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NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameNORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN
Plan identification number 002

NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

NORTH ALABAMA PRIMARY CARE, PC has sponsored the creation of one or more 401k plans.

Company Name:NORTH ALABAMA PRIMARY CARE, PC
Employer identification number (EIN):631183003
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-10-01
0022019-10-01
0022018-10-01
0022017-10-01
0022016-10-01
0022015-10-01
0022014-10-01KELLY THOMAS
0022013-10-01KELLY THOMAS
0022012-10-01KELLY THOMAS
0022011-10-01KELLY THOMAS
0022009-10-01CHANDRA KONERU
0022008-10-01

Plan Statistics for NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2016: NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-0112
Total number of active participants reported on line 7a of the Form 55002016-10-012
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0112
Total number of active participants reported on line 7a of the Form 55002015-10-019
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-013
Total of all active and inactive participants2015-10-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0110
Total number of active participants reported on line 7a of the Form 55002014-10-010
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0110
Total number of active participants reported on line 7a of the Form 55002013-10-017
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-013
Total of all active and inactive participants2013-10-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0112
Total number of active participants reported on line 7a of the Form 55002012-10-017
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-013
Total of all active and inactive participants2012-10-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0111
Total number of active participants reported on line 7a of the Form 55002011-10-0112
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0112
Total number of active participants reported on line 7a of the Form 55002009-10-0112
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017 : NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year2017-09-30$0
Total plan liabilities at beginning of year2017-09-30$36,880
Total income from all sources2017-09-30$67,648
Expenses. Total of all expenses incurred2017-09-30$0
Benefits paid (including direct rollovers)2017-09-30$0
Total plan assets at end of year2017-09-30$1,225,163
Total plan assets at beginning of year2017-09-30$1,194,395
Total contributions received or receivable from participants2017-09-30$0
Expenses. Other expenses not covered elsewhere2017-09-30$0
Contributions received from other sources (not participants or employers)2017-09-30$0
Other income received2017-09-30$67,648
Noncash contributions received2017-09-30$0
Net income (gross income less expenses)2017-09-30$67,648
Net plan assets at end of year (total assets less liabilities)2017-09-30$1,225,163
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$1,157,515
Total contributions received or receivable from employer(s)2017-09-30$0
Value of certain deemed distributions of participant loans2017-09-30$0
Value of corrective distributions2017-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$0
2016 : NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-09-30$0
Total plan liabilities at end of year2016-09-30$36,880
Total plan liabilities at beginning of year2016-09-30$36,880
Total income from all sources2016-09-30$-164,118
Expenses. Total of all expenses incurred2016-09-30$0
Benefits paid (including direct rollovers)2016-09-30$0
Total plan assets at end of year2016-09-30$1,194,395
Total plan assets at beginning of year2016-09-30$1,358,513
Total contributions received or receivable from participants2016-09-30$0
Expenses. Other expenses not covered elsewhere2016-09-30$0
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$-164,118
Noncash contributions received2016-09-30$0
Net income (gross income less expenses)2016-09-30$-164,118
Net plan assets at end of year (total assets less liabilities)2016-09-30$1,157,515
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$1,321,633
Total contributions received or receivable from employer(s)2016-09-30$0
Value of certain deemed distributions of participant loans2016-09-30$0
Value of corrective distributions2016-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-09-30$0
Total plan liabilities at end of year2015-09-30$36,880
Total plan liabilities at beginning of year2015-09-30$36,880
Total income from all sources2015-09-30$-14,019
Expenses. Total of all expenses incurred2015-09-30$0
Benefits paid (including direct rollovers)2015-09-30$0
Total plan assets at end of year2015-09-30$1,358,513
Total plan assets at beginning of year2015-09-30$1,372,532
Total contributions received or receivable from participants2015-09-30$0
Expenses. Other expenses not covered elsewhere2015-09-30$0
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$-14,019
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$-14,019
Net plan assets at end of year (total assets less liabilities)2015-09-30$1,321,633
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$1,335,652
Assets. Value of assets in partnership/joint-venture interests2015-09-30$50,000
Total contributions received or receivable from employer(s)2015-09-30$0
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-09-30$0
Total plan liabilities at end of year2014-09-30$36,880
Total plan liabilities at beginning of year2014-09-30$36,880
Total income from all sources2014-09-30$0
Expenses. Total of all expenses incurred2014-09-30$0
Benefits paid (including direct rollovers)2014-09-30$0
Total plan assets at end of year2014-09-30$1,372,532
Total plan assets at beginning of year2014-09-30$1,372,532
Total contributions received or receivable from participants2014-09-30$0
Expenses. Other expenses not covered elsewhere2014-09-30$0
Contributions received from other sources (not participants or employers)2014-09-30$0
Other income received2014-09-30$0
Noncash contributions received2014-09-30$0
Net income (gross income less expenses)2014-09-30$0
Net plan assets at end of year (total assets less liabilities)2014-09-30$1,335,652
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,335,652
Total contributions received or receivable from employer(s)2014-09-30$0
Value of certain deemed distributions of participant loans2014-09-30$0
Value of corrective distributions2014-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-09-30$0
Total plan liabilities at end of year2013-09-30$36,880
Total plan liabilities at beginning of year2013-09-30$34,110
Total income from all sources2013-09-30$124,175
Expenses. Total of all expenses incurred2013-09-30$0
Benefits paid (including direct rollovers)2013-09-30$0
Total plan assets at end of year2013-09-30$1,372,532
Total plan assets at beginning of year2013-09-30$1,245,587
Total contributions received or receivable from participants2013-09-30$0
Expenses. Other expenses not covered elsewhere2013-09-30$0
Contributions received from other sources (not participants or employers)2013-09-30$0
Other income received2013-09-30$124,175
Noncash contributions received2013-09-30$0
Net income (gross income less expenses)2013-09-30$124,175
Net plan assets at end of year (total assets less liabilities)2013-09-30$1,335,652
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,211,477
Total contributions received or receivable from employer(s)2013-09-30$0
Value of certain deemed distributions of participant loans2013-09-30$0
Value of corrective distributions2013-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$0
2012 : NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-09-30$0
Total plan liabilities at end of year2012-09-30$34,110
Total plan liabilities at beginning of year2012-09-30$28,396
Total income from all sources2012-09-30$10,614
Expenses. Total of all expenses incurred2012-09-30$0
Benefits paid (including direct rollovers)2012-09-30$0
Total plan assets at end of year2012-09-30$1,245,587
Total plan assets at beginning of year2012-09-30$1,229,259
Total contributions received or receivable from participants2012-09-30$0
Expenses. Other expenses not covered elsewhere2012-09-30$0
Contributions received from other sources (not participants or employers)2012-09-30$0
Other income received2012-09-30$10,614
Noncash contributions received2012-09-30$0
Net income (gross income less expenses)2012-09-30$10,614
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,211,477
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,200,863
Assets. Value of participant loans2012-09-30$91,211
Total contributions received or receivable from employer(s)2012-09-30$0
Value of certain deemed distributions of participant loans2012-09-30$0
Value of corrective distributions2012-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-09-30$0
Total plan liabilities at end of year2011-09-30$28,396
Total plan liabilities at beginning of year2011-09-30$9,177
Total income from all sources2011-09-30$31,908
Expenses. Total of all expenses incurred2011-09-30$0
Benefits paid (including direct rollovers)2011-09-30$0
Total plan assets at end of year2011-09-30$1,229,259
Total plan assets at beginning of year2011-09-30$1,178,132
Total contributions received or receivable from participants2011-09-30$0
Expenses. Other expenses not covered elsewhere2011-09-30$0
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$-12,092
Noncash contributions received2011-09-30$0
Net income (gross income less expenses)2011-09-30$31,908
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,200,863
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,168,955
Assets. Value of participant loans2011-09-30$92,284
Total contributions received or receivable from employer(s)2011-09-30$44,000
Value of certain deemed distributions of participant loans2011-09-30$0
Value of corrective distributions2011-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$0
2010 : NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN

2016: NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: NORTH ALABAMA PRIMARY CARE, PC DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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