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401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA HOSPITALIST PARTNERS, P. A. 401k Plan overview

Plan Name401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA HOSPITALIST PARTNERS, P. A.
Plan identification number 001

401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA HOSPITALIST PARTNERS, P. A. Benefits

401k Plan TypeDefined 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

CENTRAL FLORIDA HOSPITALIST PARTNERS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL FLORIDA HOSPITALIST PARTNERS, P.A.
Employer identification number (EIN):593555797
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CENTRAL FLORIDA HOSPITALIST PARTNERS, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1999-02-01
Company Identification Number: P99000010627
Legal Registered Office Address: 515 WEKIVA COMMONS CIRCLE

APOPKA

32712

More information about CENTRAL FLORIDA HOSPITALIST PARTNERS, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA HOSPITALIST PARTNERS, P. A.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012022-01-01
0012021-01-01ANNE WAGONER2022-08-04 ANNE WAGONER2022-08-04
0012021-01-01ANNE WAGONER2022-10-12 ANNE WAGONER2022-10-12
0012020-01-01ANNE WAGONER2021-09-30 ANNE WAGONER2021-09-30
0012019-01-01ANNE WAGONER2020-07-21 ANNE WAGONER2020-07-21
0012018-01-01ANNE WAGONER2019-07-02 ANNE WAGONER2019-07-02
0012017-01-01ANNE WAGONER2018-06-29 ANNE WAGONER2018-06-29
0012016-01-01ANNE WAGONER2017-07-31 ANNE WAGONER2017-07-31
0012015-01-01ANNE WAGONER2016-07-21 ANNE WAGONER2016-07-21
0012014-01-01ANNE WAGONER2015-07-27
0012013-01-01ANNE WAGONER2014-08-26 ANNE WAGONER2014-08-26
0012012-01-01ANNE WAGONER2013-07-30 ANNE WAGONER2013-07-30
0012011-01-01ANNE WAGONER2012-10-08 ANNE WAGONER2012-10-08
0012010-01-01ANNE WAGONER2011-07-14 ANNE WAGONER2011-07-14

Plan Statistics for 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA HOSPITALIST PARTNERS, P. A.

401k plan membership statisitcs for 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA HOSPITALIST PARTNERS, P. A.

Measure Date Value
2023: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA HOSPITALIST PARTNERS, P. A. 2023 401k membership
Total participants, beginning-of-year2023-01-01118
Total number of active participants reported on line 7a of the Form 55002023-01-0196
Number of retired or separated participants receiving benefits2023-01-017
Number of other retired or separated participants entitled to future benefits2023-01-0131
Total of all active and inactive participants2023-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01134
Number of participants with account balances2023-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-017
2022: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA HOSPITALIST PARTNERS, P. A. 2022 401k membership
Total participants, beginning-of-year2022-01-01129
Total number of active participants reported on line 7a of the Form 55002022-01-0191
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0126
Total of all active and inactive participants2022-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01118
Number of participants with account balances2022-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010

Financial Data on 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA HOSPITALIST PARTNERS, P. A.

Measure Date Value
2023 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA HOSPITALIST PARTNERS, P. A. 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$6,757,123
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$583,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$559,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,358,495
Value of total assets at end of year2023-12-31$31,500,445
Value of total assets at beginning of year2023-12-31$25,327,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$24,007
Total interest from all sources2023-12-31$35,686
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$699,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$699,859
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,504,794
Participant contributions at end of year2023-12-31$154,136
Participant contributions at beginning of year2023-12-31$1,110
Assets. Other investments not covered elsewhere at end of year2023-12-31$2,638,666
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$2,350,738
Other income not declared elsewhere2023-12-31$282,623
Administrative expenses (other) incurred2023-12-31$550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$6,173,294
Value of net assets at end of year (total assets less liabilities)2023-12-31$31,500,445
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$25,327,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$27,300,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$22,219,287
Interest on participant loans2023-12-31$7,299
Interest earned on other investments2023-12-31$28,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,407,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$756,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,380,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$853,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$559,822
Contract administrator fees2023-12-31$23,457
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2023-12-31263429295
2022 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA HOSPITALIST PARTNERS, P. A. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,604,906
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$298,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$274,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,023,791
Value of total assets at end of year2022-12-31$25,327,151
Value of total assets at beginning of year2022-12-31$29,230,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,461
Total interest from all sources2022-12-31$12,638
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$441,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$441,980
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,274,285
Participant contributions at end of year2022-12-31$1,110
Participant contributions at beginning of year2022-12-31$49,994
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,350,738
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,559,222
Other income not declared elsewhere2022-12-31$-1,237,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,903,152
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,327,151
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,230,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,219,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,965,153
Interest on participant loans2022-12-31$1,081
Interest earned on other investments2022-12-31$11,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$756,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$655,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,845,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$749,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$274,785
Contract administrator fees2022-12-31$23,461
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2022-12-31410746749

Form 5500 Responses for 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA HOSPITALIST PARTNERS, P. A.

2023: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA HOSPITALIST PARTNERS, P. A. 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA HOSPITALIST PARTNERS, P. A. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number524780-01
Policy instance 1
Insurance contract or identification number524780-01
Number of Individuals Covered134
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075737
Policy instance 1
Insurance contract or identification number075737
Number of Individuals Covered118
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 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
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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