Logo

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

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

NEPHROLOGY ASSOCIATES, P.A. PROFIT SHARING 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.
  • 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

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

Company Name:NEPHROLOGY ASSOCIATES, P.A.
Employer identification number (EIN):710698072
NAIC Classification:621492
NAIC Description:Kidney Dialysis Centers

Additional information about NEPHROLOGY ASSOCIATES, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1988-10-14
Company Identification Number: K38935
Legal Registered Office Address: 2543 BURNS RD

PALM BCH GARDENS

33410

More information about NEPHROLOGY ASSOCIATES, P.A.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MEGHAN BEMIS2024-09-19
0012022-01-01JAN SUTTON2023-07-24
0012021-01-01JAN SUTTON2022-09-01
0012020-01-01JAN SUTTON2021-07-06
0012019-01-01JAN SUTTON2020-07-28
0012018-01-01JAN SUTTON2019-07-24 JAN SUTTON2019-07-24
0012017-01-01JAN SUTTON2018-07-09 JAN SUTTON2018-07-09
0012016-01-01JAN SUTTON2017-10-04 JAN SUTTON2017-10-04
0012015-01-01JAN SUTTON2016-09-13
0012014-01-01JAN SUTTON2015-07-13
0012013-01-01JAN SUTTON
0012012-01-01WILLIAM STANLEY
0012011-01-01WILLIAM STANLEY
0012009-01-01WILLIAM STANLEY

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

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

Measure Date Value
2013: NEPHROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01130
Total number of active participants reported on line 7a of the Form 55002013-01-0127
Number of retired or separated participants receiving benefits2013-01-0112
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0177
Number of participants with account balances2013-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: NEPHROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01172
Total number of active participants reported on line 7a of the Form 55002012-01-0134
Number of retired or separated participants receiving benefits2012-01-0149
Number of other retired or separated participants entitled to future benefits2012-01-0147
Total of all active and inactive participants2012-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01130
Number of participants with account balances2012-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NEPHROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01186
Total number of active participants reported on line 7a of the Form 55002011-01-0135
Number of retired or separated participants receiving benefits2011-01-0176
Number of other retired or separated participants entitled to future benefits2011-01-0161
Total of all active and inactive participants2011-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01172
Number of participants with account balances2011-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: NEPHROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01173
Total number of active participants reported on line 7a of the Form 55002009-01-01117
Number of retired or separated participants receiving benefits2009-01-0120
Number of other retired or separated participants entitled to future benefits2009-01-0141
Total of all active and inactive participants2009-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01178
Number of participants with account balances2009-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

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

Measure Date Value
2013 : NEPHROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,941,855
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$242,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$203,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$529,774
Value of total assets at end of year2013-12-31$9,802,912
Value of total assets at beginning of year2013-12-31$8,103,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$38,919
Total interest from all sources2013-12-31$2,604
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$164,327
Participant contributions at end of year2013-12-31$69,888
Participant contributions at beginning of year2013-12-31$65,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,699,653
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,802,912
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,103,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$2,604
Value of interest in common/collective trusts at end of year2013-12-31$9,733,024
Value of interest in common/collective trusts at beginning of year2013-12-31$8,037,876
Net investment gain or loss from common/collective trusts2013-12-31$1,409,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$365,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$203,283
Contract administrator fees2013-12-31$38,919
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JPMS COX, PLLC
Accountancy firm EIN2013-12-31201776739
2012 : NEPHROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$965,707
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$356,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$330,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$122,329
Value of total assets at end of year2012-12-31$8,103,259
Value of total assets at beginning of year2012-12-31$7,494,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,486
Total interest from all sources2012-12-31$2,992
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$122,329
Participant contributions at end of year2012-12-31$65,383
Participant contributions at beginning of year2012-12-31$78,684
Participant contributions at beginning of year2012-12-31$73,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$609,004
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,103,259
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,494,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$2,992
Value of interest in common/collective trusts at end of year2012-12-31$8,037,876
Value of interest in common/collective trusts at beginning of year2012-12-31$7,035,399
Net investment gain or loss from common/collective trusts2012-12-31$840,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at beginning of year2012-12-31$306,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$330,217
Contract administrator fees2012-12-31$26,486
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JPMS COX, PLLC
Accountancy firm EIN2012-12-31201776739
2011 : NEPHROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$276,716
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,203,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,191,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$508,729
Value of total assets at end of year2011-12-31$7,494,255
Value of total assets at beginning of year2011-12-31$8,420,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,521
Total interest from all sources2011-12-31$3,387
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$201,890
Participant contributions at end of year2011-12-31$78,684
Participant contributions at beginning of year2011-12-31$235,009
Participant contributions at end of year2011-12-31$73,333
Participant contributions at beginning of year2011-12-31$55,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-926,440
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,494,255
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,420,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$3,387
Value of interest in common/collective trusts at end of year2011-12-31$7,035,399
Value of interest in common/collective trusts at beginning of year2011-12-31$7,661,992
Net investment gain or loss from common/collective trusts2011-12-31$-235,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$306,839
Employer contributions (assets) at end of year2011-12-31$306,839
Employer contributions (assets) at beginning of year2011-12-31$468,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,191,635
Contract administrator fees2011-12-31$11,521
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JPMS COX, PLLC
Accountancy firm EIN2011-12-31201776739
2010 : NEPHROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,596,796
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$285,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$264,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$774,973
Value of total assets at end of year2010-12-31$8,420,695
Value of total assets at beginning of year2010-12-31$7,108,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,371
Total interest from all sources2010-12-31$13,471
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$306,737
Participant contributions at end of year2010-12-31$235,009
Participant contributions at beginning of year2010-12-31$215,364
Participant contributions at end of year2010-12-31$55,458
Participant contributions at beginning of year2010-12-31$58,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,311,736
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,420,695
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,108,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$13,471
Value of interest in common/collective trusts at end of year2010-12-31$7,661,992
Value of interest in common/collective trusts at beginning of year2010-12-31$6,391,214
Net investment gain or loss from common/collective trusts2010-12-31$808,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$468,236
Employer contributions (assets) at end of year2010-12-31$468,236
Employer contributions (assets) at beginning of year2010-12-31$443,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$264,689
Contract administrator fees2010-12-31$20,371
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JPMS COX, PLLC
Accountancy firm EIN2010-12-31201776739
2009 : NEPHROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

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

2013: NEPHROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEPHROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEPHROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NEPHROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1