Back to top
FORM 5500 DATA

Radiation Management Associates, LLC and Associates in Medical Physics, LLC 401k and Profit Sharing Plan and Trust

Overview

Plan Information

  • Plan Year01/01/2018 — 12/31/2018
  • Date of Plan12/01/2006
  • Net Assets as of 12/31/2018 $13,896,457
  • Plan Number1
  • Plan Type Single Employer
  • Is the plan collectively bargained? No
  • Did the plan file for an extension of time or the DFVC Program?Yes
  • Plan Funding Arrangement Trust
  • Plan Benefit Arrangement Trust

Participant Information as of 12/31/2018

  • Active (Eligible) Participants107
  • Retired or separated participants receiving benefits1
  • Other retired or separated participants entitled to future benefits46
  • Subtotal154
  • Deceased participants whose beneficiaries are receiving or are entitled to receive benefits0
  • Total154
  • Total number of participants as of 01/01/2018154
  • Number of participants with account balances150
  • Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested0

Expenses

  • Total Benefit Payments$0
  • Corrective Distributions$0
  • Administrative Service Providers$0
  • Other Expenses$0
  • Total Expenses$0
  • Total Transfers$0

Sponsor Information

  • Address10210 Greenbelt Rd Ste 110
  • CityLanham
  • StateMD
  • Zip20706-6226
  • Telephone(301) 220-3518
  • EIN52-2098483
  • Industry Code621498

Audit Information

  • Audit StatusAudited
  • AuditorMayer Hoffman Mccann Pc
  • Auditor EIN43-1947695
  • Audit Opinion Disclaimer
  • Audit TypeLimited Scope Audit

Benefits Provided Under the Plan

Code Benefit Description
2E Profit-sharing A defined contribution plan that allows employer discretionary contributions. These plans often contain a 401(k) feature.
2F ERISA section 404(c) Plan This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
2G 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.
2J 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.
2T Participant-directed Account Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
3B Self-Employed Plan Plan covering Self-Employed individuals.
3D 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.
3H Controlled Group Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

Questions and Answers

Question Answer Amount
During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102? No
Were any loans by the plan or fixed income obligations due the plan in default as of the close of plan year or classified during the year as uncollectible? Disregard participant loans secured by participant's account balance. No
Were any leases to which the plan was a party in default or classified during the year as uncollectible? No
Were there any nonexempt transactions with any party-in-interest? No
Was this plan covered by a fidelity bond? Yes $1,000,000
Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? No
Did the plan hold any assets whose current value was neither readily determinable on an established market nor set by an independent third party appraiser? No
Did the plan receive any noncash contributions whose value was neither readily determinable on an established market nor set by an independent third party appraiser? No
Did the plan have assets held for investment? Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of plan assets? No
Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? No
Has the plan failed to provide any benefit when due under the plan? No
If this is an individual account plan, was there a blackout period? No
If there was a blackout period, have you either provided the required notice or one of the exceptions to providing the notice applied under 29 CFR 2520.101-3? No

Financials

Income and Expense Statement

Income $283,194
Contributions $1,300,915
Cash Contributions $1,300,915
Cash from Employers $381,830
Cash from Participants $906,112
Others (including rollovers) $12,973
Noncash Contributions $0
Total Earnings on Investments $-1,017,721
Total Interest $7,510
Interest-Bearing Cash $0
U.S. Government Securities $0
Corporate Debt Instruments $0
Loans (other than to participants) $0
Participant Loans $7,510
Interest from Other Investments $0
Total Dividends $1,044,612
Preferred Stock $0
Common Stock $0
Rents $0
Net gain (loss) on sale of assets $0
Aggregate Proceeds $0
Aggregate Carrying Amount $0
Total Unrealized Appreciation (depreciation) of assets $0
Real Estate $0
Other $0
Net investment gain (loss) from common/collective trusts $0
Net investment gain (loss) from pooled separate accounts $0
Net investment gain (loss) from master trust investment accounts $0
Net investment gain (loss) from 103-12 investment entities $0
Net investment gain (loss) from registered investment companies $-2,069,843
Other Income $0
Expenses $935,945
Total Benefit Payments $932,636
Directly to participants or beneficiaries, including direct rollovers $932,636
To insurance carriers for the provision of benefits $0
Other Benefit Payment Fees $0
Corrective Distributions $0
Certain deemed distributions of participant loans $2,334
Interest expense $0
Total Administrative Expenses $975
Professional Fees $0
Contract Administrator Fees $0
Investment Advisory and management fees $0
Other Administrative Fees $975
Net Income $-652,751
Transfers of Assets to this Plan $0
Transfers of Assets from this Plan $0

Asset and Liability Statement

12/31/2018 12/31/2017 Change YOY
Total Assets $13,896,457 $14,549,208 -4.49%
Total noninterest-bearing cash $0 $0 0.0%
Receivables $379,547 $406,487 -6.63%
Employer Contributions $379,547 $364,303 4.18%
Participant Contributions $0 $42,184 0.0%
Other Contributions $0 $0 0.0%
General Investments $0 $0 0.0%
Interest-bearing cash $0 $0 0.0%
U.S. Government Securities $0 $0 0.0%
Corporate Debt Instruments $0 $0 0.0%
Preferred $0 $0 0.0%
All Other $0 $0 0.0%
Corporate Stocks $0 $0 0.0%
Preferred $0 $0 0.0%
Common $0 $0 0.0%
Partnership/joint venture interests $0 $0 0.0%
Real estate (other than employer real property) $0 $0 0.0%
Loans (other than to participants) $0 $0 0.0%
Participants Loans $153,583 $134,781 13.95%
Value of interest in common/collective trusts $1,513,295 $1,757,736 -13.91%
Value of interest in pooled separate accounts $0 $0 0.0%
Value of interest in master trust investment accounts $0 $0 0.0%
Value of interest in 103-12 investment entities $0 $0 0.0%
Value of interest in registered investment companies $11,850,032 $12,250,204 -3.27%
Value of funds held in insurance co. general account $0 $0 0.0%
Other Investments $0 $0 0.0%
Employer-related Investments $0 $0 0.0%
Employer Securities $0 $0 0.0%
Employer Real Property $0 $0 0.0%
Buildings and other property used in plan operation $0 $0 0.0%
Total Liabilities $0 $0 0.0%
Benefit Claims Payable (1) $0 $0 0.0%
Operating Payables (1) $0 $0 0.0%
Acquisition Indebtedness (1) $0 $0 0.0%
Other liabilities (1) $0 $0 0.0%
Net Assets $13,896,457 $14,549,208 -4.49%

Service Providers

Persons Receiving Only Eligible Indirect Compensation

  • Fidelity Investments Institutional

Other Service Providers Receiving Direct or Indirect Compensation

Name Nature of Service Relationship to Plan Sponsor Direct Compensation Paid by Plan Indirect Compensation Paid by Plan Total Compensation
Wells Fargo Clearing Services LLC Other commissions Advisor $0 $35,943 $35,943
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees Record Keeper $975 $0 $975
Total $975 $35,943 $36,918

Indirect Compensation

Name Source of Indirect Compensation* Nature of Service Description of Indirect Compensation Indirect Compensation Paid by Plan
Wells Fargo Clearing Services LLC National Financial Services LLC Other commissions $35,943
Fidelity Investments Institutional Victorty S Estb Val A - Fis Investo Sub-transfer agency fees .25% $0
Fidelity Investments Institutional Um Behavioral Val A - Dst Asset Ma Sub-transfer agency fees .25% $0
Fidelity Investments Institutional Templeton Dev Mkts A - Franklin Te Sub-transfer agency fees .25% $0
Fidelity Investments Institutional Pimco Short Term A - Dst Asset Man Sub-transfer agency fees .20% $0
Fidelity Investments Institutional Pim Stkpls Abs Rna A - Dst Asset M Sub-transfer agency fees .20% $0
Fidelity Investments Institutional Pim Sp Intl Unhd A - Dst Asset Man Sub-transfer agency fees .20% $0
Fidelity Investments Institutional Pim Commplus Strat A - Dst Asset M Sub-transfer agency fees .20% $0
Fidelity Investments Institutional Opphmr Intl Bond A - Ofi Global as Sub-transfer agency fees .25% $0
Fidelity Investments Institutional Opphmr Dev Mkts A - Ofi Global Ass Sub-transfer agency fees .25% $0
Fidelity Investments Institutional Mfs New Discovery R3 - Mfs Service Sub-transfer agency fees .25% $0
Fidelity Investments Institutional Lzrd Intl Strat Eq O - Dst Asset M Sub-transfer agency fees .20% $0
Fidelity Investments Institutional Invs Bal-Rsk Cmdty A - Invesco Can Sub-transfer agency fees .35% $0
Fidelity Investments Institutional Drey Strategic Val A - Dreyfus Tra Sub-transfer agency fees .35% $0
Fidelity Investments Institutional Drey Global Re A - Dreyfus Transfe Sub-transfer agency fees .35% $0
Fidelity Investments Institutional Col Ca Moderate A - Columbia Mgt I Sub-transfer agency fees .25% $0
*As outlined by the Form 5500 Instructions for service providers with indirect compensation.

Service Providers Who Fail or Refuse to Provide Information

There are no service providers who failed or refused to provide information.

Termination Information on Accountants and Enrolled Actuaries

There is no termination information for this plan.

Investments

Investments

Name of Investment Investment Manager Type of Investment Dollar Value
Fa Stable Value II Fidelity Management Trust Company DFE: Common/Collective Trust $1,497,769
Total $1,497,769

Insurance Information

Insurance Information

There are no insurance carriers listed for this plan.