401k Plan data: CENTRAL TEXAS PATHOLOGY LABORATORY, P.A. EMPLOYEES 401(K) SAVINGS PLAN AND TRUST plan

CENTRAL TEXAS PATHOLOGY LABORATORY, P.A. EMPLOYEES 401(K) SAVINGS PLAN AND TRUST 401k Plan overview

Plan Name	CENTRAL TEXAS PATHOLOGY LABORATORY, P.A. EMPLOYEES 401(K) SAVINGS PLAN AND TRUST
Plan identification number	001

CENTRAL TEXAS PATHOLOGY LABORATORY, P.A. EMPLOYEES 401(K) SAVINGS PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
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.
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

CENTRAL TEXAS PATHOLOGY LABORATORY, P.A. has sponsored the creation of one or more 401k plans.

Company Name: CENTRAL TEXAS PATHOLOGY LABORATORY, P.A.

Employer identification number (EIN): 752695035

NAIC Classification: 621510
NAIC Description: Medical and Diagnostic Laboratories

Additional information about CENTRAL TEXAS PATHOLOGY LABORATORY, P.A.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1997-03-11

Company Identification Number: 0081791503

Legal Registered Office Address: PO BOX 21509

WACO
United States of America (USA)
76702

More information about CENTRAL TEXAS PATHOLOGY LABORATORY, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL TEXAS PATHOLOGY LABORATORY, P.A. EMPLOYEES 401(K) SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 GARY GELDMEIER 2017-01-20
001 2015-01-01 GARY GELDMEIER 2016-05-17
001 2014-01-01 EDWIN MORRISON 2015-07-09
001 2013-01-01 EDWIN MORRISON 2014-07-15
001 2012-01-01 DANIEL SAMPLES 2013-07-01
001 2011-01-01 DANIEL SAMPLES 2012-07-31
001 2009-01-01 DAVID MCTAGGART

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01	GARY GELDMEIER	2017-01-20
001	2015-01-01	GARY GELDMEIER	2016-05-17
001	2014-01-01	EDWIN MORRISON	2015-07-09
001	2013-01-01	EDWIN MORRISON	2014-07-15
001	2012-01-01	DANIEL SAMPLES	2013-07-01
001	2011-01-01	DANIEL SAMPLES	2012-07-31
001	2009-01-01	DAVID MCTAGGART

Plan Statistics for CENTRAL TEXAS PATHOLOGY LABORATORY, P.A. EMPLOYEES 401(K) SAVINGS PLAN AND TRUST

401k plan membership statisitcs for CENTRAL TEXAS PATHOLOGY LABORATORY, P.A. EMPLOYEES 401(K) SAVINGS PLAN AND TRUST

Measure Date Value
2009: CENTRAL TEXAS PATHOLOGY LABORATORY, P.A. EMPLOYEES 401(K) SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 42
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 10
Total of all active and inactive participants 2009-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 52
Number of participants with account balances 2009-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2009: CENTRAL TEXAS PATHOLOGY LABORATORY, P.A. EMPLOYEES 401(K) SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	42
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	10
Total of all active and inactive participants	2009-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	52
Number of participants with account balances	2009-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on CENTRAL TEXAS PATHOLOGY LABORATORY, P.A. EMPLOYEES 401(K) SAVINGS PLAN AND TRUST

Measure	Date	Value
2010 : CENTRAL TEXAS PATHOLOGY LABORATORY, P.A. EMPLOYEES 401(K) SAVINGS PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$1,256,918
Expenses. Total of all expenses incurred	2010-12-31	$527,883
Benefits paid (including direct rollovers)	2010-12-31	$520,144
Total plan assets at end of year	2010-12-31	$11,315,710
Total plan assets at beginning of year	2010-12-31	$10,586,675
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$278,300
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$23,004
Other income received	2010-12-31	$838,153
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$729,035
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$11,315,710
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$10,586,675
Assets. Value of participant loans	2010-12-31	$192,116
Total contributions received or receivable from employer(s)	2010-12-31	$117,461
Value of certain deemed distributions of participant loans	2010-12-31	$7,739
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CENTRAL TEXAS PATHOLOGY LABORATORY, P.A. EMPLOYEES 401(K) SAVINGS PLAN AND TRUST 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 CENTRAL TEXAS PATHOLOGY LABORATORY, P.A. EMPLOYEES 401(K) SAVINGS PLAN AND TRUST

2009: CENTRAL TEXAS PATHOLOGY LABORATORY, P.A. EMPLOYEES 401(K) SAVINGS PLAN AND TRUST 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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	48
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $11,511
Total amount of fees paid to insurance company	USD $17,511
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 $11,511
Amount paid for insurance broker fees	14905
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	JULY BUSINESS SERVICES

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

Company Name:	CENTRAL TEXAS PATHOLOGY LABORATORY, P.A.
Employer identification number (EIN):	752695035
NAIC Classification:	621510
NAIC Description:	Medical and Diagnostic Laboratories

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1997-03-11
Company Identification Number:	0081791503
Legal Registered Office Address:	PO BOX 21509 WACO United States of America (USA) 76702