401k Plan data: PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN plan

PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 401k Plan overview

Plan Name	PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN
Plan identification number	005

PREFERRED PODIATRY GROUP, P.C. 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PREFERRED PODIATRY GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name: PREFERRED PODIATRY GROUP, P.C.

Employer identification number (EIN): 363885637

NAIC Classification: 621391
NAIC Description: Offices of Podiatrists

Additional information about PREFERRED PODIATRY GROUP, P.C.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2011-02-07

Company Identification Number: 0801380551

Legal Registered Office Address: 168 N CLINTON ST STE 300
10 SMITHDALE ESTATES
CHICAGO
United States of America (USA)
60661

More information about PREFERRED PODIATRY GROUP, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2021-01-01 ANTHONY WAI 2022-10-10
005 2020-01-01
005 2019-01-01
005 2018-01-01
005 2017-01-01
005 2016-01-01 SANFORD MASON 2017-06-13
005 2015-01-01 SANFORD MASON 2016-10-13
005 2014-01-01 SANFORD MASON
005 2013-01-01 SANFORD MASON
005 2012-01-01 SANFORD MASON
005 2011-01-01 SANFORD MASON
005 2009-01-01 SANFORD MASON

Plan Statistics for PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN

401k plan membership statisitcs for PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN

Measure Date Value
2021: PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 119
Number of retired or separated participants receiving benefits 2021-01-01 7
Number of other retired or separated participants entitled to future benefits 2021-01-01 31
Total of all active and inactive participants 2021-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 157
Number of participants with account balances 2021-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2014: PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 44
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 50
Number of participants with account balances 2014-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 46
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 5
Total of all active and inactive participants 2013-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 51
Number of participants with account balances 2013-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 45
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 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 47
Number of participants with account balances 2012-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 46
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 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 48
Number of participants with account balances 2011-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 39
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 3
Total of all active and inactive participants 2009-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 42
Number of participants with account balances 2009-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	119
Number of retired or separated participants receiving benefits	2021-01-01	7
Number of other retired or separated participants entitled to future benefits	2021-01-01	31
Total of all active and inactive participants	2021-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	157
Number of participants with account balances	2021-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2014: PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	44
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	50
Number of participants with account balances	2014-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	46
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	5
Total of all active and inactive participants	2013-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	51
Number of participants with account balances	2013-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	45
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	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	47
Number of participants with account balances	2012-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	46
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	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	48
Number of participants with account balances	2011-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	39
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	3
Total of all active and inactive participants	2009-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	42
Number of participants with account balances	2009-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN

Measure	Date	Value
2021 : PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$2,043,934
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,694,674
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,040,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,027,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$793,899
Value of total assets at end of year	2021-12-31	$9,878,874
Value of total assets at beginning of year	2021-12-31	$7,180,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$12,955
Total interest from all sources	2021-12-31	$919
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$726,125
Participant contributions at end of year	2021-12-31	$30,035
Participant contributions at beginning of year	2021-12-31	$5,870
Participant contributions at end of year	2021-12-31	$28,499
Participant contributions at beginning of year	2021-12-31	$17,903
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$726
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$654,014
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,878,874
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,180,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,380,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,855,855
Interest on participant loans	2021-12-31	$919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$421,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$297,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$899,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$67,048
Employer contributions (assets) at end of year	2021-12-31	$18,703
Employer contributions (assets) at beginning of year	2021-12-31	$4,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,027,705
Contract administrator fees	2021-12-31	$12,955
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PLANTE MORAN
Accountancy firm EIN	2021-12-31	381357951
2014 : PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$660,946
Expenses. Total of all expenses incurred	2014-12-31	$5,917
Benefits paid (including direct rollovers)	2014-12-31	$809
Total plan assets at end of year	2014-12-31	$5,268,984
Total plan assets at beginning of year	2014-12-31	$4,613,955
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$387,625
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$241,509
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$655,029
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,268,984
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,613,955
Total contributions received or receivable from employer(s)	2014-12-31	$31,812
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,108
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2013 401k financial data
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	$1,086,359
Expenses. Total of all expenses incurred	2013-12-31	$248,757
Benefits paid (including direct rollovers)	2013-12-31	$244,507
Total plan assets at end of year	2013-12-31	$4,613,955
Total plan assets at beginning of year	2013-12-31	$3,776,353
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$384,065
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	$673,013
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$837,602
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,613,955
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,776,353
Total contributions received or receivable from employer(s)	2013-12-31	$29,281
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	$4,250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2012 401k financial data
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	$841,584
Expenses. Total of all expenses incurred	2012-12-31	$204,960
Benefits paid (including direct rollovers)	2012-12-31	$200,320
Total plan assets at end of year	2012-12-31	$3,776,353
Total plan assets at beginning of year	2012-12-31	$3,139,729
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$360,417
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	$455,606
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$636,624
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,776,353
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,139,729
Total contributions received or receivable from employer(s)	2012-12-31	$25,561
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	$4,640
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$266,823
Expenses. Total of all expenses incurred	2011-12-31	$87,636
Benefits paid (including direct rollovers)	2011-12-31	$81,621
Total plan assets at end of year	2011-12-31	$3,139,729
Total plan assets at beginning of year	2011-12-31	$2,960,542
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$333,523
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	$-93,088
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$179,187
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,139,729
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,960,542
Total contributions received or receivable from employer(s)	2011-12-31	$26,388
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	$6,015
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$654,367
Expenses. Total of all expenses incurred	2010-12-31	$17,728
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$2,960,542
Total plan assets at beginning of year	2010-12-31	$2,323,903
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$300,557
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$329,533
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$636,639
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,960,542
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,323,903
Total contributions received or receivable from employer(s)	2010-12-31	$24,277
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$17,728

Form 5500 Responses for PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN

2021: PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2014: PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PREFERRED PODIATRY GROUP, P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PREFERRED PODIATRY GROUP, P.C. 401(K) 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
2009: PREFERRED PODIATRY GROUP, P.C. 401(K) 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

068809

Policy instance

Insurance contract or identification number	068809
Number of Individuals Covered	120
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	7

Potentially related plans

PREFERRED PODIATRY GROUP, LLC HEALTH AND WELFARE PLAN [EIN = 831611274]

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Company Name:	PREFERRED PODIATRY GROUP, P.C.
Employer identification number (EIN):	363885637
NAIC Classification:	621391
NAIC Description:	Offices of Podiatrists

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2011-02-07
Company Identification Number:	0801380551
Legal Registered Office Address:	168 N CLINTON ST STE 300 10 SMITHDALE ESTATES CHICAGO United States of America (USA) 60661

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
005	2021-01-01	ANTHONY WAI	2022-10-10
005	2020-01-01
005	2019-01-01
005	2018-01-01
005	2017-01-01
005	2016-01-01	SANFORD MASON	2017-06-13
005	2015-01-01	SANFORD MASON	2016-10-13
005	2014-01-01	SANFORD MASON
005	2013-01-01	SANFORD MASON
005	2012-01-01	SANFORD MASON
005	2011-01-01	SANFORD MASON
005	2009-01-01	SANFORD MASON