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JAMES A. TAMMARO, MD., PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES A. TAMMARO, MD., PC 401(K) PROFIT SHARING PLAN
Plan identification number 004

JAMES A. TAMMARO, MD., PC 401(K) 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.
  • 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

JAMES A. TAMMARO, MD, PC has sponsored the creation of one or more 401k plans.

Company Name:JAMES A. TAMMARO, MD, PC
Employer identification number (EIN):860338705
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES A. TAMMARO, MD., PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042016-01-01WILLIAM HURT2020-03-06 WILLIAM HURT2020-03-06
0042015-01-01TONYA SPITZ2016-05-26
0042014-01-01JAMES A. TAMMARO M.D.
0042013-01-01JAMES TAMMARO
0042012-01-01JAMES TAMMARO
0042011-01-01JAMES TAMMARO
0042010-01-01JAMES TAMMARO
0042009-01-01JAMES A. TAMMARO

Plan Statistics for JAMES A. TAMMARO, MD., PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES A. TAMMARO, MD., PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: JAMES A. TAMMARO, MD., PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0135
Total number of active participants reported on line 7a of the Form 55002014-01-0130
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0136
Number of participants with account balances2014-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: JAMES A. TAMMARO, MD., PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0132
Total number of active participants reported on line 7a of the Form 55002013-01-0128
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0134
Number of participants with account balances2013-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAMES A. TAMMARO, MD., PC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0134
Total number of active participants reported on line 7a of the Form 55002012-01-0127
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0134
Number of participants with account balances2012-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: JAMES A. TAMMARO, MD., PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0133
Total number of active participants reported on line 7a of the Form 55002011-01-0124
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0129
Number of participants with account balances2011-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JAMES A. TAMMARO, MD., PC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0130
Total number of active participants reported on line 7a of the Form 55002010-01-0127
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0129
Number of participants with account balances2010-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JAMES A. TAMMARO, MD., PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0122
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 participants2009-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0130
Number of participants with account balances2009-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on JAMES A. TAMMARO, MD., PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : JAMES A. TAMMARO, MD., PC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$186,661
Expenses. Total of all expenses incurred2014-12-31$13,352
Benefits paid (including direct rollovers)2014-12-31$5,863
Total plan assets at end of year2014-12-31$2,472,713
Total plan assets at beginning of year2014-12-31$2,299,404
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$76,862
Expenses. Other expenses not covered elsewhere2014-12-31$316
Contributions received from other sources (not participants or employers)2014-12-31$429
Other income received2014-12-31$109,370
Net income (gross income less expenses)2014-12-31$173,309
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,472,713
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,299,404
Assets. Value of participant loans2014-12-31$54,042
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$7,173
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : JAMES A. TAMMARO, MD., PC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$427,372
Expenses. Total of all expenses incurred2013-12-31$8,631
Benefits paid (including direct rollovers)2013-12-31$262
Total plan assets at end of year2013-12-31$2,299,404
Total plan assets at beginning of year2013-12-31$1,880,663
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$75,775
Expenses. Other expenses not covered elsewhere2013-12-31$178
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$301,597
Net income (gross income less expenses)2013-12-31$418,741
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,299,404
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,880,663
Assets. Value of participant loans2013-12-31$47,221
Total contributions received or receivable from employer(s)2013-12-31$50,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$8,191
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : JAMES A. TAMMARO, MD., PC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$277,010
Expenses. Total of all expenses incurred2012-12-31$49,914
Benefits paid (including direct rollovers)2012-12-31$41,472
Total plan assets at end of year2012-12-31$1,880,663
Total plan assets at beginning of year2012-12-31$1,653,567
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$70,747
Expenses. Other expenses not covered elsewhere2012-12-31$240
Contributions received from other sources (not participants or employers)2012-12-31$11,092
Other income received2012-12-31$195,171
Net income (gross income less expenses)2012-12-31$227,096
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,880,663
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,653,567
Assets. Value of participant loans2012-12-31$70,105
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$8,202
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : JAMES A. TAMMARO, MD., PC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$55,386
Expenses. Total of all expenses incurred2011-12-31$42,246
Benefits paid (including direct rollovers)2011-12-31$35,852
Total plan assets at end of year2011-12-31$1,653,567
Total plan assets at beginning of year2011-12-31$1,640,427
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$71,297
Expenses. Other expenses not covered elsewhere2011-12-31$306
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-15,911
Net income (gross income less expenses)2011-12-31$13,140
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,653,567
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,640,427
Assets. Value of participant loans2011-12-31$87,435
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$6,088
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : JAMES A. TAMMARO, MD., PC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$234,533
Expenses. Total of all expenses incurred2010-12-31$28,578
Benefits paid (including direct rollovers)2010-12-31$8,345
Total plan assets at end of year2010-12-31$1,640,427
Total plan assets at beginning of year2010-12-31$1,434,472
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$76,058
Expenses. Other expenses not covered elsewhere2010-12-31$378
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$158,475
Net income (gross income less expenses)2010-12-31$205,955
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,640,427
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,434,472
Assets. Value of participant loans2010-12-31$111,964
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$19,855
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : JAMES A. TAMMARO, MD., PC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for JAMES A. TAMMARO, MD., PC 401(K) PROFIT SHARING PLAN

2014: JAMES A. TAMMARO, MD., PC 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: JAMES A. TAMMARO, MD., PC 401(K) 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: JAMES A. TAMMARO, MD., PC 401(K) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: JAMES A. TAMMARO, MD., PC 401(K) 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: JAMES A. TAMMARO, MD., PC 401(K) 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: JAMES A. TAMMARO, MD., PC 401(K) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

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