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Plan Name | TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | TEXAS EAR, NOSE AND THROAT SPECIALISTS, P.A. |
Employer identification number (EIN): | 760522391 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about TEXAS EAR, NOSE AND THROAT SPECIALISTS, P.A.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1996-12-17 |
Company Identification Number: | 0081756503 |
Legal Registered Office Address: |
10740 N GESSNER RD STE 310 HOUSTON United States of America (USA) 77064 |
More information about TEXAS EAR, NOSE AND THROAT SPECIALISTS, P.A.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ELLEN CHARLETON | 2023-01-26 | JAMES POLFREMAN | 2023-01-26 |
001 | 2021-01-01 | ELLEN CHARLETON | 2023-01-19 | JAMES POLFREMAN | 2023-01-19 |
001 | 2020-01-01 | JAMES POLFREMAN | 2021-10-06 | JAMES POLFREMAN | 2021-10-06 |
001 | 2020-01-01 | ELLEN CHARLETON | 2022-02-10 | ELLEN CHARLETON | 2022-02-10 |
001 | 2019-01-01 | J. CARY MOORHEAD, M.D. | 2020-10-09 | J. CARY MOORHEAD, M.D. | 2020-10-09 |
001 | 2018-01-01 | J. CARY MOORHEAD, M.D. | 2019-10-15 | J. CARY MOORHEAD, M.D. | 2019-10-15 |
001 | 2017-01-01 | ||||
001 | 2016-01-01 | KEVIN J. DONOVAN | KEVIN J. DONOVAN | 2017-11-27 | |
001 | 2015-01-01 | KEVIN J. DONOVAN | KEVIN J. DONOVAN | 2016-10-13 | |
001 | 2014-01-01 | KEVIN J. DONOVAN | KEVIN J. DONOVAN | 2015-10-15 | |
001 | 2013-01-01 | KEVIN J. DONOVAN | KEVIN J. DONOVAN | 2014-10-08 | |
001 | 2012-01-01 | KEVIN J. DONOVAN | KEVIN J. DONOVAN | 2013-10-14 | |
001 | 2011-01-01 | KENNETH POWELL | |||
001 | 2009-01-01 | JIMMY W.C. LEE |
Measure | Date | Value |
---|---|---|
2022: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 282 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Number of participants with account balances | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 284 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 164 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 102 |
Total of all active and inactive participants | 2021-01-01 | 266 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 267 |
Number of participants with account balances | 2021-01-01 | 267 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 42 |
2020: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 273 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 187 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 79 |
Total of all active and inactive participants | 2020-01-01 | 266 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 266 |
Number of participants with account balances | 2020-01-01 | 266 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 20 |
2019: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 269 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 181 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 68 |
Total of all active and inactive participants | 2019-01-01 | 249 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 249 |
Number of participants with account balances | 2019-01-01 | 249 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 28 |
2018: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 239 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 179 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 71 |
Total of all active and inactive participants | 2018-01-01 | 250 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 250 |
Number of participants with account balances | 2018-01-01 | 250 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 33 |
2017: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 223 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 172 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 39 |
Total of all active and inactive participants | 2017-01-01 | 211 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 211 |
Number of participants with account balances | 2017-01-01 | 211 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 17 |
2016: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 218 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 130 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 36 |
Total of all active and inactive participants | 2016-01-01 | 166 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 166 |
Number of participants with account balances | 2016-01-01 | 166 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 20 |
2015: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 210 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 128 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 75 |
Total of all active and inactive participants | 2015-01-01 | 203 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 203 |
Number of participants with account balances | 2015-01-01 | 203 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 17 |
2014: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 189 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 115 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 69 |
Total of all active and inactive participants | 2014-01-01 | 184 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 184 |
Number of participants with account balances | 2014-01-01 | 184 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 25 |
2013: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 182 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 131 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 50 |
Total of all active and inactive participants | 2013-01-01 | 181 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 181 |
Number of participants with account balances | 2013-01-01 | 181 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 18 |
2012: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 197 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 134 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 38 |
Total of all active and inactive participants | 2012-01-01 | 172 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 172 |
Number of participants with account balances | 2012-01-01 | 172 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 12 |
2011: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 183 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 122 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 62 |
Total of all active and inactive participants | 2011-01-01 | 184 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 184 |
Number of participants with account balances | 2011-01-01 | 165 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 13 |
2009: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 164 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 112 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 54 |
Total of all active and inactive participants | 2009-01-01 | 166 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 166 |
Number of participants with account balances | 2009-01-01 | 158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 10 |
Measure | Date | Value |
---|---|---|
2022 : TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-01-03 | $0 |
Total transfer of assets from this plan | 2022-01-03 | $43,277,270 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-03 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-03 | $58,975 |
Total income from all sources (including contributions) | 2022-01-03 | $42,263 |
Total loss/gain on sale of assets | 2022-01-03 | $-27,516 |
Total of all expenses incurred | 2022-01-03 | $286 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-03 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-03 | $0 |
Value of total assets at end of year | 2022-01-03 | $0 |
Value of total assets at beginning of year | 2022-01-03 | $43,294,268 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-03 | $286 |
Total interest from all sources | 2022-01-03 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-01-03 | $371 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-03 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-03 | $371 |
Was this plan covered by a fidelity bond | 2022-01-03 | Yes |
Value of fidelity bond cover | 2022-01-03 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2022-01-03 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-01-03 | No |
Participant contributions at end of year | 2022-01-03 | $0 |
Participant contributions at beginning of year | 2022-01-03 | $201,200 |
Participant contributions at end of year | 2022-01-03 | $0 |
Participant contributions at beginning of year | 2022-01-03 | $17,732 |
Assets. Other investments not covered elsewhere at end of year | 2022-01-03 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-01-03 | $4,456,058 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-03 | $1,440 |
Liabilities. Value of operating payables at beginning of year | 2022-01-03 | $3,160 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-03 | No |
Value of net income/loss | 2022-01-03 | $41,977 |
Value of net assets at end of year (total assets less liabilities) | 2022-01-03 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-01-03 | $43,235,293 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-03 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-03 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-01-03 | No |
Investment advisory and management fees | 2022-01-03 | $286 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-03 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-03 | $36,645,298 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-03 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-01-03 | $490,523 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-01-03 | $490,523 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-03 | $69,408 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-03 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-01-03 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-01-03 | No |
Employer contributions (assets) at end of year | 2022-01-03 | $0 |
Employer contributions (assets) at beginning of year | 2022-01-03 | $1,483,457 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-01-03 | $54,375 |
Did the plan have assets held for investment | 2022-01-03 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-03 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-03 | Yes |
Aggregate proceeds on sale of assets | 2022-01-03 | $2,774,616 |
Aggregate carrying amount (costs) on sale of assets | 2022-01-03 | $2,802,132 |
Opinion of an independent qualified public accountant for this plan | 2022-01-03 | Unqualified |
Accountancy firm name | 2022-01-03 | KPMG LLP |
Accountancy firm EIN | 2022-01-03 | 135565207 |
2021 : TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-45 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-45 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $58,975 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $49,762 |
Total income from all sources (including contributions) | 2021-12-31 | $10,221,280 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,097,516 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,014,656 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,504,696 |
Value of total assets at end of year | 2021-12-31 | $43,294,205 |
Value of total assets at beginning of year | 2021-12-31 | $35,161,228 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $82,860 |
Total interest from all sources | 2021-12-31 | $5,628 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,707,415 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,707,415 |
Administrative expenses professional fees incurred | 2021-12-31 | $43,362 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $869,722 |
Participant contributions at end of year | 2021-12-31 | $201,200 |
Participant contributions at beginning of year | 2021-12-31 | $141,848 |
Participant contributions at end of year | 2021-12-31 | $17,732 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $4,455,995 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $3,350,705 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,151,517 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $1,440 |
Other income not declared elsewhere | 2021-12-31 | $719,822 |
Administrative expenses (other) incurred | 2021-12-31 | $6,665 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $3,160 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $3,160 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $8,123,764 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $43,235,230 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $35,111,466 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $32,833 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $36,645,298 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $29,651,008 |
Interest on participant loans | 2021-12-31 | $5,538 |
Income. Interest from corporate debt instruments | 2021-12-31 | $6,560 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $490,523 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,005,031 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,005,031 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $90 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,283,764 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,483,457 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,483,457 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,012,636 |
Income. Dividends from preferred stock | 2021-12-31 | $1,300 |
Income. Dividends from common stock | 2021-12-31 | $25,843 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,014,656 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $54,375 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $46,602 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $1,277,169 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $1,275,825 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | KPMG LLP |
Accountancy firm EIN | 2021-12-31 | 135565207 |
2020 : TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-67 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-67 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $49,762 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $49,762 |
Total income from all sources (including contributions) | 2020-12-31 | $5,906,073 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,620,091 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,522,916 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,040,747 |
Value of total assets at end of year | 2020-12-31 | $35,161,228 |
Value of total assets at beginning of year | 2020-12-31 | $30,875,246 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $97,175 |
Total interest from all sources | 2020-12-31 | $11,649 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $861,153 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $861,153 |
Administrative expenses professional fees incurred | 2020-12-31 | $46,060 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,022,964 |
Participant contributions at end of year | 2020-12-31 | $141,848 |
Participant contributions at beginning of year | 2020-12-31 | $123,741 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $53,645 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $3,350,705 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $2,745,479 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $4,395 |
Other income not declared elsewhere | 2020-12-31 | $440,564 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $3,160 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $3,160 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,285,982 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $35,111,466 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $30,825,484 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $51,115 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $29,651,008 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $24,802,028 |
Interest on participant loans | 2020-12-31 | $8,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,005,031 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,547,974 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,547,974 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $3,649 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,552,027 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,013,388 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,012,636 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,602,379 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,522,916 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $46,602 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $46,602 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | KPMG LLP |
Accountancy firm EIN | 2020-12-31 | 135565207 |
2019 : TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $-80 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $-80 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $-80 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $-80 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $49,762 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $49,762 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $52,602 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $52,602 |
Total income from all sources (including contributions) | 2019-12-31 | $7,035,933 |
Total income from all sources (including contributions) | 2019-12-31 | $7,035,933 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $783,638 |
Total of all expenses incurred | 2019-12-31 | $783,638 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $711,084 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $711,084 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,611,516 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,611,516 |
Value of total assets at end of year | 2019-12-31 | $30,875,246 |
Value of total assets at end of year | 2019-12-31 | $30,875,246 |
Value of total assets at beginning of year | 2019-12-31 | $24,625,791 |
Value of total assets at beginning of year | 2019-12-31 | $24,625,791 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $72,554 |
Total interest from all sources | 2019-12-31 | $33,366 |
Total interest from all sources | 2019-12-31 | $33,366 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $882,427 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $882,427 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $882,427 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $882,427 |
Administrative expenses professional fees incurred | 2019-12-31 | $27,936 |
Administrative expenses professional fees incurred | 2019-12-31 | $27,936 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $2,500,000 |
Value of fidelity bond cover | 2019-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,048,482 |
Contributions received from participants | 2019-12-31 | $1,048,482 |
Participant contributions at end of year | 2019-12-31 | $123,741 |
Participant contributions at end of year | 2019-12-31 | $123,741 |
Participant contributions at beginning of year | 2019-12-31 | $160,178 |
Participant contributions at beginning of year | 2019-12-31 | $160,178 |
Participant contributions at end of year | 2019-12-31 | $53,645 |
Participant contributions at end of year | 2019-12-31 | $53,645 |
Participant contributions at beginning of year | 2019-12-31 | $47,342 |
Participant contributions at beginning of year | 2019-12-31 | $47,342 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $2,745,479 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $2,745,479 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $2,030,039 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $2,030,039 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $335,024 |
Other income not declared elsewhere | 2019-12-31 | $335,024 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $3,160 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $3,160 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $6,252,295 |
Value of net income/loss | 2019-12-31 | $6,252,295 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $30,825,484 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $30,825,484 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $24,573,189 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $24,573,189 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $44,618 |
Investment advisory and management fees | 2019-12-31 | $44,618 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $24,802,028 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $24,802,028 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $19,405,080 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $19,405,080 |
Interest on participant loans | 2019-12-31 | $6,398 |
Interest on participant loans | 2019-12-31 | $6,398 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,547,974 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,547,974 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,410,221 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,410,221 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,410,221 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,410,221 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $26,968 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $26,968 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,173,680 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,173,680 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,563,034 |
Contributions received in cash from employer | 2019-12-31 | $1,563,034 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,602,379 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,602,379 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,572,931 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,572,931 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $711,084 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $711,084 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $46,602 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $46,602 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $52,602 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $52,602 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BENTLEY, BRATCHER & ASSOCIATES PC |
Accountancy firm name | 2019-12-31 | BENTLEY, BRATCHER & ASSOCIATES PC |
Accountancy firm EIN | 2019-12-31 | 202733640 |
Accountancy firm EIN | 2019-12-31 | 202733640 |
2018 : TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $3,136 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $3,136 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $52,602 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $16,092 |
Total income from all sources (including contributions) | 2018-12-31 | $1,069,991 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,438,214 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,186,661 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $967 |
Value of total corrective distributions | 2018-12-31 | $162,871 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,459,302 |
Value of total assets at end of year | 2018-12-31 | $24,625,791 |
Value of total assets at beginning of year | 2018-12-31 | $24,957,504 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $87,715 |
Total interest from all sources | 2018-12-31 | $30,560 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $962,586 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $962,586 |
Administrative expenses professional fees incurred | 2018-12-31 | $35,066 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $985,716 |
Participant contributions at end of year | 2018-12-31 | $160,178 |
Participant contributions at beginning of year | 2018-12-31 | $205,597 |
Participant contributions at end of year | 2018-12-31 | $47,342 |
Participant contributions at beginning of year | 2018-12-31 | $52,024 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $2,030,039 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $2,893,238 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $-142,219 |
Administrative expenses (other) incurred | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-368,223 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $24,573,189 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $24,941,412 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $52,649 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $19,405,080 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $18,940,657 |
Interest on participant loans | 2018-12-31 | $8,969 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,410,221 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,459,116 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,459,116 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $21,591 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,243,374 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,473,586 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,572,931 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,406,872 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,186,661 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $52,602 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $16,092 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BENTLEY, BRATCHER & ASSOCIATES PC |
Accountancy firm EIN | 2018-12-31 | 202733640 |
2017 : TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $16,092 |
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 | $5,656,214 |
Total of all expenses incurred | 2017-12-31 | $945,600 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $735,709 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $2,170 |
Value of total corrective distributions | 2017-12-31 | $153,382 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,780,209 |
Value of total assets at end of year | 2017-12-31 | $24,957,504 |
Value of total assets at beginning of year | 2017-12-31 | $20,230,798 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $54,339 |
Total interest from all sources | 2017-12-31 | $17,023 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $662,260 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $662,260 |
Administrative expenses professional fees incurred | 2017-12-31 | $17,432 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $827,139 |
Participant contributions at end of year | 2017-12-31 | $205,597 |
Participant contributions at beginning of year | 2017-12-31 | $235,911 |
Participant contributions at end of year | 2017-12-31 | $52,024 |
Participant contributions at beginning of year | 2017-12-31 | $44,527 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $2,893,238 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $2,397,474 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $546,198 |
Other income not declared elsewhere | 2017-12-31 | $618,516 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $4,710,614 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $24,941,412 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $20,230,798 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $36,907 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $18,940,657 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $15,195,966 |
Interest on participant loans | 2017-12-31 | $10,630 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,459,116 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,229,630 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,229,630 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $6,393 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,578,206 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,406,872 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,406,872 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,127,290 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $735,709 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $16,092 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BENTLEY, BRATCHER & ASSOCIATES PC |
Accountancy firm EIN | 2017-12-31 | 202733640 |
2016 : TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $3,092,487 |
Total loss/gain on sale of assets | 2016-12-31 | $-12,003 |
Total of all expenses incurred | 2016-12-31 | $2,202,462 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,018,740 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $2,085 |
Value of total corrective distributions | 2016-12-31 | $106,520 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,818,134 |
Value of total assets at end of year | 2016-12-31 | $20,230,798 |
Value of total assets at beginning of year | 2016-12-31 | $19,340,773 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $75,117 |
Total interest from all sources | 2016-12-31 | $13,128 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $571,879 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $571,879 |
Administrative expenses professional fees incurred | 2016-12-31 | $32,914 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $690,744 |
Participant contributions at end of year | 2016-12-31 | $235,911 |
Participant contributions at beginning of year | 2016-12-31 | $230,021 |
Participant contributions at end of year | 2016-12-31 | $44,527 |
Participant contributions at beginning of year | 2016-12-31 | $58,107 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $2,397,474 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $3,855,126 |
Other income not declared elsewhere | 2016-12-31 | $91,956 |
Administrative expenses (other) incurred | 2016-12-31 | $55 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $890,025 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $20,230,798 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $19,340,773 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $42,148 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $15,195,966 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $13,263,619 |
Interest on participant loans | 2016-12-31 | $10,445 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,229,630 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $891,208 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $891,208 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $2,683 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $609,393 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,127,390 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,127,290 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,042,692 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,018,740 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $9,997,111 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $10,009,114 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BENTLEY, BRATCHER & ASSOCIATES P.C. |
Accountancy firm EIN | 2016-12-31 | 202733640 |
2015 : TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $14,265 |
Total income from all sources (including contributions) | 2015-12-31 | $1,447,257 |
Total loss/gain on sale of assets | 2015-12-31 | $220,340 |
Total of all expenses incurred | 2015-12-31 | $700,883 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $584,376 |
Value of total corrective distributions | 2015-12-31 | $24,186 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,708,350 |
Value of total assets at end of year | 2015-12-31 | $19,340,773 |
Value of total assets at beginning of year | 2015-12-31 | $18,608,664 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $92,321 |
Total interest from all sources | 2015-12-31 | $8,358 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $540,634 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $540,634 |
Administrative expenses professional fees incurred | 2015-12-31 | $49,108 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $649,063 |
Participant contributions at end of year | 2015-12-31 | $230,021 |
Participant contributions at beginning of year | 2015-12-31 | $215,492 |
Participant contributions at end of year | 2015-12-31 | $58,107 |
Participant contributions at beginning of year | 2015-12-31 | $37,840 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $3,855,126 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $3,878,232 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $16,595 |
Other income not declared elsewhere | 2015-12-31 | $-56,034 |
Administrative expenses (other) incurred | 2015-12-31 | $202 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $9,168 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $22,377 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $746,374 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $19,340,773 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $18,594,399 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $43,011 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $13,263,619 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $12,882,351 |
Interest on participant loans | 2015-12-31 | $8,358 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $891,208 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $557,341 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $557,341 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-974,391 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,042,692 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,042,692 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,015,031 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $584,376 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $5,097 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $8,229,948 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $8,009,608 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BENTLEY, BRATCHER & ASSOCIATES P.C. |
Accountancy firm EIN | 2015-12-31 | 202733640 |
2014 : TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $14,265 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $18,502 |
Total income from all sources (including contributions) | 2014-12-31 | $2,396,017 |
Total loss/gain on sale of assets | 2014-12-31 | $169,203 |
Total of all expenses incurred | 2014-12-31 | $5,074,646 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,928,768 |
Value of total corrective distributions | 2014-12-31 | $39,712 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,651,426 |
Value of total assets at end of year | 2014-12-31 | $18,608,664 |
Value of total assets at beginning of year | 2014-12-31 | $21,291,530 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $106,166 |
Total interest from all sources | 2014-12-31 | $7,090 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $676,404 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $676,404 |
Administrative expenses professional fees incurred | 2014-12-31 | $36,404 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $629,408 |
Participant contributions at end of year | 2014-12-31 | $215,492 |
Participant contributions at beginning of year | 2014-12-31 | $198,839 |
Participant contributions at end of year | 2014-12-31 | $37,840 |
Participant contributions at beginning of year | 2014-12-31 | $32,800 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $3,878,232 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $7,333,316 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $8,386 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $5,000 |
Other income not declared elsewhere | 2014-12-31 | $143,104 |
Administrative expenses (other) incurred | 2014-12-31 | $17 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $9,168 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $13,502 |
Total non interest bearing cash at end of year | 2014-12-31 | $22,377 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $27,062 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-2,678,629 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $18,594,399 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $21,273,028 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $69,745 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $12,882,351 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $11,773,336 |
Interest on participant loans | 2014-12-31 | $7,090 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $557,341 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $829,245 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $829,245 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-251,210 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,013,632 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,015,031 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,096,932 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,928,768 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $5,097 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $2,238,087 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $2,068,884 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BENTLEY, BRATCHER & ASSOCIATES P.C. |
Accountancy firm EIN | 2014-12-31 | 202733640 |
2013 : TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $18,502 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $26,454 |
Total income from all sources (including contributions) | 2013-12-31 | $3,299,192 |
Total loss/gain on sale of assets | 2013-12-31 | $388,140 |
Total of all expenses incurred | 2013-12-31 | $1,161,134 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,003,201 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $19,068 |
Value of total corrective distributions | 2013-12-31 | $51,189 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,730,645 |
Value of total assets at end of year | 2013-12-31 | $21,291,530 |
Value of total assets at beginning of year | 2013-12-31 | $19,161,424 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $87,676 |
Total interest from all sources | 2013-12-31 | $10,665 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $407,730 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $407,730 |
Administrative expenses professional fees incurred | 2013-12-31 | $30,811 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $628,704 |
Participant contributions at end of year | 2013-12-31 | $198,839 |
Participant contributions at beginning of year | 2013-12-31 | $278,539 |
Participant contributions at end of year | 2013-12-31 | $32,800 |
Participant contributions at beginning of year | 2013-12-31 | $246 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $7,333,316 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $7,151,583 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $5,009 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $5,000 |
Other income not declared elsewhere | 2013-12-31 | $135,724 |
Administrative expenses (other) incurred | 2013-12-31 | $28 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $13,502 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $26,454 |
Total non interest bearing cash at end of year | 2013-12-31 | $27,062 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $26,454 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,138,058 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $21,273,028 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $19,134,970 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $56,837 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $11,773,336 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $9,561,185 |
Interest on participant loans | 2013-12-31 | $10,665 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $829,245 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,086,319 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,086,319 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $626,288 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,096,932 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,096,932 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,057,098 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,003,201 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $4,870,662 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $4,482,522 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BENTLEY, BRATCHER & ASSOCIATES P.C. |
Accountancy firm EIN | 2013-12-31 | 202733640 |
2012 : TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $26,454 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,070 |
Total income from all sources (including contributions) | 2012-12-31 | $4,006,260 |
Total loss/gain on sale of assets | 2012-12-31 | $201,715 |
Total of all expenses incurred | 2012-12-31 | $739,956 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $593,027 |
Value of total corrective distributions | 2012-12-31 | $18,058 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,816,632 |
Value of total assets at end of year | 2012-12-31 | $19,161,424 |
Value of total assets at beginning of year | 2012-12-31 | $15,869,736 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $128,871 |
Total interest from all sources | 2012-12-31 | $10,831 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $248,411 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $248,411 |
Administrative expenses professional fees incurred | 2012-12-31 | $100,076 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $605,284 |
Participant contributions at end of year | 2012-12-31 | $278,539 |
Participant contributions at beginning of year | 2012-12-31 | $284,588 |
Participant contributions at end of year | 2012-12-31 | $246 |
Participant contributions at beginning of year | 2012-12-31 | $32,062 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $7,151,583 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $6,102,305 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $154,250 |
Other income not declared elsewhere | 2012-12-31 | $1,728,671 |
Administrative expenses (other) incurred | 2012-12-31 | $28 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $26,454 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $1,070 |
Total non interest bearing cash at end of year | 2012-12-31 | $26,454 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $1,070 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,266,304 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $19,134,970 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $15,868,666 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $28,767 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $9,561,185 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $7,356,504 |
Interest on participant loans | 2012-12-31 | $10,831 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,086,319 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,115,193 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,115,193 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,057,098 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,057,098 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $978,014 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $593,027 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $2,779,547 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $2,577,832 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BENTLEY, BRATCHER & ASSOCIATES P.C. |
Accountancy firm EIN | 2012-12-31 | 202733640 |
2011 : TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,070 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,142 |
Total income from all sources (including contributions) | 2011-12-31 | $959,839 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $405,640 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $323,284 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,615,309 |
Value of total assets at end of year | 2011-12-31 | $15,869,736 |
Value of total assets at beginning of year | 2011-12-31 | $15,315,609 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $82,356 |
Total interest from all sources | 2011-12-31 | $10,477 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $582,266 |
Participant contributions at end of year | 2011-12-31 | $284,588 |
Participant contributions at beginning of year | 2011-12-31 | $267,084 |
Participant contributions at end of year | 2011-12-31 | $32,062 |
Participant contributions at beginning of year | 2011-12-31 | $26,666 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $6,102,305 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $6,430,968 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $55,029 |
Administrative expenses (other) incurred | 2011-12-31 | $757 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $1,070 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $1,142 |
Total non interest bearing cash at end of year | 2011-12-31 | $1,070 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $1,142 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $554,199 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $15,868,666 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $15,314,467 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $63,709 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $7,356,504 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,674,669 |
Interest on participant loans | 2011-12-31 | $10,477 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,115,193 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $973,856 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $973,856 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-665,947 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $978,014 |
Employer contributions (assets) at end of year | 2011-12-31 | $978,014 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $941,224 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $323,284 |
Contract administrator fees | 2011-12-31 | $17,890 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BENTLEY, BRATCHER & ASSOCIATES P.C |
Accountancy firm EIN | 2011-12-31 | 202733640 |
2010 : TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,142 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,670 |
Total income from all sources (including contributions) | 2010-12-31 | $2,480,828 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $616,229 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $567,744 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,532,102 |
Value of total assets at end of year | 2010-12-31 | $15,315,609 |
Value of total assets at beginning of year | 2010-12-31 | $13,451,538 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $48,485 |
Total interest from all sources | 2010-12-31 | $19,422 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $11,196 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $570,216 |
Participant contributions at end of year | 2010-12-31 | $267,084 |
Participant contributions at beginning of year | 2010-12-31 | $254,884 |
Participant contributions at end of year | 2010-12-31 | $26,666 |
Participant contributions at beginning of year | 2010-12-31 | $44,650 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $6,430,968 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $6,404,400 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $19,619 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $1,142 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $1,670 |
Total non interest bearing cash at end of year | 2010-12-31 | $1,142 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $1,670 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,864,599 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $15,314,467 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $13,449,868 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,674,669 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,879,062 |
Interest on participant loans | 2010-12-31 | $19,309 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $973,856 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $989,357 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $989,357 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $113 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $929,304 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $942,267 |
Employer contributions (assets) at end of year | 2010-12-31 | $941,224 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $877,515 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $567,744 |
Contract administrator fees | 2010-12-31 | $37,289 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BENTLEY, BRATHER & ASSOCIATES, P.C. |
Accountancy firm EIN | 2010-12-31 | 202733640 |
2022: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING 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: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
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: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING 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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: TEXAS E.N.T. SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |