?>
Logo

PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NamePIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

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 EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01RICHARD ALMEROTH
0022017-01-01RICHARD ALMEROTH
0022016-01-01RICHARD ALMEROTH
0022015-01-01RICHARD ALMEROTH
0022014-01-01RICHARD ALMEROTH
0022013-01-01RICHARD ALMEROTH
0022012-01-01RICHARD ALMEROTH
0022011-01-01RICHARD ALMEROTH
0022010-01-01RICHARD ALMEROTH
0022009-01-01RICHARD LUEBKE
0022009-01-01RICHARD LUEBKE

Plan Statistics for PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,749
Total number of active participants reported on line 7a of the Form 55002022-01-01918
Number of retired or separated participants receiving benefits2022-01-0157
Number of other retired or separated participants entitled to future benefits2022-01-01734
Total of all active and inactive participants2022-01-011,709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-011,716
Number of participants with account balances2022-01-011,701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01118
2021: PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,392
Total number of active participants reported on line 7a of the Form 55002021-01-011,131
Number of retired or separated participants receiving benefits2021-01-0181
Number of other retired or separated participants entitled to future benefits2021-01-01297
Total of all active and inactive participants2021-01-011,509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-011,518
Number of participants with account balances2021-01-011,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0186
2020: PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,363
Total number of active participants reported on line 7a of the Form 55002020-01-01897
Number of retired or separated participants receiving benefits2020-01-0171
Number of other retired or separated participants entitled to future benefits2020-01-01260
Total of all active and inactive participants2020-01-011,228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-011,238
Number of participants with account balances2020-01-011,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0158
2019: PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,549
Total number of active participants reported on line 7a of the Form 55002019-01-01896
Number of retired or separated participants receiving benefits2019-01-0159
Number of other retired or separated participants entitled to future benefits2019-01-01249
Total of all active and inactive participants2019-01-011,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-011,213
Number of participants with account balances2019-01-011,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0170
2018: PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,389
Total number of active participants reported on line 7a of the Form 55002018-01-011,081
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01252
Total of all active and inactive participants2018-01-011,333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0111
Total participants2018-01-011,344
Number of participants with account balances2018-01-011,096
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0145
2017: PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,318
Total number of active participants reported on line 7a of the Form 55002017-01-01981
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01237
Total of all active and inactive participants2017-01-011,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-011,227
Number of participants with account balances2017-01-011,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0151
2016: PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,030
Total number of active participants reported on line 7a of the Form 55002016-01-01768
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01200
Total of all active and inactive participants2016-01-01968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-01977
Number of participants with account balances2016-01-01965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0153
2015: PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01959
Total number of active participants reported on line 7a of the Form 55002015-01-01685
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01183
Total of all active and inactive participants2015-01-01868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-01874
Number of participants with account balances2015-01-01812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0155
2014: PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,020
Total number of active participants reported on line 7a of the Form 55002014-01-01754
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01141
Total of all active and inactive participants2014-01-01895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-01900
Number of participants with account balances2014-01-01828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0139
2013: PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,034
Total number of active participants reported on line 7a of the Form 55002013-01-01741
Number of retired or separated participants receiving benefits2013-01-0121
Number of other retired or separated participants entitled to future benefits2013-01-01122
Total of all active and inactive participants2013-01-01884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-01890
Number of participants with account balances2013-01-01785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0177
2012: PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01704
Total number of active participants reported on line 7a of the Form 55002012-01-01707
Number of retired or separated participants receiving benefits2012-01-0121
Number of other retired or separated participants entitled to future benefits2012-01-01104
Total of all active and inactive participants2012-01-01832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01835
Number of participants with account balances2012-01-01763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0177
2011: PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01787
Total number of active participants reported on line 7a of the Form 55002011-01-01610
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-0183
Total of all active and inactive participants2011-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01704
Number of participants with account balances2011-01-01703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0168
2010: PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01715
Total number of active participants reported on line 7a of the Form 55002010-01-01543
Number of retired or separated participants receiving benefits2010-01-0120
Number of other retired or separated participants entitled to future benefits2010-01-0182
Total of all active and inactive participants2010-01-01645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01649
Number of participants with account balances2010-01-01649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0171
2009: PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01620
Total number of active participants reported on line 7a of the Form 55002009-01-01480
Number of retired or separated participants receiving benefits2009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-0182
Total of all active and inactive participants2009-01-01574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01577
Number of participants with account balances2009-01-01577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0133

Financial Data on PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-11,096,697
Total unrealized appreciation/depreciation of assets2022-12-31$-11,096,697
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$38,048,515
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$40,597,430
Expenses. Interest paid2022-12-31$1,001,069
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$1,001,069
Total income from all sources (including contributions)2022-12-31$322,027
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,231,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,150,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,930,792
Value of total assets at end of year2022-12-31$190,288,581
Value of total assets at beginning of year2022-12-31$204,746,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$79,272
Total interest from all sources2022-12-31$123,921
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,364,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$476
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$37,411
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$7,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,909,024
Value of net assets at end of year (total assets less liabilities)2022-12-31$152,240,066
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$164,149,090
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$24,685,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,935,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$9,194,749
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$8,921,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$8,921,025
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$123,921
Asset value of US Government securities at end of year2022-12-31$785,291
Asset value of US Government securities at beginning of year2022-12-31$0
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$147,133,981
Assets. Invements in employer securities at beginning of year2022-12-31$162,639,174
Contributions received in cash from employer2022-12-31$6,930,316
Employer contributions (assets) at end of year2022-12-31$4,384,899
Employer contributions (assets) at beginning of year2022-12-31$13,244,115
Income. Dividends from common stock2022-12-31$4,364,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,150,710
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$4,067,089
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$79,272
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
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$38,048,515
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$40,597,430
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 EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,112,165
Total unrealized appreciation/depreciation of assets2021-12-31$2,112,165
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$40,597,430
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$43,159,983
Expenses. Interest paid2021-12-31$1,055,335
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$1,055,335
Total income from all sources (including contributions)2021-12-31$18,351,575
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,838,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,653,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,244,115
Value of total assets at end of year2021-12-31$204,746,520
Value of total assets at beginning of year2021-12-31$199,796,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$129,845
Total interest from all sources2021-12-31$17,557
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,977,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$7,070
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,512,721
Value of net assets at end of year (total assets less liabilities)2021-12-31$164,149,090
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$156,636,369
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$19,935,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,269,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$8,921,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,152,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,152,624
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$17,557
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$162,639,174
Assets. Invements in employer securities at beginning of year2021-12-31$164,650,871
Contributions received in cash from employer2021-12-31$13,244,115
Employer contributions (assets) at end of year2021-12-31$13,244,115
Employer contributions (assets) at beginning of year2021-12-31$8,723,433
Income. Dividends from common stock2021-12-31$2,977,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,653,674
Contract administrator fees2021-12-31$129,845
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
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$40,597,430
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$43,159,983
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HENRY J. FORTINO, CPA, PC
Accountancy firm EIN2021-12-31205229464
2020 : PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-10,394,795
Total unrealized appreciation/depreciation of assets2020-12-31$-10,394,795
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$43,159,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$45,675,309
Expenses. Interest paid2020-12-31$1,180,339
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$1,180,339
Total income from all sources (including contributions)2020-12-31$1,593,225
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,303,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,123,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,723,622
Value of total assets at end of year2020-12-31$199,796,352
Value of total assets at beginning of year2020-12-31$212,021,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$286,660
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,977,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-9,710,229
Value of net assets at end of year (total assets less liabilities)2020-12-31$156,636,369
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$166,346,598
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$21,269,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,512,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,152,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,848,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,848,877
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$286,660
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
Assets. Invements in employer securities at end of year2020-12-31$164,650,871
Assets. Invements in employer securities at beginning of year2020-12-31$179,491,141
Contributions received in cash from employer2020-12-31$8,723,622
Employer contributions (assets) at end of year2020-12-31$8,723,433
Employer contributions (assets) at beginning of year2020-12-31$8,168,866
Income. Dividends from common stock2020-12-31$2,977,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,123,115
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
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$43,159,983
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$45,675,309
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HENRY J. FORTINO, CPA, PC
Accountancy firm EIN2020-12-31205229464
2019 : PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,777,140
Total unrealized appreciation/depreciation of assets2019-12-31$1,777,140
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$45,675,309
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$47,528,106
Expenses. Interest paid2019-12-31$1,175,873
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$1,175,873
Total income from all sources (including contributions)2019-12-31$15,321,792
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,363,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,188,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,169,060
Value of total assets at end of year2019-12-31$212,021,907
Value of total assets at beginning of year2019-12-31$207,916,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$5,825,745
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$-915,519
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$-5,819,961
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
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$194
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$12,807
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$1,000
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$5,957,851
Value of net assets at end of year (total assets less liabilities)2019-12-31$166,346,598
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$160,388,747
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$18,512,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,177,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,848,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$11,319,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$11,319,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,825,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$465,366
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
Assets. Invements in employer securities at end of year2019-12-31$179,491,141
Assets. Invements in employer securities at beginning of year2019-12-31$182,565,129
Contributions received in cash from employer2019-12-31$8,168,866
Employer contributions (assets) at end of year2019-12-31$8,168,866
Employer contributions (assets) at beginning of year2019-12-31$3,840,992
Income. Dividends from common stock2019-12-31$4,904,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,188,068
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
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$45,675,309
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$47,528,106
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31HENRY J. FORTINO, CPA, PC
Accountancy firm EIN2019-12-31205229464
2018 : PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$13,692,384
Total unrealized appreciation/depreciation of assets2018-12-31$13,692,384
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$47,528,106
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$49,368,421
Expenses. Interest paid2018-12-31$1,213,460
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$1,213,460
Total income from all sources (including contributions)2018-12-31$23,882,846
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,451,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,238,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,840,992
Value of total assets at end of year2018-12-31$207,916,853
Value of total assets at beginning of year2018-12-31$194,326,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$231,140
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,118,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$12,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$1,000
Total non interest bearing cash at beginning of year2018-12-31$1,000
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$15,431,021
Value of net assets at end of year (total assets less liabilities)2018-12-31$160,388,747
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$144,957,726
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$10,177,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$222,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$11,319,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$11,360,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$11,360,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$8,271
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
Assets. Invements in employer securities at end of year2018-12-31$182,565,129
Assets. Invements in employer securities at beginning of year2018-12-31$172,277,649
Contributions received in cash from employer2018-12-31$3,840,992
Employer contributions (assets) at end of year2018-12-31$3,840,992
Employer contributions (assets) at beginning of year2018-12-31$10,686,701
Income. Dividends from common stock2018-12-31$6,118,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,238,365
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$47,528,106
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$49,368,421
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31HENRY J. FORTINO, CPA, PC
Accountancy firm EIN2018-12-31205229464
2017 : PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$21,887,408
Total unrealized appreciation/depreciation of assets2017-12-31$21,887,408
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$49,368,421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$51,184,123
Expenses. Interest paid2017-12-31$1,250,446
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$1,250,446
Total income from all sources (including contributions)2017-12-31$38,615,742
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,792,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,542,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,686,701
Value of total assets at end of year2017-12-31$194,326,147
Value of total assets at beginning of year2017-12-31$168,318,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$158,281
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,883,352
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$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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,999
Total non interest bearing cash at end of year2017-12-31$1,000
Total non interest bearing cash at beginning of year2017-12-31$1,000
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$27,823,203
Value of net assets at end of year (total assets less liabilities)2017-12-31$144,957,726
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$117,134,523
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
Income. Interest from corporate debt instruments2017-12-31$157,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$11,360,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,840,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,840,956
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$653
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
Assets. Invements in employer securities at end of year2017-12-31$172,277,649
Assets. Invements in employer securities at beginning of year2017-12-31$150,393,731
Contributions received in cash from employer2017-12-31$10,686,701
Employer contributions (assets) at end of year2017-12-31$10,686,701
Employer contributions (assets) at beginning of year2017-12-31$8,053,062
Income. Dividends from preferred stock2017-12-31$5,883,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,542,093
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$7,024,898
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
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$49,368,421
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$51,184,123
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31HENRY J. FORTINO, CPA, PC
Accountancy firm EIN2017-12-31205229464
2016 : PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,402,223
Total unrealized appreciation/depreciation of assets2016-12-31$1,402,223
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$51,184,123
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$52,952,816
Expenses. Interest paid2016-12-31$1,309,825
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$1,309,825
Total income from all sources (including contributions)2016-12-31$14,288,830
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,812,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,502,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,131,580
Value of total assets at end of year2016-12-31$168,318,646
Value of total assets at beginning of year2016-12-31$162,611,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$51,179
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,703,848
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$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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,999
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$1,000
Total non interest bearing cash at beginning of year2016-12-31$1,000
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$7,476,209
Value of net assets at end of year (total assets less liabilities)2016-12-31$117,134,523
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$109,658,314
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
Income. Interest from corporate debt instruments2016-12-31$51,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,840,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,575,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,575,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$150,393,731
Assets. Invements in employer securities at beginning of year2016-12-31$148,996,885
Contributions received in cash from employer2016-12-31$11,131,580
Employer contributions (assets) at end of year2016-12-31$8,053,062
Employer contributions (assets) at beginning of year2016-12-31$4,479,090
Income. Dividends from common stock2016-12-31$1,703,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,502,796
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$7,024,898
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$2,558,374
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
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$51,184,123
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$52,952,816
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HENRY J. FORTINO, CPA, PC
Accountancy firm EIN2016-12-31205229464
2015 : PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$10,184,158
Total unrealized appreciation/depreciation of assets2015-12-31$10,184,158
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$52,952,816
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$33,852,555
Expenses. Interest paid2015-12-31$777,399
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$777,399
Total income from all sources (including contributions)2015-12-31$17,044,111
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,866,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,088,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,824,329
Value of total assets at end of year2015-12-31$162,611,130
Value of total assets at beginning of year2015-12-31$130,333,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$35,624
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$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
Total non interest bearing cash at end of year2015-12-31$1,000
Total non interest bearing cash at beginning of year2015-12-31$1,000
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$13,177,745
Value of net assets at end of year (total assets less liabilities)2015-12-31$109,658,314
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$96,480,569
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
Income. Interest from corporate debt instruments2015-12-31$35,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,575,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,393,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,393,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$148,996,885
Assets. Invements in employer securities at beginning of year2015-12-31$121,233,594
Contributions received in cash from employer2015-12-31$6,824,329
Employer contributions (assets) at end of year2015-12-31$4,479,090
Employer contributions (assets) at beginning of year2015-12-31$1,629,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,088,967
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$2,558,374
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$2,074,923
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
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$52,952,816
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$33,852,555
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31HENRY J. FORTINO, CPA, PC
Accountancy firm EIN2015-12-31205229464
2014 : PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$14,213,593
Total unrealized appreciation/depreciation of assets2014-12-31$14,213,593
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$33,852,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$37,785,510
Expenses. Interest paid2014-12-31$807,754
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$807,754
Total income from all sources (including contributions)2014-12-31$18,222,837
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,957,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,150,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,999,902
Value of total assets at end of year2014-12-31$130,333,124
Value of total assets at beginning of year2014-12-31$120,001,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$9,342
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$837,510
Total non interest bearing cash at end of year2014-12-31$1,000
Total non interest bearing cash at beginning of year2014-12-31$1,000
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$14,264,957
Value of net assets at end of year (total assets less liabilities)2014-12-31$96,480,569
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$82,215,612
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
Income. Interest from corporate debt instruments2014-12-31$9,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,393,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,425,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,425,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$121,233,594
Assets. Invements in employer securities at beginning of year2014-12-31$110,170,126
Contributions received in cash from employer2014-12-31$3,999,902
Employer contributions (assets) at end of year2014-12-31$1,629,797
Employer contributions (assets) at beginning of year2014-12-31$2,370,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,150,126
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$2,074,923
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$1,034,107
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
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$33,852,555
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$36,948,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31HENRY J. FORTINO, CPA, PC
Accountancy firm EIN2014-12-31205229464
2013 : PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$12,910,562
Total unrealized appreciation/depreciation of assets2013-12-31$12,910,562
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$37,785,510
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$36,948,000
Expenses. Interest paid2013-12-31$837,510
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$837,510
Total income from all sources (including contributions)2013-12-31$15,289,184
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,092,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,254,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,370,605
Value of total assets at end of year2013-12-31$120,001,122
Value of total assets at beginning of year2013-12-31$107,966,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$8,017
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$837,510
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$1,000
Total non interest bearing cash at beginning of year2013-12-31$1,000
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$11,196,976
Value of net assets at end of year (total assets less liabilities)2013-12-31$82,215,612
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$71,018,636
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
Income. Interest from corporate debt instruments2013-12-31$7,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,425,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$110,170,126
Assets. Invements in employer securities at beginning of year2013-12-31$100,514,263
Contributions received in cash from employer2013-12-31$2,370,605
Employer contributions (assets) at end of year2013-12-31$2,370,604
Employer contributions (assets) at beginning of year2013-12-31$5,411,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,254,698
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$1,034,107
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$2,037,764
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
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$36,948,000
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$36,948,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31HENRY J. FORTINO, CPA, PC
Accountancy firm EIN2013-12-31205229464
2012 : PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$6,192,015
Total unrealized appreciation/depreciation of assets2012-12-31$6,192,015
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$36,948,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,490,000
Expenses. Interest paid2012-12-31$129,897
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$129,897
Total income from all sources (including contributions)2012-12-31$11,947,250
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,682,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,552,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,726,752
Value of total assets at end of year2012-12-31$107,966,636
Value of total assets at beginning of year2012-12-31$72,243,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$28,483
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$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
Total non interest bearing cash at end of year2012-12-31$1,000
Total non interest bearing cash at beginning of year2012-12-31$21,631
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$7,264,714
Value of net assets at end of year (total assets less liabilities)2012-12-31$71,018,636
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$63,753,922
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
Income. Interest from corporate debt instruments2012-12-31$25,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,682,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,682,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,530
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
Assets. Invements in employer securities at end of year2012-12-31$100,514,263
Assets. Invements in employer securities at beginning of year2012-12-31$66,620,717
Contributions received in cash from employer2012-12-31$5,726,752
Employer contributions (assets) at end of year2012-12-31$5,411,752
Employer contributions (assets) at beginning of year2012-12-31$1,836,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,552,639
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$2,037,764
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,082,104
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
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$36,948,000
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$8,490,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HENRY J. FORTINO, CPA, PC
Accountancy firm EIN2012-12-31205229464
2011 : PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,775,863
Total unrealized appreciation/depreciation of assets2011-12-31$-2,775,863
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,490,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,152,373
Expenses. Interest paid2011-12-31$173,196
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$173,196
Total income from all sources (including contributions)2011-12-31$2,067,103
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,490,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,317,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,839,996
Value of total assets at end of year2011-12-31$72,243,922
Value of total assets at beginning of year2011-12-31$77,330,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$2,970
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$1,317,780
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Liabilities. Value of operating payables at beginning of year2011-12-31$2,373
Total non interest bearing cash at end of year2011-12-31$21,631
Total non interest bearing cash at beginning of year2011-12-31$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$576,127
Value of net assets at end of year (total assets less liabilities)2011-12-31$63,753,922
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$63,177,795
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 bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,682,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$61,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$61,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,970
Asset value of US Government securities at beginning of year2011-12-31$2,500,248
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
Assets. Invements in employer securities at end of year2011-12-31$66,620,717
Assets. Invements in employer securities at beginning of year2011-12-31$70,714,360
Contributions received in cash from employer2011-12-31$4,839,996
Employer contributions (assets) at end of year2011-12-31$1,836,800
Employer contributions (assets) at beginning of year2011-12-31$4,053,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,317,780
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,082,104
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$8,490,000
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$14,150,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CHARVOZ & FORTINO, PLLC
Accountancy firm EIN2011-12-31205229464
2010 : PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$848,445
Total unrealized appreciation/depreciation of assets2010-12-31$848,445
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,152,373
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$2,373
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$2,373
Total income from all sources (including contributions)2010-12-31$4,907,156
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,263,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,260,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,053,873
Value of total assets at end of year2010-12-31$77,330,168
Value of total assets at beginning of year2010-12-31$59,533,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$4,838
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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$333,994
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Liabilities. Value of operating payables at end of year2010-12-31$2,373
Total non interest bearing cash at end of year2010-12-31$275
Total non interest bearing cash at beginning of year2010-12-31$997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,644,120
Value of net assets at end of year (total assets less liabilities)2010-12-31$63,177,795
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$59,533,675
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 bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$61,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$957,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$957,544
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,838
Asset value of US Government securities at end of year2010-12-31$2,500,248
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
Assets. Invements in employer securities at end of year2010-12-31$70,714,360
Assets. Invements in employer securities at beginning of year2010-12-31$56,049,909
Contributions received in cash from employer2010-12-31$4,053,873
Employer contributions (assets) at end of year2010-12-31$4,053,873
Employer contributions (assets) at beginning of year2010-12-31$2,525,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,260,663
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$14,150,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CHARVOZ & FORTINO, PLLC
Accountancy firm EIN2010-12-31205229464
2009 : PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP 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$158,689

Form 5500 Responses for PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN

2022: PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 EMPLOYEE STOCK OWNERSHIP 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 EMPLOYEE STOCK OWNERSHIP 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 EMPLOYEE STOCK OWNERSHIP 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 EMPLOYEE STOCK OWNERSHIP 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 EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP 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 EMPLOYEE STOCK OWNERSHIP 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 EMPLOYEE STOCK OWNERSHIP 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 EMPLOYEE STOCK OWNERSHIP 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 EMPLOYEE STOCK OWNERSHIP 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
2010: PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP 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

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