?>
Logo

BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN
Plan identification number 001

BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

BROADWAY MEDICAL CLINIC, LLP has sponsored the creation of one or more 401k plans.

Company Name:BROADWAY MEDICAL CLINIC, LLP
Employer identification number (EIN):930399811
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about BROADWAY MEDICAL CLINIC, LLP

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1996-01-01
Company Identification Number: 49359284

More information about BROADWAY MEDICAL CLINIC, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01JANIS HOWATT JANIS HOWATT2018-10-12
0012016-01-01LUIS A. VALLS
0012015-01-01LUIS VALLS
0012014-01-01LUIS VALLS, MD2015-07-28
0012013-01-01LUIS VALLS, MD2014-10-15
0012012-01-01JUSTIN J. PEARC2013-10-15
0012011-01-01JUSTIN P. PEARCE2012-07-12
0012010-01-01JEFFREY M. BAIRD2011-07-18

Plan Statistics for BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01122
Total number of active participants reported on line 7a of the Form 55002022-01-01106
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-0128
Total of all active and inactive participants2022-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01143
Number of participants with account balances2022-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01122
Total number of active participants reported on line 7a of the Form 55002021-01-0180
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0127
Total of all active and inactive participants2021-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01107
Number of participants with account balances2021-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01131
Total number of active participants reported on line 7a of the Form 55002020-01-0176
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01113
Number of participants with account balances2020-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01132
Total number of active participants reported on line 7a of the Form 55002019-01-01108
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01125
Number of participants with account balances2019-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01133
Total number of active participants reported on line 7a of the Form 55002018-01-0196
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01123
Number of participants with account balances2018-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01101
Total number of active participants reported on line 7a of the Form 55002017-01-01104
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01113
Number of participants with account balances2017-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0195
Total number of active participants reported on line 7a of the Form 55002016-01-0189
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0196
Number of participants with account balances2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01104
Total number of active participants reported on line 7a of the Form 55002015-01-0191
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0195
Number of participants with account balances2015-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,526,092
Total unrealized appreciation/depreciation of assets2022-12-31$-1,526,092
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$0
Total income from all sources (including contributions)2022-12-31$-7,960,330
Total loss/gain on sale of assets2022-12-31$326,623
Total of all expenses incurred2022-12-31$1,125,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$980,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$748,606
Value of total assets at end of year2022-12-31$15,219,361
Value of total assets at beginning of year2022-12-31$24,305,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$144,924
Total interest from all sources2022-12-31$23,156
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$150,387
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$146,834
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$546,747
Participant contributions at end of year2022-12-31$287,533
Participant contributions at beginning of year2022-12-31$307,203
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$-695
Other income not declared elsewhere2022-12-31$15,356
Administrative expenses (other) incurred2022-12-31$19
Total non interest bearing cash at end of year2022-12-31$200,274
Total non interest bearing cash at beginning of year2022-12-31$514,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,086,107
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,219,361
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,305,468
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
Investment advisory and management fees2022-12-31$118,661
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,342,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,911,472
Interest earned on other investments2022-12-31$71
Income. Interest from US Government securities2022-12-31$1,335
Income. Interest from corporate debt instruments2022-12-31$20,363
Value of interest in common/collective trusts at end of year2022-12-31$7,613,580
Value of interest in common/collective trusts at beginning of year2022-12-31$13,513,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,171,643
Net investment gain or loss from common/collective trusts2022-12-31$-5,526,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$201,859
Employer contributions (assets) at end of year2022-12-31$118,086
Employer contributions (assets) at beginning of year2022-12-31$342,656
Income. Dividends from common stock2022-12-31$3,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$980,853
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$137,435
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$250,465
Contract administrator fees2022-12-31$26,244
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$1,520,266
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$2,466,164
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
Aggregate proceeds on sale of assets2022-12-31$3,133,847
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,807,224
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VAN BEEK & CO
Accountancy firm EIN2022-12-31931328920
2021 : BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$430,647
Total unrealized appreciation/depreciation of assets2021-12-31$430,647
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$2,153,854
Total loss/gain on sale of assets2021-12-31$372,295
Total of all expenses incurred2021-12-31$618,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$438,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,151,668
Value of total assets at end of year2021-12-31$24,305,468
Value of total assets at beginning of year2021-12-31$22,769,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$179,026
Total interest from all sources2021-12-31$33,070
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$239,080
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$237,356
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$538,649
Participant contributions at end of year2021-12-31$307,203
Participant contributions at beginning of year2021-12-31$352,298
Assets. Other investments not covered elsewhere at end of year2021-12-31$-695
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$-821
Other income not declared elsewhere2021-12-31$34,738
Administrative expenses (other) incurred2021-12-31$29
Total non interest bearing cash at end of year2021-12-31$514,859
Total non interest bearing cash at beginning of year2021-12-31$522,794
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$1,535,852
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,305,468
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,769,616
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
Investment advisory and management fees2021-12-31$139,377
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,911,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,997,057
Interest earned on other investments2021-12-31$52
Income. Interest from US Government securities2021-12-31$1
Income. Interest from corporate debt instruments2021-12-31$32,976
Value of interest in common/collective trusts at end of year2021-12-31$13,513,344
Value of interest in common/collective trusts at beginning of year2021-12-31$13,427,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$608,149
Net investment gain or loss from common/collective trusts2021-12-31$-715,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$613,019
Employer contributions (assets) at end of year2021-12-31$342,656
Employer contributions (assets) at beginning of year2021-12-31$467,761
Income. Dividends from common stock2021-12-31$1,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$438,976
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$250,465
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$197,297
Contract administrator fees2021-12-31$39,620
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$2,466,164
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,805,663
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
Aggregate proceeds on sale of assets2021-12-31$2,320,181
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,947,886
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VAN BEEK & CO
Accountancy firm EIN2021-12-31931328920
2020 : BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,006,008
Total unrealized appreciation/depreciation of assets2020-12-31$1,006,008
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$9,162,447
Total loss/gain on sale of assets2020-12-31$810,738
Total of all expenses incurred2020-12-31$1,617,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,499,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,336,174
Value of total assets at end of year2020-12-31$22,769,616
Value of total assets at beginning of year2020-12-31$15,224,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$117,685
Total interest from all sources2020-12-31$21,640
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$142,742
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$140,543
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$617,840
Participant contributions at end of year2020-12-31$352,298
Participant contributions at beginning of year2020-12-31$255,946
Assets. Other investments not covered elsewhere at end of year2020-12-31$-821
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$-501
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$51,061
Other income not declared elsewhere2020-12-31$8,384
Administrative expenses (other) incurred2020-12-31$11
Total non interest bearing cash at end of year2020-12-31$522,794
Total non interest bearing cash at beginning of year2020-12-31$333,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,545,404
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,769,616
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,224,212
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
Investment advisory and management fees2020-12-31$87,359
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,997,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,462,355
Interest earned on other investments2020-12-31$12
Income. Interest from corporate debt instruments2020-12-31$20,890
Value of interest in common/collective trusts at end of year2020-12-31$13,427,567
Value of interest in common/collective trusts at beginning of year2020-12-31$8,101,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$738
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$806,944
Net investment gain or loss from common/collective trusts2020-12-31$5,029,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$667,273
Employer contributions (assets) at end of year2020-12-31$467,761
Employer contributions (assets) at beginning of year2020-12-31$240,272
Income. Dividends from common stock2020-12-31$2,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,499,358
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$197,297
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$144,060
Contract administrator fees2020-12-31$30,315
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,805,663
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$686,875
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
Aggregate proceeds on sale of assets2020-12-31$4,763,055
Aggregate carrying amount (costs) on sale of assets2020-12-31$3,952,317
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31VAN BEEK & COMPANY
Accountancy firm EIN2020-12-31931328920
2019 : BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$190,771
Total unrealized appreciation/depreciation of assets2019-12-31$190,771
Total unrealized appreciation/depreciation of assets2019-12-31$190,771
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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 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$3,979,354
Total loss/gain on sale of assets2019-12-31$197,265
Total of all expenses incurred2019-12-31$1,691,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,592,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$936,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$936,710
Value of total assets at end of year2019-12-31$15,224,212
Value of total assets at end of year2019-12-31$15,224,212
Value of total assets at beginning of year2019-12-31$12,936,731
Value of total assets at beginning of year2019-12-31$12,936,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$99,856
Total interest from all sources2019-12-31$19,483
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$159,398
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$157,047
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$542,407
Contributions received from participants2019-12-31$542,407
Participant contributions at end of year2019-12-31$255,946
Participant contributions at end of year2019-12-31$255,946
Participant contributions at beginning of year2019-12-31$343,000
Participant contributions at beginning of year2019-12-31$343,000
Assets. Other investments not covered elsewhere at end of year2019-12-31$-501
Assets. Other investments not covered elsewhere at end of year2019-12-31$-501
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$3,801
Other income not declared elsewhere2019-12-31$3,801
Administrative expenses (other) incurred2019-12-31$13
Total non interest bearing cash at end of year2019-12-31$333,302
Total non interest bearing cash at end of year2019-12-31$333,302
Total non interest bearing cash at beginning of year2019-12-31$1,037,406
Total non interest bearing cash at beginning of year2019-12-31$1,037,406
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
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$2,287,481
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,224,212
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,224,212
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,936,731
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,936,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$75,967
Investment advisory and management fees2019-12-31$75,967
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,462,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,873,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,873,778
Income. Interest from US Government securities2019-12-31$1,866
Income. Interest from US Government securities2019-12-31$1,866
Income. Interest from corporate debt instruments2019-12-31$14,940
Value of interest in common/collective trusts at end of year2019-12-31$8,101,903
Value of interest in common/collective trusts at end of year2019-12-31$8,101,903
Value of interest in common/collective trusts at beginning of year2019-12-31$7,269,661
Value of interest in common/collective trusts at beginning of year2019-12-31$7,269,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,677
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$75,494
Asset value of US Government securities at beginning of year2019-12-31$75,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$740,297
Net investment gain or loss from common/collective trusts2019-12-31$1,731,629
Net investment gain or loss from common/collective trusts2019-12-31$1,731,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$394,303
Employer contributions (assets) at end of year2019-12-31$240,272
Employer contributions (assets) at end of year2019-12-31$240,272
Employer contributions (assets) at beginning of year2019-12-31$188,172
Employer contributions (assets) at beginning of year2019-12-31$188,172
Income. Dividends from common stock2019-12-31$2,351
Income. Dividends from common stock2019-12-31$2,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,592,017
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$144,060
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$144,060
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$88,383
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$88,383
Contract administrator fees2019-12-31$23,876
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$686,875
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$686,875
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$60,837
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$60,837
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$3,212,286
Aggregate proceeds on sale of assets2019-12-31$3,212,286
Aggregate carrying amount (costs) on sale of assets2019-12-31$3,015,021
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31VAN BEEK & COMPANY
Accountancy firm name2019-12-31VAN BEEK & COMPANY
Accountancy firm EIN2019-12-31931328920
2018 : BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-21,504
Total unrealized appreciation/depreciation of assets2018-12-31$-21,504
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$59,148
Total loss/gain on sale of assets2018-12-31$29,684
Total of all expenses incurred2018-12-31$391,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$297,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,046,884
Value of total assets at end of year2018-12-31$12,936,731
Value of total assets at beginning of year2018-12-31$13,268,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$94,037
Total interest from all sources2018-12-31$14,454
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$129,826
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$129,568
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$658,883
Participant contributions at end of year2018-12-31$343,000
Participant contributions at beginning of year2018-12-31$317,000
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-4
Total non interest bearing cash at end of year2018-12-31$1,037,406
Total non interest bearing cash at beginning of year2018-12-31$829,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-332,066
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,936,731
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,268,797
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
Investment advisory and management fees2018-12-31$71,212
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,873,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,191,420
Income. Interest from US Government securities2018-12-31$178
Income. Interest from corporate debt instruments2018-12-31$9,690
Value of interest in common/collective trusts at end of year2018-12-31$7,269,661
Value of interest in common/collective trusts at beginning of year2018-12-31$7,532,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$47,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$47,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,586
Asset value of US Government securities at end of year2018-12-31$75,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-746,812
Net investment gain or loss from common/collective trusts2018-12-31$-393,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$388,001
Employer contributions (assets) at end of year2018-12-31$188,172
Employer contributions (assets) at beginning of year2018-12-31$239,408
Income. Dividends from common stock2018-12-31$258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$297,177
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$88,383
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$58,258
Contract administrator fees2018-12-31$22,825
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$60,837
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$53,171
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
Aggregate proceeds on sale of assets2018-12-31$1,502,431
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,472,747
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 name2018-12-31VAN BEEK & COMPANY
Accountancy firm EIN2018-12-31931328920
2017 : BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,779,406
Expenses. Total of all expenses incurred2017-12-31$159,731
Benefits paid (including direct rollovers)2017-12-31$122,605
Total plan assets at end of year2017-12-31$13,268,797
Total plan assets at beginning of year2017-12-31$10,649,122
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$560,280
Expenses. Other expenses not covered elsewhere2017-12-31$37,126
Contributions received from other sources (not participants or employers)2017-12-31$53,014
Other income received2017-12-31$1,710,532
Net income (gross income less expenses)2017-12-31$2,619,675
Net plan assets at end of year (total assets less liabilities)2017-12-31$13,268,797
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$10,649,122
Total contributions received or receivable from employer(s)2017-12-31$455,580
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,734,258
Expenses. Total of all expenses incurred2016-12-31$555,402
Benefits paid (including direct rollovers)2016-12-31$529,960
Total plan assets at end of year2016-12-31$10,649,122
Total plan assets at beginning of year2016-12-31$9,470,266
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$565,517
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$745,627
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$1,178,856
Net plan assets at end of year (total assets less liabilities)2016-12-31$10,649,122
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$9,470,266
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$423,114
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$25,442
2015 : BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$658,880
Expenses. Total of all expenses incurred2015-12-31$713,178
Benefits paid (including direct rollovers)2015-12-31$679,399
Total plan assets at end of year2015-12-31$9,470,266
Total plan assets at beginning of year2015-12-31$9,524,564
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$478,009
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$1,252
Other income received2015-12-31$-243,431
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-54,298
Net plan assets at end of year (total assets less liabilities)2015-12-31$9,470,266
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$9,524,564
Total contributions received or receivable from employer(s)2015-12-31$423,050
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$33,779

Form 5500 Responses for BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN

2022: BROADWAY MEDICAL CLINIC, LLP 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: BROADWAY MEDICAL CLINIC, LLP 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: BROADWAY MEDICAL CLINIC, LLP 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: BROADWAY MEDICAL CLINIC, LLP 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: BROADWAY MEDICAL CLINIC, LLP 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: BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3