Plan Name | PULMONARY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | PULMONARY CONSULTANTS, INC. |
Employer identification number (EIN): | 232126753 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about PULMONARY CONSULTANTS, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1979-06-29 |
Company Identification Number: | 538069 |
Legal Registered Office Address: |
10496 MONTGOMERY ROAD - CINCINNATI United States of America (USA) 45242 |
More information about PULMONARY CONSULTANTS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2023-01-01 | CHRISTINA BARKER | 2024-07-09 | ||
002 | 2022-01-01 | CHRISTINA BARKER | 2023-07-27 | ||
002 | 2021-01-01 | GARY WENDELL | 2022-06-23 | ||
002 | 2020-01-01 | GARY WENDELL | 2021-04-16 | ||
002 | 2019-01-01 | GARY WENDELL | 2020-07-14 | ||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | ||||
002 | 2016-01-01 | ||||
002 | 2015-01-01 | ||||
002 | 2014-01-01 | ||||
002 | 2013-01-01 | ||||
002 | 2012-01-01 | GARY WENDELL | |||
002 | 2011-01-01 | LEONARD BERKOWITZ | |||
002 | 2009-01-01 | LEONARD BERKOWITZ | LEONARD BERKOWITZ | 2010-10-13 |
Measure | Date | Value |
---|---|---|
2014: PULMONARY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
Total of all active and inactive participants | 2014-01-01 | 13 |
Total participants | 2014-01-01 | 13 |
Number of participants with account balances | 2014-01-01 | 13 |
2013: PULMONARY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13 |
Total of all active and inactive participants | 2013-01-01 | 13 |
Total participants | 2013-01-01 | 13 |
Number of participants with account balances | 2013-01-01 | 13 |
2012: PULMONARY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
Total of all active and inactive participants | 2012-01-01 | 11 |
Total participants | 2012-01-01 | 11 |
Number of participants with account balances | 2012-01-01 | 11 |
2011: PULMONARY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
Total of all active and inactive participants | 2011-01-01 | 11 |
Total participants | 2011-01-01 | 11 |
Number of participants with account balances | 2011-01-01 | 11 |
2009: PULMONARY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 11 |
Total participants | 2009-01-01 | 11 |
Number of participants with account balances | 2009-01-01 | 11 |
Measure | Date | Value |
---|---|---|
2014 : PULMONARY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $464,789 |
Expenses. Total of all expenses incurred | 2014-12-31 | $66,833 |
Benefits paid (including direct rollovers) | 2014-12-31 | $61,500 |
Total plan assets at end of year | 2014-12-31 | $6,377,881 |
Total plan assets at beginning of year | 2014-12-31 | $5,979,925 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Other income received | 2014-12-31 | $199,534 |
Net income (gross income less expenses) | 2014-12-31 | $397,956 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,377,881 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,979,925 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $265,255 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $5,333 |
2013 : PULMONARY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $1,245,030 |
Expenses. Total of all expenses incurred | 2013-12-31 | $4,943 |
Total plan assets at end of year | 2013-12-31 | $5,979,925 |
Total plan assets at beginning of year | 2013-12-31 | $4,739,838 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Other income received | 2013-12-31 | $996,207 |
Net income (gross income less expenses) | 2013-12-31 | $1,240,087 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,979,925 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,739,838 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $248,823 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $4,943 |
2012 : PULMONARY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $715,986 |
Expenses. Total of all expenses incurred | 2012-12-31 | $10,155 |
Total plan assets at end of year | 2012-12-31 | $4,739,838 |
Total plan assets at beginning of year | 2012-12-31 | $4,034,007 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Other income received | 2012-12-31 | $537,265 |
Net income (gross income less expenses) | 2012-12-31 | $705,831 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,739,838 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,034,007 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $178,721 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $10,155 |
2011 : PULMONARY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Transfers to/from the plan | 2011-12-31 | $2,558,124 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $482,116 |
Total income from all sources | 2011-12-31 | $237,607 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,408 |
Total plan assets at end of year | 2011-12-31 | $4,034,007 |
Total plan assets at beginning of year | 2011-12-31 | $1,721,800 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Other income received | 2011-12-31 | $-877 |
Net income (gross income less expenses) | 2011-12-31 | $236,199 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,034,007 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,239,684 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $238,484 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,408 |
2010 : PULMONARY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $482,116 |
Total plan liabilities at beginning of year | 2010-12-31 | $145,702 |
Total income from all sources | 2010-12-31 | $300,442 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,748 |
Benefits paid (including direct rollovers) | 2010-12-31 | $448 |
Total plan assets at end of year | 2010-12-31 | $1,721,800 |
Total plan assets at beginning of year | 2010-12-31 | $1,086,692 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Other income received | 2010-12-31 | $127,522 |
Net income (gross income less expenses) | 2010-12-31 | $298,694 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,239,684 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $940,990 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $172,920 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,300 |
2014: PULMONARY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PULMONARY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PULMONARY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PULMONARY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PULMONARY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |