401k Plan data: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP plan

INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 401k Plan overview

Plan Name	INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP
Plan identification number	001

INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

INFECTIOUS DISEASE CONSULTANTS PC has sponsored the creation of one or more 401k plans.

Company Name: INFECTIOUS DISEASE CONSULTANTS PC

Employer identification number (EIN): 630792644

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

Additional information about INFECTIOUS DISEASE CONSULTANTS PC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date: 1998-10-29

Company Identification Number: 1089992

Legal Registered Office Address: 6916 MCGINNIS FERRY ROAD
S100
SUWANEE
United States of America (USA)
30024

More information about INFECTIOUS DISEASE CONSULTANTS PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 MIKE SEGARS CPA
001 2015-01-01 MIKE SEGARS CPA
001 2014-01-01 MIKE SEGARS CPA
001 2013-01-01 MIKE SEGARS CPA
001 2012-01-01 MIKE SEGARS CPA
001 2010-07-01 MIKE SEGARS, CPA
001 2009-07-01 MIKE SEGARS, CPA

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	MIKE SEGARS CPA
001	2015-01-01	MIKE SEGARS CPA
001	2014-01-01	MIKE SEGARS CPA
001	2013-01-01	MIKE SEGARS CPA
001	2012-01-01	MIKE SEGARS CPA
001	2010-07-01	MIKE SEGARS, CPA
001	2009-07-01	MIKE SEGARS, CPA

Plan Statistics for INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP

401k plan membership statisitcs for INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP

Measure Date Value
2016: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2010: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2010 401k membership
Total participants, beginning-of-year 2010-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 0
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 0
Number of participants with account balances 2010-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2009 401k membership
Total participants, beginning-of-year 2009-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 5
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 5
Number of participants with account balances 2009-07-01 5

Measure	Date	Value
2016: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2010: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2010 401k membership
Total participants, beginning-of-year	2010-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	0
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	0
Number of participants with account balances	2010-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2009 401k membership
Total participants, beginning-of-year	2009-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	5
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	5
Number of participants with account balances	2009-07-01	5

Financial Data on INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP

Measure	Date	Value
2016 : INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2016 401k financial data
Total income from all sources	2016-12-31	$-11,384
Expenses. Total of all expenses incurred	2016-12-31	$149,333
Benefits paid (including direct rollovers)	2016-12-31	$149,333
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$160,717
Other income received	2016-12-31	$-11,384
Net income (gross income less expenses)	2016-12-31	$-160,717
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$160,717
2015 : INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2015 401k financial data
Total income from all sources	2015-12-31	$74,973
Expenses. Total of all expenses incurred	2015-12-31	$184,876
Benefits paid (including direct rollovers)	2015-12-31	$184,876
Total plan assets at end of year	2015-12-31	$160,717
Total plan assets at beginning of year	2015-12-31	$270,620
Value of fidelity bond covering the plan	2015-12-31	$30,000
Total contributions received or receivable from participants	2015-12-31	$71,506
Other income received	2015-12-31	$-18,778
Net income (gross income less expenses)	2015-12-31	$-109,903
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$160,717
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$270,620
Total contributions received or receivable from employer(s)	2015-12-31	$22,245
2014 : INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2014 401k financial data
Total income from all sources	2014-12-31	$95,870
Total plan assets at end of year	2014-12-31	$270,620
Total plan assets at beginning of year	2014-12-31	$174,750
Value of fidelity bond covering the plan	2014-12-31	$30,000
Total contributions received or receivable from participants	2014-12-31	$62,676
Other income received	2014-12-31	$9,058
Net income (gross income less expenses)	2014-12-31	$95,870
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$270,620
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$174,750
Total contributions received or receivable from employer(s)	2014-12-31	$24,136
2013 : INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2013 401k financial data
Total income from all sources	2013-12-31	$101,353
Expenses. Total of all expenses incurred	2013-12-31	$4,393
Benefits paid (including direct rollovers)	2013-12-31	$4,393
Total plan assets at end of year	2013-12-31	$174,750
Total plan assets at beginning of year	2013-12-31	$77,790
Value of fidelity bond covering the plan	2013-12-31	$18,000
Total contributions received or receivable from participants	2013-12-31	$50,515
Other income received	2013-12-31	$21,133
Net income (gross income less expenses)	2013-12-31	$96,960
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$174,750
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$77,790
Total contributions received or receivable from employer(s)	2013-12-31	$29,705
2012 : INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2012 401k financial data
Total income from all sources	2012-12-31	$77,790
Total plan assets at end of year	2012-12-31	$77,790
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$8,000
Total contributions received or receivable from participants	2012-12-31	$50,490
Other income received	2012-12-31	$2,902
Net income (gross income less expenses)	2012-12-31	$77,790
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$77,790
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$24,398
2011 : INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2011 401k financial data
Total income from all sources	2011-06-30	$417,117
Expenses. Total of all expenses incurred	2011-06-30	$2,565,869
Benefits paid (including direct rollovers)	2011-06-30	$2,565,869
Total plan assets at end of year	2011-06-30	$0
Total plan assets at beginning of year	2011-06-30	$2,148,752
Other income received	2011-06-30	$417,117
Net income (gross income less expenses)	2011-06-30	$-2,148,752
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$2,148,752

Form 5500 Responses for INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP

2016: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2010: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	This submission is the final filing	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: INFECTIOUS DISEASE CONSULTANTS, PC 401K PSP 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	4
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,538
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,538
Additional information about fees paid to insurance broker	INVESTMENT ADVICE
Insurance broker organization code?	7
Insurance broker name	LOGAN FINANCIAL PLANNING

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	7
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of fees paid to insurance company	USD $1,136
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1136
Additional information about fees paid to insurance broker	INVESTMENT ADVICE
Insurance broker organization code?	7
Insurance broker name	LPL FINANCIAL PLANNIN

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	7
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $605
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $605
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO INS SERVICES USA INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	8
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $156
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $156
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO INS SERVICES USA INC

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Company Name:	INFECTIOUS DISEASE CONSULTANTS PC
Employer identification number (EIN):	630792644
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:	1998-10-29
Company Identification Number:	1089992
Legal Registered Office Address:	6916 MCGINNIS FERRY ROAD S100 SUWANEE United States of America (USA) 30024