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UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameUTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN
Plan identification number 001

UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Life insurance

401k Sponsoring company profile

UTAH EMERGENCY PHYSICIANS, P.C has sponsored the creation of one or more 401k plans.

Company Name:UTAH EMERGENCY PHYSICIANS, P.C
Employer identification number (EIN):870301301
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012018-10-01
0012017-10-01FRED ALLSOP2018-12-12 FRED ALLSOP2018-12-12
0012016-10-01FRED ALLSOP2018-02-12 FRED ALLSOP2018-02-12
0012015-10-01FRED ALLSOP2016-12-13 FRED ALLSOP2016-12-13
0012014-10-01FRED ALLSOP2016-02-02 FRED ALLSOP2016-02-02
0012013-10-01FRED ALLSOP2014-11-13 FRED ALLSOP2014-11-13
0012012-10-01FRED ALLSOP2014-01-08 FRED ALLSOP2014-01-08
0012011-10-01FRED ALLSOP2013-01-30 FRED ALLSOP2013-01-30
0012010-10-01FRED ALLSOP2012-01-19 FRED ALLSOP2012-01-19
0012009-10-01FRED ALLSOP FRED ALLSOP2011-03-28

Plan Statistics for UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN

Measure Date Value
2021: UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01143
Total number of active participants reported on line 7a of the Form 55002021-10-01120
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0121
Total of all active and inactive participants2021-10-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01141
Number of participants with account balances2021-10-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01141
Total number of active participants reported on line 7a of the Form 55002020-10-01122
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0118
Total of all active and inactive participants2020-10-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01140
Number of participants with account balances2020-10-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01138
Total number of active participants reported on line 7a of the Form 55002019-10-01119
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0117
Total of all active and inactive participants2019-10-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01136
Number of participants with account balances2019-10-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01127
Total number of active participants reported on line 7a of the Form 55002018-10-01115
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0110
Total of all active and inactive participants2018-10-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01125
Number of participants with account balances2018-10-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2009: UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0180
Total number of active participants reported on line 7a of the Form 55002009-10-0178
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-012
Total of all active and inactive participants2009-10-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0180
Number of participants with account balances2009-10-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN

Measure Date Value
2022 : UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$-21,999
Total unrealized appreciation/depreciation of assets2022-09-30$-21,999
Total transfer of assets to this plan2022-09-30$0
Total transfer of assets from this plan2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-8,254,183
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$3,805,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$3,700,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$5,204,768
Value of total assets at end of year2022-09-30$66,134,654
Value of total assets at beginning of year2022-09-30$78,194,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$105,511
Total interest from all sources2022-09-30$64,372
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$1,591,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$1,591,338
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$1,549,457
Participant contributions at end of year2022-09-30$400,216
Participant contributions at beginning of year2022-09-30$456,921
Participant contributions at end of year2022-09-30$3,500
Assets. Other investments not covered elsewhere at end of year2022-09-30$24,792,437
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$30,685,686
Administrative expenses (other) incurred2022-09-30$105,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-12,059,745
Value of net assets at end of year (total assets less liabilities)2022-09-30$66,134,654
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$78,194,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$37,207,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$43,251,587
Interest on participant loans2022-09-30$20,673
Interest earned on other investments2022-09-30$43,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$3,715,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$3,789,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-15,092,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$3,655,311
Employer contributions (assets) at end of year2022-09-30$14,876
Employer contributions (assets) at beginning of year2022-09-30$10,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$3,700,051
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30HBME, LLC
Accountancy firm EIN2022-09-30824439676
2021 : UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total transfer of assets to this plan2021-09-30$0
Total transfer of assets from this plan2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$19,234,448
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$2,482,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$2,408,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$4,622,226
Value of total assets at end of year2021-09-30$78,194,399
Value of total assets at beginning of year2021-09-30$61,442,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$74,305
Total interest from all sources2021-09-30$121,780
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$1,104,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$1,104,919
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$1,369,006
Participant contributions at end of year2021-09-30$456,921
Participant contributions at beginning of year2021-09-30$750,808
Participant contributions at beginning of year2021-09-30$16,223
Assets. Other investments not covered elsewhere at end of year2021-09-30$30,685,686
Assets. Other investments not covered elsewhere at beginning of year2021-09-30$370,238
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$13,459
Administrative expenses (other) incurred2021-09-30$74,305
Total non interest bearing cash at beginning of year2021-09-30$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$16,751,629
Value of net assets at end of year (total assets less liabilities)2021-09-30$78,194,399
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$61,442,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$43,251,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$44,051,086
Interest on participant loans2021-09-30$29,830
Interest earned on other investments2021-09-30$91,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$2,675,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$2,675,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$3,789,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$3,896,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$13,385,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$3,239,761
Employer contributions (assets) at end of year2021-09-30$10,369
Employer contributions (assets) at beginning of year2021-09-30$344,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$2,408,514
Assets. Corporate common stocks other than exployer securities at beginning of year2021-09-30$9,337,365
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30HBME, LLC
Accountancy firm EIN2021-09-30824439676
2020 : UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$13,006
Total unrealized appreciation/depreciation of assets2020-09-30$13,006
Total transfer of assets to this plan2020-09-30$0
Total transfer of assets from this plan2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$9,233,950
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$3,702,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$3,608,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$4,463,011
Value of total assets at end of year2020-09-30$61,442,770
Value of total assets at beginning of year2020-09-30$55,911,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$94,212
Total interest from all sources2020-09-30$24,999
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$553,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$393,343
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$1,273,466
Participant contributions at end of year2020-09-30$750,808
Participant contributions at beginning of year2020-09-30$372,281
Participant contributions at end of year2020-09-30$16,223
Assets. Other investments not covered elsewhere at end of year2020-09-30$370,238
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$357,232
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$309
Administrative expenses (other) incurred2020-09-30$94,212
Total non interest bearing cash at end of year2020-09-30$15
Total non interest bearing cash at beginning of year2020-09-30$999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$5,531,183
Value of net assets at end of year (total assets less liabilities)2020-09-30$61,442,770
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$55,911,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$44,051,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$48,571,137
Interest on participant loans2020-09-30$24,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$2,675,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$2,872,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$2,872,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$3,896,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$4,178,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$3,189,236
Employer contributions (assets) at end of year2020-09-30$344,899
Employer contributions (assets) at beginning of year2020-09-30$284,472
Income. Dividends from common stock2020-09-30$160,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$3,608,555
Assets. Corporate common stocks other than exployer securities at end of year2020-09-30$9,337,365
Assets. Corporate common stocks other than exployer securities at beginning of year2020-09-30$3,452,962
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30HBME, LLC
Accountancy firm EIN2020-09-30824439676
2019 : UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total transfer of assets to this plan2019-09-30$0
Total transfer of assets from this plan2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$5,776,354
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$5,554,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$5,489,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$4,766,087
Value of total assets at end of year2019-09-30$55,911,587
Value of total assets at beginning of year2019-09-30$55,690,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$64,887
Total interest from all sources2019-09-30$20,680
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$1,427,613
Participant contributions at end of year2019-09-30$372,281
Participant contributions at beginning of year2019-09-30$310,021
Assets. Other investments not covered elsewhere at end of year2019-09-30$357,232
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$361,302
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$132,143
Other income not declared elsewhere2019-09-30$-4,506
Administrative expenses (other) incurred2019-09-30$64,887
Total non interest bearing cash at end of year2019-09-30$999
Total non interest bearing cash at beginning of year2019-09-30$10,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$221,535
Value of net assets at end of year (total assets less liabilities)2019-09-30$55,911,587
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$55,690,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$48,571,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$46,240,494
Interest on participant loans2019-09-30$20,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$2,872,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$2,437,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$2,437,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$233,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$994,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$3,206,331
Employer contributions (assets) at end of year2019-09-30$284,472
Employer contributions (assets) at beginning of year2019-09-30$258,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$5,489,932
Assets. Corporate common stocks other than exployer securities at end of year2019-09-30$3,452,962
Assets. Corporate common stocks other than exployer securities at beginning of year2019-09-30$5,838,988
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30HBME, LLC
Accountancy firm EIN2019-09-30824439676
2010 : UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN

2021: UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2009: UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372224-01
Policy instance 1
Insurance contract or identification number372224-01
Number of Individuals Covered18
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR05039370
Policy instance 2
Insurance contract or identification numberVR05039370
Number of Individuals Covered1
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372224-01
Policy instance 1
Insurance contract or identification number372224-01
Number of Individuals Covered18
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR05039370
Policy instance 2
Insurance contract or identification numberVR05039370
Number of Individuals Covered1
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372224-01
Policy instance 1
Insurance contract or identification number372224-01
Number of Individuals Covered17
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR05039370
Policy instance 2
Insurance contract or identification numberVR05039370
Number of Individuals Covered1
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372224-01
Policy instance 1
Insurance contract or identification number372224-01
Number of Individuals Covered15
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP53255
Policy instance 2
Insurance contract or identification numberP53255
Number of Individuals Covered0
Insurance policy start date2018-10-01
Insurance policy end date2019-03-19
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR05039370
Policy instance 3
Insurance contract or identification numberVR05039370
Number of Individuals Covered1
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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