CYPRESS HEALTHCARE PARTNERS, LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : CYPRESS/DOD 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $184,331 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $89,947 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,011,047 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,058,971 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,904,375 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,896,533 |
Value of total assets at end of year | 2022-12-31 | $15,259,975 |
Value of total assets at beginning of year | 2022-12-31 | $18,235,609 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $154,596 |
Total interest from all sources | 2022-12-31 | $5,605 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $268,245 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $268,245 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,590,246 |
Participant contributions at end of year | 2022-12-31 | $162,501 |
Participant contributions at beginning of year | 2022-12-31 | $110,624 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $58,877 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $616 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $184,331 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $89,947 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-3,070,018 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $15,075,644 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $18,145,662 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $154,596 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $15,096,858 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $18,124,985 |
Interest on participant loans | 2022-12-31 | $5,605 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,181,430 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $247,410 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,904,375 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PLANCHEC(K) CPA'S |
Accountancy firm EIN | 2022-12-31 | 842614035 |
2021 : CYPRESS/DOD 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $89,947 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $53,575 |
Total income from all sources (including contributions) | 2021-12-31 | $5,013,922 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,782,964 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,640,084 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,836,273 |
Value of total assets at end of year | 2021-12-31 | $18,235,609 |
Value of total assets at beginning of year | 2021-12-31 | $15,968,279 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $142,880 |
Total interest from all sources | 2021-12-31 | $5,805 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $207,224 |
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 | $207,224 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $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 | $234,027 |
Participant contributions at end of year | 2021-12-31 | $110,624 |
Participant contributions at beginning of year | 2021-12-31 | $121,785 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,093,240 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $39,308 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $89,947 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $53,575 |
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 | $2,230,958 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $18,145,662 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,914,704 |
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 | $142,880 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $18,124,985 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $15,807,186 |
Interest on participant loans | 2021-12-31 | $5,805 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,964,620 |
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 | $1,509,006 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,640,084 |
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 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PLANCHEC(K) CPA'S |
Accountancy firm EIN | 2021-12-31 | 842614035 |
2020 : CYPRESS/DOD 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $53,575 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $142,322 |
Total income from all sources (including contributions) | 2020-12-31 | $3,663,783 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $661,765 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $552,220 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $3,075 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,748,164 |
Value of total assets at end of year | 2020-12-31 | $15,968,279 |
Value of total assets at beginning of year | 2020-12-31 | $13,055,008 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $106,470 |
Total interest from all sources | 2020-12-31 | $6,964 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $233,812 |
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 | $233,812 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $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 | $1,363,253 |
Participant contributions at end of year | 2020-12-31 | $121,785 |
Participant contributions at beginning of year | 2020-12-31 | $154,966 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $228,149 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $39,308 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $1,117 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $53,575 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $142,322 |
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 | $3,002,018 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,914,704 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,912,686 |
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 | $106,470 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $15,807,186 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $12,898,925 |
Interest on participant loans | 2020-12-31 | $6,964 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,674,843 |
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 | Yes |
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 | $156,762 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $552,220 |
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 | PLANCHEC(K) CPA'S |
Accountancy firm EIN | 2020-12-31 | 842614035 |
2019 : CYPRESS/DOD 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $142,322 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $3,961,148 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,635,325 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,501,424 |
Value of total corrective distributions | 2019-12-31 | $42,973 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,766,725 |
Value of total assets at end of year | 2019-12-31 | $13,055,008 |
Value of total assets at beginning of year | 2019-12-31 | $10,586,863 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $90,928 |
Total interest from all sources | 2019-12-31 | $7,861 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $288,495 |
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 | $288,495 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 |
Contributions received from participants | 2019-12-31 | $1,361,956 |
Participant contributions at end of year | 2019-12-31 | $154,966 |
Participant contributions at beginning of year | 2019-12-31 | $166,359 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $45,714 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $179,967 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $1,117 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $142,322 |
Administrative expenses (other) incurred | 2019-12-31 | $3,250 |
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 | $2,325,823 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,912,686 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,586,863 |
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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $47,340 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $12,898,925 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,364,342 |
Interest on participant loans | 2019-12-31 | $7,861 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,854 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,854 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,898,067 |
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 | Yes |
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 | $224,802 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $7,594 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,501,424 |
Contract administrator fees | 2019-12-31 | $40,338 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PLANCHEC(K) CPA'S |
Accountancy firm EIN | 2019-12-31 | 842614035 |