?>
Logo

THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE STEADMAN CLINIC has sponsored the creation of one or more 401k plans.

Company Name:THE STEADMAN CLINIC
Employer identification number (EIN):841415470
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about THE STEADMAN CLINIC

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1997-06-30
Company Identification Number: 19971103742
Legal Registered Office Address: 181 West Meadow Drive
Suite 400
Vail
United States of America (USA)
81657

More information about THE STEADMAN CLINIC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01GREG PASCHKE
0012016-01-01GREG PASCHKE
0012015-01-01GREG PASCHKE
0012014-01-01GREG PASCHKE
0012013-01-01F. LYON STEADMAN
0012012-01-01LYON STEADMAN
0012011-01-01LYON STEADMAN
0012010-01-01FRANCIS STEADMAN2011-09-21 FRANCIS STEADMAN2011-09-21

Plan Statistics for THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01258
Total number of active participants reported on line 7a of the Form 55002020-01-01678
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0150
Total of all active and inactive participants2020-01-01728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01728
Number of participants with account balances2020-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01209
Total number of active participants reported on line 7a of the Form 55002019-01-01205
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0153
Total of all active and inactive participants2019-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01258
Number of participants with account balances2019-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01221
Total number of active participants reported on line 7a of the Form 55002018-01-01170
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0139
Total of all active and inactive participants2018-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01209
Number of participants with account balances2018-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01173
Total number of active participants reported on line 7a of the Form 55002017-01-01158
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01221
Number of participants with account balances2017-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01158
Total number of active participants reported on line 7a of the Form 55002016-01-01125
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01175
Number of participants with account balances2016-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01159
Total number of active participants reported on line 7a of the Form 55002015-01-01108
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0147
Total of all active and inactive participants2015-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01155
Number of participants with account balances2015-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01148
Total number of active participants reported on line 7a of the Form 55002014-01-01110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0146
Total of all active and inactive participants2014-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01156
Number of participants with account balances2014-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01139
Total number of active participants reported on line 7a of the Form 55002013-01-01109
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01145
Number of participants with account balances2013-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01127
Total number of active participants reported on line 7a of the Form 55002012-01-01100
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01134
Number of participants with account balances2012-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01127
Total number of active participants reported on line 7a of the Form 55002011-01-0190
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01123
Number of participants with account balances2011-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018

Financial Data on THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN

Measure Date Value
2020 : THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$4,657,912
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,154,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,080,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,411,021
Value of total assets at end of year2020-12-31$21,520,349
Value of total assets at beginning of year2020-12-31$19,016,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$73,996
Total interest from all sources2020-12-31$4,803
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$466,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$466,840
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,297,819
Participant contributions at end of year2020-12-31$65,341
Participant contributions at beginning of year2020-12-31$122,687
Participant contributions at end of year2020-12-31$49,940
Participant contributions at beginning of year2020-12-31$51,806
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$55,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,503,648
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,520,349
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,016,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$40,330
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,781,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,173,668
Interest on participant loans2020-12-31$4,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,775,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,057,428
Employer contributions (assets) at end of year2020-12-31$623,289
Employer contributions (assets) at beginning of year2020-12-31$668,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,080,268
Contract administrator fees2020-12-31$33,666
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$5,834,587
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,608,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,537,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,551,271
Value of total assets at end of year2019-12-31$19,016,701
Value of total assets at beginning of year2019-12-31$14,790,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$70,836
Total interest from all sources2019-12-31$6,360
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$349,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$349,770
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,208,322
Participant contributions at end of year2019-12-31$122,687
Participant contributions at beginning of year2019-12-31$106,702
Participant contributions at end of year2019-12-31$51,806
Participant contributions at beginning of year2019-12-31$33,035
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$207,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,226,096
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,016,701
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,790,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$34,163
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,173,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,045,421
Interest on participant loans2019-12-31$6,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,927,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,135,762
Employer contributions (assets) at end of year2019-12-31$668,540
Employer contributions (assets) at beginning of year2019-12-31$605,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,537,655
Contract administrator fees2019-12-31$36,673
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$1,177,764
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,465,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,407,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,380,355
Value of total assets at end of year2018-12-31$14,790,605
Value of total assets at beginning of year2018-12-31$17,078,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$57,620
Total interest from all sources2018-12-31$377,809
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,010,362
Participant contributions at end of year2018-12-31$106,702
Participant contributions at beginning of year2018-12-31$72,110
Participant contributions at end of year2018-12-31$33,035
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$340,853
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$6,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,287,792
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,790,605
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,078,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$14,556
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,045,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,073,895
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$15,416,114
Interest on participant loans2018-12-31$3,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$374,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,580,400
Net investment gain/loss from pooled separate accounts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,029,140
Employer contributions (assets) at end of year2018-12-31$605,447
Employer contributions (assets) at beginning of year2018-12-31$501,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,407,936
Contract administrator fees2018-12-31$43,064
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$4,231,621
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$106,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$103,498
Expenses. Certain deemed distributions of participant loans2017-12-31$1,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,631,149
Value of total assets at end of year2017-12-31$17,078,397
Value of total assets at beginning of year2017-12-31$12,952,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,118
Total interest from all sources2017-12-31$1,798
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$780,702
Participant contributions at end of year2017-12-31$72,110
Participant contributions at beginning of year2017-12-31$21,192
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$17,240
Other income not declared elsewhere2017-12-31$1,062
Administrative expenses (other) incurred2017-12-31$825
Total non interest bearing cash at end of year2017-12-31$6,588
Total non interest bearing cash at beginning of year2017-12-31$8,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,125,454
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,078,397
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,952,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,073,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$817,761
Value of interest in pooled separate accounts at end of year2017-12-31$15,416,114
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,643,271
Interest on participant loans2017-12-31$1,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$196,933
Net investment gain/loss from pooled separate accounts2017-12-31$2,400,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$833,207
Employer contributions (assets) at end of year2017-12-31$501,302
Employer contributions (assets) at beginning of year2017-12-31$455,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$103,498
Contract administrator fees2017-12-31$293
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EKS&H LLLP
Accountancy firm EIN2017-12-31461497033
2016 : THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,282,307
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$330,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$317,973
Expenses. Certain deemed distributions of participant loans2016-12-31$11,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,435,142
Value of total assets at end of year2016-12-31$12,952,943
Value of total assets at beginning of year2016-12-31$11,001,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$620
Total interest from all sources2016-12-31$1,420
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$651,973
Participant contributions at end of year2016-12-31$21,192
Participant contributions at beginning of year2016-12-31$34,531
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$16,180
Other income not declared elsewhere2016-12-31$2,139
Administrative expenses (other) incurred2016-12-31$450
Total non interest bearing cash at end of year2016-12-31$8,170
Total non interest bearing cash at beginning of year2016-12-31$29,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,951,812
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,952,943
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,001,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$817,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$703,221
Value of interest in pooled separate accounts at end of year2016-12-31$11,643,271
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,851,738
Interest on participant loans2016-12-31$1,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$30
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$61,540
Net investment gain/loss from pooled separate accounts2016-12-31$782,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$766,989
Employer contributions (assets) at end of year2016-12-31$455,302
Employer contributions (assets) at beginning of year2016-12-31$376,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$317,973
Contract administrator fees2016-12-31$170
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EKS&H LLLP
Accountancy firm EIN2016-12-31461497033
2015 : THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,390,915
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$855,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$854,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,482,507
Value of total assets at end of year2015-12-31$11,001,131
Value of total assets at beginning of year2015-12-31$10,465,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$878
Total interest from all sources2015-12-31$1,102
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$634,508
Participant contributions at end of year2015-12-31$34,531
Participant contributions at beginning of year2015-12-31$21,007
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$96,364
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$180,869
Other income not declared elsewhere2015-12-31$3,298
Administrative expenses (other) incurred2015-12-31$750
Total non interest bearing cash at end of year2015-12-31$29,352
Total non interest bearing cash at beginning of year2015-12-31$4,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$535,426
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,001,131
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,465,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$703,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$222,870
Value of interest in pooled separate accounts at end of year2015-12-31$9,851,738
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,752,156
Interest on participant loans2015-12-31$1,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-14,287
Net investment gain/loss from pooled separate accounts2015-12-31$-81,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$667,130
Employer contributions (assets) at end of year2015-12-31$376,032
Employer contributions (assets) at beginning of year2015-12-31$362,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$854,611
Contract administrator fees2015-12-31$128
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EKS&H LLLP
Accountancy firm EIN2015-12-31461497033
2014 : THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,635,759
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,059,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,059,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,152,019
Value of total assets at end of year2014-12-31$10,465,705
Value of total assets at beginning of year2014-12-31$9,889,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17
Total interest from all sources2014-12-31$1,691
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$517,151
Participant contributions at end of year2014-12-31$21,007
Participant contributions at beginning of year2014-12-31$46,726
Assets. Other investments not covered elsewhere at end of year2014-12-31$96,364
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$93,815
Other income not declared elsewhere2014-12-31$2,549
Administrative expenses (other) incurred2014-12-31$-137
Total non interest bearing cash at end of year2014-12-31$4,986
Total non interest bearing cash at beginning of year2014-12-31$6,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$576,656
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,465,705
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,889,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$222,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$206,154
Value of interest in pooled separate accounts at end of year2014-12-31$9,752,156
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,176,448
Interest on participant loans2014-12-31$1,671
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$20
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-5,199
Net investment gain/loss from pooled separate accounts2014-12-31$484,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$634,868
Employer contributions (assets) at end of year2014-12-31$362,730
Employer contributions (assets) at beginning of year2014-12-31$354,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,059,086
Contract administrator fees2014-12-31$154
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EKS&H LLLP
Accountancy firm EIN2014-12-31461497033
2013 : THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,735,791
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$433,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$432,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,149,086
Value of total assets at end of year2013-12-31$9,889,049
Value of total assets at beginning of year2013-12-31$7,586,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$518
Total interest from all sources2013-12-31$2,397
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$501,996
Participant contributions at end of year2013-12-31$46,726
Participant contributions at beginning of year2013-12-31$64,437
Assets. Other investments not covered elsewhere at end of year2013-12-31$93,815
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$83,321
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$37,581
Other income not declared elsewhere2013-12-31$10,493
Administrative expenses (other) incurred2013-12-31$400
Total non interest bearing cash at end of year2013-12-31$6,832
Total non interest bearing cash at beginning of year2013-12-31$15,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,302,280
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,889,049
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,586,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$206,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$173,659
Value of interest in pooled separate accounts at end of year2013-12-31$9,176,448
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,901,881
Interest on participant loans2013-12-31$2,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$89
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,900
Net investment gain/loss from pooled separate accounts2013-12-31$1,562,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$609,509
Employer contributions (assets) at end of year2013-12-31$354,069
Employer contributions (assets) at beginning of year2013-12-31$343,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$432,993
Contract administrator fees2013-12-31$118
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EKS&H LLLP
Accountancy firm EIN2013-12-31461497033
2012 : THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,092,004
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,238,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,237,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,169,499
Value of total assets at end of year2012-12-31$7,586,769
Value of total assets at beginning of year2012-12-31$6,733,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$633
Total interest from all sources2012-12-31$2,889
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$479,495
Participant contributions at end of year2012-12-31$64,437
Participant contributions at beginning of year2012-12-31$75,435
Assets. Other investments not covered elsewhere at end of year2012-12-31$83,321
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$73,450
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$105,834
Other income not declared elsewhere2012-12-31$9,871
Administrative expenses (other) incurred2012-12-31$575
Total non interest bearing cash at end of year2012-12-31$15,905
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$853,414
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,586,769
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,733,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$173,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$92,185
Value of interest in pooled separate accounts at end of year2012-12-31$6,901,881
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,153,104
Interest on participant loans2012-12-31$2,802
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$87
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,678
Net investment gain/loss from pooled separate accounts2012-12-31$905,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$584,170
Employer contributions (assets) at end of year2012-12-31$343,043
Employer contributions (assets) at beginning of year2012-12-31$334,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,237,957
Contract administrator fees2012-12-31$58
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EKS&H LLLP
Accountancy firm EIN2012-12-31461497033
2011 : THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$746,719
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$153,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$136,696
Expenses. Certain deemed distributions of participant loans2011-12-31$16,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,019,519
Value of total assets at end of year2011-12-31$6,733,355
Value of total assets at beginning of year2011-12-31$6,140,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$343
Total interest from all sources2011-12-31$3,944
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$442,754
Participant contributions at end of year2011-12-31$75,435
Participant contributions at beginning of year2011-12-31$59,689
Assets. Other investments not covered elsewhere at end of year2011-12-31$73,450
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$75,966
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$19,863
Other income not declared elsewhere2011-12-31$-2,516
Administrative expenses (other) incurred2011-12-31$275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$593,346
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,733,355
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,140,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$92,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$108,113
Value of interest in pooled separate accounts at end of year2011-12-31$6,153,104
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,551,222
Interest on participant loans2011-12-31$3,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$85
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$862
Net investment gain/loss from pooled separate accounts2011-12-31$-275,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$556,902
Employer contributions (assets) at end of year2011-12-31$334,745
Employer contributions (assets) at beginning of year2011-12-31$340,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$136,696
Contract administrator fees2011-12-31$68
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EHRHARDT KEEFE STEINER & HOTTMAN PC
Accountancy firm EIN2011-12-31840869721

Form 5500 Responses for THE STEADMAN CLINIC 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90175
Policy instance 1
Insurance contract or identification number90175
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-03-01
Total amount of commissions paid to insurance brokerUSD $6,602
Total amount of fees paid to insurance companyUSD $2,144
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,602
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90175
Policy instance 1
Insurance contract or identification number90175
Number of Individuals Covered157
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $33,753
Total amount of fees paid to insurance companyUSD $825
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,753
Insurance broker organization code?3
Amount paid for insurance broker fees825
Additional information about fees paid to insurance brokerLOANS AND DISTRIBUTIONS
Insurance broker nameDONOHUE FEIMAN RETIREMENT PLAN SERV

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3