401k Plan data: TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN plan

TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN
Plan identification number	002

TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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

TREASURE COAST OB/GYN ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name: TREASURE COAST OB/GYN ASSOCIATES, P.A.

Employer identification number (EIN): 650677029

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

Additional information about TREASURE COAST OB/GYN ASSOCIATES, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1996-06-21

Company Identification Number: P96000053140

Legal Registered Office Address: 3473 SE WILLOUGHBY BLVD

STUART

34994

More information about TREASURE COAST OB/GYN ASSOCIATES, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01 WILLIAM L. HUGHES 2014-02-27
002 2012-01-01 WILLIAM L. HUGHES 2013-10-10
002 2011-01-01 WILLIAM L. HUGHES
002 2010-01-01 WILLIAM L HUGHES
002 2009-01-01 WILLIAM L. HUGHES

Plan Statistics for TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN

Measure Date Value
2011: TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 69
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 71
Number of participants with account balances 2011-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 71
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 75
Number of participants with account balances 2010-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 71
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 75
Number of participants with account balances 2009-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	69
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	71
Number of participants with account balances	2011-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	71
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	75
Number of participants with account balances	2010-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	71
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	75
Number of participants with account balances	2009-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN

Measure	Date	Value
2011 : TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$391,869
Expenses. Total of all expenses incurred	2011-12-31	$46,360
Benefits paid (including direct rollovers)	2011-12-31	$36,405
Total plan assets at end of year	2011-12-31	$8,756,561
Total plan assets at beginning of year	2011-12-31	$8,411,052
Value of fidelity bond covering the plan	2011-12-31	$700,000
Total contributions received or receivable from participants	2011-12-31	$248,765
Other income received	2011-12-31	$58,829
Net income (gross income less expenses)	2011-12-31	$345,509
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$8,756,561
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$8,411,052
Assets. Value of participant loans	2011-12-31	$168,408
Total contributions received or receivable from employer(s)	2011-12-31	$84,275
Value of corrective distributions	2011-12-31	$9,055
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$900
2010 : TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,390,212
Expenses. Total of all expenses incurred	2010-12-31	$27,998
Benefits paid (including direct rollovers)	2010-12-31	$26,748
Total plan assets at end of year	2010-12-31	$8,411,052
Total plan assets at beginning of year	2010-12-31	$7,048,838
Value of fidelity bond covering the plan	2010-12-31	$700,000
Total contributions received or receivable from participants	2010-12-31	$249,156
Other income received	2010-12-31	$1,047,629
Net income (gross income less expenses)	2010-12-31	$1,362,214
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$8,411,052
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$7,048,838
Assets. Value of participant loans	2010-12-31	$124,173
Total contributions received or receivable from employer(s)	2010-12-31	$93,427
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,250
2009 : TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN

2011: TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TREASURE COAST OB/GYN ASSOCIATES, P.A. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHY207

Policy instance

Insurance contract or identification number	PHY207
Number of Individuals Covered	71
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,339
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHY207

Policy instance

Insurance contract or identification number	PHY207
Number of Individuals Covered	75
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,210
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,210
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	PRIMEVEST FINANCIAL SERVICES INC

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Company Name:	TREASURE COAST OB/GYN ASSOCIATES, P.A.
Employer identification number (EIN):	650677029
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1996-06-21
Company Identification Number:	P96000053140
Legal Registered Office Address:	3473 SE WILLOUGHBY BLVD STUART 34994

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01	WILLIAM L. HUGHES	2014-02-27
002	2012-01-01	WILLIAM L. HUGHES	2013-10-10
002	2011-01-01	WILLIAM L. HUGHES
002	2010-01-01	WILLIAM L HUGHES
002	2009-01-01	WILLIAM L. HUGHES