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PIMA MEDICAL INSTITUTE 401(K) PLAN 401k Plan overview

Plan NamePIMA MEDICAL INSTITUTE 401(K) PLAN
Plan identification number 001

PIMA MEDICAL INSTITUTE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

VOCATIONAL TRAINING INSTITUTES,INC. has sponsored the creation of one or more 401k plans.

Company Name:VOCATIONAL TRAINING INSTITUTES,INC.
Employer identification number (EIN):860260863
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PIMA MEDICAL INSTITUTE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RICHARD ALMEROTH RICHARD ALMEROTH2018-09-13
0012016-01-01RICHARD ALMEROTH RICHARD ALMEROTH2017-07-28
0012016-01-01
0012015-01-01RICHARD ALMEROTH
0012014-01-01RICHARD ALMEROTH
0012013-01-01RICHARD ALMEROTH
0012012-01-01RICHARD ALMEROTH RICHARD ALMEROTH2013-09-25
0012011-01-01RICHARD LUEBKE
0012009-01-01RICHARD LUEBKE

Plan Statistics for PIMA MEDICAL INSTITUTE 401(K) PLAN

401k plan membership statisitcs for PIMA MEDICAL INSTITUTE 401(K) PLAN

Measure Date Value
2022: PIMA MEDICAL INSTITUTE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,289
Total number of active participants reported on line 7a of the Form 55002022-01-011,096
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01188
Total of all active and inactive participants2022-01-011,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-011,288
Number of participants with account balances2022-01-011,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01150
2021: PIMA MEDICAL INSTITUTE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,241
Total number of active participants reported on line 7a of the Form 55002021-01-011,093
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0121
Total of all active and inactive participants2021-01-011,114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-011,120
Number of participants with account balances2021-01-011,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0176
2020: PIMA MEDICAL INSTITUTE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,203
Total number of active participants reported on line 7a of the Form 55002020-01-011,007
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01178
Total of all active and inactive participants2020-01-011,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,188
Number of participants with account balances2020-01-011,154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0130
2019: PIMA MEDICAL INSTITUTE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,143
Total number of active participants reported on line 7a of the Form 55002019-01-01993
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01183
Total of all active and inactive participants2019-01-011,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-011,180
Number of participants with account balances2019-01-011,135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0146
2018: PIMA MEDICAL INSTITUTE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,161
Total number of active participants reported on line 7a of the Form 55002018-01-01942
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01172
Total of all active and inactive participants2018-01-011,114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,117
Number of participants with account balances2018-01-011,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0128
2017: PIMA MEDICAL INSTITUTE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,128
Total number of active participants reported on line 7a of the Form 55002017-01-011,002
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01144
Total of all active and inactive participants2017-01-011,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,148
Number of participants with account balances2017-01-01986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0127
2016: PIMA MEDICAL INSTITUTE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,144
Total number of active participants reported on line 7a of the Form 55002016-01-01964
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01151
Total of all active and inactive participants2016-01-011,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,116
Number of participants with account balances2016-01-01977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0126
2015: PIMA MEDICAL INSTITUTE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,315
Total number of active participants reported on line 7a of the Form 55002015-01-01863
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01267
Total of all active and inactive participants2015-01-011,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,132
Number of participants with account balances2015-01-011,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0137
2014: PIMA MEDICAL INSTITUTE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,224
Total number of active participants reported on line 7a of the Form 55002014-01-01988
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01283
Total of all active and inactive participants2014-01-011,271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,273
Number of participants with account balances2014-01-011,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0134
2013: PIMA MEDICAL INSTITUTE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,198
Total number of active participants reported on line 7a of the Form 55002013-01-011,032
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01174
Total of all active and inactive participants2013-01-011,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,208
Number of participants with account balances2013-01-01970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0128
2012: PIMA MEDICAL INSTITUTE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,050
Total number of active participants reported on line 7a of the Form 55002012-01-01927
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01245
Total of all active and inactive participants2012-01-011,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,173
Number of participants with account balances2012-01-01986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0129
2011: PIMA MEDICAL INSTITUTE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01848
Total number of active participants reported on line 7a of the Form 55002011-01-01911
Number of other retired or separated participants entitled to future benefits2011-01-01115
Total of all active and inactive participants2011-01-011,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,027
Number of participants with account balances2011-01-01863
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0138
2009: PIMA MEDICAL INSTITUTE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01629
Total number of active participants reported on line 7a of the Form 55002009-01-01627
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0160
Total of all active and inactive participants2009-01-01687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01687
Number of participants with account balances2009-01-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0168

Financial Data on PIMA MEDICAL INSTITUTE 401(K) PLAN

Measure Date Value
2022 : PIMA MEDICAL INSTITUTE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,236,386
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,786,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,544,377
Value of total corrective distributions2022-12-31$100,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,278,193
Value of total assets at end of year2022-12-31$46,819,574
Value of total assets at beginning of year2022-12-31$54,842,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$141,216
Total interest from all sources2022-12-31$39,006
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$842,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$842,145
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,481,664
Participant contributions at end of year2022-12-31$811,756
Participant contributions at beginning of year2022-12-31$811,618
Participant contributions at end of year2022-12-31$4,104
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$782,069
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$3,804
Other income not declared elsewhere2022-12-31$4,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,022,873
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,819,574
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$54,842,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$41,638,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$48,318,513
Interest on participant loans2022-12-31$39,006
Value of interest in common/collective trusts at end of year2022-12-31$4,364,212
Value of interest in common/collective trusts at beginning of year2022-12-31$5,712,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,164,487
Net investment gain or loss from common/collective trusts2022-12-31$-235,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,014,460
Employer contributions (assets) at end of year2022-12-31$838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,540,573
Contract administrator fees2022-12-31$141,216
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : PIMA MEDICAL INSTITUTE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$12,606,691
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,926,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,705,039
Value of total corrective distributions2021-12-31$58,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,712,757
Value of total assets at end of year2021-12-31$54,842,447
Value of total assets at beginning of year2021-12-31$50,162,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$162,638
Total interest from all sources2021-12-31$44,961
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$719,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$719,109
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,784,710
Participant contributions at end of year2021-12-31$811,618
Participant contributions at beginning of year2021-12-31$917,125
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,019,729
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,228
Other income not declared elsewhere2021-12-31$1,521
Administrative expenses (other) incurred2021-12-31$79,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,680,359
Value of net assets at end of year (total assets less liabilities)2021-12-31$54,842,447
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$50,162,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$48,318,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$44,384,957
Interest on participant loans2021-12-31$44,961
Value of interest in common/collective trusts at end of year2021-12-31$5,712,316
Value of interest in common/collective trusts at beginning of year2021-12-31$4,860,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,827,683
Net investment gain or loss from common/collective trusts2021-12-31$300,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$908,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,703,811
Contract administrator fees2021-12-31$83,366
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HENRY J. FORTINO, CPA
Accountancy firm EIN2021-12-31462412970
2020 : PIMA MEDICAL INSTITUTE 401(K) 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$12,160,256
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,916,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,707,000
Expenses. Certain deemed distributions of participant loans2020-12-31$739
Value of total corrective distributions2020-12-31$68,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,074,264
Value of total assets at end of year2020-12-31$50,162,088
Value of total assets at beginning of year2020-12-31$42,918,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$140,223
Total interest from all sources2020-12-31$53,388
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$551,889
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$551,889
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$4,200,692
Participant contributions at end of year2020-12-31$917,125
Participant contributions at beginning of year2020-12-31$1,036,357
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,065,853
Other income not declared elsewhere2020-12-31$-70
Administrative expenses (other) incurred2020-12-31$140,223
Total non interest bearing cash at beginning of year2020-12-31$57
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$7,244,086
Value of net assets at end of year (total assets less liabilities)2020-12-31$50,162,088
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,918,002
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$44,384,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,899,064
Interest on participant loans2020-12-31$53,388
Value of interest in common/collective trusts at end of year2020-12-31$4,860,006
Value of interest in common/collective trusts at beginning of year2020-12-31$6,982,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,220,571
Net investment gain or loss from common/collective trusts2020-12-31$260,214
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$807,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,707,000
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HENRY J. FORTINO P.C.
Accountancy firm EIN2020-12-31462712970
2019 : PIMA MEDICAL INSTITUTE 401(K) 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$12,943,496
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,456,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,315,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,726,625
Value of total assets at end of year2019-12-31$42,918,002
Value of total assets at beginning of year2019-12-31$33,430,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$140,653
Total interest from all sources2019-12-31$56,448
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$675,942
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$675,942
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,932,089
Participant contributions at end of year2019-12-31$1,036,357
Participant contributions at beginning of year2019-12-31$1,044,574
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,030,519
Other income not declared elsewhere2019-12-31$1,118
Administrative expenses (other) incurred2019-12-31$140,653
Total non interest bearing cash at end of year2019-12-31$57
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$9,487,305
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,918,002
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,430,697
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,899,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,982,382
Interest on participant loans2019-12-31$56,448
Value of interest in common/collective trusts at end of year2019-12-31$6,982,524
Value of interest in common/collective trusts at beginning of year2019-12-31$6,403,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,709,256
Net investment gain or loss from common/collective trusts2019-12-31$774,107
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$764,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,315,538
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 name2019-12-31HENRY J. FORTINO P.C.
Accountancy firm EIN2019-12-31462712970
2018 : PIMA MEDICAL INSTITUTE 401(K) 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$3,865,589
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,454,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,167,968
Value of total corrective distributions2018-12-31$140,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,609,318
Value of total assets at end of year2018-12-31$33,430,697
Value of total assets at beginning of year2018-12-31$33,019,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$146,366
Total interest from all sources2018-12-31$49,952
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$544,321
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$544,321
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$3,679,625
Participant contributions at end of year2018-12-31$1,044,574
Participant contributions at beginning of year2018-12-31$850,826
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,247,985
Administrative expenses (other) incurred2018-12-31$146,366
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$410,823
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,430,697
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$33,019,874
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,982,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,023,223
Income. Interest from loans (other than to participants)2018-12-31$49,952
Value of interest in common/collective trusts at end of year2018-12-31$6,403,741
Value of interest in common/collective trusts at beginning of year2018-12-31$6,145,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,231,833
Net investment gain or loss from common/collective trusts2018-12-31$-106,169
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$681,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,167,968
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 name2018-12-31HENRY J. FORTINO P.C.
Accountancy firm EIN2018-12-31462712970
2017 : PIMA MEDICAL INSTITUTE 401(K) 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$9,263,515
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,451,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,147,892
Expenses. Certain deemed distributions of participant loans2017-12-31$5,289
Value of total corrective distributions2017-12-31$160,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,599,643
Value of total assets at end of year2017-12-31$33,019,874
Value of total assets at beginning of year2017-12-31$27,207,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$138,130
Total interest from all sources2017-12-31$30,095
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$418,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$418,798
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$3,123,623
Participant contributions at end of year2017-12-31$850,826
Participant contributions at beginning of year2017-12-31$628,795
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$899,366
Other income not declared elsewhere2017-12-31$1,007
Administrative expenses (other) incurred2017-12-31$138,130
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$5,812,112
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,019,874
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,207,762
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$26,023,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,975,244
Interest on participant loans2017-12-31$30,095
Value of interest in common/collective trusts at end of year2017-12-31$6,145,825
Value of interest in common/collective trusts at beginning of year2017-12-31$5,603,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,733,029
Net investment gain or loss from common/collective trusts2017-12-31$480,943
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$576,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,147,892
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 name2017-12-31HENRY J. FORTINO P.C.
Accountancy firm EIN2017-12-31462712970
2016 : PIMA MEDICAL INSTITUTE 401(K) 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$6,217,116
Total loss/gain on sale of assets2016-12-31$-2
Total of all expenses incurred2016-12-31$4,601,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,482,313
Expenses. Certain deemed distributions of participant loans2016-12-31$-5,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,576,136
Value of total assets at end of year2016-12-31$27,207,762
Value of total assets at beginning of year2016-12-31$25,591,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$124,363
Total interest from all sources2016-12-31$25,080
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$347,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$347,086
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$3,137,434
Participant contributions at end of year2016-12-31$628,795
Participant contributions at beginning of year2016-12-31$592,922
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$871,665
Other income not declared elsewhere2016-12-31$13,283
Administrative expenses (other) incurred2016-12-31$124,363
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$1,615,800
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,207,762
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,591,962
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$20,975,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,101,795
Interest on participant loans2016-12-31$25,080
Value of interest in common/collective trusts at end of year2016-12-31$5,603,723
Value of interest in common/collective trusts at beginning of year2016-12-31$3,897,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$989,319
Net investment gain or loss from common/collective trusts2016-12-31$266,214
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$567,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,482,313
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$-2
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 name2016-12-31HENRY J. FORTINO, CPA, P.C.
Accountancy firm EIN2016-12-31462712970
2015 : PIMA MEDICAL INSTITUTE 401(K) 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$3,933,012
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,017,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,877,749
Expenses. Certain deemed distributions of participant loans2015-12-31$9,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,173,205
Value of total assets at end of year2015-12-31$25,591,962
Value of total assets at beginning of year2015-12-31$24,676,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$129,670
Total interest from all sources2015-12-31$25,934
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$249,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$249,626
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$2,948,253
Participant contributions at end of year2015-12-31$592,922
Participant contributions at beginning of year2015-12-31$538,164
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$401,404
Other income not declared elsewhere2015-12-31$1,339
Administrative expenses (other) incurred2015-12-31$129,670
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$915,617
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,591,962
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,676,345
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$21,101,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,575,522
Interest on participant loans2015-12-31$25,934
Value of interest in common/collective trusts at end of year2015-12-31$3,897,245
Value of interest in common/collective trusts at beginning of year2015-12-31$3,562,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-560,352
Net investment gain or loss from common/collective trusts2015-12-31$43,260
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$823,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,877,749
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 name2015-12-31HENRY J. FORTINO, CPA, P.C.
Accountancy firm EIN2015-12-31462712970
2014 : PIMA MEDICAL INSTITUTE 401(K) 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$4,823,070
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,432,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,339,014
Expenses. Certain deemed distributions of participant loans2014-12-31$-619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,749,940
Value of total assets at end of year2014-12-31$24,676,345
Value of total assets at beginning of year2014-12-31$22,285,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$94,062
Total interest from all sources2014-12-31$22,428
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$757,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$757,868
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$2,573,229
Participant contributions at end of year2014-12-31$538,164
Participant contributions at beginning of year2014-12-31$485,257
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$442,403
Other income not declared elsewhere2014-12-31$3,027
Administrative expenses (other) incurred2014-12-31$94,062
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$2,390,613
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,676,345
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,285,732
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$20,575,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,349,900
Interest on participant loans2014-12-31$22,428
Value of interest in common/collective trusts at end of year2014-12-31$3,562,659
Value of interest in common/collective trusts at beginning of year2014-12-31$3,450,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$243,336
Net investment gain or loss from common/collective trusts2014-12-31$46,471
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$734,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,339,014
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 name2014-12-31HENRY J. FORTINO, CPA, PC
Accountancy firm EIN2014-12-31462712970
2013 : PIMA MEDICAL INSTITUTE 401(K) 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$6,269,047
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,536,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,456,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,527,040
Value of total assets at end of year2013-12-31$22,285,732
Value of total assets at beginning of year2013-12-31$18,552,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$79,806
Total interest from all sources2013-12-31$21,613
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$611,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$611,199
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$2,376,013
Participant contributions at end of year2013-12-31$485,257
Participant contributions at beginning of year2013-12-31$490,339
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$705,461
Other income not declared elsewhere2013-12-31$1,604
Administrative expenses (other) incurred2013-12-31$79,806
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$3,733,041
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,285,732
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,552,691
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$18,349,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,763,148
Interest on participant loans2013-12-31$21,613
Value of interest in common/collective trusts at end of year2013-12-31$3,450,575
Value of interest in common/collective trusts at beginning of year2013-12-31$3,299,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,021,180
Net investment gain or loss from common/collective trusts2013-12-31$86,411
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$445,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,456,200
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 name2013-12-31HENRY J. FORTINO, CPA, PC
Accountancy firm EIN2013-12-31462712970
2012 : PIMA MEDICAL INSTITUTE 401(K) 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$5,277,127
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,397,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,336,194
Expenses. Certain deemed distributions of participant loans2012-12-31$-1,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,607,679
Value of total assets at end of year2012-12-31$18,552,691
Value of total assets at beginning of year2012-12-31$14,672,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$62,451
Total interest from all sources2012-12-31$17,996
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$395,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$395,113
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$2,196,413
Participant contributions at end of year2012-12-31$490,339
Participant contributions at beginning of year2012-12-31$400,023
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$790,758
Other income not declared elsewhere2012-12-31$1,622
Administrative expenses (other) incurred2012-12-31$62,451
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$3,879,795
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,552,691
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,672,896
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$14,763,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,593,622
Interest on participant loans2012-12-31$17,996
Value of interest in common/collective trusts at end of year2012-12-31$3,299,204
Value of interest in common/collective trusts at beginning of year2012-12-31$2,679,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,200,012
Net investment gain or loss from common/collective trusts2012-12-31$54,705
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$620,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,336,194
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 name2012-12-31HENRY J. FORTINO, CPA, PC
Accountancy firm EIN2012-12-31462712970
2011 : PIMA MEDICAL INSTITUTE 401(K) 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$2,213,496
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$899,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$830,031
Expenses. Certain deemed distributions of participant loans2011-12-31$2,145
Value of total corrective distributions2011-12-31$765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,536,211
Value of total assets at end of year2011-12-31$14,672,896
Value of total assets at beginning of year2011-12-31$13,359,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$66,807
Total interest from all sources2011-12-31$17,161
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$199,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$199,306
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$1,827,696
Participant contributions at end of year2011-12-31$400,023
Participant contributions at beginning of year2011-12-31$328,988
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,414
Other income not declared elsewhere2011-12-31$36,940
Administrative expenses (other) incurred2011-12-31$66,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,313,748
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,672,896
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,359,148
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$11,593,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,683,326
Interest on participant loans2011-12-31$17,161
Value of interest in common/collective trusts at end of year2011-12-31$2,679,251
Value of interest in common/collective trusts at beginning of year2011-12-31$2,346,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-618,464
Net investment gain or loss from common/collective trusts2011-12-31$42,342
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$681,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$830,031
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 name2011-12-31CHARVOZ & FORTINO, PC
Accountancy firm EIN2011-12-31205229464
2010 : PIMA MEDICAL INSTITUTE 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,378,489
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$869,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$835,063
Expenses. Certain deemed distributions of participant loans2010-12-31$1,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,949,741
Value of total assets at end of year2010-12-31$13,359,148
Value of total assets at beginning of year2010-12-31$10,850,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$33,504
Total interest from all sources2010-12-31$13,470
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$147,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$147,303
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,581,552
Participant contributions at end of year2010-12-31$328,988
Participant contributions at beginning of year2010-12-31$199,884
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$51,897
Other income not declared elsewhere2010-12-31$3,824
Administrative expenses (other) incurred2010-12-31$33,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,508,670
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,359,148
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,850,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,683,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,539,051
Interest on participant loans2010-12-31$13,470
Value of interest in common/collective trusts at end of year2010-12-31$2,346,834
Value of interest in common/collective trusts at beginning of year2010-12-31$1,827,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,203,364
Net investment gain or loss from common/collective trusts2010-12-31$60,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$316,292
Employer contributions (assets) at beginning of year2010-12-31$284,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$835,063
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CHARVOZ & FORTINO, PC
Accountancy firm EIN2010-12-31205229464
2009 : PIMA MEDICAL INSTITUTE 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PIMA MEDICAL INSTITUTE 401(K) PLAN

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

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