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THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 003

THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

THE CENTER FOR ADVANCED PEDIATRICS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:THE CENTER FOR ADVANCED PEDIATRICS, P.C.
Employer identification number (EIN):112248821
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01ANGELA MURPHY2022-05-10
0032020-01-01LUZ VAZQUEZ SERRANO2021-07-29
0032019-01-01JEANNE MARCONI2020-06-06
0032018-01-01
0032016-12-01JEANNE MARCONI2018-09-14
0032015-12-01JEANNE MARCONI
0032014-12-01JEANNE MARCONI
0032013-12-01JEANNE MARCONI
0032012-12-01JEANNE MARCONI
0032011-12-01JEANNE MARCONI2013-09-06
0032010-12-01JEANNE MARCONI2012-05-29
0032008-12-01

Plan Statistics for THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0163
Total number of active participants reported on line 7a of the Form 55002018-01-0161
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0174
Number of participants with account balances2018-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2015: THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-0134
Total number of active participants reported on line 7a of the Form 55002015-12-0129
Number of retired or separated participants receiving benefits2015-12-010
Number of other retired or separated participants entitled to future benefits2015-12-014
Total of all active and inactive participants2015-12-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-010
Total participants2015-12-0133
Number of participants with account balances2015-12-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-010
2014: THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-0145
Total number of active participants reported on line 7a of the Form 55002014-12-0130
Number of retired or separated participants receiving benefits2014-12-010
Number of other retired or separated participants entitled to future benefits2014-12-016
Total of all active and inactive participants2014-12-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-010
Total participants2014-12-0136
Number of participants with account balances2014-12-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-010
2013: THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-0145
Total number of active participants reported on line 7a of the Form 55002013-12-0136
Number of retired or separated participants receiving benefits2013-12-010
Number of other retired or separated participants entitled to future benefits2013-12-013
Total of all active and inactive participants2013-12-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-010
Total participants2013-12-0139
Number of participants with account balances2013-12-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-010
2012: THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-0141
Total number of active participants reported on line 7a of the Form 55002012-12-0136
Number of retired or separated participants receiving benefits2012-12-010
Number of other retired or separated participants entitled to future benefits2012-12-013
Total of all active and inactive participants2012-12-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-010
Total participants2012-12-0139
Number of participants with account balances2012-12-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-010

Financial Data on THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018 : THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$232,197
Expenses. Total of all expenses incurred2018-12-31$25,914
Benefits paid (including direct rollovers)2018-12-31$24,746
Total plan assets at end of year2018-12-31$206,283
Total plan assets at beginning of year2018-12-31$0
Value of fidelity bond covering the plan2018-12-31$0
Total contributions received or receivable from participants2018-12-31$58,040
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$141,699
Net income (gross income less expenses)2018-12-31$206,283
Net plan assets at end of year (total assets less liabilities)2018-12-31$206,283
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$32,458
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,168
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
2016 : THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-11-30$18,067
Expenses. Total of all expenses incurred2016-11-30$234,584
Benefits paid (including direct rollovers)2016-11-30$221,472
Total plan assets at end of year2016-11-30$964,595
Total plan assets at beginning of year2016-11-30$1,181,112
Value of fidelity bond covering the plan2016-11-30$1,000,000
Total contributions received or receivable from participants2016-11-30$16,963
Other income received2016-11-30$1,104
Net income (gross income less expenses)2016-11-30$-216,517
Net plan assets at end of year (total assets less liabilities)2016-11-30$964,595
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$1,181,112
Assets. Value of participant loans2016-11-30$19,186
Expenses. Administrative service providers (salaries,fees and commissions)2016-11-30$13,112
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
2015 : THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-11-30$0
Total income from all sources2015-11-30$-18,707
Expenses. Total of all expenses incurred2015-11-30$14,741
Total plan assets at end of year2015-11-30$1,181,112
Total plan assets at beginning of year2015-11-30$1,214,560
Value of fidelity bond covering the plan2015-11-30$350,000
Total contributions received or receivable from participants2015-11-30$23,413
Other income received2015-11-30$-42,120
Net income (gross income less expenses)2015-11-30$-33,448
Net plan assets at end of year (total assets less liabilities)2015-11-30$1,181,112
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$1,214,560
Assets. Value of participant loans2015-11-30$43,314
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$14,741
2014 : THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-11-30$0
Total plan liabilities at beginning of year2014-11-30$0
Total income from all sources2014-11-30$65,981
Expenses. Total of all expenses incurred2014-11-30$356,408
Benefits paid (including direct rollovers)2014-11-30$342,346
Total plan assets at end of year2014-11-30$1,214,560
Total plan assets at beginning of year2014-11-30$1,504,987
Value of fidelity bond covering the plan2014-11-30$350,000
Total contributions received or receivable from participants2014-11-30$25,414
Other income received2014-11-30$40,567
Net income (gross income less expenses)2014-11-30$-290,427
Net plan assets at end of year (total assets less liabilities)2014-11-30$1,214,560
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$1,504,987
Assets. Value of participant loans2014-11-30$57,354
Expenses. Administrative service providers (salaries,fees and commissions)2014-11-30$14,062
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
2013 : THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-11-30$0
Total plan liabilities at beginning of year2013-11-30$0
Total income from all sources2013-11-30$302,387
Expenses. Total of all expenses incurred2013-11-30$14,385
Total plan assets at end of year2013-11-30$1,504,987
Total plan assets at beginning of year2013-11-30$1,216,985
Value of fidelity bond covering the plan2013-11-30$350,000
Total contributions received or receivable from participants2013-11-30$27,921
Contributions received from other sources (not participants or employers)2013-11-30$44,840
Other income received2013-11-30$229,626
Net income (gross income less expenses)2013-11-30$288,002
Net plan assets at end of year (total assets less liabilities)2013-11-30$1,504,987
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$1,216,985
Assets. Value of participant loans2013-11-30$64,319
Expenses. Administrative service providers (salaries,fees and commissions)2013-11-30$14,385

Form 5500 Responses for THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN

2018: THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2015: THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement - TrustYes
2014: THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement - TrustYes
2013: THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2008: THE CENTER FOR ADVANCED PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

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