at beginning of year | 2020-12-31 | $1,398,708 |
| Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $394,859 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $275,762 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $713,865 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,112,573 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,398,708 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $159,896 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $9,384 |
| 2019 : AUSTIN GERIATRIC SPECIALISTS 401(K) PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $593,956 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $22,644 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $22,130 |
| Total plan assets at end of year | 2019-12-31 | $1,398,708 |
| Total plan assets at beginning of year | 2019-12-31 | $827,396 |
| Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $283,467 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $191,910 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $571,312 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,398,708 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $827,396 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $118,579 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $514 |
| 2022: AUSTIN GERIATRIC SPECIALISTS 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | Yes |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: AUSTIN GERIATRIC SPECIALISTS 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: AUSTIN GERIATRIC SPECIALISTS 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: AUSTIN GERIATRIC SPECIALISTS 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
