Fidelity bond in place
Not reported
Filing1418 S. Main StreetSuite 5Ottawa, KS 66067
Ottawa Family Physicians, Chartered 401K Profit Sharing Plan
Ottawa Family Physicians, Chartered • EIN 48-0778431 • Ottawa, KS • Plan year 2000
Filing Insights
Participants
Down37 → 34
-3 • -8.11%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
ContextNo event flags were generated for this filing.
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 58 | $11,765,198 | $325,433 | $5,611iApproximate average salary by contribution assumption: employee only about $140,273 at 4% or $93,515 at 6%; with 50% employer match about $93,515 at 4% or $62,343 at 6%; with 100% employer match about $70,136 at 4% or $46,758 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 58 | $11,765,198 | $325,433 | $5,611iApproximate average salary by contribution assumption: employee only about $140,273 at 4% or $93,515 at 6%; with 50% employer match about $93,515 at 4% or $62,343 at 6%; with 100% employer match about $70,136 at 4% or $46,758 at 6%. |
| 2024 | 1 | 61 | $10,733,843 | $326,755 | $5,357iApproximate average salary by contribution assumption: employee only about $133,916 at 4% or $89,277 at 6%; with 50% employer match about $89,277 at 4% or $59,518 at 6%; with 100% employer match about $66,958 at 4% or $44,639 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 61 | $10,733,843 | $326,755 | $5,357iApproximate average salary by contribution assumption: employee only about $133,916 at 4% or $89,277 at 6%; with 50% employer match about $89,277 at 4% or $59,518 at 6%; with 100% employer match about $66,958 at 4% or $44,639 at 6%. |
| 2023 | 1 | 56 | $9,010,288 | $323,962 | $5,785iApproximate average salary by contribution assumption: employee only about $144,626 at 4% or $96,417 at 6%; with 50% employer match about $96,417 at 4% or $64,278 at 6%; with 100% employer match about $72,313 at 4% or $48,209 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 56 | $9,010,288 | $323,962 | $5,785iApproximate average salary by contribution assumption: employee only about $144,626 at 4% or $96,417 at 6%; with 50% employer match about $96,417 at 4% or $64,278 at 6%; with 100% employer match about $72,313 at 4% or $48,209 at 6%. |
| 2022 | 1 | 62 | $7,591,280 | $287,440 | $4,636iApproximate average salary by contribution assumption: employee only about $115,903 at 4% or $77,269 at 6%; with 50% employer match about $77,269 at 4% or $51,513 at 6%; with 100% employer match about $57,952 at 4% or $38,634 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 62 | $7,591,280 | $287,440 | $4,636iApproximate average salary by contribution assumption: employee only about $115,903 at 4% or $77,269 at 6%; with 50% employer match about $77,269 at 4% or $51,513 at 6%; with 100% employer match about $57,952 at 4% or $38,634 at 6%. |
| 2021 | 1 | 64 | $10,524,593 | $297,961 | $4,656iApproximate average salary by contribution assumption: employee only about $116,391 at 4% or $77,594 at 6%; with 50% employer match about $77,594 at 4% or $51,729 at 6%; with 100% employer match about $58,196 at 4% or $38,797 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 64 | $10,524,593 | $297,961 | $4,656iApproximate average salary by contribution assumption: employee only about $116,391 at 4% or $77,594 at 6%; with 50% employer match about $77,594 at 4% or $51,729 at 6%; with 100% employer match about $58,196 at 4% or $38,797 at 6%. |
| 2020 | 1 | 65 | $9,149,049 | $282,053 | $4,339iApproximate average salary by contribution assumption: employee only about $108,482 at 4% or $72,321 at 6%; with 50% employer match about $72,321 at 4% or $48,214 at 6%; with 100% employer match about $54,241 at 4% or $36,161 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 65 | $9,149,049 | $282,053 | $4,339iApproximate average salary by contribution assumption: employee only about $108,482 at 4% or $72,321 at 6%; with 50% employer match about $72,321 at 4% or $48,214 at 6%; with 100% employer match about $54,241 at 4% or $36,161 at 6%. |
| 2019 | 1 | 62 | $8,246,792 | $290,535 | $4,686iApproximate average salary by contribution assumption: employee only about $117,151 at 4% or $78,101 at 6%; with 50% employer match about $78,101 at 4% or $52,067 at 6%; with 100% employer match about $58,576 at 4% or $39,050 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 62 | $8,246,792 | $290,535 | $4,686iApproximate average salary by contribution assumption: employee only about $117,151 at 4% or $78,101 at 6%; with 50% employer match about $78,101 at 4% or $52,067 at 6%; with 100% employer match about $58,576 at 4% or $39,050 at 6%. |
| 2018 | 1 | 61 | $6,454,645 | $288,355 | $4,727iApproximate average salary by contribution assumption: employee only about $118,178 at 4% or $78,786 at 6%; with 50% employer match about $78,786 at 4% or $52,524 at 6%; with 100% employer match about $59,089 at 4% or $39,393 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 61 | $6,454,645 | $288,355 | $4,727iApproximate average salary by contribution assumption: employee only about $118,178 at 4% or $78,786 at 6%; with 50% employer match about $78,786 at 4% or $52,524 at 6%; with 100% employer match about $59,089 at 4% or $39,393 at 6%. |
| 2017 | 1 | 59 | $6,895,901 | $323,980 | $5,491iApproximate average salary by contribution assumption: employee only about $137,280 at 4% or $91,520 at 6%; with 50% employer match about $91,520 at 4% or $61,013 at 6%; with 100% employer match about $68,640 at 4% or $45,760 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 59 | $6,895,901 | $323,980 | $5,491iApproximate average salary by contribution assumption: employee only about $137,280 at 4% or $91,520 at 6%; with 50% employer match about $91,520 at 4% or $61,013 at 6%; with 100% employer match about $68,640 at 4% or $45,760 at 6%. |
| 2016 | 1 | 56 | $5,949,066 | $220,433 | $3,936iApproximate average salary by contribution assumption: employee only about $98,408 at 4% or $65,605 at 6%; with 50% employer match about $65,605 at 4% or $43,737 at 6%; with 100% employer match about $49,204 at 4% or $32,803 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 56 | $5,949,066 | $220,433 | $3,936iApproximate average salary by contribution assumption: employee only about $98,408 at 4% or $65,605 at 6%; with 50% employer match about $65,605 at 4% or $43,737 at 6%; with 100% employer match about $49,204 at 4% or $32,803 at 6%. |
| 2015 | 1 | 54 | $5,255,312 | $222,749 | $4,125iApproximate average salary by contribution assumption: employee only about $103,125 at 4% or $68,750 at 6%; with 50% employer match about $68,750 at 4% or $45,833 at 6%; with 100% employer match about $51,562 at 4% or $34,375 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 54 | $5,255,312 | $222,749 | $4,125iApproximate average salary by contribution assumption: employee only about $103,125 at 4% or $68,750 at 6%; with 50% employer match about $68,750 at 4% or $45,833 at 6%; with 100% employer match about $51,562 at 4% or $34,375 at 6%. |
| 2014 | 1 | 56 | $5,073,786 | $224,931 | $4,017iApproximate average salary by contribution assumption: employee only about $100,416 at 4% or $66,944 at 6%; with 50% employer match about $66,944 at 4% or $44,629 at 6%; with 100% employer match about $50,208 at 4% or $33,472 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 56 | $5,073,786 | $224,931 | $4,017iApproximate average salary by contribution assumption: employee only about $100,416 at 4% or $66,944 at 6%; with 50% employer match about $66,944 at 4% or $44,629 at 6%; with 100% employer match about $50,208 at 4% or $33,472 at 6%. |
| 2013 | 1 | 52 | $4,688,565 | $229,277 | $4,409iApproximate average salary by contribution assumption: employee only about $110,229 at 4% or $73,486 at 6%; with 50% employer match about $73,486 at 4% or $48,991 at 6%; with 100% employer match about $55,115 at 4% or $36,743 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 52 | $4,688,565 | $229,277 | $4,409iApproximate average salary by contribution assumption: employee only about $110,229 at 4% or $73,486 at 6%; with 50% employer match about $73,486 at 4% or $48,991 at 6%; with 100% employer match about $55,115 at 4% or $36,743 at 6%. |
| 2012 | 1 | 53 | $3,742,327 | $230,709 | $4,353iApproximate average salary by contribution assumption: employee only about $108,825 at 4% or $72,550 at 6%; with 50% employer match about $72,550 at 4% or $48,367 at 6%; with 100% employer match about $54,413 at 4% or $36,275 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 53 | $3,742,327 | $230,709 | $4,353iApproximate average salary by contribution assumption: employee only about $108,825 at 4% or $72,550 at 6%; with 50% employer match about $72,550 at 4% or $48,367 at 6%; with 100% employer match about $54,413 at 4% or $36,275 at 6%. |
| 2011 | 1 | 56 | $3,120,136 | $228,112 | $4,073iApproximate average salary by contribution assumption: employee only about $101,836 at 4% or $67,890 at 6%; with 50% employer match about $67,890 at 4% or $45,260 at 6%; with 100% employer match about $50,918 at 4% or $33,945 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 56 | $3,120,136 | $228,112 | $4,073iApproximate average salary by contribution assumption: employee only about $101,836 at 4% or $67,890 at 6%; with 50% employer match about $67,890 at 4% or $45,260 at 6%; with 100% employer match about $50,918 at 4% or $33,945 at 6%. |
| 2010 | 1 | 53 | $2,999,456 | $221,731 | $4,184iApproximate average salary by contribution assumption: employee only about $104,590 at 4% or $69,727 at 6%; with 50% employer match about $69,727 at 4% or $46,484 at 6%; with 100% employer match about $52,295 at 4% or $34,863 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 53 | $2,999,456 | $221,731 | $4,184iApproximate average salary by contribution assumption: employee only about $104,590 at 4% or $69,727 at 6%; with 50% employer match about $69,727 at 4% or $46,484 at 6%; with 100% employer match about $52,295 at 4% or $34,863 at 6%. |
| 2009 | 1 | 52 | $2,420,695 | $240,188 | $4,619iApproximate average salary by contribution assumption: employee only about $115,475 at 4% or $76,983 at 6%; with 50% employer match about $76,983 at 4% or $51,322 at 6%; with 100% employer match about $57,738 at 4% or $38,492 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 52 | $2,420,695 | $240,188 | $4,619iApproximate average salary by contribution assumption: employee only about $115,475 at 4% or $76,983 at 6%; with 50% employer match about $76,983 at 4% or $51,322 at 6%; with 100% employer match about $57,738 at 4% or $38,492 at 6%. |
| 2008 | 1 | 44 | $1,737,002 | $212,750 | $4,835iApproximate average salary by contribution assumption: employee only about $120,881 at 4% or $80,587 at 6%; with 50% employer match about $80,587 at 4% or $53,725 at 6%; with 100% employer match about $60,440 at 4% or $40,294 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 44 | $1,737,002 | $212,750 | $4,835iApproximate average salary by contribution assumption: employee only about $120,881 at 4% or $80,587 at 6%; with 50% employer match about $80,587 at 4% or $53,725 at 6%; with 100% employer match about $60,440 at 4% or $40,294 at 6%. |
| 2007 | 1 | 46 | $0 | $0 | - |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 46 | - | - | - |
| 2006 | 1 | 42 | $2,148,392 | $157,785 | $3,757iApproximate average salary by contribution assumption: employee only about $93,920 at 4% or $62,613 at 6%; with 50% employer match about $62,613 at 4% or $41,742 at 6%; with 100% employer match about $46,960 at 4% or $31,307 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 42 | $2,148,392 | $157,785 | $3,757iApproximate average salary by contribution assumption: employee only about $93,920 at 4% or $62,613 at 6%; with 50% employer match about $62,613 at 4% or $41,742 at 6%; with 100% employer match about $46,960 at 4% or $31,307 at 6%. |
| 2005 | 1 | 41 | $1,849,993 | $146,189 | $3,566iApproximate average salary by contribution assumption: employee only about $89,140 at 4% or $59,426 at 6%; with 50% employer match about $59,426 at 4% or $39,618 at 6%; with 100% employer match about $44,570 at 4% or $29,713 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 41 | $1,849,993 | $146,189 | $3,566iApproximate average salary by contribution assumption: employee only about $89,140 at 4% or $59,426 at 6%; with 50% employer match about $59,426 at 4% or $39,618 at 6%; with 100% employer match about $44,570 at 4% or $29,713 at 6%. |
| 2004 | 1 | 39 | $1,630,655 | $170,321 | $4,367iApproximate average salary by contribution assumption: employee only about $109,180 at 4% or $72,787 at 6%; with 50% employer match about $72,787 at 4% or $48,525 at 6%; with 100% employer match about $54,590 at 4% or $36,393 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 39 | $1,630,655 | $170,321 | $4,367iApproximate average salary by contribution assumption: employee only about $109,180 at 4% or $72,787 at 6%; with 50% employer match about $72,787 at 4% or $48,525 at 6%; with 100% employer match about $54,590 at 4% or $36,393 at 6%. |
| 2003 | 1 | 37 | $1,419,301 | $43,159 | $1,166iApproximate average salary by contribution assumption: employee only about $29,161 at 4% or $19,441 at 6%; with 50% employer match about $19,441 at 4% or $12,961 at 6%; with 100% employer match about $14,581 at 4% or $9,720 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 37 | $1,419,301 | $43,159 | $1,166iApproximate average salary by contribution assumption: employee only about $29,161 at 4% or $19,441 at 6%; with 50% employer match about $19,441 at 4% or $12,961 at 6%; with 100% employer match about $14,581 at 4% or $9,720 at 6%. |
| 2002 | 1 | 34 | $0 | $0 | - |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 34 | - | - | - |
| 2001 | 1 | 36 | $0 | $0 | - |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 36 | - | - | - |
| 2000 | 2 | 34 | $0 | $0 | - |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | Current | 34 | - | - | - |
| Ottawa Family Physicians, Chartered Money Purchase Pension Plan | - | 0 | - | - | - |
| 1999 | 3 | 34 | $2,027,392 | $100,812 | $2,965iApproximate average salary by contribution assumption: employee only about $74,126 at 4% or $49,418 at 6%; with 50% employer match about $49,418 at 4% or $32,945 at 6%; with 100% employer match about $37,063 at 4% or $24,709 at 6%. |
| Ottawa Family Physicians, Chartered 401K Profit Sharing Plan | - | 34 | $2,027,361 | $100,812 | $2,965iApproximate average salary by contribution assumption: employee only about $74,126 at 4% or $49,418 at 6%; with 50% employer match about $49,418 at 4% or $32,945 at 6%; with 100% employer match about $37,063 at 4% or $24,709 at 6%. |
| Ottawa Family Physicians, Chartered Money Purchase Pension Plan | - | 1 | $31 | - | - |
| Ottawa Family Physicians, Chartered Profit Sharing Plan | - | 0 | - | - | - |
Schedule Details
Schedule D
- Row 1
- Filing Id
- 84037217347312
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 20372217347060002
- DFE P1 Entity 01 Name
- IMT-CORE VALUE BALANCED FUND
- DFE P1 Spons 01 Name
- INVESTORS SERVICES TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 430995254001
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $331,207
- Row 2
- Filing Id
- 84037217347312
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 20372217347060002
- Row 3
- Filing Id
- 84037217347312
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 20372217347060002
- DFE P1 Entity 01 Name
- IMT-CORE VALUE EQUITY FUND
- DFE P1 Spons 01 Name
- INVESTORS SERVICES TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 430995254003
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $579,820
- Row 4
- Filing Id
- 84037217347312
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 20372217347060002
- DFE P1 Entity 01 Name
- IMT-CORE GROWTH EQUITY FUND
- DFE P1 Spons 01 Name
- INVESTORS SERVICES TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 430995254005
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $461,189
- Row 5
- Filing Id
- 84037217347312
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 20372217347060002
- DFE P1 Entity 01 Name
- IMT-INTERNATIONAL EQUITY FUND
- DFE P1 Spons 01 Name
- INVESTORS SERVICES TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 742847987001
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $191,576
- Row 6
- Filing Id
- 84037217347312
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 20372217347060002
- DFE P1 Entity 01 Name
- IMT-STABLE VALUE FUND
- DFE P1 Spons 01 Name
- INVESTORS SERVICES TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 430995254007
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $64,323