401k Plan data: LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN plan

LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING 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.
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

LAKE CUMBERLAND PEDIATRICS, PLLC has sponsored the creation of one or more 401k plans.

Company Name: LAKE CUMBERLAND PEDIATRICS, PLLC

Employer identification number (EIN): 815179411

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOSEPH BROWN 2024-10-09
001 2022-01-01 JOSEPH BROWN 2023-10-10
001 2021-01-01 JOSEPH BROWN 2022-10-12
001 2020-01-01 JOSEPH BROWN 2021-10-08
001 2019-01-01 JOSEPH BROWN 2020-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JOSEPH BROWN	2024-10-09
001	2022-01-01	JOSEPH BROWN	2023-10-10
001	2021-01-01	JOSEPH BROWN	2022-10-12
001	2020-01-01	JOSEPH BROWN	2021-10-08
001	2019-01-01	JOSEPH BROWN	2020-07-20

Plan Statistics for LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 16
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 16
Number of participants with account balances 2023-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 13
Number of participants with account balances 2022-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 12
Number of participants with account balances 2021-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 9
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 11
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2

Measure	Date	Value
2023: LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	16
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	16
Number of participants with account balances	2023-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	13
Number of participants with account balances	2022-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	12
Number of participants with account balances	2021-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	9
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	11
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2

Financial Data on LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$155,764
Expenses. Total of all expenses incurred	2023-12-31	$-27,000
Benefits paid (including direct rollovers)	2023-12-31	$-27,000
Total plan assets at end of year	2023-12-31	$496,392
Total plan assets at beginning of year	2023-12-31	$313,628
Value of fidelity bond covering the plan	2023-12-31	$50,000
Total contributions received or receivable from participants	2023-12-31	$70,524
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$20,989
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$182,764
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$496,392
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$313,628
Total contributions received or receivable from employer(s)	2023-12-31	$64,251
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$71,976
Expenses. Total of all expenses incurred	2022-12-31	$0
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$313,628
Total plan assets at beginning of year	2022-12-31	$241,652
Value of fidelity bond covering the plan	2022-12-31	$32,000
Total contributions received or receivable from participants	2022-12-31	$52,874
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-34,651
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$71,976
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$313,628
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$241,652
Total contributions received or receivable from employer(s)	2022-12-31	$53,753
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$114,284
Expenses. Total of all expenses incurred	2021-12-31	$0
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$241,652
Total plan assets at beginning of year	2021-12-31	$127,368
Value of fidelity bond covering the plan	2021-12-31	$25,000
Total contributions received or receivable from participants	2021-12-31	$47,300
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$28,409
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$114,284
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$241,652
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$127,368
Total contributions received or receivable from employer(s)	2021-12-31	$38,575
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$69,549
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$127,368
Total plan assets at beginning of year	2020-12-31	$57,819
Value of fidelity bond covering the plan	2020-12-31	$15,000
Total contributions received or receivable from participants	2020-12-31	$42,227
Other income received	2020-12-31	$16,471
Net income (gross income less expenses)	2020-12-31	$69,549
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$127,368
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$57,819
Total contributions received or receivable from employer(s)	2020-12-31	$10,851
2019 : LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$57,819
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$57,819
Total plan assets at beginning of year	2019-12-31	$0
Value of fidelity bond covering the plan	2019-12-31	$6,000
Total contributions received or receivable from participants	2019-12-31	$36,173
Other income received	2019-12-31	$3,394
Net income (gross income less expenses)	2019-12-31	$57,819
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$57,819
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$18,252

Form 5500 Responses for LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN

2023: LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LAKE CUMBERLAND PEDIATRICS, PLLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	First time form 5500 has been submitted	Yes
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LAKE CUMBERLAND PEDIATRICS, PLLC
Employer identification number (EIN):	815179411
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners