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MOUNTAIN VIEW FAMILY PRACTICE, PC RETIREMENT PLAN 401k Plan overview

Plan NameMOUNTAIN VIEW FAMILY PRACTICE, PC RETIREMENT PLAN
Plan identification number 001

MOUNTAIN VIEW FAMILY PRACTICE, PC RETIREMENT PLAN 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

MOUNTAIN VIEW FAMILY PRACTICE, PC has sponsored the creation of one or more 401k plans.

Company Name:MOUNTAIN VIEW FAMILY PRACTICE, PC
Employer identification number (EIN):271553906
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNTAIN VIEW FAMILY PRACTICE, PC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GRETCHEN KELLEY2024-04-30
0012022-01-01GRETCHEN KELLEY2023-08-28
0012021-01-01GRETCHEN KELLEY2022-08-25
0012020-01-01GRETCHEN KELLEY2021-07-12
0012019-01-01GRETCHEN KELLEY2020-07-24
0012018-01-01GRETCHEN KELLEY2019-07-02
0012017-01-01GRETCHEN KELLEY2018-05-18
0012016-01-01GRETCHEN KELLEY2017-07-25
0012015-01-01GRETCHEN KELLEY2016-04-28
0012014-01-01GRETCHEN KELLEY2015-07-27
0012013-01-01GRETCHEN KELLEY2014-07-29
0012012-01-01GRETCHEN KELLEY2013-10-08
0012011-01-01GRETCHEN KELLEY2012-07-30

Financial Data on MOUNTAIN VIEW FAMILY PRACTICE, PC RETIREMENT PLAN

Measure Date Value
2010 : MOUNTAIN VIEW FAMILY PRACTICE, PC RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$40,710
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$40,710
Total plan assets at beginning of year2010-12-31$0
Value of fidelity bond covering the plan2010-12-31$10,000
Total contributions received or receivable from participants2010-12-31$17,288
Contributions received from other sources (not participants or employers)2010-12-31$22,665
Other income received2010-12-31$757
Net income (gross income less expenses)2010-12-31$40,710
Net plan assets at end of year (total assets less liabilities)2010-12-31$40,710
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$0

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98626
Policy instance 1
Insurance contract or identification number98626
Number of Individuals Covered14
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14
Total amount of fees paid to insurance companyUSD $0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14
Insurance broker organization code?3
Insurance broker nameWILLIAM HACKLER

Potentially related plans

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