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HEAD & NECK SPECIALTIES, P.C. 401(K) PS PLAN 401k Plan overview

Plan NameHEAD & NECK SPECIALTIES, P.C. 401(K) PS PLAN
Plan identification number 001

HEAD & NECK SPECIALTIES, P.C. 401(K) PS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

HEAD AND NECK SPECIALTIES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:HEAD AND NECK SPECIALTIES, P.C.
Employer identification number (EIN):621194734
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEAD & NECK SPECIALTIES, P.C. 401(K) PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01DANA THOMAS2022-11-16 DANA THOMAS2022-11-16
0012020-01-01DANA THOMAS2021-06-15 DANA THOMAS2021-06-15
0012019-01-01DANA THOMAS2020-07-30 DANA THOMAS2020-07-30
0012018-01-01DANA THOMAS2019-07-02 DANA THOMAS2019-07-02
0012017-01-01DANA THOMAS2018-07-17 DANA THOMAS2018-07-17
0012016-01-01RITA PATTERSON2017-03-30 RITA PATTERSON2017-03-30
0012015-01-01RITA PATTERSON2016-04-04 RITA PATTERSON2016-04-04
0012014-01-01RITA PATTERSON2015-09-14 RITA PATTERSON2015-09-14
0012013-01-01RITA PATTERSON2014-10-21 RITA PATTERSON2014-10-21
0012012-01-01RITA PATTERSON2014-10-21 RITA PATTERSON2014-10-21
0012011-01-01RITA PATTERSON2014-10-21 RITA PATTERSON2014-10-21
0012010-01-01RITA PATTERSON2014-10-21 RITA PATTERSON2014-10-21
0012009-01-01RITA PATTERSON2014-12-16 RITA PATTERSON2014-12-16
0012008-01-01RITA PATTERSON RITA PATTERSON2014-12-16

Plan Statistics for HEAD & NECK SPECIALTIES, P.C. 401(K) PS PLAN

401k plan membership statisitcs for HEAD & NECK SPECIALTIES, P.C. 401(K) PS PLAN

Measure Date Value
2008: HEAD & NECK SPECIALTIES, P.C. 401(K) PS PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0116
Total number of active participants reported on line 7a of the Form 55002008-01-0115
Number of other retired or separated participants entitled to future benefits2008-01-012
Total of all active and inactive participants2008-01-0117
Total participants2008-01-0117
Number of participants with account balances2008-01-0115

Financial Data on HEAD & NECK SPECIALTIES, P.C. 401(K) PS PLAN

Measure Date Value
2008 : HEAD & NECK SPECIALTIES, P.C. 401(K) PS PLAN 2008 401k financial data
Total income from all sources2008-12-31$-199,222
Expenses. Total of all expenses incurred2008-12-31$1,089
Benefits paid (including direct rollovers)2008-12-31$1,089
Total plan assets at end of year2008-12-31$780,240
Total plan assets at beginning of year2008-12-31$980,551
Total contributions received or receivable from participants2008-12-31$27,697
Other income received2008-12-31$-249,230
Net income (gross income less expenses)2008-12-31$-200,311
Net plan assets at end of year (total assets less liabilities)2008-12-31$780,240
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$980,551
Total contributions received or receivable from employer(s)2008-12-31$22,311

Form 5500 Responses for HEAD & NECK SPECIALTIES, P.C. 401(K) PS PLAN

2008: HEAD & NECK SPECIALTIES, P.C. 401(K) PS PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-07876
Policy instance 1
Insurance contract or identification number7-07876
Number of Individuals Covered17
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $2,155
Total amount of fees paid to insurance companyUSD $912
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?No
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
Amount paid for insurance broker fees912
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $2,155
Insurance broker nameA G EDWARDS & SONS INC

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