401k Plan data: NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN plan

NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN
Plan identification number	001

NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN 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.

401k Sponsoring company profile

NORTHSIDE FAMILY PHYSICIANS, LTD. has sponsored the creation of one or more 401k plans.

Company Name: NORTHSIDE FAMILY PHYSICIANS, LTD.

Employer identification number (EIN): 311601356

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Additional information about NORTHSIDE FAMILY PHYSICIANS, LTD.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1998-05-06

Company Identification Number: 1002316

Legal Registered Office Address: 2312 FAR HILLS AVENUE
#157
DAYTON
United States of America (USA)
45419

More information about NORTHSIDE FAMILY PHYSICIANS, LTD.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LORI REEDER 2024-04-25
001 2022-01-01 LORI REEDER 2023-06-21
001 2021-01-01 LORI REEDER 2022-04-12
001 2020-01-01 LORI REEDER 2021-05-24 LORI REEDER 2021-05-24
001 2019-01-01 JOSEPH M SMITH, MD 2020-05-01
001 2018-01-01 JOSEPH M SMITH, M.D. 2019-05-03 JOSEPH M SMITH, M.D. 2019-05-03
001 2017-01-01 JOSEPH M SMITH 2018-07-16 JOSEPH M SMITH 2018-07-16
001 2016-01-01 JOSEPH SMITH 2017-09-27
001 2015-01-01 JOSEPH SMITH 2016-08-01
001 2014-01-01 PAUL H. MALESICK 2015-07-15
001 2013-01-01 JOSEPH SMITH 2014-03-11 JOSEPH SMITH 2014-03-11
001 2012-01-01 JOSEPH SMITH 2013-08-26 JOSEPH SMITH 2013-08-26
001 2011-01-01 JOSEPH SMITH JOSEPH SMITH 2012-09-19
001 2010-01-01 JOSEPH SMITH
001 2009-01-01 JOSEPH SMITH JOSEPH SMITH 2010-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LORI REEDER	2024-04-25
001	2022-01-01	LORI REEDER	2023-06-21
001	2021-01-01	LORI REEDER	2022-04-12
001	2020-01-01	LORI REEDER	2021-05-24	LORI REEDER	2021-05-24
001	2019-01-01	JOSEPH M SMITH, MD	2020-05-01
001	2018-01-01	JOSEPH M SMITH, M.D.	2019-05-03	JOSEPH M SMITH, M.D.	2019-05-03
001	2017-01-01	JOSEPH M SMITH	2018-07-16	JOSEPH M SMITH	2018-07-16
001	2016-01-01	JOSEPH SMITH	2017-09-27
001	2015-01-01	JOSEPH SMITH	2016-08-01
001	2014-01-01	PAUL H. MALESICK	2015-07-15
001	2013-01-01	JOSEPH SMITH	2014-03-11	JOSEPH SMITH	2014-03-11
001	2012-01-01	JOSEPH SMITH	2013-08-26	JOSEPH SMITH	2013-08-26
001	2011-01-01	JOSEPH SMITH		JOSEPH SMITH	2012-09-19
001	2010-01-01	JOSEPH SMITH
001	2009-01-01	JOSEPH SMITH		JOSEPH SMITH	2010-07-19

Plan Statistics for NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 16
Number of retired or separated participants receiving benefits 2011-01-01 2
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 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 18
Number of participants with account balances 2011-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 15
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 2
Total of all active and inactive participants 2010-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 17
Number of participants with account balances 2010-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 15
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 2
Total of all active and inactive participants 2009-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 17
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	16
Number of retired or separated participants receiving benefits	2011-01-01	2
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	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	18
Number of participants with account balances	2011-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	15
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	2
Total of all active and inactive participants	2010-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	17
Number of participants with account balances	2010-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	15
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	2
Total of all active and inactive participants	2009-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	17
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$50,010
Expenses. Total of all expenses incurred	2011-12-31	$14,405
Total plan assets at end of year	2011-12-31	$1,616,261
Total plan assets at beginning of year	2011-12-31	$1,580,656
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$83,045
Expenses. Other expenses not covered elsewhere	2011-12-31	$14,405
Other income received	2011-12-31	$-158,528
Net income (gross income less expenses)	2011-12-31	$35,605
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,616,261
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,580,656
Total contributions received or receivable from employer(s)	2011-12-31	$125,493
2010 : NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$356,228
Expenses. Total of all expenses incurred	2010-12-31	$7,135
Total plan assets at end of year	2010-12-31	$1,580,656
Total plan assets at beginning of year	2010-12-31	$1,231,563
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$74,870
Other income received	2010-12-31	$140,732
Net income (gross income less expenses)	2010-12-31	$349,093
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,580,656
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,231,563
Total contributions received or receivable from employer(s)	2010-12-31	$140,626
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,135

Form 5500 Responses for NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN

2011: NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN 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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NORTHSIDE FAMILY PHYSICIANS, LTD. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

11112

Policy instance

Insurance contract or identification number	11112
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $3,962
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $3,962
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	NEXT FINANCIAL GROUP

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Company Name:	NORTHSIDE FAMILY PHYSICIANS, LTD.
Employer identification number (EIN):	311601356
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1998-05-06
Company Identification Number:	1002316
Legal Registered Office Address:	2312 FAR HILLS AVENUE #157 DAYTON United States of America (USA) 45419