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SOUTHEASTERN CONNECTICUT MEDICAL ASSOC., P.C. 401(K) PLAN 401k Plan overview

Plan NameSOUTHEASTERN CONNECTICUT MEDICAL ASSOC., P.C. 401(K) PLAN
Plan identification number 002

SOUTHEASTERN CONNECTICUT MEDICAL ASSOC., P.C. 401(K) 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.
  • 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

SOUTHEASTERN CONNECTICUT MEDICAL ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:SOUTHEASTERN CONNECTICUT MEDICAL ASSOCIATES
Employer identification number (EIN):060861430
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHEASTERN CONNECTICUT MEDICAL ASSOC., P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01WILLIAM COLOM2021-02-05
0022019-01-01WILLIAM COLOM2020-06-03
0022018-01-01WILLIAM COLOM2019-10-15
0022017-01-01WILLIAM COLOM2018-10-10 WILLIAM COLOM2018-10-10
0022016-01-01WILLIAM COLOM2017-10-05 WILLIAM COLOM2017-10-05
0022015-01-01WILLIAM COLOM2016-10-06 WILLIAM COLOM2016-10-06
0022014-01-01HEATHER LARSON
0022013-01-01
0022012-01-01WILLIAM COLOM2013-08-15 WILLIAM COLOM2013-08-15
0022011-01-01WILLIAM COLOM2012-10-15 WILLIAM COLOM2012-10-15
0022010-01-01WILLIAM COLOM2011-10-11 WILLIAM COLOM2011-10-11

Plan Statistics for SOUTHEASTERN CONNECTICUT MEDICAL ASSOC., P.C. 401(K) PLAN

401k plan membership statisitcs for SOUTHEASTERN CONNECTICUT MEDICAL ASSOC., P.C. 401(K) PLAN

Measure Date Value
2014: SOUTHEASTERN CONNECTICUT MEDICAL ASSOC., P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0126
Total number of active participants reported on line 7a of the Form 55002014-01-0117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0120
Number of participants with account balances2014-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on SOUTHEASTERN CONNECTICUT MEDICAL ASSOC., P.C. 401(K) PLAN

Measure Date Value
2014 : SOUTHEASTERN CONNECTICUT MEDICAL ASSOC., P.C. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$292,717
Expenses. Total of all expenses incurred2014-12-31$4,372
Benefits paid (including direct rollovers)2014-12-31$3,932
Total plan assets at end of year2014-12-31$2,262,529
Total plan assets at beginning of year2014-12-31$1,974,184
Value of fidelity bond covering the plan2014-12-31$265,000
Total contributions received or receivable from participants2014-12-31$96,034
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$75,562
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$288,345
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,262,529
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,974,184
Assets. Value of participant loans2014-12-31$26,443
Total contributions received or receivable from employer(s)2014-12-31$121,121
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$440

Form 5500 Responses for SOUTHEASTERN CONNECTICUT MEDICAL ASSOC., P.C. 401(K) PLAN

2014: SOUTHEASTERN CONNECTICUT MEDICAL ASSOC., P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38709
Policy instance 1
Insurance contract or identification number38709
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $898
Total amount of fees paid to insurance companyUSD $82
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $898
Amount paid for insurance broker fees0
Insurance broker nameSCOTT FREEMAN RETIREMENT PLAN CONSU

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