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SOUTHERN ARIZONA INTERNAL MEDICINE, PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSOUTHERN ARIZONA INTERNAL MEDICINE, PLLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

SOUTHERN ARIZONA INTERNAL MEDICINE, PLLC 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHERN ARIZONA INTERNAL MEDICINE, PLLC has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN ARIZONA INTERNAL MEDICINE, PLLC
Employer identification number (EIN):201344989
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about SOUTHERN ARIZONA INTERNAL MEDICINE, PLLC

Jurisdiction of Incorporation: Arizona Corporation Commission
Incorporation Date:
Company Identification Number: P11420777

More information about SOUTHERN ARIZONA INTERNAL MEDICINE, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN ARIZONA INTERNAL MEDICINE, PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VIRAG SHAH MD2024-07-08
0012022-01-01CHRISTINE BOGGS2023-07-18
0012021-01-01CHRISTINE BOGGS2022-07-08
0012020-01-01CHRISTINE BOGGS2021-07-20
0012019-01-01CHRISTINE BOGGS2020-09-04
0012018-01-01
0012017-01-01CHRIS BOGGS2018-06-19
0012016-01-01CHRISTINE BOGGS CHRISTINE BOGGS2017-10-02
0012015-10-01KEVIN J. DONOVAN KEVIN J. DONOVAN2016-10-12

Plan Statistics for SOUTHERN ARIZONA INTERNAL MEDICINE, PLLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHERN ARIZONA INTERNAL MEDICINE, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: SOUTHERN ARIZONA INTERNAL MEDICINE, PLLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: SOUTHERN ARIZONA INTERNAL MEDICINE, PLLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-016
Total number of active participants reported on line 7a of the Form 55002015-10-016
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-016
Number of participants with account balances2015-10-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010

Financial Data on SOUTHERN ARIZONA INTERNAL MEDICINE, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : SOUTHERN ARIZONA INTERNAL MEDICINE, PLLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$2,637
Total income from all sources2016-12-31$242,058
Expenses. Total of all expenses incurred2016-12-31$18,013
Benefits paid (including direct rollovers)2016-12-31$17,763
Total plan assets at end of year2016-12-31$1,832,405
Total plan assets at beginning of year2016-12-31$1,605,723
Value of fidelity bond covering the plan2016-12-31$340,000
Total contributions received or receivable from participants2016-12-31$33,228
Other income received2016-12-31$165,280
Net income (gross income less expenses)2016-12-31$224,045
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,829,768
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,605,723
Assets. Value of assets in partnership/joint-venture interests2016-12-31$70,920
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$32,136
Total contributions received or receivable from employer(s)2016-12-31$43,550
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$250
2015 : SOUTHERN ARIZONA INTERNAL MEDICINE, PLLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$1,655,872
Total income from all sources2015-12-31$-50,149
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$1,605,723
Total plan assets at beginning of year2015-12-31$0
Value of fidelity bond covering the plan2015-12-31$340,000
Total contributions received or receivable from participants2015-12-31$2,888
Expenses. Other expenses not covered elsewhere2015-12-31$0
Other income received2015-12-31$-53,037
Net income (gross income less expenses)2015-12-31$-50,149
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,605,723
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Assets. Value of assets in partnership/joint-venture interests2015-12-31$69,325
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$2,673
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0

Form 5500 Responses for SOUTHERN ARIZONA INTERNAL MEDICINE, PLLC 401(K) PROFIT SHARING PLAN

2016: SOUTHERN ARIZONA INTERNAL MEDICINE, PLLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHERN ARIZONA INTERNAL MEDICINE, PLLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01First time form 5500 has been submittedYes
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan 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 number121187
Policy instance 1
Insurance contract or identification number121187
Number of Individuals Covered6
Insurance policy start date2015-10-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?4
Insurance broker nameRBC CAPITAL MARKETS, LLC

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