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IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 401k Plan overview

Plan NameIDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN
Plan identification number 001

IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

IDAHO GASTROENTEROLOGY ASSOCIATES, LLP has sponsored the creation of one or more 401k plans.

Company Name:IDAHO GASTROENTEROLOGY ASSOCIATES, LLP
Employer identification number (EIN):820492308
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01PHILIP JENSEN
0012017-01-01PHILIP JENSEN
0012016-01-01PHILIP JENSEN
0012015-01-01PHILIP JENSEN
0012014-01-01
0012013-01-01
0012012-01-01DAVID W. WOOD
0012011-01-01DAVID W. WOOD
0012010-01-01DAVID W. WOOD
0012009-01-01DAVID W. WOOD

Plan Statistics for IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN

401k plan membership statisitcs for IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN

Measure Date Value
2022: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01126
Total number of active participants reported on line 7a of the Form 55002022-01-0179
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0144
Total of all active and inactive participants2022-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01123
Number of participants with account balances2022-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01117
Total number of active participants reported on line 7a of the Form 55002021-01-0177
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0148
Total of all active and inactive participants2021-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01126
Number of participants with account balances2021-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01108
Total number of active participants reported on line 7a of the Form 55002020-01-0187
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01117
Number of participants with account balances2020-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01107
Total number of active participants reported on line 7a of the Form 55002019-01-0183
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01108
Number of participants with account balances2019-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0199
Total number of active participants reported on line 7a of the Form 55002018-01-0179
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01107
Number of participants with account balances2018-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01100
Total number of active participants reported on line 7a of the Form 55002017-01-0176
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0199
Number of participants with account balances2017-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0192
Total number of active participants reported on line 7a of the Form 55002016-01-0170
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01100
Number of participants with account balances2016-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01103
Total number of active participants reported on line 7a of the Form 55002015-01-0174
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0192
Number of participants with account balances2015-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0187
Total number of active participants reported on line 7a of the Form 55002014-01-0168
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-0194
Total participants2014-01-0194
Number of participants with account balances2014-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0187
Total number of active participants reported on line 7a of the Form 55002013-01-0163
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-0187
Total participants2013-01-0187
Number of participants with account balances2013-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0190
Total number of active participants reported on line 7a of the Form 55002012-01-0165
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-0187
Total participants2012-01-0187
Number of participants with account balances2012-01-0187
2011: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0184
Total number of active participants reported on line 7a of the Form 55002011-01-0165
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-0190
Total participants2011-01-0190
Number of participants with account balances2011-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0174
Total number of active participants reported on line 7a of the Form 55002010-01-0164
Number of other retired or separated participants entitled to future benefits2010-01-0120
Total of all active and inactive participants2010-01-0184
Total participants2010-01-0184
Number of participants with account balances2010-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0167
Total number of active participants reported on line 7a of the Form 55002009-01-0157
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-0174
Total participants2009-01-0174
Number of participants with account balances2009-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN

Measure Date Value
2022 : IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-804,258
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$526,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$481,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,247,782
Value of total assets at end of year2022-12-31$11,453,951
Value of total assets at beginning of year2022-12-31$12,785,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$45,901
Total interest from all sources2022-12-31$1,881
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$325,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$325,999
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$560,016
Participant contributions at end of year2022-12-31$51,652
Participant contributions at beginning of year2022-12-31$8,099
Participant contributions at end of year2022-12-31$38,334
Participant contributions at beginning of year2022-12-31$37,194
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,331,231
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,453,951
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,785,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$25,716
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,515,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,055,987
Interest on participant loans2022-12-31$582
Interest earned on other investments2022-12-31$1,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$161,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$82,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,379,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$687,766
Employer contributions (assets) at end of year2022-12-31$687,766
Employer contributions (assets) at beginning of year2022-12-31$600,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$481,072
Contract administrator fees2022-12-31$20,185
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HARRIS CPAS
Accountancy firm EIN2022-12-31264022510
2021 : IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2021 401k financial data
Total income from all sources2021-12-31$2,920,744
Expenses. Total of all expenses incurred2021-12-31$1,618,699
Benefits paid (including direct rollovers)2021-12-31$1,574,160
Total plan assets at end of year2021-12-31$12,785,182
Total plan assets at beginning of year2021-12-31$11,483,137
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$534,327
Contributions received from other sources (not participants or employers)2021-12-31$64,632
Other income received2021-12-31$1,718,370
Net income (gross income less expenses)2021-12-31$1,302,045
Net plan assets at end of year (total assets less liabilities)2021-12-31$12,785,182
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$11,483,137
Assets. Value of participant loans2021-12-31$8,099
Total contributions received or receivable from employer(s)2021-12-31$603,415
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$44,539
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2020 401k financial data
Total income from all sources2020-12-31$2,535,766
Expenses. Total of all expenses incurred2020-12-31$142,769
Benefits paid (including direct rollovers)2020-12-31$110,659
Total plan assets at end of year2020-12-31$11,483,137
Total plan assets at beginning of year2020-12-31$9,090,140
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$462,958
Other income received2020-12-31$1,485,888
Net income (gross income less expenses)2020-12-31$2,392,997
Net plan assets at end of year (total assets less liabilities)2020-12-31$11,483,137
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$9,090,140
Assets. Value of participant loans2020-12-31$27,622
Total contributions received or receivable from employer(s)2020-12-31$586,920
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$32,110
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2019 401k financial data
Total income from all sources2019-12-31$2,851,585
Expenses. Total of all expenses incurred2019-12-31$5,648,091
Benefits paid (including direct rollovers)2019-12-31$5,613,631
Total plan assets at end of year2019-12-31$9,090,140
Total plan assets at beginning of year2019-12-31$11,886,646
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$442,612
Contributions received from other sources (not participants or employers)2019-12-31$10,104
Other income received2019-12-31$1,891,346
Net income (gross income less expenses)2019-12-31$-2,796,506
Net plan assets at end of year (total assets less liabilities)2019-12-31$9,090,140
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$11,886,646
Assets. Value of participant loans2019-12-31$47,758
Total contributions received or receivable from employer(s)2019-12-31$507,523
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$34,460
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2018 401k financial data
Total income from all sources2018-12-31$229,369
Expenses. Total of all expenses incurred2018-12-31$126,320
Benefits paid (including direct rollovers)2018-12-31$84,309
Total plan assets at end of year2018-12-31$11,886,646
Total plan assets at beginning of year2018-12-31$11,783,597
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$386,571
Contributions received from other sources (not participants or employers)2018-12-31$3,932
Other income received2018-12-31$-696,934
Net income (gross income less expenses)2018-12-31$103,049
Net plan assets at end of year (total assets less liabilities)2018-12-31$11,886,646
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$11,783,597
Assets. Value of participant loans2018-12-31$60,454
Total contributions received or receivable from employer(s)2018-12-31$535,800
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$42,011
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,541,363
Expenses. Total of all expenses incurred2017-12-31$428,744
Benefits paid (including direct rollovers)2017-12-31$393,851
Total plan assets at end of year2017-12-31$11,783,597
Total plan assets at beginning of year2017-12-31$9,670,978
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$352,618
Contributions received from other sources (not participants or employers)2017-12-31$78,496
Other income received2017-12-31$1,576,298
Net income (gross income less expenses)2017-12-31$2,112,619
Net plan assets at end of year (total assets less liabilities)2017-12-31$11,783,597
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$9,670,978
Assets. Value of participant loans2017-12-31$80,598
Total contributions received or receivable from employer(s)2017-12-31$533,951
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$34,893
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,598,445
Expenses. Total of all expenses incurred2016-12-31$243,437
Benefits paid (including direct rollovers)2016-12-31$213,436
Total plan assets at end of year2016-12-31$9,670,978
Total plan assets at beginning of year2016-12-31$8,315,970
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$357,574
Other income received2016-12-31$694,070
Net income (gross income less expenses)2016-12-31$1,355,008
Net plan assets at end of year (total assets less liabilities)2016-12-31$9,670,978
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$8,315,970
Assets. Value of participant loans2016-12-31$73,279
Total contributions received or receivable from employer(s)2016-12-31$546,801
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$30,001
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2015 401k financial data
Total income from all sources2015-12-31$687,748
Expenses. Total of all expenses incurred2015-12-31$1,043,215
Benefits paid (including direct rollovers)2015-12-31$1,020,554
Total plan assets at end of year2015-12-31$8,315,970
Total plan assets at beginning of year2015-12-31$8,671,437
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$353,869
Contributions received from other sources (not participants or employers)2015-12-31$87,743
Other income received2015-12-31$-229,466
Net income (gross income less expenses)2015-12-31$-355,467
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,315,970
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$8,671,437
Total contributions received or receivable from employer(s)2015-12-31$475,602
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$22,661
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,150,824
Expenses. Total of all expenses incurred2014-12-31$153,368
Benefits paid (including direct rollovers)2014-12-31$125,273
Total plan assets at end of year2014-12-31$8,671,437
Total plan assets at beginning of year2014-12-31$7,673,981
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$270,852
Other income received2014-12-31$372,884
Net income (gross income less expenses)2014-12-31$997,456
Net plan assets at end of year (total assets less liabilities)2014-12-31$8,671,437
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,673,981
Total contributions received or receivable from employer(s)2014-12-31$507,088
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$28,095
2013 : IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,566,739
Expenses. Total of all expenses incurred2013-12-31$406,931
Benefits paid (including direct rollovers)2013-12-31$377,451
Total plan assets at end of year2013-12-31$7,673,981
Total plan assets at beginning of year2013-12-31$6,514,173
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$251,660
Other income received2013-12-31$858,217
Net income (gross income less expenses)2013-12-31$1,159,808
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,673,981
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,514,173
Total contributions received or receivable from employer(s)2013-12-31$456,862
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$29,480
2012 : IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,277,891
Expenses. Total of all expenses incurred2012-12-31$1,613,140
Benefits paid (including direct rollovers)2012-12-31$1,589,273
Total plan assets at end of year2012-12-31$6,514,173
Total plan assets at beginning of year2012-12-31$6,849,422
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$239,855
Other income received2012-12-31$546,434
Net income (gross income less expenses)2012-12-31$-335,249
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,514,173
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,849,422
Total contributions received or receivable from employer(s)2012-12-31$491,602
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$23,867
2011 : IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2011 401k financial data
Total income from all sources2011-12-31$725,872
Expenses. Total of all expenses incurred2011-12-31$34,787
Benefits paid (including direct rollovers)2011-12-31$9,410
Total plan assets at end of year2011-12-31$6,849,422
Total plan assets at beginning of year2011-12-31$6,158,337
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$239,535
Other income received2011-12-31$-77,961
Net income (gross income less expenses)2011-12-31$691,085
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,849,422
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,158,337
Total contributions received or receivable from employer(s)2011-12-31$564,298
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$25,377
2010 : IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,169,942
Expenses. Total of all expenses incurred2010-12-31$32,163
Benefits paid (including direct rollovers)2010-12-31$12,627
Total plan assets at end of year2010-12-31$6,158,337
Total plan assets at beginning of year2010-12-31$5,020,558
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$217,286
Other income received2010-12-31$433,230
Net income (gross income less expenses)2010-12-31$1,137,779
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,158,337
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,020,558
Total contributions received or receivable from employer(s)2010-12-31$519,426
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$19,536

Form 5500 Responses for IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN

2022: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IDAHO GASTROENTEROLOGY ASSOC LLP 401K PS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372641-01
Policy instance 1
Insurance contract or identification number372641-01
Number of Individuals Covered20
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372641-01
Policy instance 1
Insurance contract or identification number372641-01
Number of Individuals Covered18
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372641-01
Policy instance 1
Insurance contract or identification number372641-01
Number of Individuals Covered16
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372641-01
Policy instance 1
Insurance contract or identification number372641-01
Number of Individuals Covered10
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $64
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $64
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372641-01
Policy instance 1
Insurance contract or identification number372641-01
Number of Individuals Covered10
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $107
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $107
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372641-01
Policy instance 1
Insurance contract or identification number372641-01
Number of Individuals Covered10
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $256
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $256
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS FIN NETWORK
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372641-01
Policy instance 1
Insurance contract or identification number372641-01
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $58
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS FIN NETWORK

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