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MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 401k Plan overview

Plan NameMINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN
Plan identification number 003

MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

MINOR AND JAMES MEDICAL, PLLC has sponsored the creation of one or more 401k plans.

Company Name:MINOR AND JAMES MEDICAL, PLLC
Employer identification number (EIN):911340223
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-01-01REBECCA BROWN REBECCA BROWN2017-10-16
0032015-01-01HEIDI CLARY HEIDI CLARY2016-09-29
0032014-01-01HEIDI CLARY HEIDI CLARY2015-09-11
0032013-01-01HEIDI CLARY
0032012-01-01HEIDI CLARY
0032011-01-01ERIC RADCLIFFE ERIC RADCLIFFE2012-10-15
0032010-01-01ERIC RADCLIFFE ERIC RADCLIFFE2011-10-13
0032009-01-01ERIC RADCLIFFE ERIC RADCLIFFE2010-10-14
0032009-01-01ERIC RADCLIFFE ERIC RADCLIFFE2010-10-14

Plan Statistics for MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN

401k plan membership statisitcs for MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN

Measure Date Value
2016: MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01402
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01387
Total number of active participants reported on line 7a of the Form 55002015-01-01330
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0170
Total of all active and inactive participants2015-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01402
Number of participants with account balances2015-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01360
Total number of active participants reported on line 7a of the Form 55002014-01-01314
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0171
Total of all active and inactive participants2014-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01387
Number of participants with account balances2014-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01373
Total number of active participants reported on line 7a of the Form 55002013-01-01281
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0177
Total of all active and inactive participants2013-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01360
Number of participants with account balances2013-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01393
Total number of active participants reported on line 7a of the Form 55002012-01-01290
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0180
Total of all active and inactive participants2012-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01373
Number of participants with account balances2012-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01431
Total number of active participants reported on line 7a of the Form 55002011-01-01302
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0188
Total of all active and inactive participants2011-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01393
Number of participants with account balances2011-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01527
Total number of active participants reported on line 7a of the Form 55002010-01-01334
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0194
Total of all active and inactive participants2010-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01431
Number of participants with account balances2010-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01625
Total number of active participants reported on line 7a of the Form 55002009-01-01390
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01133
Total of all active and inactive participants2009-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01527
Number of participants with account balances2009-01-01508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN

Measure Date Value
2016 : MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-05-12$0
Total transfer of assets from this plan2016-05-12$37,212,440
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-12$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-12$0
Total income from all sources (including contributions)2016-05-12$925,386
Total loss/gain on sale of assets2016-05-12$0
Total of all expenses incurred2016-05-12$7,475,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-12$7,473,374
Value of total corrective distributions2016-05-12$1,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-12$813,395
Value of total assets at end of year2016-05-12$0
Value of total assets at beginning of year2016-05-12$43,762,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-12$1,250
Total interest from all sources2016-05-12$0
Total dividends received (eg from common stock, registered investment company shares)2016-05-12$142,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-12No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-12$142,118
Was this plan covered by a fidelity bond2016-05-12Yes
Value of fidelity bond cover2016-05-12$15,000,000
If this is an individual account plan, was there a blackout period2016-05-12No
Were there any nonexempt tranactions with any party-in-interest2016-05-12No
Contributions received from participants2016-05-12$646,801
Participant contributions at end of year2016-05-12$0
Participant contributions at beginning of year2016-05-12$40,940
Administrative expenses (other) incurred2016-05-12$1,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-12No
Value of net income/loss2016-05-12$-6,550,474
Value of net assets at end of year (total assets less liabilities)2016-05-12$0
Value of net assets at beginning of year (total assets less liabilities)2016-05-12$43,762,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-12No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-12No
Were any leases to which the plan was party in default or uncollectible2016-05-12No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-12$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-12$43,592,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-12$-30,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-12No
Was there a failure to transmit to the plan any participant contributions2016-05-12No
Has the plan failed to provide any benefit when due under the plan2016-05-12No
Contributions received in cash from employer2016-05-12$166,594
Employer contributions (assets) at end of year2016-05-12$0
Employer contributions (assets) at beginning of year2016-05-12$129,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-12$7,473,374
Did the plan have assets held for investment2016-05-12No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-12No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-12Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-12Yes
Opinion of an independent qualified public accountant for this plan2016-05-12Disclaimer
Accountancy firm name2016-05-12CLARK NUBER P.S.
Accountancy firm EIN2016-05-12911194016
2015 : MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,906,698
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,053,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,048,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,465,751
Value of total assets at end of year2015-12-31$43,762,914
Value of total assets at beginning of year2015-12-31$46,909,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,014
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,988,696
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$1,988,696
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$1,729,848
Participant contributions at end of year2015-12-31$40,940
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$40,237
Administrative expenses (other) incurred2015-12-31$5,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,146,877
Value of net assets at end of year (total assets less liabilities)2015-12-31$43,762,914
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$46,909,791
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$43,592,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,909,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,547,749
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$695,666
Employer contributions (assets) at end of year2015-12-31$129,094
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,048,561
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 name2015-12-31CLARK NUBER P.S.
Accountancy firm EIN2015-12-31911194016
2014 : MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,219,457
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,190,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,175,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,216,347
Value of total assets at end of year2014-12-31$46,909,791
Value of total assets at beginning of year2014-12-31$43,880,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,300
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,106,348
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$2,106,348
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$1,585,768
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,096
Other income not declared elsewhere2014-12-31$34,780
Administrative expenses (other) incurred2014-12-31$14,300
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$3,029,381
Value of net assets at end of year (total assets less liabilities)2014-12-31$46,909,791
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$43,880,410
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$46,909,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$43,880,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,861,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$609,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,175,776
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 : MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$9,981,656
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,851,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,837,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,043,323
Value of total assets at end of year2013-12-31$43,880,410
Value of total assets at beginning of year2013-12-31$35,749,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,754
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,247,922
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$1,247,922
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$1,431,766
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,858
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$6,373
Other income not declared elsewhere2013-12-31$1,148
Administrative expenses (other) incurred2013-12-31$13,754
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$8,130,427
Value of net assets at end of year (total assets less liabilities)2013-12-31$43,880,410
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$35,749,983
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$43,880,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$35,749,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,689,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$599,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,831,102
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 : MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,005,172
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,273,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,259,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,031,701
Value of total assets at end of year2012-12-31$35,749,983
Value of total assets at beginning of year2012-12-31$33,018,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,081
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$822,540
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$822,540
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$1,354,922
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$12,823
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$68,342
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$16,081
Other income not declared elsewhere2012-12-31$16,081
Administrative expenses (other) incurred2012-12-31$14,081
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$2,731,397
Value of net assets at end of year (total assets less liabilities)2012-12-31$35,749,983
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,018,586
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$35,749,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$33,000,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,134,850
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$608,437
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$5,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,243,613
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 : MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,193,203
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,982,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,966,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,076,903
Value of total assets at end of year2011-12-31$33,018,586
Value of total assets at beginning of year2011-12-31$32,807,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,205
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$757,123
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$757,123
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$1,367,547
Participant contributions at end of year2011-12-31$12,823
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$49,083
Other income not declared elsewhere2011-12-31$342
Administrative expenses (other) incurred2011-12-31$15,205
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$211,061
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,018,586
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,807,525
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$33,000,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$32,807,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-641,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$660,273
Employer contributions (assets) at end of year2011-12-31$5,637
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,966,937
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 : MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,713,799
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,986,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,969,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,026,167
Value of total assets at end of year2010-12-31$32,807,525
Value of total assets at beginning of year2010-12-31$30,079,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,231
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$593,987
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$593,987
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$1,497,267
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$91,123
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,822,710
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$565
Other income not declared elsewhere2010-12-31$92
Administrative expenses (other) incurred2010-12-31$16,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,727,691
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,807,525
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,079,834
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$32,807,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$29,942,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,093,553
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$706,190
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$45,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,969,312
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 MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN

2016: MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MINOR AND JAMES MEDICAL, PLLC 401(K) AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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