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THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE POLYCLINIC, PLLC has sponsored the creation of one or more 401k plans.

Company Name:THE POLYCLINIC, PLLC
Employer identification number (EIN):910369070
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVID E. STRAUSS2023-08-10
0012021-01-01DAVID E. STRAUSS2022-08-24
0012020-01-01DAVID E. STRAUSS2021-09-16
0012019-01-01DAVID E. STRAUSS2020-10-01 DAVID E. STRAUSS2020-10-01
0012018-01-01DAVID E. STRAUSS2019-10-03
0012017-01-01SCOTT KENNEDY
0012016-01-01SCOTT KENNEDY
0012015-01-01SCOTT KENNEDY
0012014-01-01SCOTT KENNEDY
0012013-01-01DENNIS PRICE
0012012-01-01SCOTT NELSON
0012011-01-01LLOYD DAVID
0012009-01-01LLOYD DAVID

Plan Statistics for THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,359
Total number of active participants reported on line 7a of the Form 55002022-01-011,183
Number of retired or separated participants receiving benefits2022-01-0129
Number of other retired or separated participants entitled to future benefits2022-01-011,233
Total of all active and inactive participants2022-01-012,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-012,452
Number of participants with account balances2022-01-012,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,292
Total number of active participants reported on line 7a of the Form 55002021-01-011,307
Number of retired or separated participants receiving benefits2021-01-0126
Number of other retired or separated participants entitled to future benefits2021-01-011,019
Total of all active and inactive participants2021-01-012,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-012,359
Number of participants with account balances2021-01-012,328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01189
2020: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,118
Total number of active participants reported on line 7a of the Form 55002020-01-011,540
Number of retired or separated participants receiving benefits2020-01-0122
Number of other retired or separated participants entitled to future benefits2020-01-01724
Total of all active and inactive participants2020-01-012,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-012,292
Number of participants with account balances2020-01-012,262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0187
2019: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,918
Total number of active participants reported on line 7a of the Form 55002019-01-011,396
Number of retired or separated participants receiving benefits2019-01-0123
Number of other retired or separated participants entitled to future benefits2019-01-01693
Total of all active and inactive participants2019-01-012,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-012,118
Number of participants with account balances2019-01-012,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0183
2018: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,782
Total number of active participants reported on line 7a of the Form 55002018-01-011,336
Number of retired or separated participants receiving benefits2018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-01558
Total of all active and inactive participants2018-01-011,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-011,918
Number of participants with account balances2018-01-011,901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01101
2017: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,569
Total number of active participants reported on line 7a of the Form 55002017-01-011,226
Number of retired or separated participants receiving benefits2017-01-0116
Number of other retired or separated participants entitled to future benefits2017-01-01536
Total of all active and inactive participants2017-01-011,778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,782
Number of participants with account balances2017-01-011,741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01118
2016: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,418
Total number of active participants reported on line 7a of the Form 55002016-01-011,136
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-01420
Total of all active and inactive participants2016-01-011,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,569
Number of participants with account balances2016-01-011,527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01119
2015: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,401
Total number of active participants reported on line 7a of the Form 55002015-01-011,082
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01325
Total of all active and inactive participants2015-01-011,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,418
Number of participants with account balances2015-01-011,383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0189
2014: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,364
Total number of active participants reported on line 7a of the Form 55002014-01-011,087
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-01306
Total of all active and inactive participants2014-01-011,399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,401
Number of participants with account balances2014-01-011,326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0184
2013: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,257
Total number of active participants reported on line 7a of the Form 55002013-01-011,049
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-01309
Total of all active and inactive participants2013-01-011,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,364
Number of participants with account balances2013-01-011,263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0165
2012: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,146
Total number of active participants reported on line 7a of the Form 55002012-01-01990
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01262
Total of all active and inactive participants2012-01-011,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,257
Number of participants with account balances2012-01-011,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01108
2011: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,052
Total number of active participants reported on line 7a of the Form 55002011-01-01931
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01211
Total of all active and inactive participants2011-01-011,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,146
Number of participants with account balances2011-01-011,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01119
2009: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,016
Total number of active participants reported on line 7a of the Form 55002009-01-01896
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01272
Total of all active and inactive participants2009-01-011,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,170
Number of participants with account balances2009-01-011,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0179

Financial Data on THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-41,650,026
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$26,106,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$25,925,340
Expenses. Certain deemed distributions of participant loans2022-12-31$106,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,478,765
Value of total assets at end of year2022-12-31$291,532,445
Value of total assets at beginning of year2022-12-31$359,289,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$74,817
Total interest from all sources2022-12-31$261,626
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,851,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$7,851,214
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,790,060
Participant contributions at end of year2022-12-31$929,570
Participant contributions at beginning of year2022-12-31$987,482
Participant contributions at end of year2022-12-31$51,848
Participant contributions at beginning of year2022-12-31$113,926
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$322,984
Administrative expenses (other) incurred2022-12-31$74,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-67,756,867
Value of net assets at end of year (total assets less liabilities)2022-12-31$291,532,445
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$359,289,312
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$181,248,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$337,680,206
Interest on participant loans2022-12-31$45,628
Value of interest in common/collective trusts at end of year2022-12-31$90,114,889
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$12,821,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$13,947,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$13,947,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$215,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-54,010,267
Net investment gain or loss from common/collective trusts2022-12-31$-11,231,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,365,721
Employer contributions (assets) at end of year2022-12-31$6,365,721
Employer contributions (assets) at beginning of year2022-12-31$6,560,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$25,925,340
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$65,629,383
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$21,311,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,156,313
Expenses. Certain deemed distributions of participant loans2021-12-31$22,513
Value of total corrective distributions2021-12-31$113,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,131,227
Value of total assets at end of year2021-12-31$359,289,312
Value of total assets at beginning of year2021-12-31$314,971,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,120
Total interest from all sources2021-12-31$56,452
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$13,852,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$13,852,538
Administrative expenses professional fees incurred2021-12-31$19,120
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$9,245,187
Participant contributions at end of year2021-12-31$987,482
Participant contributions at beginning of year2021-12-31$1,130,671
Participant contributions at end of year2021-12-31$113,926
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,325,662
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$44,317,742
Value of net assets at end of year (total assets less liabilities)2021-12-31$359,289,312
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$314,971,570
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$337,680,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$290,059,316
Interest on participant loans2021-12-31$54,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$13,947,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$16,543,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$16,543,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$34,589,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,560,378
Employer contributions (assets) at end of year2021-12-31$6,560,378
Employer contributions (assets) at beginning of year2021-12-31$7,238,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$21,156,313
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$59,054,146
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,978,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,369,285
Expenses. Certain deemed distributions of participant loans2020-12-31$22,319
Value of total corrective distributions2020-12-31$576,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,355,570
Value of total assets at end of year2020-12-31$314,971,570
Value of total assets at beginning of year2020-12-31$270,895,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,758
Total interest from all sources2020-12-31$121,235
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,498,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$9,498,606
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$10,147,611
Participant contributions at end of year2020-12-31$1,130,671
Participant contributions at beginning of year2020-12-31$1,197,147
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$243,705
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,969,766
Administrative expenses (other) incurred2020-12-31$10,758
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$44,075,760
Value of net assets at end of year (total assets less liabilities)2020-12-31$314,971,570
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$270,895,810
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$290,059,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$252,038,384
Interest on participant loans2020-12-31$65,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$16,543,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$10,563,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$10,563,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$55,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$30,078,735
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,238,193
Employer contributions (assets) at end of year2020-12-31$7,238,193
Employer contributions (assets) at beginning of year2020-12-31$6,853,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,369,285
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$65,298,980
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,504,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,468,727
Expenses. Certain deemed distributions of participant loans2019-12-31$33,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,125,112
Value of total assets at end of year2019-12-31$270,895,810
Value of total assets at beginning of year2019-12-31$220,101,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,780
Total interest from all sources2019-12-31$271,723
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,546,443
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$8,546,443
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$8,834,595
Participant contributions at end of year2019-12-31$1,197,147
Participant contributions at beginning of year2019-12-31$1,202,522
Participant contributions at end of year2019-12-31$243,705
Participant contributions at beginning of year2019-12-31$198,443
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$419,023
Administrative expenses (other) incurred2019-12-31$1,780
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$50,794,686
Value of net assets at end of year (total assets less liabilities)2019-12-31$270,895,810
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$220,101,124
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$252,038,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$211,493,028
Interest on participant loans2019-12-31$60,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,563,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$211,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$40,355,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,871,494
Employer contributions (assets) at end of year2019-12-31$6,853,197
Employer contributions (assets) at beginning of year2019-12-31$7,207,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,468,727
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$6,516,841
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,586,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,575,006
Expenses. Certain deemed distributions of participant loans2018-12-31$9,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$17,124,173
Value of total assets at end of year2018-12-31$220,101,124
Value of total assets at beginning of year2018-12-31$225,170,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,560
Total interest from all sources2018-12-31$57,328
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$9,182,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$9,182,176
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$8,166,369
Participant contributions at end of year2018-12-31$1,202,522
Participant contributions at beginning of year2018-12-31$1,048,364
Participant contributions at end of year2018-12-31$198,443
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,674,633
Administrative expenses (other) incurred2018-12-31$1,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,069,291
Value of net assets at end of year (total assets less liabilities)2018-12-31$220,101,124
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$225,170,415
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$211,493,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$219,680,387
Interest on participant loans2018-12-31$57,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-19,846,836
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,283,171
Employer contributions (assets) at end of year2018-12-31$7,207,131
Employer contributions (assets) at beginning of year2018-12-31$4,441,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,575,006
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$48,130,248
Total of all expenses incurred2017-12-31$25,931,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$25,928,682
Value of total corrective distributions2017-12-31$994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,159,158
Value of total assets at end of year2017-12-31$225,170,415
Value of total assets at beginning of year2017-12-31$202,971,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,600
Total interest from all sources2017-12-31$49,294
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,631,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,631,609
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$8,717,494
Participant contributions at end of year2017-12-31$1,048,364
Participant contributions at beginning of year2017-12-31$1,213,867
Administrative expenses (other) incurred2017-12-31$1,600
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$22,198,972
Value of net assets at end of year (total assets less liabilities)2017-12-31$225,170,415
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$202,971,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$219,680,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$196,104,648
Interest on participant loans2017-12-31$49,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$27,290,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,441,664
Employer contributions (assets) at end of year2017-12-31$4,441,664
Employer contributions (assets) at beginning of year2017-12-31$5,652,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$25,928,682
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$27,618,357
Total of all expenses incurred2016-12-31$9,949,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,947,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,931,929
Value of total assets at end of year2016-12-31$202,971,443
Value of total assets at beginning of year2016-12-31$185,302,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,822
Total interest from all sources2016-12-31$52,997
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,191,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,191,927
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,841,866
Participant contributions at end of year2016-12-31$1,213,867
Participant contributions at beginning of year2016-12-31$1,150,875
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$437,135
Administrative expenses (other) incurred2016-12-31$1,822
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$17,668,790
Value of net assets at end of year (total assets less liabilities)2016-12-31$202,971,443
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$185,302,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$196,104,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$178,019,472
Interest on participant loans2016-12-31$52,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,441,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,652,928
Employer contributions (assets) at end of year2016-12-31$5,652,928
Employer contributions (assets) at beginning of year2016-12-31$6,132,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,947,745
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$13,288,954
Total of all expenses incurred2015-12-31$7,871,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,869,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,898,979
Value of total assets at end of year2015-12-31$185,302,653
Value of total assets at beginning of year2015-12-31$179,884,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,962
Total interest from all sources2015-12-31$50,343
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,317,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,317,162
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,481,983
Participant contributions at end of year2015-12-31$1,150,875
Participant contributions at beginning of year2015-12-31$1,166,982
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$284,690
Administrative expenses (other) incurred2015-12-31$1,962
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$5,417,688
Value of net assets at end of year (total assets less liabilities)2015-12-31$185,302,653
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$179,884,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$178,019,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$140,249,794
Interest on participant loans2015-12-31$50,343
Value of interest in common/collective trusts at beginning of year2015-12-31$32,885,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,237,607
Net investment gain or loss from common/collective trusts2015-12-31$1,260,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,132,306
Employer contributions (assets) at end of year2015-12-31$6,132,306
Employer contributions (assets) at beginning of year2015-12-31$5,582,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,869,304
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,306,218
Total unrealized appreciation/depreciation of assets2014-12-31$2,306,218
Total income from all sources (including contributions)2014-12-31$26,459,048
Total of all expenses incurred2014-12-31$5,884,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,883,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,683,719
Value of total assets at end of year2014-12-31$179,884,965
Value of total assets at beginning of year2014-12-31$159,310,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,940
Total interest from all sources2014-12-31$47,295
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,851,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,851,291
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,808,122
Participant contributions at end of year2014-12-31$1,166,982
Participant contributions at beginning of year2014-12-31$1,084,723
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$235,264
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$293,164
Administrative expenses (other) incurred2014-12-31$1,940
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$20,574,098
Value of net assets at end of year (total assets less liabilities)2014-12-31$179,884,965
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$159,310,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$140,249,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$152,525,842
Interest on participant loans2014-12-31$47,295
Value of interest in common/collective trusts at end of year2014-12-31$32,885,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,573,141
Net investment gain or loss from common/collective trusts2014-12-31$-2,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,582,433
Employer contributions (assets) at end of year2014-12-31$5,582,557
Employer contributions (assets) at beginning of year2014-12-31$5,465,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,883,010
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$39,240,950
Total of all expenses incurred2013-12-31$8,353,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,351,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,836,427
Value of total assets at end of year2013-12-31$159,310,867
Value of total assets at beginning of year2013-12-31$128,423,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,260
Total interest from all sources2013-12-31$41,615
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,358,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$5,358,326
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,160,101
Participant contributions at end of year2013-12-31$1,084,723
Participant contributions at beginning of year2013-12-31$997,455
Participant contributions at end of year2013-12-31$235,264
Participant contributions at beginning of year2013-12-31$3
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$211,288
Administrative expenses (other) incurred2013-12-31$2,260
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$30,886,961
Value of net assets at end of year (total assets less liabilities)2013-12-31$159,310,867
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$128,423,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$152,525,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$127,426,388
Interest on participant loans2013-12-31$41,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$23,004,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,465,038
Employer contributions (assets) at end of year2013-12-31$5,465,038
Employer contributions (assets) at beginning of year2013-12-31$60
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,351,729
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$10,067,231
Total unrealized appreciation/depreciation of assets2012-12-31$10,067,231
Total income from all sources (including contributions)2012-12-31$25,826,871
Total of all expenses incurred2012-12-31$3,420,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,417,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,864,459
Value of total assets at end of year2012-12-31$128,423,906
Value of total assets at beginning of year2012-12-31$106,017,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,345
Total interest from all sources2012-12-31$42,175
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,258,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,258,831
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,855,937
Participant contributions at end of year2012-12-31$997,455
Participant contributions at beginning of year2012-12-31$965,608
Participant contributions at end of year2012-12-31$3
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$169,918
Administrative expenses (other) incurred2012-12-31$2,345
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$22,406,804
Value of net assets at end of year (total assets less liabilities)2012-12-31$128,423,906
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$106,017,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$127,426,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$105,051,494
Interest on participant loans2012-12-31$42,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$594,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,838,604
Employer contributions (assets) at end of year2012-12-31$60
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,417,722
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-3,403,112
Total unrealized appreciation/depreciation of assets2011-12-31$-3,403,112
Total income from all sources (including contributions)2011-12-31$11,301,902
Total of all expenses incurred2011-12-31$4,384,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,379,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,324,925
Value of total assets at end of year2011-12-31$106,017,102
Value of total assets at beginning of year2011-12-31$99,100,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,489
Total interest from all sources2011-12-31$46,677
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,781,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,781,336
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,582,966
Participant contributions at end of year2011-12-31$965,608
Participant contributions at beginning of year2011-12-31$1,007,805
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$699,367
Administrative expenses (other) incurred2011-12-31$5,489
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$6,917,077
Value of net assets at end of year (total assets less liabilities)2011-12-31$106,017,102
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$99,100,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$105,051,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$98,092,220
Interest on participant loans2011-12-31$46,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$552,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,042,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,379,336
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$8,463,104
Total unrealized appreciation/depreciation of assets2010-12-31$8,463,104
Total income from all sources (including contributions)2010-12-31$21,094,646
Total of all expenses incurred2010-12-31$3,747,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,744,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,456,074
Value of total assets at end of year2010-12-31$99,100,025
Value of total assets at beginning of year2010-12-31$81,752,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,327
Total interest from all sources2010-12-31$46,061
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,954,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,954,331
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,288,955
Participant contributions at end of year2010-12-31$1,007,805
Participant contributions at beginning of year2010-12-31$782,796
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$114,741
Administrative expenses (other) incurred2010-12-31$3,327
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$17,347,054
Value of net assets at end of year (total assets less liabilities)2010-12-31$99,100,025
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$81,752,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$98,092,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$80,970,175
Interest on participant loans2010-12-31$46,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$175,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,052,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,744,265
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318

Form 5500 Responses for THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN

2022: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING 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: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING 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: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE POLYCLINIC A P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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