401k Plan data: PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN plan

PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN
Plan identification number	001

PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND 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.
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

PEDIATRIC AND YOUNG ADULT MEDICINE has sponsored the creation of one or more 401k plans.

Company Name: PEDIATRIC AND YOUNG ADULT MEDICINE

Employer identification number (EIN): 410960324

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND 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
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 DUANE SKAR 2017-09-15
001 2015-01-01 KENNETH LENZMEIER 2016-08-23
001 2014-01-01 TERRI JOSEPH 2015-09-25
001 2013-01-01 TERRI JOSEPH
001 2012-01-01 TERRI JOSEPH
001 2011-01-01 TERRI JOSEPH
001 2010-01-01 KELLY DELAHUNTY KELLY DELAHUNTY 2011-05-31
001 2009-01-01 KELLY DELAHUNTY KELLY DELAHUNTY 2010-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	DUANE SKAR	2017-09-15
001	2015-01-01	KENNETH LENZMEIER	2016-08-23
001	2014-01-01	TERRI JOSEPH	2015-09-25
001	2013-01-01	TERRI JOSEPH
001	2012-01-01	TERRI JOSEPH
001	2011-01-01	TERRI JOSEPH
001	2010-01-01	KELLY DELAHUNTY		KELLY DELAHUNTY	2011-05-31
001	2009-01-01	KELLY DELAHUNTY		KELLY DELAHUNTY	2010-07-26

Plan Statistics for PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2013: PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 34
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 8
Total of all active and inactive participants 2013-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 42
Number of participants with account balances 2013-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 32
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 10
Total of all active and inactive participants 2012-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 42
Number of participants with account balances 2012-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 37
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 7
Total of all active and inactive participants 2011-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 44
Number of participants with account balances 2011-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 38
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 8
Total of all active and inactive participants 2010-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 46
Number of participants with account balances 2010-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 33
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 16
Total of all active and inactive participants 2009-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 49
Number of participants with account balances 2009-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2013: PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	34
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	8
Total of all active and inactive participants	2013-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	42
Number of participants with account balances	2013-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	32
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	10
Total of all active and inactive participants	2012-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	42
Number of participants with account balances	2012-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	37
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	7
Total of all active and inactive participants	2011-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	44
Number of participants with account balances	2011-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	38
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	8
Total of all active and inactive participants	2010-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	46
Number of participants with account balances	2010-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	33
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	16
Total of all active and inactive participants	2009-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	49
Number of participants with account balances	2009-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN

Measure	Date	Value
2013 : PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,143,049
Expenses. Total of all expenses incurred	2013-12-31	$229,261
Benefits paid (including direct rollovers)	2013-12-31	$219,482
Total plan assets at end of year	2013-12-31	$15,593,932
Total plan assets at beginning of year	2013-12-31	$13,680,144
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$187,046
Other income received	2013-12-31	$1,568,638
Net income (gross income less expenses)	2013-12-31	$1,913,788
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$15,593,932
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$13,680,144
Assets. Value of participant loans	2013-12-31	$64,362
Total contributions received or receivable from employer(s)	2013-12-31	$387,365
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$9,779
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,623,886
Expenses. Total of all expenses incurred	2012-12-31	$236,001
Benefits paid (including direct rollovers)	2012-12-31	$223,135
Total plan assets at end of year	2012-12-31	$13,680,144
Total plan assets at beginning of year	2012-12-31	$12,292,259
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$195,207
Other income received	2012-12-31	$1,075,071
Net income (gross income less expenses)	2012-12-31	$1,387,885
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$13,680,144
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$12,292,259
Assets. Value of participant loans	2012-12-31	$107,792
Total contributions received or receivable from employer(s)	2012-12-31	$353,608
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$12,866
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$531,287
Expenses. Total of all expenses incurred	2011-12-31	$433,774
Benefits paid (including direct rollovers)	2011-12-31	$432,609
Total plan assets at end of year	2011-12-31	$12,292,259
Total plan assets at beginning of year	2011-12-31	$12,194,746
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$236,771
Expenses. Other expenses not covered elsewhere	2011-12-31	$25
Other income received	2011-12-31	$-44,932
Net income (gross income less expenses)	2011-12-31	$97,513
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$12,292,259
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$12,194,746
Assets. Value of participant loans	2011-12-31	$88,748
Total contributions received or receivable from employer(s)	2011-12-31	$339,448
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,492,783
Expenses. Total of all expenses incurred	2010-12-31	$153,277
Benefits paid (including direct rollovers)	2010-12-31	$151,910
Total plan assets at end of year	2010-12-31	$12,194,746
Total plan assets at beginning of year	2010-12-31	$10,855,240
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$244,131
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,367
Other income received	2010-12-31	$902,368
Net income (gross income less expenses)	2010-12-31	$1,339,506
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$12,194,746
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$10,855,240
Assets. Value of participant loans	2010-12-31	$47,077
Total contributions received or receivable from employer(s)	2010-12-31	$346,284

Form 5500 Responses for PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING PLAN

2013: PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING 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: PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND PROFIT SHARING 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: PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND 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: PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND 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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PEDIATRIC & YOUNG ADULT MEDICINE 401(K) AND 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PEDIATRIC AND YOUNG ADULT MEDICINE
Employer identification number (EIN):	410960324
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)