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PEDIATRIC ASSOCIATES 401K PLAN 401k Plan overview

Plan NamePEDIATRIC ASSOCIATES 401K PLAN
Plan identification number 001

PEDIATRIC ASSOCIATES 401K 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.
  • 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

PEDIATRIC ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:PEDIATRIC ASSOCIATES
Employer identification number (EIN):581089267
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 ASSOCIATES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARCUS BULLOCK2024-04-30
0012022-01-01MARCUS BULLOCK2023-05-23 MARCUS BULLOCK2023-05-23
0012021-01-01MARCUS BULLOCK2022-05-10
0012020-01-01JEFF ELDER2021-06-02
0012019-01-01JEFF O. ELDER2020-05-01 JEFF O. ELDER2020-05-01
0012018-01-01JEFF ELDER2019-05-31
0012017-01-01KAYLEE WELCH2018-07-30 KAYLEE WELCH2018-07-30
0012016-01-01KAYLEE WELCH2017-06-15 KAYLEE WELCH2017-06-15
0012015-01-01KAYLEE WELCH2016-06-08 KAYLEE WELCH2016-06-08
0012014-01-01KAYLEE WELCH KAYLEE WELCH2015-06-25
0012013-01-01KAYLEE WELCH KAYLEE WELCH2014-06-18
0012012-01-01KAYLEE WELCH KAYLEE WELCH2013-07-09
0012011-01-01KAYLEE WELCH

Plan Statistics for PEDIATRIC ASSOCIATES 401K PLAN

401k plan membership statisitcs for PEDIATRIC ASSOCIATES 401K PLAN

Measure Date Value
2014: PEDIATRIC ASSOCIATES 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0142
Total number of active participants reported on line 7a of the Form 55002014-01-0140
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0142
Number of participants with account balances2014-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PEDIATRIC ASSOCIATES 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0138
Total number of active participants reported on line 7a of the Form 55002013-01-0138
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0139
Number of participants with account balances2013-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PEDIATRIC ASSOCIATES 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0133
Total number of active participants reported on line 7a of the Form 55002012-01-0133
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0136
Number of participants with account balances2012-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PEDIATRIC ASSOCIATES 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0134
Total number of active participants reported on line 7a of the Form 55002011-01-0131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0131
Number of participants with account balances2011-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on PEDIATRIC ASSOCIATES 401K PLAN

Measure Date Value
2014 : PEDIATRIC ASSOCIATES 401K PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$434,938
Expenses. Total of all expenses incurred2014-12-31$6,918
Benefits paid (including direct rollovers)2014-12-31$5,310
Total plan assets at end of year2014-12-31$3,499,388
Total plan assets at beginning of year2014-12-31$3,071,368
Value of fidelity bond covering the plan2014-12-31$280,000
Total contributions received or receivable from participants2014-12-31$210,095
Expenses. Other expenses not covered elsewhere2014-12-31$25
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$116,966
Net income (gross income less expenses)2014-12-31$428,020
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,499,388
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,071,368
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$107,877
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$1,583
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : PEDIATRIC ASSOCIATES 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$451
Total income from all sources2013-12-31$726,789
Expenses. Total of all expenses incurred2013-12-31$27,191
Benefits paid (including direct rollovers)2013-12-31$27,116
Total plan assets at end of year2013-12-31$3,071,368
Total plan assets at beginning of year2013-12-31$2,371,319
Value of fidelity bond covering the plan2013-12-31$280,000
Total contributions received or receivable from participants2013-12-31$212,262
Expenses. Other expenses not covered elsewhere2013-12-31$75
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$404,990
Net income (gross income less expenses)2013-12-31$699,598
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,071,368
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,371,319
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$109,537
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : PEDIATRIC ASSOCIATES 401K PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$422,184
Expenses. Total of all expenses incurred2012-12-31$13,455
Benefits paid (including direct rollovers)2012-12-31$13,380
Total plan assets at end of year2012-12-31$2,371,319
Total plan assets at beginning of year2012-12-31$1,962,590
Total contributions received or receivable from participants2012-12-31$115,599
Expenses. Other expenses not covered elsewhere2012-12-31$75
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$237,800
Net income (gross income less expenses)2012-12-31$408,729
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,371,319
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,962,590
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$68,785
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : PEDIATRIC ASSOCIATES 401K PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$131,211
Expenses. Total of all expenses incurred2011-12-31$12,941
Benefits paid (including direct rollovers)2011-12-31$12,916
Total plan assets at end of year2011-12-31$1,962,590
Total plan assets at beginning of year2011-12-31$1,844,320
Total contributions received or receivable from participants2011-12-31$125,155
Expenses. Other expenses not covered elsewhere2011-12-31$25
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-60,607
Net income (gross income less expenses)2011-12-31$118,270
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,962,590
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,844,320
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$66,663
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0

Form 5500 Responses for PEDIATRIC ASSOCIATES 401K PLAN

2014: PEDIATRIC ASSOCIATES 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: PEDIATRIC ASSOCIATES 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: PEDIATRIC ASSOCIATES 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: PEDIATRIC ASSOCIATES 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822257
Policy instance 1
Insurance contract or identification numberGA-822257
Number of Individuals Covered30
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,874
Total amount of fees paid to insurance companyUSD $1,267
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?Yes
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 $15,874
Insurance broker organization code?3
Amount paid for insurance broker fees1267
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMERRILL LYNCH, PIERCE, FENNER &
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822257
Policy instance 1
Insurance contract or identification numberGA-822257
Number of Individuals Covered29
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,847
Total amount of fees paid to insurance companyUSD $1,021
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?Yes
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 $12,847
Insurance broker organization code?3
Amount paid for insurance broker fees1021
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMERRILL LYNCH PIERCE FENNER SMITH I
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822257
Policy instance 1
Insurance contract or identification numberGA-822257
Number of Individuals Covered33
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,466
Total amount of fees paid to insurance companyUSD $836
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?Yes
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 $10,466
Insurance broker organization code?3
Amount paid for insurance broker fees836
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMERRILL LYNCH PIERCE FENNER SMITH I
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822257
Policy instance 1
Insurance contract or identification numberGA-822257
Number of Individuals Covered24
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,431
Total amount of fees paid to insurance companyUSD $1,039
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?Yes
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

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