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STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameSTEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST
Plan identification number 001

STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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

STEPHEN C. PARDYS M.D. has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN C. PARDYS M.D.
Employer identification number (EIN):942548893
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01STEPHEN PARDYS
0012016-01-01STEPHEN PARDYS
0012015-01-01STEPHEN PARDYS STEPHEN PARDYS2016-10-14
0012014-01-01STEPHEN PARDYS
0012013-01-01STEPHEN PARDYS
0012012-01-01STEPHEN C. PARDYS2013-10-15
0012011-01-01STEPHEN PARDYS, MD2012-10-12
0012010-01-01STEPHEN C. PARDYS, MD2011-10-08

Plan Statistics for STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST

Measure Date Value
2019: STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST

Measure Date Value
2019 : STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-08-31$0
Total plan liabilities at end of year2019-08-31$0
Total plan liabilities at beginning of year2019-08-31$0
Total income from all sources2019-08-31$24,811
Expenses. Total of all expenses incurred2019-08-31$214,558
Benefits paid (including direct rollovers)2019-08-31$214,556
Total plan assets at end of year2019-08-31$0
Total plan assets at beginning of year2019-08-31$189,747
Value of fidelity bond covering the plan2019-08-31$265,000
Total contributions received or receivable from participants2019-08-31$0
Expenses. Other expenses not covered elsewhere2019-08-31$0
Contributions received from other sources (not participants or employers)2019-08-31$0
Other income received2019-08-31$-50,189
Noncash contributions received2019-08-31$0
Net income (gross income less expenses)2019-08-31$-189,747
Net plan assets at end of year (total assets less liabilities)2019-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$189,747
Total contributions received or receivable from employer(s)2019-08-31$75,000
Value of certain deemed distributions of participant loans2019-08-31$0
Value of corrective distributions2019-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-08-31$2
2018 : STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-83,509
Expenses. Total of all expenses incurred2018-12-31$1,893,949
Benefits paid (including direct rollovers)2018-12-31$1,872,453
Total plan assets at end of year2018-12-31$189,747
Total plan assets at beginning of year2018-12-31$2,167,205
Value of fidelity bond covering the plan2018-12-31$265,000
Total contributions received or receivable from participants2018-12-31$10,322
Expenses. Other expenses not covered elsewhere2018-12-31$21,496
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-93,980
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-1,977,458
Net plan assets at end of year (total assets less liabilities)2018-12-31$189,747
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,167,205
Assets. Value of real-estate (other than employer real property)2018-12-31$127,000
Total contributions received or receivable from employer(s)2018-12-31$149
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$303,668
Expenses. Total of all expenses incurred2017-12-31$123,376
Benefits paid (including direct rollovers)2017-12-31$93,200
Total plan assets at end of year2017-12-31$2,167,205
Total plan assets at beginning of year2017-12-31$1,986,913
Value of fidelity bond covering the plan2017-12-31$265,000
Total contributions received or receivable from participants2017-12-31$24,000
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$265,203
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$180,292
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,167,205
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,986,913
Assets. Value of real-estate (other than employer real property)2017-12-31$127,000
Total contributions received or receivable from employer(s)2017-12-31$14,465
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$30,176
2016 : STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$118,050
Expenses. Total of all expenses incurred2016-12-31$121,873
Benefits paid (including direct rollovers)2016-12-31$96,100
Total plan assets at end of year2016-12-31$1,986,913
Total plan assets at beginning of year2016-12-31$1,990,736
Value of fidelity bond covering the plan2016-12-31$265,000
Total contributions received or receivable from participants2016-12-31$24,000
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$72,890
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-3,823
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,986,913
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,990,736
Assets. Value of real-estate (other than employer real property)2016-12-31$127,000
Total contributions received or receivable from employer(s)2016-12-31$21,160
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$25,773
2015 : STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$37,638
Expenses. Total of all expenses incurred2015-12-31$109,847
Benefits paid (including direct rollovers)2015-12-31$81,300
Total plan assets at end of year2015-12-31$1,990,736
Total plan assets at beginning of year2015-12-31$2,062,945
Value of fidelity bond covering the plan2015-12-31$265,000
Total contributions received or receivable from participants2015-12-31$24,000
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-1,646
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-72,209
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,990,736
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,062,945
Assets. Value of real-estate (other than employer real property)2015-12-31$127,000
Total contributions received or receivable from employer(s)2015-12-31$15,284
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$28,547
2014 : STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$202,172
Expenses. Total of all expenses incurred2014-12-31$102,507
Benefits paid (including direct rollovers)2014-12-31$71,500
Total plan assets at end of year2014-12-31$2,062,945
Total plan assets at beginning of year2014-12-31$1,963,280
Total contributions received or receivable from participants2014-12-31$23,000
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$167,009
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$99,665
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,062,945
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,963,280
Assets. Value of real-estate (other than employer real property)2014-12-31$127,000
Total contributions received or receivable from employer(s)2014-12-31$12,163
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$31,007
2013 : STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$325,601
Expenses. Total of all expenses incurred2013-12-31$93,882
Benefits paid (including direct rollovers)2013-12-31$65,500
Total plan assets at end of year2013-12-31$1,963,280
Total plan assets at beginning of year2013-12-31$1,731,561
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$288,418
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$231,719
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,963,280
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,731,561
Assets. Value of real-estate (other than employer real property)2013-12-31$49,000
Total contributions received or receivable from employer(s)2013-12-31$37,183
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$28,382

Form 5500 Responses for STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST

2019: STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 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: STEPHEN C. PARDYS M.D. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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

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