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LAKEVILLE FAMILY MEDICINE, P.C. 401K RETIREMENT PLAN 401k Plan overview

Plan NameLAKEVILLE FAMILY MEDICINE, P.C. 401K RETIREMENT PLAN
Plan identification number 001

LAKEVILLE FAMILY MEDICINE, P.C. 401K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LAKEVILLE FAMILY MEDICINE, P.C. has sponsored the creation of one or more 401k plans.

Company Name:LAKEVILLE FAMILY MEDICINE, P.C.
Employer identification number (EIN):043543416
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKEVILLE FAMILY MEDICINE, P.C. 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ROBERT GAGNON2013-10-02
0012011-01-01ROBERT GAGNON2012-09-27
0012010-01-01ROBERT GAGNON2011-08-24
0012007-01-01 ROBERT GAGNON2010-06-08

Plan Statistics for LAKEVILLE FAMILY MEDICINE, P.C. 401K RETIREMENT PLAN

401k plan membership statisitcs for LAKEVILLE FAMILY MEDICINE, P.C. 401K RETIREMENT PLAN

Measure Date Value
2007: LAKEVILLE FAMILY MEDICINE, P.C. 401K RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-016
Total number of active participants reported on line 7a of the Form 55002007-01-016
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-016
Number of participants with account balances2007-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on LAKEVILLE FAMILY MEDICINE, P.C. 401K RETIREMENT PLAN

Measure Date Value
2007 : LAKEVILLE FAMILY MEDICINE, P.C. 401K RETIREMENT PLAN 2007 401k financial data
Total income from all sources2007-12-31$33,079
Expenses. Total of all expenses incurred2007-12-31$48
Total plan assets at end of year2007-12-31$105,063
Total plan assets at beginning of year2007-12-31$72,032
Total contributions received or receivable from participants2007-12-31$21,447
Expenses. Other expenses not covered elsewhere2007-12-31$48
Other income received2007-12-31$3,571
Net income (gross income less expenses)2007-12-31$33,031
Net plan assets at end of year (total assets less liabilities)2007-12-31$105,063
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$72,032
Total contributions received or receivable from employer(s)2007-12-31$8,061

Form 5500 Responses for LAKEVILLE FAMILY MEDICINE, P.C. 401K RETIREMENT PLAN

2007: LAKEVILLE FAMILY MEDICINE, P.C. 401K RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU289
Policy instance 1
Insurance contract or identification numberPHU289
Number of Individuals Covered6
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $202
Total amount of fees paid to insurance companyUSD $44
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $202
Insurance broker organization code?3
Amount paid for insurance broker fees44
Additional information about fees paid to insurance brokerTPA ACCUMULATOR PROGRAM
Insurance broker nameAMERICAN FIDUCIARY CORPORATION

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