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LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameLONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN
Plan identification number 001

LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

LONGMONT CLINIC, P.C. has sponsored the creation of one or more 401k plans.

Company Name:LONGMONT CLINIC, P.C.
Employer identification number (EIN):840701635
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about LONGMONT CLINIC, P.C.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1975-12-22
Company Identification Number: 19871295938
Legal Registered Office Address: 1925 W MOUNTAIN VIEW AVE

Longmont
United States of America (USA)
80501

More information about LONGMONT CLINIC, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01TONY HEATHERTON
0012016-01-01TONY HEATHERTON
0012015-01-01TONY HEATHERTON
0012014-01-01TONY HEATHERTON
0012013-01-01TONY HEATHERTON
0012012-01-01TONY HEATHERTON TONY HEATHERTON2013-10-07
0012011-01-01TONY HEATHERTON
0012010-01-01TONY HEATHERTON
0012009-01-01TONY HEATHERTON
0012009-01-01TONY HEATHERTON

Plan Statistics for LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN

401k plan membership statisitcs for LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN

Measure Date Value
2017: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01183
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01501
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01178
Total of all active and inactive participants2016-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01183
Number of participants with account balances2016-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01399
Total number of active participants reported on line 7a of the Form 55002015-01-01282
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01215
Total of all active and inactive participants2015-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01501
Number of participants with account balances2015-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01395
Total number of active participants reported on line 7a of the Form 55002014-01-01252
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-01142
Total of all active and inactive participants2014-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01399
Number of participants with account balances2014-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01416
Total number of active participants reported on line 7a of the Form 55002013-01-01251
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-01139
Total of all active and inactive participants2013-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01395
Number of participants with account balances2013-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122
2012: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01395
Total number of active participants reported on line 7a of the Form 55002012-01-01274
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-01134
Total of all active and inactive participants2012-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01416
Number of participants with account balances2012-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01396
Total number of active participants reported on line 7a of the Form 55002011-01-01274
Number of retired or separated participants receiving benefits2011-01-0112
Number of other retired or separated participants entitled to future benefits2011-01-01108
Total of all active and inactive participants2011-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01395
Number of participants with account balances2011-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01517
Total number of active participants reported on line 7a of the Form 55002010-01-01276
Number of retired or separated participants receiving benefits2010-01-0110
Number of other retired or separated participants entitled to future benefits2010-01-01109
Total of all active and inactive participants2010-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01396
Number of participants with account balances2010-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0125
2009: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01559
Total number of active participants reported on line 7a of the Form 55002009-01-01292
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-01219
Total of all active and inactive participants2009-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01517
Number of participants with account balances2009-01-01511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN

Measure Date Value
2017 : LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-11-13$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-11-13$0
Total unrealized appreciation/depreciation of assets2017-11-13$0
Total transfer of assets to this plan2017-11-13$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-13$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-13$0
Expenses. Interest paid2017-11-13$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-11-13$0
Total income from all sources (including contributions)2017-11-13$847,270
Total loss/gain on sale of assets2017-11-13$42,134
Total of all expenses incurred2017-11-13$9,355,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-11-13$9,354,978
Expenses. Certain deemed distributions of participant loans2017-11-13$0
Value of total corrective distributions2017-11-13$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-11-13$0
Value of total assets at end of year2017-11-13$0
Value of total assets at beginning of year2017-11-13$8,508,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-11-13$1,020
Total income from rents2017-11-13$0
Total interest from all sources2017-11-13$5,920
Total dividends received (eg from common stock, registered investment company shares)2017-11-13$117,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-11-13Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-11-13$0
Total dividends received from registered investment company shares (eg mutual funds)2017-11-13$112,384
Assets. Real estate other than employer real property at end of year2017-11-13$0
Assets. Real estate other than employer real property at beginning of year2017-11-13$0
Administrative expenses professional fees incurred2017-11-13$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-11-13$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-11-13$0
Was this plan covered by a fidelity bond2017-11-13Yes
Value of fidelity bond cover2017-11-13$1,200,000
If this is an individual account plan, was there a blackout period2017-11-13No
Were there any nonexempt tranactions with any party-in-interest2017-11-13No
Contributions received from participants2017-11-13$0
Participant contributions at end of year2017-11-13$0
Participant contributions at beginning of year2017-11-13$46,788
Participant contributions at end of year2017-11-13$0
Participant contributions at beginning of year2017-11-13$0
Assets. Other investments not covered elsewhere at end of year2017-11-13$0
Assets. Other investments not covered elsewhere at beginning of year2017-11-13$-369
Income. Received or receivable in cash from other sources (including rollovers)2017-11-13$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-11-13$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-11-13$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-11-13$0
Assets. Loans (other than to participants) at end of year2017-11-13$0
Assets. Loans (other than to participants) at beginning of year2017-11-13$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-11-13$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-11-13$0
Other income not declared elsewhere2017-11-13$0
Administrative expenses (other) incurred2017-11-13$325
Liabilities. Value of operating payables at end of year2017-11-13$0
Liabilities. Value of operating payables at beginning of year2017-11-13$0
Total non interest bearing cash at end of year2017-11-13$0
Total non interest bearing cash at beginning of year2017-11-13$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-13No
Income. Non cash contributions2017-11-13$0
Value of net income/loss2017-11-13$-8,508,728
Value of net assets at end of year (total assets less liabilities)2017-11-13$0
Value of net assets at beginning of year (total assets less liabilities)2017-11-13$8,508,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-11-13No
Were any loans by the plan or fixed income obligations due to the plan in default2017-11-13No
Were any leases to which the plan was party in default or uncollectible2017-11-13No
Assets. partnership/joint venture interests at end of year2017-11-13$0
Assets. partnership/joint venture interests at beginning of year2017-11-13$0
Investment advisory and management fees2017-11-13$695
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-11-13$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-11-13$5,648,349
Value of interest in pooled separate accounts at end of year2017-11-13$0
Value of interest in pooled separate accounts at beginning of year2017-11-13$0
Interest on participant loans2017-11-13$1,864
Income. Interest from loans (other than to participants)2017-11-13$0
Interest earned on other investments2017-11-13$0
Income. Interest from US Government securities2017-11-13$0
Income. Interest from corporate debt instruments2017-11-13$0
Value of interest in master investment trust accounts at end of year2017-11-13$0
Value of interest in master investment trust accounts at beginning of year2017-11-13$0
Value of interest in common/collective trusts at end of year2017-11-13$0
Value of interest in common/collective trusts at beginning of year2017-11-13$193,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-11-13$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-11-13$2,475,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-11-13$2,475,411
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-11-13$4,056
Assets. Value of investments in 103.12 investment entities at end of year2017-11-13$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-11-13$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-11-13$0
Asset value of US Government securities at end of year2017-11-13$0
Asset value of US Government securities at beginning of year2017-11-13$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-11-13$680,495
Net investment gain/loss from pooled separate accounts2017-11-13$0
Net investment gain or loss from common/collective trusts2017-11-13$952
Net gain/loss from 103.12 investment entities2017-11-13$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-11-13No
Was there a failure to transmit to the plan any participant contributions2017-11-13No
Has the plan failed to provide any benefit when due under the plan2017-11-13No
Assets. Invements in employer securities at end of year2017-11-13$0
Assets. Invements in employer securities at beginning of year2017-11-13$0
Assets. Value of employer real property at end of year2017-11-13$0
Assets. Value of employer real property at beginning of year2017-11-13$0
Contributions received in cash from employer2017-11-13$0
Employer contributions (assets) at end of year2017-11-13$0
Employer contributions (assets) at beginning of year2017-11-13$0
Income. Dividends from preferred stock2017-11-13$0
Income. Dividends from common stock2017-11-13$5,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-11-13$9,354,978
Asset. Corporate debt instrument preferred debt at end of year2017-11-13$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-11-13$0
Asset. Corporate debt instrument debt (other) at end of year2017-11-13$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-11-13$0
Contract administrator fees2017-11-13$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-11-13No
Assets. Corporate common stocks other than exployer securities at end of year2017-11-13$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-11-13$145,375
Liabilities. Value of benefit claims payable at end of year2017-11-13$0
Liabilities. Value of benefit claims payable at beginning of year2017-11-13$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-11-13$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-11-13$0
Did the plan have assets held for investment2017-11-13No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-13No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-11-13Yes
Aggregate proceeds on sale of assets2017-11-13$483,431
Aggregate carrying amount (costs) on sale of assets2017-11-13$441,297
Liabilities. Value of acquisition indebtedness at end of year2017-11-13$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-11-13$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-11-13Yes
Opinion of an independent qualified public accountant for this plan2017-11-13Disclaimer
Accountancy firm name2017-11-13EIDE BAILLY LLP
Accountancy firm EIN2017-11-13450250958
2016 : LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-9,377
Total unrealized appreciation/depreciation of assets2016-12-31$-9,377
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$470,297
Total loss/gain on sale of assets2016-12-31$3,278
Total of all expenses incurred2016-12-31$8,880,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,878,091
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,588
Value of total assets at end of year2016-12-31$8,508,728
Value of total assets at beginning of year2016-12-31$16,919,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,613
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$5,955
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$289,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$284,123
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,007
Participant contributions at end of year2016-12-31$46,788
Participant contributions at beginning of year2016-12-31$130,159
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$-369
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$363,114
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$290
Administrative expenses (other) incurred2016-12-31$853
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-8,410,407
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,508,728
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,919,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$1,760
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,648,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,236,809
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$4,550
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$193,174
Value of interest in common/collective trusts at beginning of year2016-12-31$117,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,475,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,301,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,301,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,405
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$169,596
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$1,262
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$2,581
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$5,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,878,091
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$145,375
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$769,963
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$942,032
Aggregate carrying amount (costs) on sale of assets2016-12-31$938,754
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EIDE BAILLY LLP
Accountancy firm EIN2016-12-31450250958
2015 : LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-60,169
Total unrealized appreciation/depreciation of assets2015-12-31$-60,169
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$754,543
Total loss/gain on sale of assets2015-12-31$-26,219
Total of all expenses incurred2015-12-31$32,194,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$32,070,538
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$118,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$126,558
Value of total assets at end of year2015-12-31$16,919,135
Value of total assets at beginning of year2015-12-31$48,358,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,144
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$12,955
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$978,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$924,423
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$94,777
Participant contributions at end of year2015-12-31$130,159
Participant contributions at beginning of year2015-12-31$369,647
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$91,444
Assets. Other investments not covered elsewhere at end of year2015-12-31$363,114
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$344,418
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$18,696
Administrative expenses (other) incurred2015-12-31$2,175
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-31,439,747
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,919,135
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$48,358,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$2,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,236,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,166,194
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$11,564
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$117,809
Value of interest in common/collective trusts at beginning of year2015-12-31$177,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,301,281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,513,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,513,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,391
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-295,790
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$-365
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$31,781
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$1,277,304
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$54,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$32,070,538
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$769,963
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$3,418,240
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$5,151,543
Aggregate carrying amount (costs) on sale of assets2015-12-31$5,177,762
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EIDE BAILLY LLP
Accountancy firm EIN2015-12-31450250958
2014 : LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$237,326
Total unrealized appreciation/depreciation of assets2014-12-31$237,326
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,851,013
Total loss/gain on sale of assets2014-12-31$107,104
Total of all expenses incurred2014-12-31$2,756,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,589,107
Expenses. Certain deemed distributions of participant loans2014-12-31$8,904
Value of total corrective distributions2014-12-31$152,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,301,332
Value of total assets at end of year2014-12-31$48,358,882
Value of total assets at beginning of year2014-12-31$45,264,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,160
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$21,467
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,751,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,652,698
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,243,135
Participant contributions at end of year2014-12-31$369,647
Participant contributions at beginning of year2014-12-31$330,614
Participant contributions at end of year2014-12-31$91,444
Participant contributions at beginning of year2014-12-31$64,328
Assets. Other investments not covered elsewhere at end of year2014-12-31$344,418
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$322,984
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$346,498
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$15,732
Administrative expenses (other) incurred2014-12-31$4,123
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$3,094,251
Value of net assets at end of year (total assets less liabilities)2014-12-31$48,358,882
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$45,264,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$2,037
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$35,166,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$31,957,758
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$20,217
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$177,681
Value of interest in common/collective trusts at beginning of year2014-12-31$151,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7,513,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8,075,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8,075,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,250
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-585,389
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$1,854
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$1,711,699
Employer contributions (assets) at end of year2014-12-31$1,277,304
Employer contributions (assets) at beginning of year2014-12-31$1,246,136
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$98,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,589,107
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$3,418,240
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,116,125
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,991,977
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,884,873
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EIDE BAILLY, CPAS
Accountancy firm EIN2014-12-31450250958
2013 : LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$492,906
Total unrealized appreciation/depreciation of assets2013-12-31$492,906
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,962,207
Total loss/gain on sale of assets2013-12-31$-28,772
Total of all expenses incurred2013-12-31$2,478,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,473,126
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,953,387
Value of total assets at end of year2013-12-31$45,264,631
Value of total assets at beginning of year2013-12-31$38,781,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,718
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$21,549
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,351,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,297,113
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$4,328
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,253,932
Participant contributions at end of year2013-12-31$330,614
Participant contributions at beginning of year2013-12-31$352,329
Participant contributions at end of year2013-12-31$64,328
Participant contributions at beginning of year2013-12-31$77,149
Assets. Other investments not covered elsewhere at end of year2013-12-31$322,984
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$302,778
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$16,759
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$14,969
Administrative expenses (other) incurred2013-12-31$5,506
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$11,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$6,483,363
Value of net assets at end of year (total assets less liabilities)2013-12-31$45,264,631
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$38,781,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$212
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$31,957,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$26,190,976
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$20,333
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$151,552
Value of interest in common/collective trusts at beginning of year2013-12-31$118,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8,075,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,922,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,922,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,216
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,156,733
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$265
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$1,682,696
Employer contributions (assets) at end of year2013-12-31$1,246,136
Employer contributions (assets) at beginning of year2013-12-31$1,310,717
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$54,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,473,126
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,116,125
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,490,942
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,406,227
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,434,999
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EIDE BAILLY, CPAS
Accountancy firm EIN2013-12-31450250958
2012 : LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$290,969
Total unrealized appreciation/depreciation of assets2012-12-31$290,969
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,013,350
Total loss/gain on sale of assets2012-12-31$142,832
Total of all expenses incurred2012-12-31$4,529,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,519,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,013,028
Value of total assets at end of year2012-12-31$38,781,268
Value of total assets at beginning of year2012-12-31$36,296,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,965
Total interest from all sources2012-12-31$21,591
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,000,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$953,327
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$4,328
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,250,787
Participant contributions at end of year2012-12-31$352,329
Participant contributions at beginning of year2012-12-31$368,883
Participant contributions at end of year2012-12-31$77,149
Participant contributions at beginning of year2012-12-31$53,628
Assets. Other investments not covered elsewhere at end of year2012-12-31$302,778
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$282,554
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14,727
Other income not declared elsewhere2012-12-31$14,680
Administrative expenses (other) incurred2012-12-31$9,965
Total non interest bearing cash at end of year2012-12-31$11,100
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,484,279
Value of net assets at end of year (total assets less liabilities)2012-12-31$38,781,268
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$36,296,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$26,190,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$24,536,859
Interest on participant loans2012-12-31$20,813
Value of interest in common/collective trusts at end of year2012-12-31$118,458
Value of interest in common/collective trusts at beginning of year2012-12-31$141,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7,922,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$7,707,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$7,707,013
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,528,691
Net investment gain or loss from common/collective trusts2012-12-31$1,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,747,514
Employer contributions (assets) at end of year2012-12-31$1,310,717
Employer contributions (assets) at beginning of year2012-12-31$1,246,659
Income. Dividends from preferred stock2012-12-31$69
Income. Dividends from common stock2012-12-31$46,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,519,106
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,490,942
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,960,220
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$2,236,218
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,093,386
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SAMPLE AND BAILEY CPAS
Accountancy firm EIN2012-12-31841041726
2011 : LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-98,126
Total unrealized appreciation/depreciation of assets2011-12-31$-98,126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,463,027
Total loss/gain on sale of assets2011-12-31$-75,317
Total of all expenses incurred2011-12-31$3,873,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,805,814
Value of total corrective distributions2011-12-31$62,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,982,944
Value of total assets at end of year2011-12-31$36,296,989
Value of total assets at beginning of year2011-12-31$37,707,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,520
Total interest from all sources2011-12-31$39,364
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$814,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$773,290
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,223,975
Participant contributions at end of year2011-12-31$368,883
Participant contributions at beginning of year2011-12-31$415,496
Participant contributions at end of year2011-12-31$53,628
Participant contributions at beginning of year2011-12-31$61,738
Assets. Other investments not covered elsewhere at end of year2011-12-31$282,554
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$262,893
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$76,959
Administrative expenses (other) incurred2011-12-31$4,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,410,147
Value of net assets at end of year (total assets less liabilities)2011-12-31$36,296,989
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$37,707,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$24,536,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$27,982,308
Interest on participant loans2011-12-31$24,641
Interest earned on other investments2011-12-31$14,015
Value of interest in common/collective trusts at end of year2011-12-31$141,173
Value of interest in common/collective trusts at beginning of year2011-12-31$176,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$7,707,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,261,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,261,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,204,122
Net investment gain or loss from common/collective trusts2011-12-31$3,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,682,010
Employer contributions (assets) at end of year2011-12-31$1,246,659
Employer contributions (assets) at beginning of year2011-12-31$957,214
Income. Dividends from common stock2011-12-31$41,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,805,814
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,960,220
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,589,439
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,520,001
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,595,318
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SAMPLE AND BAILEY CPAS PC
Accountancy firm EIN2011-12-31841041726
2010 : LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$102,991
Total unrealized appreciation/depreciation of assets2010-12-31$102,991
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,041,528
Total loss/gain on sale of assets2010-12-31$1,728
Total of all expenses incurred2010-12-31$1,334,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,278,416
Value of total corrective distributions2010-12-31$51,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,676,359
Value of total assets at end of year2010-12-31$37,707,136
Value of total assets at beginning of year2010-12-31$33,000,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,997
Total interest from all sources2010-12-31$26,365
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$645,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$612,668
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,159,648
Participant contributions at end of year2010-12-31$415,496
Participant contributions at beginning of year2010-12-31$349,779
Participant contributions at end of year2010-12-31$61,738
Participant contributions at beginning of year2010-12-31$13,650
Assets. Other investments not covered elsewhere at end of year2010-12-31$262,893
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$243,900
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$171,514
Other income not declared elsewhere2010-12-31$13,347
Administrative expenses (other) incurred2010-12-31$4,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,706,911
Value of net assets at end of year (total assets less liabilities)2010-12-31$37,707,136
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$33,000,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$27,982,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$25,613,323
Interest on participant loans2010-12-31$24,899
Value of interest in common/collective trusts at end of year2010-12-31$176,634
Value of interest in common/collective trusts at beginning of year2010-12-31$78,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,261,414
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,635,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,635,948
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,571,082
Net investment gain or loss from common/collective trusts2010-12-31$4,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,345,197
Employer contributions (assets) at end of year2010-12-31$957,214
Employer contributions (assets) at beginning of year2010-12-31$1,065,558
Income. Dividends from common stock2010-12-31$32,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,278,416
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,589,439
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$914,276
Aggregate carrying amount (costs) on sale of assets2010-12-31$912,548
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SAMPLE AND BAILEY, CPAS, PC
Accountancy firm EIN2010-12-31841041726
2009 : LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN

2017: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING 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 filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING 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: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING 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: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number24895
Policy instance 1
Insurance contract or identification number24895
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $135
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?No
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 $0
Amount paid for insurance broker fees135
Insurance broker organization code?3
Insurance broker nameJOHN A BOHN
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number24895
Policy instance 1
Insurance contract or identification number24895
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $135
Are there contracts with allocated funds for individual policies?Yes
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?No
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 $0
Amount paid for insurance broker fees135
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameJOHN A BOHN
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number24895
Policy instance 1
Insurance contract or identification number24895
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
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?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number24895
Policy instance 1
Insurance contract or identification number24895
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number24895
Policy instance 1
Insurance contract or identification number24895
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number24895
Policy instance 1
Insurance contract or identification number24895
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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