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THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN
Plan identification number 005

THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

THE FERTILITY INSTITUTE OF NEW ORLEANS, APC has sponsored the creation of one or more 401k plans.

Company Name:THE FERTILITY INSTITUTE OF NEW ORLEANS, APC
Employer identification number (EIN):720939434
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052021-01-01RENEE M. THIBODEAUX2022-10-13
0052020-01-01DR. STEVEN TAYLOR2021-08-18
0052019-01-01DR. STEVEN TAYLOR2020-07-10 DR. STEVEN TAYLOR2020-07-10
0052018-01-01DR. STEVEN TAYLOR2019-07-11 DR. STEVEN TAYLOR2019-07-11
0052017-01-01DR. STEVEN TAYLOR2018-09-26
0052016-01-01DR. STEVEN TAYLOR2017-08-21
0052015-01-01STEVEN TAYLOR
0052014-01-01STEVEN TAYLOR
0052013-01-01STEVEN TAYLOR
0052012-01-01STEVEN TAYLOR
0052011-01-01STEVEN TAYLOR
0052010-01-01STEVEN TAYLOR
0052009-01-01STEVEN TAYLOR

Plan Statistics for THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN

401k plan membership statisitcs for THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN

Measure Date Value
2015: THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0157
Total number of active participants reported on line 7a of the Form 55002015-01-0151
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0158
Number of participants with account balances2015-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0158
Total number of active participants reported on line 7a of the Form 55002014-01-0148
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0155
Number of participants with account balances2014-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0158
Total number of active participants reported on line 7a of the Form 55002013-01-0148
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0157
Total participants2013-01-01114
Number of participants with account balances2013-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0158
Total number of active participants reported on line 7a of the Form 55002012-01-0144
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0153
Number of participants with account balances2012-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0159
Total number of active participants reported on line 7a of the Form 55002011-01-0149
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0158
Number of participants with account balances2011-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0160
Total number of active participants reported on line 7a of the Form 55002010-01-0149
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0159
Number of participants with account balances2010-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0160
Total number of active participants reported on line 7a of the Form 55002009-01-0152
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0160
Number of participants with account balances2009-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN

Measure Date Value
2015 : THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$499,483
Expenses. Total of all expenses incurred2015-12-31$245,472
Benefits paid (including direct rollovers)2015-12-31$244,772
Total plan assets at end of year2015-12-31$7,024,699
Total plan assets at beginning of year2015-12-31$6,770,688
Value of fidelity bond covering the plan2015-12-31$350,000
Total contributions received or receivable from participants2015-12-31$252,927
Other income received2015-12-31$-40,344
Net income (gross income less expenses)2015-12-31$254,011
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,024,699
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,770,688
Assets. Value of participant loans2015-12-31$79,881
Total contributions received or receivable from employer(s)2015-12-31$286,900
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$700
2014 : THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$762,859
Expenses. Total of all expenses incurred2014-12-31$1,239,288
Benefits paid (including direct rollovers)2014-12-31$1,238,413
Total plan assets at end of year2014-12-31$6,770,688
Total plan assets at beginning of year2014-12-31$7,247,117
Value of fidelity bond covering the plan2014-12-31$350,000
Total contributions received or receivable from participants2014-12-31$235,681
Other income received2014-12-31$259,977
Net income (gross income less expenses)2014-12-31$-476,429
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,770,688
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,247,117
Assets. Value of participant loans2014-12-31$38,737
Total contributions received or receivable from employer(s)2014-12-31$267,201
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$875
2013 : THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,623,277
Expenses. Total of all expenses incurred2013-12-31$696,611
Benefits paid (including direct rollovers)2013-12-31$695,836
Total plan assets at end of year2013-12-31$7,247,117
Total plan assets at beginning of year2013-12-31$6,320,451
Value of fidelity bond covering the plan2013-12-31$350,000
Total contributions received or receivable from participants2013-12-31$219,874
Other income received2013-12-31$1,132,332
Net income (gross income less expenses)2013-12-31$926,666
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,247,117
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,320,451
Assets. Value of participant loans2013-12-31$11,503
Total contributions received or receivable from employer(s)2013-12-31$271,071
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$775
2012 : THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,071,522
Expenses. Total of all expenses incurred2012-12-31$136,076
Benefits paid (including direct rollovers)2012-12-31$135,209
Total plan assets at end of year2012-12-31$6,320,451
Total plan assets at beginning of year2012-12-31$5,385,005
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$215,333
Other income received2012-12-31$593,735
Net income (gross income less expenses)2012-12-31$935,446
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,320,451
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,385,005
Assets. Value of participant loans2012-12-31$18,459
Total contributions received or receivable from employer(s)2012-12-31$262,454
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$867
2011 : THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$340,684
Expenses. Total of all expenses incurred2011-12-31$66,790
Benefits paid (including direct rollovers)2011-12-31$66,490
Total plan assets at end of year2011-12-31$5,385,005
Total plan assets at beginning of year2011-12-31$5,111,111
Value of fidelity bond covering the plan2011-12-31$350,000
Total contributions received or receivable from participants2011-12-31$204,129
Other income received2011-12-31$-123,728
Net income (gross income less expenses)2011-12-31$273,894
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,385,005
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,111,111
Assets. Value of participant loans2011-12-31$17,263
Total contributions received or receivable from employer(s)2011-12-31$260,283
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$300
2010 : THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,145,555
Expenses. Total of all expenses incurred2010-12-31$98,673
Benefits paid (including direct rollovers)2010-12-31$98,373
Total plan assets at end of year2010-12-31$5,111,111
Total plan assets at beginning of year2010-12-31$4,064,229
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$223,384
Contributions received from other sources (not participants or employers)2010-12-31$54,647
Other income received2010-12-31$595,634
Net income (gross income less expenses)2010-12-31$1,046,882
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,111,111
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,064,229
Assets. Value of participant loans2010-12-31$31,855
Total contributions received or receivable from employer(s)2010-12-31$271,890
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$300

Form 5500 Responses for THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN

2015: THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE FERTILITY INSTITUTE OF NEW ORLEANS, APC 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: THE FERTILITY INSTITUTE OF NEW ORLEANS, APC 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: THE FERTILITY INSTITUTE OF NEW ORLEANS, APC 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
2010: THE FERTILITY INSTITUTE OF NEW ORLEANS, APC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE FERTILITY INSTITUTE OF NEW ORLEANS, APC 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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number813479
Policy instance 1
Insurance contract or identification number813479
Number of Individuals Covered57
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $73,357
Total amount of fees paid to insurance companyUSD $26,559
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $73,357
Insurance broker organization code?4
Amount paid for insurance broker fees26559
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
Insurance broker nameRETIREMENT STRATEGIES GROUP

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