401k Plan data: PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST plan

PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST
Plan identification number	001

PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined 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

PRACTICE MANAGEMENT INC has sponsored the creation of one or more 401k plans.

Company Name: PRACTICE MANAGEMENT INC

Employer identification number (EIN): 204023470

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Additional information about PRACTICE MANAGEMENT INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2733886

More information about PRACTICE MANAGEMENT INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 STEPHANIE SIRICO 2018-07-25
001 2016-01-01 LIZ SANCHEZ 2017-07-24
001 2015-01-01 LIZ SANCHEZ 2016-10-17
001 2014-01-01 LIZ SANCHEZ 2015-07-29
001 2013-01-01 LIZ SANCHEZ 2014-07-18
001 2012-01-01 PRACTICE MANAGEMENT INC 2013-07-16
001 2011-01-01 PRACTICE MANAGEMENT INC 2012-07-02
001 2010-01-01 PRACTICE MANAGEMENT INC

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	STEPHANIE SIRICO	2018-07-25
001	2016-01-01	LIZ SANCHEZ	2017-07-24
001	2015-01-01	LIZ SANCHEZ	2016-10-17
001	2014-01-01	LIZ SANCHEZ	2015-07-29
001	2013-01-01	LIZ SANCHEZ	2014-07-18
001	2012-01-01	PRACTICE MANAGEMENT INC	2013-07-16
001	2011-01-01	PRACTICE MANAGEMENT INC	2012-07-02
001	2010-01-01	PRACTICE MANAGEMENT INC

Plan Statistics for PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2020: PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 107
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 119
Number of participants with account balances 2019-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 126
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 11
Total of all active and inactive participants 2018-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 137
Number of participants with account balances 2018-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2010: PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 49
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 49
Number of participants with account balances 2010-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2020: PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	107
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	119
Number of participants with account balances	2019-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	126
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	11
Total of all active and inactive participants	2018-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	137
Number of participants with account balances	2018-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2010: PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	49
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	49
Number of participants with account balances	2010-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2020 : PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-10-07	$0
Total transfer of assets from this plan	2020-10-07	$1,102,272
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-10-07	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-10-07	$0
Total income from all sources (including contributions)	2020-10-07	$49,370
Total loss/gain on sale of assets	2020-10-07	$0
Total of all expenses incurred	2020-10-07	$509,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-10-07	$502,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-10-07	$18,393
Value of total assets at end of year	2020-10-07	$0
Value of total assets at beginning of year	2020-10-07	$1,562,429
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-10-07	$7,435
Total interest from all sources	2020-10-07	$1,685
Total dividends received (eg from common stock, registered investment company shares)	2020-10-07	$1,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-10-07	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-10-07	$1,080
Was this plan covered by a fidelity bond	2020-10-07	No
If this is an individual account plan, was there a blackout period	2020-10-07	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-10-07	$0
Were there any nonexempt tranactions with any party-in-interest	2020-10-07	No
Contributions received from participants	2020-10-07	$18,393
Participant contributions at end of year	2020-10-07	$0
Participant contributions at beginning of year	2020-10-07	$106,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-10-07	No
Value of net income/loss	2020-10-07	$-460,157
Value of net assets at end of year (total assets less liabilities)	2020-10-07	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-10-07	$1,562,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-10-07	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-10-07	No
Were any leases to which the plan was party in default or uncollectible	2020-10-07	No
Investment advisory and management fees	2020-10-07	$7,435
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-10-07	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-10-07	$1,453,795
Interest on participant loans	2020-10-07	$1,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-10-07	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-10-07	$1,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-10-07	$1,977
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-10-07	$36
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-10-07	$28,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-10-07	No
Was there a failure to transmit to the plan any participant contributions	2020-10-07	No
Has the plan failed to provide any benefit when due under the plan	2020-10-07	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-10-07	$502,092
Did the plan have assets held for investment	2020-10-07	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-10-07	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-10-07	Yes
Opinion of an independent qualified public accountant for this plan	2020-10-07	Disclaimer
Accountancy firm name	2020-10-07	POOLER CPA GROUP, LLC
Accountancy firm EIN	2020-10-07	824354021
2019 : PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$337,428
Total income from all sources (including contributions)	2019-12-31	$337,428
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$100,669
Total of all expenses incurred	2019-12-31	$100,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$89,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$89,824
Expenses. Certain deemed distributions of participant loans	2019-12-31	$3,031
Expenses. Certain deemed distributions of participant loans	2019-12-31	$3,031
Value of total corrective distributions	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$74,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$74,348
Value of total assets at end of year	2019-12-31	$1,562,429
Value of total assets at end of year	2019-12-31	$1,562,429
Value of total assets at beginning of year	2019-12-31	$1,325,670
Value of total assets at beginning of year	2019-12-31	$1,325,670
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,814
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,814
Total interest from all sources	2019-12-31	$5,806
Total interest from all sources	2019-12-31	$5,806
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$35,962
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$35,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$35,962
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$35,962
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$74,348
Contributions received from participants	2019-12-31	$74,348
Participant contributions at end of year	2019-12-31	$106,657
Participant contributions at end of year	2019-12-31	$106,657
Participant contributions at beginning of year	2019-12-31	$130,697
Participant contributions at beginning of year	2019-12-31	$130,697
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$236,759
Value of net income/loss	2019-12-31	$236,759
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,562,429
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,562,429
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,325,670
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,325,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$3,504
Investment advisory and management fees	2019-12-31	$3,504
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,453,795
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,453,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,194,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,194,706
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$5,783
Interest on participant loans	2019-12-31	$5,783
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$23
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$23
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Asset value of US Government securities at beginning of year	2019-12-31	$0
Asset value of US Government securities at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$221,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$221,312
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$89,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$89,824
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Contract administrator fees	2019-12-31	$4,310
Contract administrator fees	2019-12-31	$4,310
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	POOLER CPA GROUP, LLC
Accountancy firm name	2019-12-31	POOLER CPA GROUP, LLC
Accountancy firm EIN	2019-12-31	824354021
Accountancy firm EIN	2019-12-31	824354021
2018 : PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$91,995
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$291,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$281,266
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$141,362
Value of total assets at end of year	2018-12-31	$1,325,670
Value of total assets at beginning of year	2018-12-31	$1,524,756
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$9,815
Total interest from all sources	2018-12-31	$6,769
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$63,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$63,146
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$141,362
Participant contributions at end of year	2018-12-31	$130,697
Participant contributions at beginning of year	2018-12-31	$122,811
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-199,086
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,325,670
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,524,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$7,518
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,194,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,401,744
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$6,766
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$3
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-119,282
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$0
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$281,266
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Contract administrator fees	2018-12-31	$2,297
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ROSEN & ASSOCIATES LLP
Accountancy firm EIN	2018-12-31	261593950
2010 : PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$47,338
Total income from all sources	2010-12-31	$77,794
Expenses. Total of all expenses incurred	2010-12-31	$143
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$552,084
Total plan assets at beginning of year	2010-12-31	$521,771
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$20,161
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$42,916
Net income (gross income less expenses)	2010-12-31	$77,651
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$552,084
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$474,433
Assets. Value of participant loans	2010-12-31	$15,704
Total contributions received or receivable from employer(s)	2010-12-31	$14,717
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$143

Form 5500 Responses for PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST

2020: PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2010: PRACTICE MANAGEMENT INC 401K PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PRACTICE MANAGEMENT INC
Employer identification number (EIN):	204023470
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2733886