Fidelity bond in place
Yes
Filing1138 S. Bowen Rd.Arlington, TX 76013
Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan
Ameri-Tech Kidney Center, P.A. • EIN 75-2407790 • Arlington, TX • Plan year 2012
Filing Insights
Participants
Down122 → 62
-60 • -49.18%
Assets
Up$5,297,807 → $5,641,750
$343,943 • 6.49%
Investment Management Fee
0.13%$7,366
Admin expenses $7,366 • Total expenses $508,095
Filing Details
Context- Net investment result
- $343,943
- Accountant opinion
- Disclaimer of opinion
- Pension payor EIN
- 04-6568107
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Yes
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
No
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Yes
5% transactions reported
No
All plan assets distributed
No
Benefits paid when due
No
Plan blackout period
No
Plan termination resolution adopted
No
Counterparties
Known direct compensation$7,3600.13%
| Provider | Services | Location | Direct Compensation | Related |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALEIN 04-2647786 | Service code 64, Service code 37, Service code 65 | - | $7,3600.13% | - |
| PERKINS, DEXTER, SINOPOLI, & HAMMEIN 75-1969466 | Accountant, Disclaimer of opinion | - | - | Perkins, Dexter, Sinopoli & Hamm PC |
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 11 | $3,515,103 | $145,558 | $13,233iApproximate average salary by contribution assumption: employee only about $330,814 at 4% or $220,542 at 6%; with 50% employer match about $220,542 at 4% or $147,028 at 6%; with 100% employer match about $165,407 at 4% or $110,271 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 11 | $3,515,103 | $145,558 | $13,233iApproximate average salary by contribution assumption: employee only about $330,814 at 4% or $220,542 at 6%; with 50% employer match about $220,542 at 4% or $147,028 at 6%; with 100% employer match about $165,407 at 4% or $110,271 at 6%. |
| 2023 | 1 | 14 | $3,346,839 | $147,892 | $10,564iApproximate average salary by contribution assumption: employee only about $264,093 at 4% or $176,062 at 6%; with 50% employer match about $176,062 at 4% or $117,375 at 6%; with 100% employer match about $132,046 at 4% or $88,031 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 14 | $3,346,839 | $147,892 | $10,564iApproximate average salary by contribution assumption: employee only about $264,093 at 4% or $176,062 at 6%; with 50% employer match about $176,062 at 4% or $117,375 at 6%; with 100% employer match about $132,046 at 4% or $88,031 at 6%. |
| 2022 | 1 | 13 | $3,031,732 | $132,383 | $10,183iApproximate average salary by contribution assumption: employee only about $254,583 at 4% or $169,722 at 6%; with 50% employer match about $169,722 at 4% or $113,148 at 6%; with 100% employer match about $127,291 at 4% or $84,861 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 13 | $3,031,732 | $132,383 | $10,183iApproximate average salary by contribution assumption: employee only about $254,583 at 4% or $169,722 at 6%; with 50% employer match about $169,722 at 4% or $113,148 at 6%; with 100% employer match about $127,291 at 4% or $84,861 at 6%. |
| 2021 | 1 | 15 | $3,707,476 | $141,744 | $9,450iApproximate average salary by contribution assumption: employee only about $236,240 at 4% or $157,493 at 6%; with 50% employer match about $157,493 at 4% or $104,996 at 6%; with 100% employer match about $118,120 at 4% or $78,747 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 15 | $3,707,476 | $141,744 | $9,450iApproximate average salary by contribution assumption: employee only about $236,240 at 4% or $157,493 at 6%; with 50% employer match about $157,493 at 4% or $104,996 at 6%; with 100% employer match about $118,120 at 4% or $78,747 at 6%. |
| 2020 | 1 | 15 | $3,120,104 | $134,435 | $8,962iApproximate average salary by contribution assumption: employee only about $224,058 at 4% or $149,372 at 6%; with 50% employer match about $149,372 at 4% or $99,581 at 6%; with 100% employer match about $112,029 at 4% or $74,686 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 15 | $3,120,104 | $134,435 | $8,962iApproximate average salary by contribution assumption: employee only about $224,058 at 4% or $149,372 at 6%; with 50% employer match about $149,372 at 4% or $99,581 at 6%; with 100% employer match about $112,029 at 4% or $74,686 at 6%. |
| 2019 | 1 | 15 | $4,938,094 | $114,102 | $7,607iApproximate average salary by contribution assumption: employee only about $190,170 at 4% or $126,780 at 6%; with 50% employer match about $126,780 at 4% or $84,520 at 6%; with 100% employer match about $95,085 at 4% or $63,390 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 15 | $4,938,094 | $114,102 | $7,607iApproximate average salary by contribution assumption: employee only about $190,170 at 4% or $126,780 at 6%; with 50% employer match about $126,780 at 4% or $84,520 at 6%; with 100% employer match about $95,085 at 4% or $63,390 at 6%. |
| 2018 | 1 | 14 | $5,035,858 | $122,475 | $8,748iApproximate average salary by contribution assumption: employee only about $218,705 at 4% or $145,804 at 6%; with 50% employer match about $145,804 at 4% or $97,202 at 6%; with 100% employer match about $109,353 at 4% or $72,902 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 14 | $5,035,858 | $122,475 | $8,748iApproximate average salary by contribution assumption: employee only about $218,705 at 4% or $145,804 at 6%; with 50% employer match about $145,804 at 4% or $97,202 at 6%; with 100% employer match about $109,353 at 4% or $72,902 at 6%. |
| 2017 | 1 | 13 | $5,396,408 | $115,993 | $8,923iApproximate average salary by contribution assumption: employee only about $223,063 at 4% or $148,709 at 6%; with 50% employer match about $148,709 at 4% or $99,139 at 6%; with 100% employer match about $111,532 at 4% or $74,354 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 13 | $5,396,408 | $115,993 | $8,923iApproximate average salary by contribution assumption: employee only about $223,063 at 4% or $148,709 at 6%; with 50% employer match about $148,709 at 4% or $99,139 at 6%; with 100% employer match about $111,532 at 4% or $74,354 at 6%. |
| 2016 | 1 | 15 | $4,584,281 | $117,084 | $7,806iApproximate average salary by contribution assumption: employee only about $195,140 at 4% or $130,093 at 6%; with 50% employer match about $130,093 at 4% or $86,729 at 6%; with 100% employer match about $97,570 at 4% or $65,047 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 15 | $4,584,281 | $117,084 | $7,806iApproximate average salary by contribution assumption: employee only about $195,140 at 4% or $130,093 at 6%; with 50% employer match about $130,093 at 4% or $86,729 at 6%; with 100% employer match about $97,570 at 4% or $65,047 at 6%. |
| 2015 | 1 | 12 | $4,156,163 | $75,662 | $6,305iApproximate average salary by contribution assumption: employee only about $157,629 at 4% or $105,086 at 6%; with 50% employer match about $105,086 at 4% or $70,057 at 6%; with 100% employer match about $78,815 at 4% or $52,543 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 12 | $4,156,163 | $75,662 | $6,305iApproximate average salary by contribution assumption: employee only about $157,629 at 4% or $105,086 at 6%; with 50% employer match about $105,086 at 4% or $70,057 at 6%; with 100% employer match about $78,815 at 4% or $52,543 at 6%. |
| 2014 | 1 | 14 | $4,162,955 | $88,647 | $6,332iApproximate average salary by contribution assumption: employee only about $158,298 at 4% or $105,532 at 6%; with 50% employer match about $105,532 at 4% or $70,355 at 6%; with 100% employer match about $79,149 at 4% or $52,766 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 14 | $4,162,955 | $88,647 | $6,332iApproximate average salary by contribution assumption: employee only about $158,298 at 4% or $105,532 at 6%; with 50% employer match about $105,532 at 4% or $70,355 at 6%; with 100% employer match about $79,149 at 4% or $52,766 at 6%. |
| 2013 | 1 | 16 | $5,421,894 | $186,449 | $11,653iApproximate average salary by contribution assumption: employee only about $291,327 at 4% or $194,218 at 6%; with 50% employer match about $194,218 at 4% or $129,478 at 6%; with 100% employer match about $145,663 at 4% or $97,109 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 16 | $5,421,894 | $186,449 | $11,653iApproximate average salary by contribution assumption: employee only about $291,327 at 4% or $194,218 at 6%; with 50% employer match about $194,218 at 4% or $129,478 at 6%; with 100% employer match about $145,663 at 4% or $97,109 at 6%. |
| 2012 | 1 | 62 | $5,641,750 | $282,846 | $4,562iApproximate average salary by contribution assumption: employee only about $114,051 at 4% or $76,034 at 6%; with 50% employer match about $76,034 at 4% or $50,689 at 6%; with 100% employer match about $57,025 at 4% or $38,017 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | Current | 62 | $5,641,750 | $282,846 | $4,562iApproximate average salary by contribution assumption: employee only about $114,051 at 4% or $76,034 at 6%; with 50% employer match about $76,034 at 4% or $50,689 at 6%; with 100% employer match about $57,025 at 4% or $38,017 at 6%. |
| 2011 | 1 | 66 | $5,297,807 | $247,168 | $3,745iApproximate average salary by contribution assumption: employee only about $93,624 at 4% or $62,416 at 6%; with 50% employer match about $62,416 at 4% or $41,611 at 6%; with 100% employer match about $46,812 at 4% or $31,208 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 66 | $5,297,807 | $247,168 | $3,745iApproximate average salary by contribution assumption: employee only about $93,624 at 4% or $62,416 at 6%; with 50% employer match about $62,416 at 4% or $41,611 at 6%; with 100% employer match about $46,812 at 4% or $31,208 at 6%. |
| 2010 | 1 | 74 | $5,521,214 | $328,626 | $4,441iApproximate average salary by contribution assumption: employee only about $111,022 at 4% or $74,015 at 6%; with 50% employer match about $74,015 at 4% or $49,343 at 6%; with 100% employer match about $55,511 at 4% or $37,007 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 74 | $5,521,214 | $328,626 | $4,441iApproximate average salary by contribution assumption: employee only about $111,022 at 4% or $74,015 at 6%; with 50% employer match about $74,015 at 4% or $49,343 at 6%; with 100% employer match about $55,511 at 4% or $37,007 at 6%. |
| 2009 | 1 | 70 | $4,750,472 | $416,654 | $5,952iApproximate average salary by contribution assumption: employee only about $148,805 at 4% or $99,203 at 6%; with 50% employer match about $99,203 at 4% or $66,136 at 6%; with 100% employer match about $74,403 at 4% or $49,602 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 70 | $4,750,472 | $416,654 | $5,952iApproximate average salary by contribution assumption: employee only about $148,805 at 4% or $99,203 at 6%; with 50% employer match about $99,203 at 4% or $66,136 at 6%; with 100% employer match about $74,403 at 4% or $49,602 at 6%. |
| 2008 | 1 | 72 | $3,497,884 | $393,809 | $5,470iApproximate average salary by contribution assumption: employee only about $136,739 at 4% or $91,159 at 6%; with 50% employer match about $91,159 at 4% or $60,773 at 6%; with 100% employer match about $68,370 at 4% or $45,580 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 72 | $3,497,884 | $393,809 | $5,470iApproximate average salary by contribution assumption: employee only about $136,739 at 4% or $91,159 at 6%; with 50% employer match about $91,159 at 4% or $60,773 at 6%; with 100% employer match about $68,370 at 4% or $45,580 at 6%. |
| 2007 | 1 | 70 | $0 | $0 | - |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 70 | - | - | - |
| 2006 | 1 | 72 | $4,414,280 | $396,825 | $5,511iApproximate average salary by contribution assumption: employee only about $137,786 at 4% or $91,858 at 6%; with 50% employer match about $91,858 at 4% or $61,238 at 6%; with 100% employer match about $68,893 at 4% or $45,929 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 72 | $4,414,280 | $396,825 | $5,511iApproximate average salary by contribution assumption: employee only about $137,786 at 4% or $91,858 at 6%; with 50% employer match about $91,858 at 4% or $61,238 at 6%; with 100% employer match about $68,893 at 4% or $45,929 at 6%. |
| 2005 | 1 | 70 | $3,771,088 | $433,646 | $6,195iApproximate average salary by contribution assumption: employee only about $154,874 at 4% or $103,249 at 6%; with 50% employer match about $103,249 at 4% or $68,833 at 6%; with 100% employer match about $77,437 at 4% or $51,625 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 70 | $3,771,088 | $433,646 | $6,195iApproximate average salary by contribution assumption: employee only about $154,874 at 4% or $103,249 at 6%; with 50% employer match about $103,249 at 4% or $68,833 at 6%; with 100% employer match about $77,437 at 4% or $51,625 at 6%. |
| 2004 | 1 | 69 | $3,208,678 | $361,858 | $5,244iApproximate average salary by contribution assumption: employee only about $131,108 at 4% or $87,405 at 6%; with 50% employer match about $87,405 at 4% or $58,270 at 6%; with 100% employer match about $65,554 at 4% or $43,703 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 69 | $3,208,678 | $361,858 | $5,244iApproximate average salary by contribution assumption: employee only about $131,108 at 4% or $87,405 at 6%; with 50% employer match about $87,405 at 4% or $58,270 at 6%; with 100% employer match about $65,554 at 4% or $43,703 at 6%. |
| 2003 | 1 | 59 | $2,684,026 | $328,048 | $5,560iApproximate average salary by contribution assumption: employee only about $139,003 at 4% or $92,669 at 6%; with 50% employer match about $92,669 at 4% or $61,779 at 6%; with 100% employer match about $69,502 at 4% or $46,334 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 59 | $2,684,026 | $328,048 | $5,560iApproximate average salary by contribution assumption: employee only about $139,003 at 4% or $92,669 at 6%; with 50% employer match about $92,669 at 4% or $61,779 at 6%; with 100% employer match about $69,502 at 4% or $46,334 at 6%. |
| 2002 | 1 | 62 | $2,047,650 | $308,656 | $4,978iApproximate average salary by contribution assumption: employee only about $124,458 at 4% or $82,972 at 6%; with 50% employer match about $82,972 at 4% or $55,315 at 6%; with 100% employer match about $62,229 at 4% or $41,486 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 62 | $2,047,650 | $308,656 | $4,978iApproximate average salary by contribution assumption: employee only about $124,458 at 4% or $82,972 at 6%; with 50% employer match about $82,972 at 4% or $55,315 at 6%; with 100% employer match about $62,229 at 4% or $41,486 at 6%. |
| 2001 | 1 | 50 | $0 | $0 | - |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 50 | - | - | - |
| 2000 | 1 | 42 | $1,865,190 | $258,329 | $6,151iApproximate average salary by contribution assumption: employee only about $153,767 at 4% or $102,512 at 6%; with 50% employer match about $102,512 at 4% or $68,341 at 6%; with 100% employer match about $76,884 at 4% or $51,256 at 6%. |
| Ameri-Tech Kidney Center P.A. 401(K) Profit Sharing Plan | - | 42 | $1,865,190 | $258,329 | $6,151iApproximate average salary by contribution assumption: employee only about $153,767 at 4% or $102,512 at 6%; with 50% employer match about $102,512 at 4% or $68,341 at 6%; with 100% employer match about $76,884 at 4% or $51,256 at 6%. |
Schedule Details
Schedule C
Schedule C Provider
FIDELITY INVESTMENTS INSTITUTIONAL
RECORDKEEPER • EIN 04-2647786
Direct compensation$7,360
Service code 64Service code 37Service code 65
Indirect compensationYes
Formula-based compensationYes
Source fields
- Row 1
- Service code: Service code 64
- Service code
- Service code 64
- Row 2
- Service code: Service code 37
- Service code
- Service code 37
- Row 3
- Service code: Service code 65
- Service code
- Service code 65
- FIDELITY INVESTMENTS INSTITUTIONAL
- Other provider name
- FIDELITY INVESTMENTS INSTITUTIONAL
- Other provider EIN
- 04-2647786
- Relationship to employer or plan
- RECORDKEEPER
- Direct compensation
- $7,360
- Indirect compensation reported
- Yes
- Provider Other Elig Indicator Comp Indicator
- Yes
- Provider Other Total Indicator Comp Amount
- $0
- Provider Other Amount Formula Indicator
- Yes
Schedule C Provider
Provider 2
Provider details
Source fields
- Row 5
- Excluded provider reported
- No
Schedule H
Schedule H Financial Statement
Large plan result
Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.
End-of-year assets$5,641,750$343,943 change
Balance Sheet
Beginning and end of plan year.
Total assets$5,297,807$5,641,750Increase +$343,943 (6.49%)
Total liabilities$0$0No change $0
Net assets$5,297,807$5,641,750Increase +$343,943 (6.49%)
Contributions
Employer contributions$43,026
Participant contributions$239,820
Total contributions$282,846
Income & Investment Result
Total income$852,038
Interest$13,702
Dividends$120,981
Net income$343,943
Expenses & Fees
Benefits paid$500,729
Administrative expenses$7,366
Total expenses$508,095
Accountant
FirmPERKINS, DEXTER, SINOPOLI, & HAMM
Firm EIN75-1969466
OpinionDisclaimer of opinion
Compliance
Fidelity bondYes
Fidelity bond amount$500,000
Participant loans$149,269
Late contributionsYes
Schedule H source fields
- Financial summary
- Total assets at beginning of year: $5,297,807Total assets at end of year: $5,641,750Total liabilities at end of year: $0Net income or loss: $343,943
- Schedule H Plan Year Begin Date
- 2012-01-01
- Schedule H Tax Period
- 2012-12-31
- Schedule H Plan number
- 001
- Schedule H EIN
- 75-2407790
- Interest Bear Cash Beginning of year Amount
- $1,222,092
- Participant loans at beginning of year
- $157,003
- Interest in registered investment companies at beginning of year
- $3,918,712
- Total assets at beginning of year
- $5,297,807
- Total liabilities at beginning of year
- $0
- Net assets at beginning of year
- $5,297,807
- Interest Bear Cash End of year Amount
- $1,213,803
- Participant loans at end of year
- $149,269
- Interest in registered investment companies at end of year
- $4,278,678
- Total assets at end of year
- $5,641,750
- Total liabilities at end of year
- $0
- Net assets at end of year
- $5,641,750
- Employer contributions
- $43,026
- Participant contributions
- $239,820
- Total contributions
- $282,846
- Interest Bear Cash Amount
- $130
- Interest on participant loans
- $13,572
- Total interest income
- $13,702
- Registered investment income
- $120,981
- Total dividend income
- $120,981
- Gain or loss on registered investments
- $434,509
- Total income
- $852,038
- Participant distributions
- $500,729
- Total benefit distributions
- $500,729
- Other Admin Fees Amount
- $7,366
- Total administrative expenses
- $7,366
- Total expenses
- $508,095
- Net income or loss
- $343,943
- Accountant opinion type
- Disclaimer of opinion
- Account Performed Limited Audit Indicator
- Yes
- Accountant firm name
- PERKINS, DEXTER, SINOPOLI, & HAMM
- Accountant firm EIN
- 75-1969466
- Failed to transmit participant contributions on time
- Yes
- Fail Transmit Contribution Amount
- $100
- Participant loans in default
- No
- Leases in default
- No
- Nonexempt transactions with parties in interest
- No
- Fidelity bond in place
- Yes
- Fidelity bond amount
- $500,000
- Loss discovered during year
- No
- Assets with undetermined value
- No
- Non-cash contributions reported
- No
- Assets held for investment
- Yes
- Reportable 5% transactions
- No
- All plan assets distributed
- No
- Failed to provide benefits when due
- No
- Blackout period occurred
- No
- Comply Blackout Notice Indicator
- No
- Resolution to terminate plan adopted
- No
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN04-6568107
Transfers
Distributed property value$0
Schedule R source fields
- Payor 04-6568107
- Schedule R Plan Year Begin Date
- 2012-01-01
- Schedule R Tax Period
- 2012-12-31
- Schedule R Plan number
- 001
- Schedule R EIN
- 75-2407790
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 04-6568107
Filing received by DOL Oct 15, 2013