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Plan Name | COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | COLORADO PERMANENTE MEDICAL GROUP, P.C. |
Employer identification number (EIN): | 840832336 |
NAIC Classification: | 621112 |
NAIC Description: | Offices of Physicians, Mental Health Specialists |
Additional information about COLORADO PERMANENTE MEDICAL GROUP, P.C.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1980-12-23 |
Company Identification Number: | 19871420540 |
Legal Registered Office Address: |
1900 W. Littleton Boulevard Littleton United States of America (USA) 80120 |
More information about COLORADO PERMANENTE MEDICAL GROUP, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | JEFFREY M. KRAWCEK | |||
002 | 2016-01-01 | LAURIE HEFTY | |||
002 | 2015-01-01 | DAN OBERG | DAN OBERG | 2016-09-13 | |
002 | 2014-01-01 | DAN OBERG | DAN OBERG | 2015-09-14 | |
002 | 2013-01-01 | DAN OBERG | |||
002 | 2012-01-01 | DAN OBERG | |||
002 | 2011-01-01 | DAN OBERG | |||
002 | 2010-01-01 | DAN OBERG | |||
002 | 2009-01-01 | ||||
002 | 2009-01-01 | DAN OBERG |
Measure | Date | Value |
---|---|---|
2022: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,720 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,384 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 395 |
Total of all active and inactive participants | 2022-01-01 | 1,797 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 4 |
Total participants | 2022-01-01 | 1,801 |
Number of participants with account balances | 2022-01-01 | 1,673 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,680 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,291 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 407 |
Total of all active and inactive participants | 2021-01-01 | 1,714 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 6 |
Total participants | 2021-01-01 | 1,720 |
Number of participants with account balances | 2021-01-01 | 1,698 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,662 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,253 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 406 |
Total of all active and inactive participants | 2020-01-01 | 1,674 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 6 |
Total participants | 2020-01-01 | 1,680 |
Number of participants with account balances | 2020-01-01 | 1,650 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,656 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,246 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 393 |
Total of all active and inactive participants | 2019-01-01 | 1,655 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 7 |
Total participants | 2019-01-01 | 1,662 |
Number of participants with account balances | 2019-01-01 | 1,640 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,606 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,320 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 312 |
Total of all active and inactive participants | 2018-01-01 | 1,648 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 8 |
Total participants | 2018-01-01 | 1,656 |
Number of participants with account balances | 2018-01-01 | 1,635 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1,477 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,318 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 267 |
Total of all active and inactive participants | 2017-01-01 | 1,599 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 7 |
Total participants | 2017-01-01 | 1,606 |
Number of participants with account balances | 2017-01-01 | 1,581 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,405 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,212 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 250 |
Total of all active and inactive participants | 2016-01-01 | 1,472 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 5 |
Total participants | 2016-01-01 | 1,477 |
Number of participants with account balances | 2016-01-01 | 1,459 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,324 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,156 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 239 |
Total of all active and inactive participants | 2015-01-01 | 1,400 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 5 |
Total participants | 2015-01-01 | 1,405 |
Number of participants with account balances | 2015-01-01 | 1,390 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,222 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,091 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 224 |
Total of all active and inactive participants | 2014-01-01 | 1,319 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 5 |
Total participants | 2014-01-01 | 1,324 |
Number of participants with account balances | 2014-01-01 | 1,309 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,125 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,046 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 171 |
Total of all active and inactive participants | 2013-01-01 | 1,218 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 1,222 |
Number of participants with account balances | 2013-01-01 | 1,210 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,069 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 952 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 170 |
Total of all active and inactive participants | 2012-01-01 | 1,123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 1,125 |
Number of participants with account balances | 2012-01-01 | 1,119 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,022 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 918 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 149 |
Total of all active and inactive participants | 2011-01-01 | 1,067 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 1,069 |
Number of participants with account balances | 2011-01-01 | 1,062 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 981 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 872 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 149 |
Total of all active and inactive participants | 2010-01-01 | 1,021 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 1,022 |
Number of participants with account balances | 2010-01-01 | 1,016 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,110 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 820 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 160 |
Total of all active and inactive participants | 2009-01-01 | 980 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 981 |
Number of participants with account balances | 2009-01-01 | 977 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $2,153,619 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,317,090 |
Total income from all sources (including contributions) | 2022-12-31 | $-93,457,332 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $86,577,488 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $86,208,070 |
Value of total corrective distributions | 2022-12-31 | $220,751 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $58,450,350 |
Value of total assets at end of year | 2022-12-31 | $788,222,817 |
Value of total assets at beginning of year | 2022-12-31 | $967,421,108 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $148,667 |
Total interest from all sources | 2022-12-31 | $466,942 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $27,536,661 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $27,536,661 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $32,722,032 |
Participant contributions at end of year | 2022-12-31 | $1,541,173 |
Participant contributions at beginning of year | 2022-12-31 | $1,475,069 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $37,851,626 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $34,306,652 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,113,797 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $2,153,619 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $1,317,090 |
Other income not declared elsewhere | 2022-12-31 | $-6,743,606 |
Administrative expenses (other) incurred | 2022-12-31 | $113,477 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-180,034,820 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $786,069,198 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $966,104,018 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $35,190 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $717,643,965 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $931,639,387 |
Interest on participant loans | 2022-12-31 | $80,568 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $25,264,388 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $386,374 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-173,167,679 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $24,614,521 |
Employer contributions (assets) at end of year | 2022-12-31 | $5,921,665 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $86,208,070 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2022-12-31 | 910189318 |
2021 : COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,317,090 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,899,153 |
Total income from all sources (including contributions) | 2021-12-31 | $170,175,669 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $49,138,700 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $47,113,295 |
Value of total corrective distributions | 2021-12-31 | $1,644,519 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $50,762,679 |
Value of total assets at end of year | 2021-12-31 | $967,421,108 |
Value of total assets at beginning of year | 2021-12-31 | $846,966,202 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $380,886 |
Total interest from all sources | 2021-12-31 | $76,776 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $33,839,096 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $33,839,096 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $32,528,865 |
Participant contributions at end of year | 2021-12-31 | $1,475,069 |
Participant contributions at beginning of year | 2021-12-31 | $1,332,789 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $34,306,652 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $25,584,356 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $8,651,184 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $19,264 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $1,317,090 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $1,899,153 |
Other income not declared elsewhere | 2021-12-31 | $4,832,842 |
Administrative expenses (other) incurred | 2021-12-31 | $380,886 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $121,036,969 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $966,104,018 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $845,067,049 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $931,639,387 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $820,049,057 |
Interest on participant loans | 2021-12-31 | $76,776 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $80,664,276 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $9,582,630 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $47,094,031 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2021-12-31 | 910189318 |
2020 : COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,899,153 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,098,021 |
Total income from all sources (including contributions) | 2020-12-31 | $166,205,585 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $54,596,161 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $52,356,093 |
Value of total corrective distributions | 2020-12-31 | $1,886,570 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $56,335,081 |
Value of total assets at end of year | 2020-12-31 | $846,966,202 |
Value of total assets at beginning of year | 2020-12-31 | $734,555,646 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $353,498 |
Total interest from all sources | 2020-12-31 | $78,892 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $22,743,116 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $22,743,116 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $28,048,191 |
Participant contributions at end of year | 2020-12-31 | $1,332,789 |
Participant contributions at beginning of year | 2020-12-31 | $1,062,074 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $25,584,356 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $20,979,221 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $2,026,320 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $1,899,153 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $1,098,021 |
Other income not declared elsewhere | 2020-12-31 | $3,366,073 |
Administrative expenses (other) incurred | 2020-12-31 | $353,498 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $111,609,424 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $845,067,049 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $733,457,625 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $820,049,057 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $712,514,351 |
Interest on participant loans | 2020-12-31 | $78,892 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $83,682,423 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $26,260,570 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $52,356,093 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2020-12-31 | 910189318 |
2019 : COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,098,021 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,098,021 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $578,116 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $578,116 |
Total income from all sources (including contributions) | 2019-12-31 | $187,879,506 |
Total income from all sources (including contributions) | 2019-12-31 | $187,879,506 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $52,667,510 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $52,333,556 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $52,333,556 |
Value of total corrective distributions | 2019-12-31 | $1,851 |
Value of total corrective distributions | 2019-12-31 | $1,851 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $56,299,739 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $56,299,739 |
Value of total assets at end of year | 2019-12-31 | $734,555,646 |
Value of total assets at end of year | 2019-12-31 | $734,555,646 |
Value of total assets at beginning of year | 2019-12-31 | $598,823,745 |
Value of total assets at beginning of year | 2019-12-31 | $598,823,745 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $332,103 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $332,103 |
Total interest from all sources | 2019-12-31 | $64,053 |
Total interest from all sources | 2019-12-31 | $64,053 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $21,406,145 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $21,406,145 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $21,406,145 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $21,406,145 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $28,875,851 |
Contributions received from participants | 2019-12-31 | $28,875,851 |
Participant contributions at end of year | 2019-12-31 | $1,062,074 |
Participant contributions at end of year | 2019-12-31 | $1,062,074 |
Participant contributions at beginning of year | 2019-12-31 | $1,003,860 |
Participant contributions at beginning of year | 2019-12-31 | $1,003,860 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $20,979,221 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $20,979,221 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $20,070,797 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $20,070,797 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $9,280,806 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $9,280,806 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $1,098,021 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $1,098,021 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $578,116 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $578,116 |
Other income not declared elsewhere | 2019-12-31 | $3,470,488 |
Other income not declared elsewhere | 2019-12-31 | $3,470,488 |
Administrative expenses (other) incurred | 2019-12-31 | $332,103 |
Administrative expenses (other) incurred | 2019-12-31 | $332,103 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $135,211,996 |
Value of net income/loss | 2019-12-31 | $135,211,996 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $733,457,625 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $733,457,625 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $598,245,629 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $598,245,629 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $712,514,351 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $712,514,351 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $577,749,088 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $577,749,088 |
Interest on participant loans | 2019-12-31 | $64,053 |
Interest on participant loans | 2019-12-31 | $64,053 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $106,639,081 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $106,639,081 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $18,143,082 |
Contributions received in cash from employer | 2019-12-31 | $18,143,082 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $52,333,556 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $52,333,556 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MOSS ADAMS |
Accountancy firm name | 2019-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2019-12-31 | 910189318 |
Accountancy firm EIN | 2019-12-31 | 910189318 |
2018 : COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $578,116 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $134,965 |
Total income from all sources (including contributions) | 2018-12-31 | $7,003,926 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $40,824,645 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $40,358,370 |
Value of total corrective distributions | 2018-12-31 | $160,142 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $41,611,983 |
Value of total assets at end of year | 2018-12-31 | $598,823,745 |
Value of total assets at beginning of year | 2018-12-31 | $632,201,313 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $306,133 |
Total interest from all sources | 2018-12-31 | $56,808 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $19,938,006 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $19,938,006 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $27,443,865 |
Participant contributions at end of year | 2018-12-31 | $1,003,860 |
Participant contributions at beginning of year | 2018-12-31 | $1,122,942 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $20,070,797 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $21,711,963 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,884,396 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $578,116 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $134,965 |
Other income not declared elsewhere | 2018-12-31 | $-1,340,480 |
Administrative expenses (other) incurred | 2018-12-31 | $306,133 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-33,820,719 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $598,245,629 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $632,066,348 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $577,749,088 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $609,366,408 |
Interest on participant loans | 2018-12-31 | $56,808 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-53,262,391 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $12,283,722 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $40,358,370 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2018-12-31 | 910189318 |
2017 : COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $134,965 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $329,964 |
Total income from all sources (including contributions) | 2017-12-31 | $129,893,630 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $41,460,252 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $40,845,442 |
Value of total corrective distributions | 2017-12-31 | $329,964 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $35,732,892 |
Value of total assets at end of year | 2017-12-31 | $632,201,313 |
Value of total assets at beginning of year | 2017-12-31 | $543,962,934 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $284,846 |
Total interest from all sources | 2017-12-31 | $53,246 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $17,312,791 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $17,312,791 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $26,281,791 |
Participant contributions at end of year | 2017-12-31 | $1,122,942 |
Participant contributions at beginning of year | 2017-12-31 | $1,065,085 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $21,711,963 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $21,740,003 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $5,530,155 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $134,965 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $329,964 |
Other income not declared elsewhere | 2017-12-31 | $2,776,528 |
Administrative expenses (other) incurred | 2017-12-31 | $284,846 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $88,433,378 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $632,066,348 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $543,632,970 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $609,366,408 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $519,507,136 |
Interest on participant loans | 2017-12-31 | $53,246 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $74,018,173 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $3,920,946 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,650,710 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $40,845,442 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2017-12-31 | 450250958 |
2016 : COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $329,964 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $36,551 |
Total income from all sources (including contributions) | 2016-12-31 | $74,740,084 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $39,619,155 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $39,412,436 |
Value of total corrective distributions | 2016-12-31 | $36,551 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $34,578,007 |
Value of total assets at end of year | 2016-12-31 | $543,962,934 |
Value of total assets at beginning of year | 2016-12-31 | $508,548,592 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $170,168 |
Total interest from all sources | 2016-12-31 | $50,843 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $15,476,371 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $15,476,371 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $23,305,300 |
Participant contributions at end of year | 2016-12-31 | $1,065,085 |
Participant contributions at beginning of year | 2016-12-31 | $985,086 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $21,740,003 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $20,348,124 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $2,665,292 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $329,964 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $36,551 |
Other income not declared elsewhere | 2016-12-31 | $1,287,460 |
Administrative expenses (other) incurred | 2016-12-31 | $170,168 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $35,120,929 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $543,632,970 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $508,512,041 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $519,507,136 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $487,215,382 |
Interest on participant loans | 2016-12-31 | $50,843 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $23,347,403 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $8,607,415 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,650,710 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $39,412,436 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2016-12-31 | 450250958 |
2015 : COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $36,551 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $370,259 |
Total income from all sources (including contributions) | 2015-12-31 | $24,786,260 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $30,471,778 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $29,941,190 |
Value of total corrective distributions | 2015-12-31 | $370,259 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $27,379,134 |
Value of total assets at end of year | 2015-12-31 | $508,548,592 |
Value of total assets at beginning of year | 2015-12-31 | $514,567,818 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $160,329 |
Total interest from all sources | 2015-12-31 | $46,087 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $14,192,292 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $14,192,292 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $21,912,686 |
Participant contributions at end of year | 2015-12-31 | $985,086 |
Participant contributions at beginning of year | 2015-12-31 | $999,120 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $20,348,124 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $22,034,732 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $3,438,994 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $36,551 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $370,259 |
Other income not declared elsewhere | 2015-12-31 | $-469,677 |
Administrative expenses (other) incurred | 2015-12-31 | $160,329 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-5,685,518 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $508,512,041 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $514,197,559 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $487,215,382 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $372,305,388 |
Interest on participant loans | 2015-12-31 | $46,087 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $116,699,566 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-20,284,400 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $3,922,824 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,027,454 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $2,529,012 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $29,941,190 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $3,049,759 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $3,049,759 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2015-12-31 | 450250958 |
2014 : COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $370,259 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $701,495 |
Total income from all sources (including contributions) | 2014-12-31 | $71,996,622 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $23,024,170 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $22,845,533 |
Value of total corrective distributions | 2014-12-31 | $34,926 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $34,754,268 |
Value of total assets at end of year | 2014-12-31 | $514,567,818 |
Value of total assets at beginning of year | 2014-12-31 | $465,926,602 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $143,711 |
Total interest from all sources | 2014-12-31 | $54,776 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $14,872,759 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $14,872,759 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $25,556 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $19,844,230 |
Participant contributions at end of year | 2014-12-31 | $999,120 |
Participant contributions at beginning of year | 2014-12-31 | $1,291,873 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $22,034,732 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $-648 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,184,676 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $77,295 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $370,259 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $701,495 |
Other income not declared elsewhere | 2014-12-31 | $1,001,567 |
Administrative expenses (other) incurred | 2014-12-31 | $143,711 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $48,972,452 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $514,197,559 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $465,225,107 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $130,258 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $372,305,388 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $361,570,064 |
Interest on participant loans | 2014-12-31 | $54,776 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $116,699,566 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $91,480,362 |
Asset value of US Government securities at end of year | 2014-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $1,729,925 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $14,076,954 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $7,236,298 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $12,725,362 |
Employer contributions (assets) at end of year | 2014-12-31 | $2,529,012 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $2,910,063 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $22,845,533 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $32,483 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $6,679,371 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2014-12-31 | 450250958 |
2013 : COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $689,317 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $689,317 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $701,495 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $413,712 |
Total income from all sources (including contributions) | 2013-12-31 | $103,676,650 |
Total loss/gain on sale of assets | 2013-12-31 | $81,078 |
Total of all expenses incurred | 2013-12-31 | $22,675,091 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $22,536,145 |
Value of total corrective distributions | 2013-12-31 | $43,153 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $28,923,093 |
Value of total assets at end of year | 2013-12-31 | $465,926,602 |
Value of total assets at beginning of year | 2013-12-31 | $384,637,260 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $95,793 |
Total interest from all sources | 2013-12-31 | $108,058 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $10,930,616 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $10,795,172 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $25,556 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $36,022 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $18,269,823 |
Participant contributions at end of year | 2013-12-31 | $1,291,873 |
Participant contributions at beginning of year | 2013-12-31 | $1,460,914 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $-648 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $-4,050 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $509,980 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $77,295 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $701,495 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $413,712 |
Other income not declared elsewhere | 2013-12-31 | $130 |
Administrative expenses (other) incurred | 2013-12-31 | $95,793 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $8,926 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $81,001,559 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $465,225,107 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $384,223,548 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $130,258 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $86,553 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $361,570,064 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $373,647,931 |
Interest on participant loans | 2013-12-31 | $69,391 |
Income. Interest from US Government securities | 2013-12-31 | $5,693 |
Income. Interest from corporate debt instruments | 2013-12-31 | $12,749 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $91,480,362 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $412,845 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $412,845 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $20,225 |
Asset value of US Government securities at end of year | 2013-12-31 | $1,729,925 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $1,622,254 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $55,059,302 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $7,885,056 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $10,143,290 |
Employer contributions (assets) at end of year | 2013-12-31 | $2,910,063 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $2,138,627 |
Income. Dividends from preferred stock | 2013-12-31 | $1,450 |
Income. Dividends from common stock | 2013-12-31 | $133,994 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $22,536,145 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $195,426 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $32,483 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $136,901 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $6,679,371 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $4,894,911 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $6,856,298 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $6,775,220 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2013-12-31 | 450250958 |
2012 : COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $193,508 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $193,508 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $413,712 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $329,168 |
Total income from all sources (including contributions) | 2012-12-31 | $68,758,783 |
Total loss/gain on sale of assets | 2012-12-31 | $76,050 |
Total of all expenses incurred | 2012-12-31 | $17,167,235 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $17,083,863 |
Value of total corrective distributions | 2012-12-31 | $14,586 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $27,977,740 |
Value of total assets at end of year | 2012-12-31 | $384,637,260 |
Value of total assets at beginning of year | 2012-12-31 | $332,961,168 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $68,786 |
Total interest from all sources | 2012-12-31 | $102,325 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $9,720,956 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $9,612,193 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $36,022 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $54,108 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $17,119,251 |
Participant contributions at end of year | 2012-12-31 | $1,460,914 |
Participant contributions at beginning of year | 2012-12-31 | $1,382,506 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $-4,050 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $-7,606 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $256,986 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $127,732 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $413,712 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $329,168 |
Administrative expenses (other) incurred | 2012-12-31 | $68,786 |
Total non interest bearing cash at end of year | 2012-12-31 | $8,926 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $228 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $51,591,548 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $384,223,548 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $332,632,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $86,553 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $65,813 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $373,647,931 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $323,092,798 |
Interest on participant loans | 2012-12-31 | $65,809 |
Income. Interest from US Government securities | 2012-12-31 | $6,562 |
Income. Interest from corporate debt instruments | 2012-12-31 | $13,745 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $412,845 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $438,871 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $438,871 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $16,209 |
Asset value of US Government securities at end of year | 2012-12-31 | $1,622,254 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $1,998,817 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $30,688,204 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $10,601,503 |
Employer contributions (assets) at end of year | 2012-12-31 | $2,138,627 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,616,756 |
Income. Dividends from preferred stock | 2012-12-31 | $2,831 |
Income. Dividends from common stock | 2012-12-31 | $105,932 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $17,083,863 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $195,426 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $192,913 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $136,901 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $148,828 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $4,894,911 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $3,849,404 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $6,580,141 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $6,504,091 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2012-12-31 | 450250958 |
2011 : COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-66,879 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-66,879 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $329,168 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $431,126 |
Total income from all sources (including contributions) | 2011-12-31 | $23,965,413 |
Total loss/gain on sale of assets | 2011-12-31 | $-213,101 |
Total of all expenses incurred | 2011-12-31 | $14,534,400 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $14,468,147 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $24,681,126 |
Value of total assets at end of year | 2011-12-31 | $332,961,168 |
Value of total assets at beginning of year | 2011-12-31 | $323,632,113 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $66,253 |
Total interest from all sources | 2011-12-31 | $115,424 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $9,200,855 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $9,085,711 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $54,108 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $75,467 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $15,722,738 |
Participant contributions at end of year | 2011-12-31 | $1,382,506 |
Participant contributions at beginning of year | 2011-12-31 | $1,169,879 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $1,640 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $-7,606 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $-9,195 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $915,944 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $16,385 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $127,732 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $5,800 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $329,168 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $431,126 |
Other income not declared elsewhere | 2011-12-31 | $1,722 |
Administrative expenses (other) incurred | 2011-12-31 | $66,253 |
Total non interest bearing cash at end of year | 2011-12-31 | $228 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $19,478 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $9,431,013 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $332,632,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $323,200,987 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2011-12-31 | $65,813 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $77,892 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $323,092,798 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $310,136,340 |
Interest on participant loans | 2011-12-31 | $70,517 |
Income. Interest from US Government securities | 2011-12-31 | $5,427 |
Income. Interest from corporate debt instruments | 2011-12-31 | $10,196 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $438,871 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $677,309 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $677,309 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $29,284 |
Asset value of US Government securities at end of year | 2011-12-31 | $1,998,817 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $1,535,907 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-9,753,734 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $8,042,444 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,616,756 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $3,177,974 |
Income. Dividends from preferred stock | 2011-12-31 | $3,735 |
Income. Dividends from common stock | 2011-12-31 | $111,409 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $14,451,762 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $192,913 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $120,165 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $148,828 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $60,255 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $3,849,404 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $6,583,202 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $6,518,669 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $6,731,770 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2011-12-31 | 450250958 |
2010 : COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $941,172 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $941,172 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $431,126 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $400,152 |
Total income from all sources (including contributions) | 2010-12-31 | $60,914,344 |
Total loss/gain on sale of assets | 2010-12-31 | $164,210 |
Total of all expenses incurred | 2010-12-31 | $18,342,044 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $18,332,630 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $26,945,910 |
Value of total assets at end of year | 2010-12-31 | $323,632,113 |
Value of total assets at beginning of year | 2010-12-31 | $281,028,839 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $9,414 |
Total interest from all sources | 2010-12-31 | $97,212 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $6,582,139 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $6,468,359 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $75,467 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $60,466 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $14,825,638 |
Participant contributions at end of year | 2010-12-31 | $1,169,879 |
Participant contributions at beginning of year | 2010-12-31 | $1,037,498 |
Participant contributions at end of year | 2010-12-31 | $1,640 |
Participant contributions at beginning of year | 2010-12-31 | $519 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $-9,195 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $-13,640 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $211,763 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $5,800 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $4,953 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $431,126 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $400,152 |
Administrative expenses (other) incurred | 2010-12-31 | $9,414 |
Total non interest bearing cash at end of year | 2010-12-31 | $19,478 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $32,964 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $42,572,300 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $323,200,987 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $280,628,687 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $77,892 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $77,892 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $310,136,340 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $269,258,735 |
Interest on participant loans | 2010-12-31 | $67,126 |
Income. Interest from US Government securities | 2010-12-31 | $3,281 |
Income. Interest from corporate debt instruments | 2010-12-31 | $2,933 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $677,309 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $500,341 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $500,341 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $23,872 |
Asset value of US Government securities at end of year | 2010-12-31 | $1,535,907 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $1,376,341 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $26,183,701 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $11,908,509 |
Employer contributions (assets) at end of year | 2010-12-31 | $3,177,974 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $2,857,492 |
Income. Dividends from preferred stock | 2010-12-31 | $1,291 |
Income. Dividends from common stock | 2010-12-31 | $112,489 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $18,332,630 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $120,165 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $60,255 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $56,337 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $6,583,202 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $5,778,941 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $8,109,502 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $7,945,292 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2010-12-31 | 450250958 |
2022: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |