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PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NamePAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 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.
  • 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.
  • 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

PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. has sponsored the creation of one or more 401k plans.

Company Name:PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A.
Employer identification number (EIN):202587269
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2005-03-29
Company Identification Number: P05000046769
Legal Registered Office Address: 23 BARKLEY CIRCLE

FORT MYERS

33907

More information about PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01EUGENE D. MAHANEY, M.D.2021-03-10
0012020-01-01EUGENE D. MAHANEY, M.D.2021-01-04 EUGENE D. MAHANEY, M.D.2021-01-04
0012019-01-01EUGENE D. MAHANEY, M.D.2020-05-11 EUGENE D. MAHANEY, M.D.2020-05-11
0012018-01-01
0012017-01-01
0012016-01-01EUGENE D. MAHANEY
0012015-01-01EUGENE D. MAHANEY
0012014-01-01EUGENE D. MAHANEY
0012013-01-01VELIMIR A. MICOVIC, M.D. VELIMIR A. MICOVIC, M.D.2014-09-24
0012012-01-01VELIMIR A. MICOVIC, M.D.2013-05-29 VELIMIR A. MICOVIC, M.D.2013-05-29
0012011-01-01VELIMIR A. MICOVIC, M.D.2012-07-23 VELIMIR A. MICOVIC, M.D.2012-07-23
0012010-01-01EUGENE D. MAHANEY, M.D.2011-03-30 EUGENE D. MAHANEY, M.D.2011-03-30

Plan Statistics for PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2020: PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0141
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0130
Total number of active participants reported on line 7a of the Form 55002019-01-0118
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0126
Number of participants with account balances2019-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0133
Total number of active participants reported on line 7a of the Form 55002018-01-0119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0129
Number of participants with account balances2018-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0129
Total number of active participants reported on line 7a of the Form 55002017-01-0121
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0130
Number of participants with account balances2017-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0125
Total number of active participants reported on line 7a of the Form 55002016-01-0116
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0123
Number of participants with account balances2016-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0129
Total number of active participants reported on line 7a of the Form 55002015-01-0117
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0124
Number of participants with account balances2015-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0124
Total number of active participants reported on line 7a of the Form 55002014-01-0116
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0124
Number of participants with account balances2014-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0119
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0120
Number of participants with account balances2013-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011

Financial Data on PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2020 : PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-11-30$0
Total plan liabilities at end of year2020-11-30$0
Total plan liabilities at beginning of year2020-11-30$0
Total income from all sources2020-11-30$107,476
Expenses. Total of all expenses incurred2020-11-30$3,870,514
Benefits paid (including direct rollovers)2020-11-30$3,849,291
Total plan assets at end of year2020-11-30$0
Total plan assets at beginning of year2020-11-30$3,763,038
Value of fidelity bond covering the plan2020-11-30$400,000
Total contributions received or receivable from participants2020-11-30$30,864
Expenses. Other expenses not covered elsewhere2020-11-30$0
Contributions received from other sources (not participants or employers)2020-11-30$2,852
Other income received2020-11-30$51,008
Noncash contributions received2020-11-30$0
Net income (gross income less expenses)2020-11-30$-3,763,038
Net plan assets at end of year (total assets less liabilities)2020-11-30$0
Net plan assets at beginning of year (total assets less liabilities)2020-11-30$3,763,038
Assets. Value of participant loans2020-11-30$0
Assets. Value of assets in partnership/joint-venture interests2020-11-30$0
Total contributions received or receivable from employer(s)2020-11-30$22,752
Value of certain deemed distributions of participant loans2020-11-30$0
Value of corrective distributions2020-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-11-30$21,223
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-11-30$413,152
2019 : PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$821,036
Expenses. Total of all expenses incurred2019-12-31$543,834
Benefits paid (including direct rollovers)2019-12-31$540,787
Total plan assets at end of year2019-12-31$3,763,038
Total plan assets at beginning of year2019-12-31$3,485,836
Value of fidelity bond covering the plan2019-12-31$400,000
Total contributions received or receivable from participants2019-12-31$217,999
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$21,453
Other income received2019-12-31$481,614
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$277,202
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,763,038
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,485,836
Assets. Value of participant loans2019-12-31$4,883
Assets. Value of assets in partnership/joint-venture interests2019-12-31$413,152
Total contributions received or receivable from employer(s)2019-12-31$99,970
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,047
2018 : PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 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$273,850
Expenses. Total of all expenses incurred2018-12-31$55,917
Benefits paid (including direct rollovers)2018-12-31$55,356
Total plan assets at end of year2018-12-31$3,485,836
Total plan assets at beginning of year2018-12-31$3,267,903
Value of fidelity bond covering the plan2018-12-31$400,000
Total contributions received or receivable from participants2018-12-31$238,777
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$130,139
Other income received2018-12-31$-204,848
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$217,933
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,485,836
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,267,903
Assets. Value of participant loans2018-12-31$4,215
Assets. Value of assets in partnership/joint-venture interests2018-12-31$412,589
Total contributions received or receivable from employer(s)2018-12-31$109,782
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$561
2017 : PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$743,811
Expenses. Total of all expenses incurred2017-12-31$39,741
Benefits paid (including direct rollovers)2017-12-31$39,588
Total plan assets at end of year2017-12-31$3,267,903
Total plan assets at beginning of year2017-12-31$2,563,833
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$202,011
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$446,868
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$704,070
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,267,903
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,563,833
Assets. Value of participant loans2017-12-31$2,791
Assets. Value of assets in partnership/joint-venture interests2017-12-31$399,229
Total contributions received or receivable from employer(s)2017-12-31$94,932
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$153
2016 : PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$383,744
Expenses. Total of all expenses incurred2016-12-31$49,474
Benefits paid (including direct rollovers)2016-12-31$49,390
Total plan assets at end of year2016-12-31$2,563,833
Total plan assets at beginning of year2016-12-31$2,229,563
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$139,854
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$181,070
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$334,270
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,563,833
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,229,563
Assets. Value of participant loans2016-12-31$5,984
Assets. Value of assets in partnership/joint-venture interests2016-12-31$277,583
Total contributions received or receivable from employer(s)2016-12-31$62,820
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$84
2015 : PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$290,193
Expenses. Total of all expenses incurred2015-12-31$22,732
Benefits paid (including direct rollovers)2015-12-31$22,560
Total plan assets at end of year2015-12-31$2,229,563
Total plan assets at beginning of year2015-12-31$1,962,102
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$158,353
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$64,905
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$267,461
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,229,563
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,962,102
Assets. Value of participant loans2015-12-31$2,940
Assets. Value of assets in partnership/joint-venture interests2015-12-31$238,724
Total contributions received or receivable from employer(s)2015-12-31$66,935
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$172
2014 : PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 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$0
Total income from all sources2014-12-31$-55,018
Expenses. Total of all expenses incurred2014-12-31$44,315
Benefits paid (including direct rollovers)2014-12-31$42,965
Total plan assets at end of year2014-12-31$1,962,102
Total plan assets at beginning of year2014-12-31$2,061,435
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$125,014
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-246,910
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-99,333
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,962,102
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,061,435
Assets. Value of participant loans2014-12-31$4,107
Assets. Value of assets in partnership/joint-venture interests2014-12-31$332,022
Total contributions received or receivable from employer(s)2014-12-31$66,878
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$1,350
2013 : PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$229,932
Expenses. Total of all expenses incurred2013-12-31$39,412
Benefits paid (including direct rollovers)2013-12-31$39,412
Total plan assets at end of year2013-12-31$2,061,435
Total plan assets at beginning of year2013-12-31$1,870,915
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$105,651
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$71,206
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$190,520
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,061,435
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,870,915
Assets. Value of participant loans2013-12-31$2,039
Assets. Value of assets in partnership/joint-venture interests2013-12-31$740,000
Total contributions received or receivable from employer(s)2013-12-31$53,075
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0

Form 5500 Responses for PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST

2020: PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 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: PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PAIN MANAGEMENT CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan 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 number116353
Policy instance 1
Insurance contract or identification number116353
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $10,026
Total amount of fees paid to insurance companyUSD $1,137
Are there contracts with allocated funds for individual policies?0
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 $10,026
Insurance broker organization code?3
Amount paid for insurance broker fees1137
Additional information about fees paid to insurance brokerTPA COMPENSATION, TPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116353
Policy instance 1
Insurance contract or identification number116353
Number of Individuals Covered26
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,524
Total amount of fees paid to insurance companyUSD $1,484
Are there contracts with allocated funds for individual policies?0
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
Commission paid to Insurance BrokerUSD $8,524
Insurance broker organization code?3
Amount paid for insurance broker fees1484
Additional information about fees paid to insurance brokerTPA COMPENSATION, TPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116353
Policy instance 1
Insurance contract or identification number116353
Number of Individuals Covered28
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,684
Total amount of fees paid to insurance companyUSD $1,777
Are there contracts with allocated funds for individual policies?0
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
Commission paid to Insurance BrokerUSD $8,684
Insurance broker organization code?3
Amount paid for insurance broker fees1777
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116353
Policy instance 1
Insurance contract or identification number116353
Number of Individuals Covered28
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,146
Total amount of fees paid to insurance companyUSD $1,195
Are there contracts with allocated funds for individual policies?0
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
Commission paid to Insurance BrokerUSD $7,146
Insurance broker organization code?3
Amount paid for insurance broker fees1195
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePROGRESSIVE PENSION ADMIN., INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116353
Policy instance 1
Insurance contract or identification number116353
Number of Individuals Covered21
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $5,753
Total amount of fees paid to insurance companyUSD $997
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
Commission paid to Insurance BrokerUSD $5,753
Insurance broker organization code?3
Amount paid for insurance broker fees997
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePROGRESSIVE PENSION ADMIN., INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116353
Policy instance 1
Insurance contract or identification number116353
Number of Individuals Covered23
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,621
Total amount of fees paid to insurance companyUSD $5,076
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
Commission paid to Insurance BrokerUSD $13,621
Insurance broker organization code?3
Amount paid for insurance broker fees5076
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePROGRESSIVE PENSION ADMIN., INC.

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