401k Plan data: A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN plan

A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN 401k Plan overview

Plan Name	A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN
Plan identification number	001

A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

A TO Z PEDIATRICS, LLC has sponsored the creation of one or more 401k plans.

Company Name: A TO Z PEDIATRICS, LLC

Employer identification number (EIN): 261926907

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 NATALIE KERR 2024-10-04
001 2022-01-01 NATALIE KERR 2023-07-27
001 2021-01-01 NATALIE KERR 2022-09-27
001 2020-01-01 NATALIE KERR 2021-10-08 MARK MCGRANAHAN 2021-10-08
001 2019-01-01 MARK MCGRANAHAN 2020-10-09
001 2018-01-01 MARK MCGRANAHAN 2019-10-15
001 2017-01-01 MARK MCGRANAHAN 2018-10-12
001 2016-01-01 MARK MCGRANAHAN 2017-10-16
001 2015-01-01 MARK MCGRANAHAN 2016-09-28
001 2014-01-01 MARK MCGRANAHAN 2016-09-28
001 2013-01-01 MARK MCGRANAHAN MARK MCGRANAHAN 2014-08-21
001 2012-01-01 MARK MCGRANAHAN MARK MCGRANAHAN 2013-09-23
001 2011-01-01 MARK MCGRANAHAN MARK MCGRANAHAN 2012-09-28
001 2009-01-01 MARK MCGRANAHAN MARK MCGRANAHAN 2010-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	NATALIE KERR	2024-10-04
001	2022-01-01	NATALIE KERR	2023-07-27
001	2021-01-01	NATALIE KERR	2022-09-27
001	2020-01-01	NATALIE KERR	2021-10-08	MARK MCGRANAHAN	2021-10-08
001	2019-01-01	MARK MCGRANAHAN	2020-10-09
001	2018-01-01	MARK MCGRANAHAN	2019-10-15
001	2017-01-01	MARK MCGRANAHAN	2018-10-12
001	2016-01-01	MARK MCGRANAHAN	2017-10-16
001	2015-01-01	MARK MCGRANAHAN	2016-09-28
001	2014-01-01	MARK MCGRANAHAN	2016-09-28
001	2013-01-01	MARK MCGRANAHAN		MARK MCGRANAHAN	2014-08-21
001	2012-01-01	MARK MCGRANAHAN		MARK MCGRANAHAN	2013-09-23
001	2011-01-01	MARK MCGRANAHAN		MARK MCGRANAHAN	2012-09-28
001	2009-01-01	MARK MCGRANAHAN		MARK MCGRANAHAN	2010-07-27

Plan Statistics for A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN

401k plan membership statisitcs for A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN

Measure Date Value
2013: A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 16
Number of participants with account balances 2013-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: A TO Z PEDIATRICS EMPLOYEES 401(K) 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 15
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 15
Number of participants with account balances 2011-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 12

Measure	Date	Value
2013: A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	16
Number of participants with account balances	2013-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: A TO Z PEDIATRICS EMPLOYEES 401(K) 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	15
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	15
Number of participants with account balances	2011-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	12

Financial Data on A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN

Measure	Date	Value
2013 : A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$45,385
Expenses. Total of all expenses incurred	2013-12-31	$3,183
Benefits paid (including direct rollovers)	2013-12-31	$766
Total plan assets at end of year	2013-12-31	$168,110
Total plan assets at beginning of year	2013-12-31	$125,908
Total contributions received or receivable from participants	2013-12-31	$15,324
Other income received	2013-12-31	$22,711
Net income (gross income less expenses)	2013-12-31	$42,202
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$168,110
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$125,908
Total contributions received or receivable from employer(s)	2013-12-31	$7,350
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,417
2012 : A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$32,890
Expenses. Total of all expenses incurred	2012-12-31	$16,917
Benefits paid (including direct rollovers)	2012-12-31	$14,818
Total plan assets at end of year	2012-12-31	$125,908
Total plan assets at beginning of year	2012-12-31	$109,935
Total contributions received or receivable from participants	2012-12-31	$12,336
Other income received	2012-12-31	$11,853
Net income (gross income less expenses)	2012-12-31	$15,973
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$125,908
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$109,935
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$11,986
Total contributions received or receivable from employer(s)	2012-12-31	$8,701
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,099
2011 : A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$23,321
Expenses. Total of all expenses incurred	2011-12-31	$1,610
Total plan assets at end of year	2011-12-31	$109,935
Total plan assets at beginning of year	2011-12-31	$88,224
Total contributions received or receivable from participants	2011-12-31	$16,584
Other income received	2011-12-31	$-2,841
Net income (gross income less expenses)	2011-12-31	$21,711
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$109,935
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$88,224
Total contributions received or receivable from employer(s)	2011-12-31	$9,578
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,610
2010 : A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$23,552
Expenses. Total of all expenses incurred	2010-12-31	$1,722
Benefits paid (including direct rollovers)	2010-12-31	$407
Total plan assets at end of year	2010-12-31	$88,224
Total plan assets at beginning of year	2010-12-31	$66,394
Total contributions received or receivable from participants	2010-12-31	$9,315
Other income received	2010-12-31	$6,680
Net income (gross income less expenses)	2010-12-31	$21,830
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$88,224
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$66,394
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$5,416
Total contributions received or receivable from employer(s)	2010-12-31	$7,557
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,315

Form 5500 Responses for A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN

2013: A TO Z PEDIATRICS EMPLOYEES 401(K) 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: A TO Z PEDIATRICS EMPLOYEES 401(K) 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: A TO Z PEDIATRICS EMPLOYEES 401(K) 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: A TO Z PEDIATRICS EMPLOYEES 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	A TO Z PEDIATRICS, LLC
Employer identification number (EIN):	261926907
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)