CANYON VIEW MEDICAL GROUP LC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CANYON VIEW MEDICAL GROUP LC 401K & PSP
Measure | Date | Value |
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2022 : CANYON VIEW MEDICAL GROUP LC 401K & PSP 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-3,202,011 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $4,789,759 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,667,315 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,164,514 |
Value of total assets at end of year | 2022-12-31 | $28,617,555 |
Value of total assets at beginning of year | 2022-12-31 | $36,609,325 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $122,444 |
Total interest from all sources | 2022-12-31 | $3,055 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $468,248 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $122,444 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $889,051 |
Participant contributions at end of year | 2022-12-31 | $59,113 |
Participant contributions at beginning of year | 2022-12-31 | $73,039 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $303,938 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $285,329 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,356 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $380,000 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $380,000 |
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 | $-7,991,770 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $28,617,555 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $36,609,325 |
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 |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $111,479 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $108,794 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $27,728,921 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $35,762,163 |
Interest on participant loans | 2022-12-31 | $3,055 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-5,837,828 |
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 | $1,274,107 |
Employer contributions (assets) at end of year | 2022-12-31 | $34,104 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $468,248 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,667,315 |
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 | Yes |
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 | Disclaimer |
Accountancy firm name | 2022-12-31 | GILBERT & STEWART |
Accountancy firm EIN | 2022-12-31 | 870403149 |
2021 : CANYON VIEW MEDICAL GROUP LC 401K & PSP 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $7,148,227 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $402,330 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $291,468 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $2,310 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,204,948 |
Value of total assets at end of year | 2021-12-31 | $36,609,325 |
Value of total assets at beginning of year | 2021-12-31 | $29,863,428 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $108,552 |
Total interest from all sources | 2021-12-31 | $2,720 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $616,985 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $108,552 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $852,116 |
Participant contributions at end of year | 2021-12-31 | $73,039 |
Participant contributions at beginning of year | 2021-12-31 | $48,991 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $285,329 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $264,084 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $5,840 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $380,000 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $380,000 |
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 | $6,745,897 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $36,609,325 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $29,863,428 |
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 |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $108,794 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $112,885 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $35,762,163 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $27,128,317 |
Interest on participant loans | 2021-12-31 | $2,720 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,929,151 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,323,574 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,346,992 |
Income. Dividends from preferred stock | 2021-12-31 | $616,985 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $291,468 |
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 | Yes |
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 | Disclaimer |
Accountancy firm name | 2021-12-31 | GILBERT & STEWART |
Accountancy firm EIN | 2021-12-31 | 870403149 |
2020 : CANYON VIEW MEDICAL GROUP LC 401K & PSP 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $5,221,814 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $366,040 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $300,180 |
Value of total corrective distributions | 2020-12-31 | $3,899 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,781,482 |
Value of total assets at end of year | 2020-12-31 | $29,863,428 |
Value of total assets at beginning of year | 2020-12-31 | $25,007,654 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $61,961 |
Total interest from all sources | 2020-12-31 | $2,510 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $299,959 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $61,961 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $742,258 |
Participant contributions at end of year | 2020-12-31 | $48,991 |
Participant contributions at beginning of year | 2020-12-31 | $52,458 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $264,084 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $248,932 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $9,892 |
Assets. Loans (other than to participants) at end of year | 2020-12-31 | $380,000 |
Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $380,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,855,774 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $29,863,428 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $25,007,654 |
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 |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $112,885 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $104,100 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $27,128,317 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $21,677,578 |
Interest on participant loans | 2020-12-31 | $2,510 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,929,151 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $2,544,586 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,137,863 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,029,332 |
Income. Dividends from preferred stock | 2020-12-31 | $299,959 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $300,180 |
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 | Yes |
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 | GILBERT & STEWART |
Accountancy firm EIN | 2020-12-31 | 870403149 |
2019 : CANYON VIEW MEDICAL GROUP LC 401K & PSP 2019 401k financial data |
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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 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $6,061,141 |
Total income from all sources (including contributions) | 2019-12-31 | $6,061,141 |
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 | $682,168 |
Total of all expenses incurred | 2019-12-31 | $682,168 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $553,724 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $553,724 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,763,760 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,763,760 |
Value of total assets at end of year | 2019-12-31 | $25,007,654 |
Value of total assets at end of year | 2019-12-31 | $25,007,654 |
Value of total assets at beginning of year | 2019-12-31 | $19,628,681 |
Value of total assets at beginning of year | 2019-12-31 | $19,628,681 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $128,444 |
Total interest from all sources | 2019-12-31 | $3,828 |
Total interest from all sources | 2019-12-31 | $3,828 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $467,122 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $467,122 |
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 |
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 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $680,150 |
Contributions received from participants | 2019-12-31 | $680,150 |
Participant contributions at end of year | 2019-12-31 | $52,458 |
Participant contributions at end of year | 2019-12-31 | $52,458 |
Participant contributions at beginning of year | 2019-12-31 | $43,091 |
Participant contributions at beginning of year | 2019-12-31 | $43,091 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $248,932 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $248,932 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $234,134 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $234,134 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $380,000 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $380,000 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $380,000 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $380,000 |
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 | $5,378,973 |
Value of net income/loss | 2019-12-31 | $5,378,973 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $25,007,654 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $25,007,654 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,628,681 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,628,681 |
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 |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $104,100 |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $104,100 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $46,574 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $46,574 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $21,677,578 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $21,677,578 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $14,518,028 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $14,518,028 |
Interest on participant loans | 2019-12-31 | $3,828 |
Interest on participant loans | 2019-12-31 | $3,828 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $2,544,586 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $2,544,586 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $4,406,854 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $4,406,854 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,826,431 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,826,431 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,083,610 |
Contributions received in cash from employer | 2019-12-31 | $1,083,610 |
Income. Dividends from preferred stock | 2019-12-31 | $467,122 |
Income. Dividends from preferred stock | 2019-12-31 | $467,122 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $553,724 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $553,724 |
Contract administrator fees | 2019-12-31 | $128,444 |
Contract administrator fees | 2019-12-31 | $128,444 |
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 | 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 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | GILBERT & STEWART |
Accountancy firm name | 2019-12-31 | GILBERT & STEWART |
Accountancy firm EIN | 2019-12-31 | 870403149 |
Accountancy firm EIN | 2019-12-31 | 870403149 |
2018 : CANYON VIEW MEDICAL GROUP LC 401K & PSP 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-122,898 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-122,898 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $307,832 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $645,739 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $526,928 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,590,613 |
Value of total assets at end of year | 2018-12-31 | $19,628,681 |
Value of total assets at beginning of year | 2018-12-31 | $19,966,588 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $118,811 |
Total interest from all sources | 2018-12-31 | $1,968 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $370,289 |
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 | $370,289 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $635,548 |
Participant contributions at end of year | 2018-12-31 | $43,091 |
Participant contributions at beginning of year | 2018-12-31 | $35,244 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $234,134 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $342,184 |
Assets. Loans (other than to participants) at end of year | 2018-12-31 | $380,000 |
Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $380,000 |
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 | $-337,907 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $19,628,681 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $19,966,588 |
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 |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $46,574 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $61,422 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $14,518,028 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $18,337,544 |
Interest on participant loans | 2018-12-31 | $1,968 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $4,406,854 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $810,194 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-1,532,140 |
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 | $955,065 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $526,928 |
Contract administrator fees | 2018-12-31 | $118,811 |
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 | Yes |
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 | GILBERT & STEWART |
Accountancy firm EIN | 2018-12-31 | 870403149 |
2017 : CANYON VIEW MEDICAL GROUP LC 401K & PSP 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-20,531 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-20,531 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,216,910 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,760,355 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,680,300 |
Value of total corrective distributions | 2017-12-31 | $1,537 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,472,922 |
Value of total assets at end of year | 2017-12-31 | $19,966,588 |
Value of total assets at beginning of year | 2017-12-31 | $17,510,033 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $78,518 |
Total interest from all sources | 2017-12-31 | $1,801 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $559,665 |
Participant contributions at end of year | 2017-12-31 | $35,244 |
Participant contributions at beginning of year | 2017-12-31 | $46,260 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $26,643 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $342,184 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $315,935 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $29,218 |
Assets. Loans (other than to participants) at end of year | 2017-12-31 | $380,000 |
Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $380,000 |
Other income not declared elsewhere | 2017-12-31 | $26,250 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,456,555 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $19,966,588 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $17,510,033 |
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 |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $61,422 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $81,953 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $18,337,544 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $16,062,423 |
Interest on participant loans | 2017-12-31 | $1,801 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $810,194 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $571,081 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $2,736,468 |
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 | Yes |
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 | $884,039 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $25,738 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,680,300 |
Contract administrator fees | 2017-12-31 | $78,518 |
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 | Yes |
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 | GILBERT & STEWART |
Accountancy firm EIN | 2017-12-31 | 870403149 |
2016 : CANYON VIEW MEDICAL GROUP LC 401K & PSP 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $1,413,117 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $1,413,117 |
Total income from all sources (including contributions) | 2016-12-31 | $3,017,424 |
Total of all expenses incurred | 2016-12-31 | $1,065,407 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $970,121 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $32,189 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,557,162 |
Value of total assets at end of year | 2016-12-31 | $17,510,033 |
Value of total assets at beginning of year | 2016-12-31 | $15,558,016 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $63,097 |
Total interest from all sources | 2016-12-31 | $7,107 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $63,097 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $527,841 |
Participant contributions at end of year | 2016-12-31 | $46,260 |
Participant contributions at beginning of year | 2016-12-31 | $66,983 |
Participant contributions at end of year | 2016-12-31 | $26,643 |
Participant contributions at beginning of year | 2016-12-31 | $39,127 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $315,935 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $299,542 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $156,422 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2016-12-31 | $380,000 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $380,000 |
Other income not declared elsewhere | 2016-12-31 | $40,038 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $44 |
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 | $1,952,017 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $17,510,033 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $15,558,016 |
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 |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $81,953 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $57,919 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $16,062,423 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $13,843,518 |
Interest on participant loans | 2016-12-31 | $2,155 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $4,952 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $571,081 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $820,614 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $11,837 |
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 | Yes |
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 | $872,899 |
Employer contributions (assets) at end of year | 2016-12-31 | $25,738 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $50,269 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $958,284 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
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 | Yes |
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 | GILBERT & STEWART |
Accountancy firm EIN | 2016-12-31 | 870403149 |
2015 : CANYON VIEW MEDICAL GROUP LC 401K & PSP 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-309,351 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-309,351 |
Total income from all sources (including contributions) | 2015-12-31 | $1,298,388 |
Total of all expenses incurred | 2015-12-31 | $1,552,802 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,497,963 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,562,953 |
Value of total assets at end of year | 2015-12-31 | $15,558,016 |
Value of total assets at beginning of year | 2015-12-31 | $15,812,430 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $54,839 |
Total interest from all sources | 2015-12-31 | $8,521 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $45,936 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $535,035 |
Participant contributions at end of year | 2015-12-31 | $66,983 |
Participant contributions at beginning of year | 2015-12-31 | $89,092 |
Participant contributions at end of year | 2015-12-31 | $39,127 |
Participant contributions at beginning of year | 2015-12-31 | $2,088 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $299,542 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $282,122 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $209,325 |
Assets. Loans (other than to participants) at end of year | 2015-12-31 | $380,000 |
Assets. Loans (other than to participants) at beginning of year | 2015-12-31 | $380,000 |
Other income not declared elsewhere | 2015-12-31 | $36,265 |
Administrative expenses (other) incurred | 2015-12-31 | $8,903 |
Total non interest bearing cash at end of year | 2015-12-31 | $44 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $44 |
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 | $-254,414 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $15,558,016 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $15,812,430 |
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 |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $57,919 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $56,491 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $13,843,518 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $14,386,038 |
Interest on participant loans | 2015-12-31 | $3,220 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $5,301 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $820,614 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $516,216 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $6,401 |
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 | $818,593 |
Employer contributions (assets) at end of year | 2015-12-31 | $50,269 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $71,488 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,491,562 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $28,851 |
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 | Yes |
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 |
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 | GILBERT & STEWART |
Accountancy firm EIN | 2015-12-31 | 870403149 |
2014 : CANYON VIEW MEDICAL GROUP LC 401K & PSP 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-123,343 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-123,343 |
Total income from all sources (including contributions) | 2014-12-31 | $2,065,188 |
Total of all expenses incurred | 2014-12-31 | $789,833 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $743,116 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $2,752 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,283,927 |
Value of total assets at end of year | 2014-12-31 | $15,812,430 |
Value of total assets at beginning of year | 2014-12-31 | $14,537,075 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $43,965 |
Total interest from all sources | 2014-12-31 | $7,394 |
Administrative expenses professional fees incurred | 2014-12-31 | $43,965 |
Was this plan covered by a fidelity bond | 2014-12-31 | No |
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 | $511,764 |
Participant contributions at end of year | 2014-12-31 | $89,092 |
Participant contributions at beginning of year | 2014-12-31 | $77,058 |
Participant contributions at end of year | 2014-12-31 | $2,088 |
Participant contributions at beginning of year | 2014-12-31 | $-2,300 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $282,122 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $258,028 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $53,446 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $9,000 |
Assets. Loans (other than to participants) at end of year | 2014-12-31 | $380,000 |
Assets. Loans (other than to participants) at beginning of year | 2014-12-31 | $380,000 |
Other income not declared elsewhere | 2014-12-31 | $35,619 |
Total non interest bearing cash at end of year | 2014-12-31 | $44 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $85 |
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 | $1,275,355 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $15,812,430 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $14,537,075 |
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 | $56,491 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $168,279 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $14,386,038 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $13,062,953 |
Interest on participant loans | 2014-12-31 | $3,206 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $4,188 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $516,216 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $559,891 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $15,516 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $861,591 |
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 | $718,717 |
Employer contributions (assets) at end of year | 2014-12-31 | $71,488 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $-69,205 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $727,600 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $28,851 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $93,286 |
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 | Yes |
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 | GILBERT & STEWART |
Accountancy firm EIN | 2014-12-31 | 870403149 |
2013 : CANYON VIEW MEDICAL GROUP LC 401K & PSP 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $98,263 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $98,263 |
Total income from all sources (including contributions) | 2013-12-31 | $3,306,766 |
Total of all expenses incurred | 2013-12-31 | $2,260,231 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,204,379 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,222,466 |
Value of total assets at end of year | 2013-12-31 | $14,537,075 |
Value of total assets at beginning of year | 2013-12-31 | $13,490,540 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $55,852 |
Total income from rents | 2013-12-31 | $-3,251 |
Total interest from all sources | 2013-12-31 | $29,753 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | No |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $200,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $502,776 |
Participant contributions at end of year | 2013-12-31 | $77,058 |
Participant contributions at beginning of year | 2013-12-31 | $64,615 |
Participant contributions at end of year | 2013-12-31 | $-2,300 |
Participant contributions at beginning of year | 2013-12-31 | $3,929 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $258,028 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $242,874 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $9,406 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $9,000 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2013-12-31 | $380,000 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $635,000 |
Other income not declared elsewhere | 2013-12-31 | $31,712 |
Administrative expenses (other) incurred | 2013-12-31 | $13,120 |
Total non interest bearing cash at end of year | 2013-12-31 | $85 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $85 |
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 | $1,046,535 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $14,537,075 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $13,490,540 |
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 | $168,279 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $92,043 |
Investment advisory and management fees | 2013-12-31 | $30,909 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $13,062,953 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $11,463,525 |
Interest on participant loans | 2013-12-31 | $3,365 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $21,300 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $5,088 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $559,891 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $874,455 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,927,823 |
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 | $710,284 |
Employer contributions (assets) at end of year | 2013-12-31 | $-69,205 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $15,347 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,204,379 |
Contract administrator fees | 2013-12-31 | $11,823 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $93,286 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $98,667 |
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 | Yes |
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 |
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 | GILBERT & STEWART |
Accountancy firm EIN | 2013-12-31 | 870403149 |
2012 : CANYON VIEW MEDICAL GROUP LC 401K & PSP 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $6,060 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $6,060 |
Total income from all sources (including contributions) | 2012-12-31 | $2,545,562 |
Total of all expenses incurred | 2012-12-31 | $985,604 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $948,990 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,101,653 |
Value of total assets at end of year | 2012-12-31 | $13,490,540 |
Value of total assets at beginning of year | 2012-12-31 | $11,930,582 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $36,614 |
Total interest from all sources | 2012-12-31 | $12,832 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $479,971 |
Participant contributions at end of year | 2012-12-31 | $64,615 |
Participant contributions at beginning of year | 2012-12-31 | $75,746 |
Participant contributions at end of year | 2012-12-31 | $3,929 |
Participant contributions at beginning of year | 2012-12-31 | $11,059 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $242,874 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $405,373 |
Assets. Loans (other than to participants) at end of year | 2012-12-31 | $635,000 |
Assets. Loans (other than to participants) at beginning of year | 2012-12-31 | $635,000 |
Other income not declared elsewhere | 2012-12-31 | $28,567 |
Total non interest bearing cash at end of year | 2012-12-31 | $85 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $85 |
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 | $1,559,958 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $13,490,540 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,930,582 |
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 | $92,043 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $34,650 |
Investment advisory and management fees | 2012-12-31 | $32,488 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $11,463,525 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $10,546,356 |
Interest on participant loans | 2012-12-31 | $2,735 |
Interest earned on other investments | 2012-12-31 | $10,097 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $874,455 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $28,883 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,396,450 |
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 | $621,682 |
Employer contributions (assets) at end of year | 2012-12-31 | $15,347 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $72,313 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $920,107 |
Contract administrator fees | 2012-12-31 | $4,126 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $98,667 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $150,000 |
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 | Yes |
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 |
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 | GILBERT & STEWART |
Accountancy firm EIN | 2012-12-31 | 870403149 |
2011 : CANYON VIEW MEDICAL GROUP LC 401K & PSP 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-348,285 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-348,285 |
Total income from all sources (including contributions) | 2011-12-31 | $750,587 |
Total of all expenses incurred | 2011-12-31 | $723,409 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $640,133 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,037,112 |
Value of total assets at end of year | 2011-12-31 | $11,930,582 |
Value of total assets at beginning of year | 2011-12-31 | $11,903,404 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $83,276 |
Total interest from all sources | 2011-12-31 | $3,830 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $428,417 |
Participant contributions at end of year | 2011-12-31 | $75,746 |
Participant contributions at beginning of year | 2011-12-31 | $163,762 |
Participant contributions at end of year | 2011-12-31 | $11,059 |
Participant contributions at beginning of year | 2011-12-31 | $30,840 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $405,373 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $377,974 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $10,797 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $46,350 |
Assets. Loans (other than to participants) at end of year | 2011-12-31 | $635,000 |
Assets. Loans (other than to participants) at beginning of year | 2011-12-31 | $635,000 |
Administrative expenses (other) incurred | 2011-12-31 | $44,523 |
Total non interest bearing cash at end of year | 2011-12-31 | $85 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $85 |
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 | $27,178 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $11,930,582 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,903,404 |
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 | $34,650 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $34,650 |
Investment advisory and management fees | 2011-12-31 | $38,753 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $10,546,356 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $10,469,861 |
Interest on participant loans | 2011-12-31 | $3,830 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $15,687 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $57,930 |
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 | $597,898 |
Employer contributions (assets) at end of year | 2011-12-31 | $72,313 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $91,232 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $578,096 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $150,000 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $100,000 |
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 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GILBERT & STEWART |
Accountancy firm EIN | 2011-12-31 | 870403149 |
2010 : CANYON VIEW MEDICAL GROUP LC 401K & PSP 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $1,976,605 |
Expenses. Total of all expenses incurred | 2010-12-31 | $733,977 |
Benefits paid (including direct rollovers) | 2010-12-31 | $730,660 |
Total plan assets at end of year | 2010-12-31 | $12,760,430 |
Total plan assets at beginning of year | 2010-12-31 | $11,517,802 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $420,139 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $1,584,826 |
Other income received | 2010-12-31 | $991,706 |
Net income (gross income less expenses) | 2010-12-31 | $1,242,628 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $12,760,430 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,517,802 |
Assets. Value of participant loans | 2010-12-31 | $163,762 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $34,650 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $564,760 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,317 |