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AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN 401k Plan overview

Plan NameAMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN
Plan identification number 003

AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AMARILLO DIAGNOSTIC CLINIC, P.A. has sponsored the creation of one or more 401k plans.

Company Name:AMARILLO DIAGNOSTIC CLINIC, P.A.
Employer identification number (EIN):751628161
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-01-01LUANN DREESSEN LUANN DREESSEN2016-03-18
0032015-01-01LUANN DREESSEN LUANN DREESSEN2015-12-29
0032015-01-01LUANN DREESSEN LUANN DREESSEN2016-04-19
0032014-01-01LUANN DREESSEN
0032013-01-01BILL BYRD
0032012-01-01BILL BYRD
0032011-01-01ALAN KENNON
0032010-01-01ALAN KENNON
0032009-01-01ALAN KENNON

Plan Statistics for AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN

401k plan membership statisitcs for AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN

Measure Date Value
2015: AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01233
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01248
Total number of active participants reported on line 7a of the Form 55002014-01-01177
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01233
Number of participants with account balances2014-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01254
Total number of active participants reported on line 7a of the Form 55002013-01-01195
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01248
Number of participants with account balances2013-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01175
Total number of active participants reported on line 7a of the Form 55002012-01-01192
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01254
Number of participants with account balances2012-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01197
Total number of active participants reported on line 7a of the Form 55002011-01-01146
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01175
Number of participants with account balances2011-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01218
Total number of active participants reported on line 7a of the Form 55002010-01-01157
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0136
Total of all active and inactive participants2010-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01193
Number of participants with account balances2010-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01251
Total number of active participants reported on line 7a of the Form 55002009-01-01157
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0161
Total of all active and inactive participants2009-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01218
Number of participants with account balances2009-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN

Measure Date Value
2015 : AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$856,100
Total loss/gain on sale of assets2015-09-30$14,903
Total of all expenses incurred2015-09-30$31,205,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$31,132,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$0
Value of total assets at end of year2015-09-30$0
Value of total assets at beginning of year2015-09-30$30,349,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$72,458
Total interest from all sources2015-09-30$16,379
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-09-30$0
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$1,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$52,479
Other income not declared elsewhere2015-09-30$-3,339
Administrative expenses (other) incurred2015-09-30$72,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-30,349,099
Value of net assets at end of year (total assets less liabilities)2015-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$30,349,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$9,520,999
Income. Interest from corporate debt instruments2015-09-30$16,379
Value of interest in common/collective trusts at end of year2015-09-30$0
Value of interest in common/collective trusts at beginning of year2015-09-30$18,544,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$2,231,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$2,231,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$828,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$31,132,741
Did the plan have assets held for investment2015-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30Yes
Aggregate proceeds on sale of assets2015-09-30$1,328,044
Aggregate carrying amount (costs) on sale of assets2015-09-30$1,313,141
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30CONNOR MCMILLON MITCHELL & SHENNUM
Accountancy firm EIN2015-09-30263195732
2014 : AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) 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$0
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$2,069,601
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,947,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,861,494
Value of total corrective distributions2014-12-31$452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$215,813
Value of total assets at end of year2014-12-31$30,349,099
Value of total assets at beginning of year2014-12-31$30,227,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$85,973
Total interest from all sources2014-12-31$928
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$650,736
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$650,736
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$159,545
Participant contributions at end of year2014-12-31$52,479
Participant contributions at beginning of year2014-12-31$61,180
Participant contributions at beginning of year2014-12-31$19,349
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$388
Other income not declared elsewhere2014-12-31$274
Administrative expenses (other) incurred2014-12-31$85,973
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$121,682
Value of net assets at end of year (total assets less liabilities)2014-12-31$30,349,099
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,227,417
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,520,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,803,066
Interest on participant loans2014-12-31$928
Value of interest in common/collective trusts at end of year2014-12-31$18,544,553
Value of interest in common/collective trusts at beginning of year2014-12-31$20,114,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,231,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-432
Net investment gain or loss from common/collective trusts2014-12-31$1,202,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$55,880
Employer contributions (assets) at beginning of year2014-12-31$229,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,861,494
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 name2014-12-31CONNOR MCMILLON MITCHELL & SHENNUM
Accountancy firm EIN2014-12-31263195732
2013 : AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$93,455
Total unrealized appreciation/depreciation of assets2013-12-31$93,455
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$6,207,454
Total loss/gain on sale of assets2013-12-31$10,450
Total of all expenses incurred2013-12-31$3,701,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,610,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,370,410
Value of total assets at end of year2013-12-31$30,227,417
Value of total assets at beginning of year2013-12-31$27,720,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$90,632
Total interest from all sources2013-12-31$2,981
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$449,353
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$449,353
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$534,933
Participant contributions at end of year2013-12-31$61,180
Participant contributions at beginning of year2013-12-31$49,708
Participant contributions at end of year2013-12-31$19,349
Participant contributions at beginning of year2013-12-31$38,900
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$22,352
Other income not declared elsewhere2013-12-31$50,863
Administrative expenses (other) incurred2013-12-31$90,632
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$2,506,446
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,227,417
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,720,971
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,803,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,961,805
Interest on participant loans2013-12-31$2,981
Value of interest in common/collective trusts at end of year2013-12-31$20,114,781
Value of interest in common/collective trusts at beginning of year2013-12-31$19,477,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,229,942
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$813,125
Employer contributions (assets) at end of year2013-12-31$229,041
Employer contributions (assets) at beginning of year2013-12-31$193,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,610,376
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
Aggregate proceeds on sale of assets2013-12-31$717,302
Aggregate carrying amount (costs) on sale of assets2013-12-31$706,852
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 name2013-12-31CONNOR MCMILLON MITCHELL & SHENNUM
Accountancy firm EIN2013-12-31263195732
2012 : AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$18,030,077
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$3,566,893
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$414,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$329,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,397,799
Value of total assets at end of year2012-12-31$27,720,971
Value of total assets at beginning of year2012-12-31$6,538,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$84,978
Total interest from all sources2012-12-31$2,137
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$102,885
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$102,885
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$560,798
Participant contributions at end of year2012-12-31$49,708
Participant contributions at end of year2012-12-31$38,900
Participant contributions at beginning of year2012-12-31$35,908
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$52,895
Other income not declared elsewhere2012-12-31$73,156
Administrative expenses (other) incurred2012-12-31$84,978
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,152,455
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,720,971
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,538,439
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,961,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,472,309
Interest on participant loans2012-12-31$2,137
Value of interest in common/collective trusts at end of year2012-12-31$19,477,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,990,916
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$784,106
Employer contributions (assets) at end of year2012-12-31$193,360
Employer contributions (assets) at beginning of year2012-12-31$30,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$329,460
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 name2012-12-31CONNOR MCMILLON MITCHELL & SHENNUM
Accountancy firm EIN2012-12-31263195732
2011 : AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) 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$471,627
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$255,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$200,911
Value of total corrective distributions2011-12-31$16,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$658,998
Value of total assets at end of year2011-12-31$6,538,439
Value of total assets at beginning of year2011-12-31$6,322,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$38,232
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$83,928
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$83,928
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$501,052
Participant contributions at end of year2011-12-31$35,908
Participant contributions at beginning of year2011-12-31$39,694
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,250
Other income not declared elsewhere2011-12-31$18,680
Administrative expenses (other) incurred2011-12-31$38,232
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$41
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$216,051
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,538,439
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,322,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,472,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,272,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-289,979
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$153,696
Employer contributions (assets) at end of year2011-12-31$30,222
Employer contributions (assets) at beginning of year2011-12-31$9,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$200,911
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 name2011-12-31CONNOR MCMILLON MITCHELL & SHENNUM
Accountancy firm EIN2011-12-31263195732
2010 : AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) 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$1,348,533
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$432,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$392,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$638,151
Value of total assets at end of year2010-12-31$6,322,388
Value of total assets at beginning of year2010-12-31$5,406,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$40,183
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$66,946
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$66,946
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$482,927
Participant contributions at end of year2010-12-31$39,694
Participant contributions at beginning of year2010-12-31$39,252
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$21,135
Other income not declared elsewhere2010-12-31$793
Administrative expenses (other) incurred2010-12-31$40,183
Total non interest bearing cash at end of year2010-12-31$41
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$916,009
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,322,388
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,406,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,272,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,357,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$642,643
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$134,089
Employer contributions (assets) at end of year2010-12-31$9,923
Employer contributions (assets) at beginning of year2010-12-31$9,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$392,341
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 name2010-12-31CONNOR MCMILLON MITCHELL & SHENNUM
Accountancy firm EIN2010-12-31263195732
2009 : AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) 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 AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN

2015: AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) 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: AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) 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: AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) 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: AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMARILLO DIAGNOSTIC CLINIC, P. A. 401(K) 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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