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PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NamePULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN
Plan identification number 001

PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

PULMONARY ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name:PULMONARY ASSOCIATES, P.A.
Employer identification number (EIN):710467275
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about PULMONARY ASSOCIATES, P.A.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0832669

More information about PULMONARY ASSOCIATES, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01THOMAS G. MAY, CPA2024-02-15 THOMAS G. MAY, CPA2024-02-15
0012021-10-01THOMAS G. MAY, CPA2023-03-13 THOMAS G. MAY, CPA2023-03-13
0012020-10-01THOMAS G. MAY, CPA2022-06-14 THOMAS G. MAY, CPA2022-06-14
0012019-10-01THOMAS G. MAY, CPA2021-06-03 THOMAS G. MAY, CPA2021-06-03
0012018-10-01THOMAS G. MAY, CPA2020-07-07 THOMAS G. MAY, CPA2020-07-07
0012017-10-01THOMAS G. MAY, CPA2019-06-13 THOMAS G. MAY, CPA2019-06-13
0012016-10-01
0012015-10-01THOMAS G. MAY, CPA
0012014-10-01THOMAS G. MAY, CPA
0012014-10-01THOMAS G. MAY, CPA THOMAS G. MAY, CPA
0012014-10-01THOMAS G. MAY, CPA GAIL MCCRACKEN, M.D.
0012014-10-01THOMAS G. MAY, CPA THOMAS G. MAY, CPA
0012013-10-01
0012012-10-01CLIFTON JOHNSON, M.D.
0012011-10-01CLIFTON JOHNSON, M.D.
0012009-10-01GAIL MCCRACKEN

Plan Statistics for PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN

Measure Date Value
2022: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-0112
Total number of active participants reported on line 7a of the Form 55002022-10-010
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-010
Total of all active and inactive participants2022-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-010
Number of participants with account balances2022-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-010
2021: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-0110
Total number of active participants reported on line 7a of the Form 55002021-10-0111
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-011
Total of all active and inactive participants2021-10-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-0112
Number of participants with account balances2021-10-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-0110
Total number of active participants reported on line 7a of the Form 55002020-10-0110
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-0110
Number of participants with account balances2020-10-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-0110
Total number of active participants reported on line 7a of the Form 55002019-10-0110
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-0110
Number of participants with account balances2019-10-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-0115
Total number of active participants reported on line 7a of the Form 55002018-10-0110
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-0110
Number of participants with account balances2018-10-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-0114
Total number of active participants reported on line 7a of the Form 55002017-10-0115
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-0115
Number of participants with account balances2017-10-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-0114
Total number of active participants reported on line 7a of the Form 55002016-10-0114
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 participants2016-10-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-0114
Number of participants with account balances2016-10-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0117
Total number of active participants reported on line 7a of the Form 55002015-10-0114
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0114
Number of participants with account balances2015-10-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0116
Total number of active participants reported on line 7a of the Form 55002014-10-0117
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 participants2014-10-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0117
Number of participants with account balances2014-10-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0115
Total number of active participants reported on line 7a of the Form 55002013-10-0116
Total of all active and inactive participants2013-10-0116
Total participants2013-10-0116
Number of participants with account balances2013-10-0116
2012: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0116
Total number of active participants reported on line 7a of the Form 55002012-10-0115
Total of all active and inactive participants2012-10-0115
Total participants2012-10-0115
Number of participants with account balances2012-10-0115
2011: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0114
Total number of active participants reported on line 7a of the Form 55002011-10-0116
Total of all active and inactive participants2011-10-0116
Total participants2011-10-0116
Number of participants with account balances2011-10-0116
2009: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0111
Total number of active participants reported on line 7a of the Form 55002009-10-0111
Total of all active and inactive participants2009-10-0111
Total participants2009-10-0111
Number of participants with account balances2009-10-0111

Financial Data on PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN

Measure Date Value
2023 : PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-09-30$280,523
Expenses. Total of all expenses incurred2023-09-30$3,422,650
Benefits paid (including direct rollovers)2023-09-30$3,422,650
Total plan assets at end of year2023-09-30$0
Total plan assets at beginning of year2023-09-30$3,142,127
Value of fidelity bond covering the plan2023-09-30$1,000,000
Other income received2023-09-30$280,523
Net income (gross income less expenses)2023-09-30$-3,142,127
Net plan assets at end of year (total assets less liabilities)2023-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$3,142,127
2022 : PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-09-30$-412,355
Expenses. Total of all expenses incurred2022-09-30$5,161,362
Benefits paid (including direct rollovers)2022-09-30$5,161,362
Total plan assets at end of year2022-09-30$3,142,127
Total plan assets at beginning of year2022-09-30$8,715,844
Value of fidelity bond covering the plan2022-09-30$1,000,000
Total contributions received or receivable from participants2022-09-30$7,500
Other income received2022-09-30$-430,198
Net income (gross income less expenses)2022-09-30$-5,573,717
Net plan assets at end of year (total assets less liabilities)2022-09-30$3,142,127
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$8,715,844
Total contributions received or receivable from employer(s)2022-09-30$10,343
2021 : PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-09-30$1,687,087
Expenses. Total of all expenses incurred2021-09-30$86,306
Benefits paid (including direct rollovers)2021-09-30$86,306
Total plan assets at end of year2021-09-30$8,715,844
Total plan assets at beginning of year2021-09-30$7,115,063
Value of fidelity bond covering the plan2021-09-30$1,000,000
Total contributions received or receivable from participants2021-09-30$12,000
Other income received2021-09-30$1,393,086
Net income (gross income less expenses)2021-09-30$1,600,781
Net plan assets at end of year (total assets less liabilities)2021-09-30$8,715,844
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$7,115,063
Total contributions received or receivable from employer(s)2021-09-30$282,001
2020 : PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-09-30$772,142
Expenses. Total of all expenses incurred2020-09-30$378,958
Benefits paid (including direct rollovers)2020-09-30$378,958
Total plan assets at end of year2020-09-30$7,115,063
Total plan assets at beginning of year2020-09-30$6,721,879
Value of fidelity bond covering the plan2020-09-30$800,000
Total contributions received or receivable from participants2020-09-30$12,000
Other income received2020-09-30$475,515
Net income (gross income less expenses)2020-09-30$393,184
Net plan assets at end of year (total assets less liabilities)2020-09-30$7,115,063
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$6,721,879
Total contributions received or receivable from employer(s)2020-09-30$284,627
2019 : PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-09-30$377,080
Expenses. Total of all expenses incurred2019-09-30$184,370
Benefits paid (including direct rollovers)2019-09-30$184,370
Total plan assets at end of year2019-09-30$6,721,879
Total plan assets at beginning of year2019-09-30$6,529,169
Value of fidelity bond covering the plan2019-09-30$800,000
Total contributions received or receivable from participants2019-09-30$23,553
Other income received2019-09-30$83,636
Net income (gross income less expenses)2019-09-30$192,710
Net plan assets at end of year (total assets less liabilities)2019-09-30$6,721,879
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$6,529,169
Total contributions received or receivable from employer(s)2019-09-30$269,891
2017 : PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-09-30$841,203
Expenses. Total of all expenses incurred2017-09-30$22,969
Benefits paid (including direct rollovers)2017-09-30$22,969
Total plan assets at end of year2017-09-30$5,840,495
Total plan assets at beginning of year2017-09-30$5,022,261
Value of fidelity bond covering the plan2017-09-30$600,000
Total contributions received or receivable from participants2017-09-30$22,178
Other income received2017-09-30$528,467
Net income (gross income less expenses)2017-09-30$818,234
Net plan assets at end of year (total assets less liabilities)2017-09-30$5,840,495
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$5,022,261
Total contributions received or receivable from employer(s)2017-09-30$290,558
2016 : PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-09-30$682,969
Expenses. Total of all expenses incurred2016-09-30$934,529
Benefits paid (including direct rollovers)2016-09-30$934,529
Total plan assets at end of year2016-09-30$5,022,261
Total plan assets at beginning of year2016-09-30$5,273,821
Value of fidelity bond covering the plan2016-09-30$600,000
Total contributions received or receivable from participants2016-09-30$20,683
Other income received2016-09-30$374,208
Net income (gross income less expenses)2016-09-30$-251,560
Net plan assets at end of year (total assets less liabilities)2016-09-30$5,022,261
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$5,273,821
Total contributions received or receivable from employer(s)2016-09-30$288,078
2015 : PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-09-30$30,843
Expenses. Total of all expenses incurred2015-09-30$207,877
Benefits paid (including direct rollovers)2015-09-30$207,877
Total plan assets at end of year2015-09-30$5,273,821
Total plan assets at beginning of year2015-09-30$5,450,855
Value of fidelity bond covering the plan2015-09-30$600,000
Total contributions received or receivable from participants2015-09-30$18,928
Other income received2015-09-30$-238,085
Net income (gross income less expenses)2015-09-30$-177,034
Net plan assets at end of year (total assets less liabilities)2015-09-30$5,273,821
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$5,450,855
Total contributions received or receivable from employer(s)2015-09-30$250,000
2014 : PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-09-30$752,950
Expenses. Total of all expenses incurred2014-09-30$487,100
Benefits paid (including direct rollovers)2014-09-30$487,100
Total plan assets at end of year2014-09-30$5,450,855
Total plan assets at beginning of year2014-09-30$5,185,005
Value of fidelity bond covering the plan2014-09-30$600,000
Total contributions received or receivable from participants2014-09-30$16,500
Other income received2014-09-30$486,450
Net income (gross income less expenses)2014-09-30$265,850
Net plan assets at end of year (total assets less liabilities)2014-09-30$5,450,855
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$5,185,005
Total contributions received or receivable from employer(s)2014-09-30$250,000
2013 : PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-09-30$663,087
Expenses. Total of all expenses incurred2013-09-30$3,161
Benefits paid (including direct rollovers)2013-09-30$3,161
Total plan assets at end of year2013-09-30$5,185,005
Total plan assets at beginning of year2013-09-30$4,525,079
Value of fidelity bond covering the plan2013-09-30$600,000
Total contributions received or receivable from participants2013-09-30$18,775
Other income received2013-09-30$494,312
Net income (gross income less expenses)2013-09-30$659,926
Net plan assets at end of year (total assets less liabilities)2013-09-30$5,185,005
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$4,525,079
Total contributions received or receivable from employer(s)2013-09-30$150,000
2012 : PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-09-30$899,107
Expenses. Total of all expenses incurred2012-09-30$46,150
Benefits paid (including direct rollovers)2012-09-30$46,150
Total plan assets at end of year2012-09-30$4,525,079
Total plan assets at beginning of year2012-09-30$3,672,122
Value of fidelity bond covering the plan2012-09-30$500,000
Total contributions received or receivable from participants2012-09-30$24,148
Other income received2012-09-30$555,717
Net income (gross income less expenses)2012-09-30$852,957
Net plan assets at end of year (total assets less liabilities)2012-09-30$4,525,079
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$3,672,122
Total contributions received or receivable from employer(s)2012-09-30$319,242
2011 : PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-09-30$151,242
Expenses. Total of all expenses incurred2011-09-30$40,000
Benefits paid (including direct rollovers)2011-09-30$40,000
Total plan assets at end of year2011-09-30$3,672,122
Total plan assets at beginning of year2011-09-30$3,560,880
Value of fidelity bond covering the plan2011-09-30$400,000
Total contributions received or receivable from participants2011-09-30$11,000
Other income received2011-09-30$-104,019
Net income (gross income less expenses)2011-09-30$111,242
Net plan assets at end of year (total assets less liabilities)2011-09-30$3,672,122
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$3,560,880
Total contributions received or receivable from employer(s)2011-09-30$244,261

Form 5500 Responses for PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN

2022: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01This submission is the final filingYes
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: PULMONARY ASSOCIATES, P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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