401k Plan data: SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST plan

SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND 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.
Plan covering Self-Employed individuals.
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

SCOTT BODEN, MD LLC has sponsored the creation of one or more 401k plans.

Company Name: SCOTT BODEN, MD LLC

Employer identification number (EIN): 264808490

NAIC Classification: 621491
NAIC Description: HMO Medical Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SCOTT BODEN, MD 2024-05-15
001 2022-01-01 SCOTT BODEN, MD 2023-09-30
001 2021-01-01 SCOTT BODEN, MD 2022-10-12
001 2020-01-01 SCOTT BODEN, MD 2021-10-07
001 2019-01-01 SCOTT BODEN, MD 2020-10-12
001 2018-01-01 SCOTT BODEN, MD 2019-09-24
001 2017-01-01 SCOTT BODEN, MD 2018-07-03
001 2016-01-01 SCOTT BODEN, MD 2017-09-28
001 2015-01-01 SCOTT BODEN, MD 2016-08-16
001 2014-01-01 SCOTT BODEN, MD 2015-10-12
001 2013-01-01 SCOTT BODEN, MD
001 2012-01-01 SCOTT BODEN, MD
001 2011-01-01 SCOTT BODEN, MD
001 2010-01-01 SCOTT BODEN MD LLC 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	SCOTT BODEN, MD	2024-05-15
001	2022-01-01	SCOTT BODEN, MD	2023-09-30
001	2021-01-01	SCOTT BODEN, MD	2022-10-12
001	2020-01-01	SCOTT BODEN, MD	2021-10-07
001	2019-01-01	SCOTT BODEN, MD	2020-10-12
001	2018-01-01	SCOTT BODEN, MD	2019-09-24
001	2017-01-01	SCOTT BODEN, MD	2018-07-03
001	2016-01-01	SCOTT BODEN, MD	2017-09-28
001	2015-01-01	SCOTT BODEN, MD	2016-08-16
001	2014-01-01	SCOTT BODEN, MD	2015-10-12
001	2013-01-01	SCOTT BODEN, MD
001	2012-01-01	SCOTT BODEN, MD
001	2011-01-01	SCOTT BODEN, MD
001	2010-01-01	SCOTT BODEN MD LLC	2011-10-17

Plan Statistics for SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2013: SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 1
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 1
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 2
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1

Measure	Date	Value
2013: SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	1
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	1
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	2
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2013 : SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$96,735
Expenses. Total of all expenses incurred	2013-12-31	$5,405
Benefits paid (including direct rollovers)	2013-12-31	$1,913
Total plan assets at end of year	2013-12-31	$266,963
Total plan assets at beginning of year	2013-12-31	$175,633
Value of fidelity bond covering the plan	2013-12-31	$20,000
Total contributions received or receivable from participants	2013-12-31	$27,995
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$45,961
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$91,330
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$266,963
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$175,633
Total contributions received or receivable from employer(s)	2013-12-31	$22,779
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,492
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$82,092
Expenses. Total of all expenses incurred	2012-12-31	$32,961
Benefits paid (including direct rollovers)	2012-12-31	$30,465
Total plan assets at end of year	2012-12-31	$175,633
Total plan assets at beginning of year	2012-12-31	$126,502
Total contributions received or receivable from participants	2012-12-31	$27,904
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$15,032
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$49,131
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$175,633
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$126,502
Total contributions received or receivable from employer(s)	2012-12-31	$39,156
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,496
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$86,229
Expenses. Total of all expenses incurred	2011-12-31	$1,576
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$126,502
Total plan assets at beginning of year	2011-12-31	$41,849
Total contributions received or receivable from participants	2011-12-31	$18,068
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-6,164
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$84,653
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$126,502
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$41,849
Total contributions received or receivable from employer(s)	2011-12-31	$74,325
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,576

Form 5500 Responses for SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST

2013: SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SCOTT BODEN MD LLC 401(K) PROFIT SHARING PLAN AND TRUST 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

522313

Policy instance

Insurance contract or identification number	522313
Number of Individuals Covered	3
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $40
Total amount of fees paid to insurance company	USD $1,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $40
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	NFP SECURITES INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

522313

Policy instance

Insurance contract or identification number	522313
Number of Individuals Covered	8
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $74
Total amount of fees paid to insurance company	USD $496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $74
Amount paid for insurance broker fees	83
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	NFP SECURITES INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

522313

Policy instance

Insurance contract or identification number	522313
Number of Individuals Covered	6
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $152
Total amount of fees paid to insurance company	USD $1,178
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SCOTT BODEN, MD LLC
Employer identification number (EIN):	264808490
NAIC Classification:	621491
NAIC Description:	HMO Medical Centers