Plan Name | CAROLINA ENDOCRINE PA 401K PS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | CAROLINA ENDOCRINE, P.A. |
Employer identification number (EIN): | 202561319 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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001 | 2022-01-01 | MICHAEL THOMAS | 2023-09-20 | ||
001 | 2021-01-01 | MICHAEL THOMAS | 2022-07-15 | ||
001 | 2020-01-01 | MICHAEL THOMAS | 2021-04-15 | ||
001 | 2019-01-01 | MICHAEL THOMAS | 2020-05-04 | ||
001 | 2018-01-01 | MICHAEL THOMAS | 2019-04-15 | ||
001 | 2017-01-01 | DORIS BROWN | 2018-07-10 | ||
001 | 2016-01-01 | SUSAN SANTANIELLO | 2017-06-21 | ||
001 | 2015-01-01 | SUSAN SANTANIELLO | 2016-06-29 | ||
001 | 2014-01-01 | SUSAN SANTANIELLO | MICHAEL J THOMAS | 2015-06-18 | |
001 | 2014-01-01 | SUSAN SANTANIELLO | MICHAEL J THOMAS | 2015-06-18 | |
001 | 2013-01-01 | MICHAEL THOMAS | 2014-04-21 | ||
001 | 2012-01-01 | COLLEEN O'KEEFE | 2013-09-03 | ||
001 | 2011-01-01 | COLLEEN O'KEEFE | 2012-07-23 | ||
001 | 2010-01-01 | ANNE BAJOU | 2011-07-13 |
Measure | Date | Value |
---|---|---|
2014: CAROLINA ENDOCRINE PA 401K PS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 14 |
Number of participants with account balances | 2014-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2014 : CAROLINA ENDOCRINE PA 401K PS PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $151,194 |
Expenses. Total of all expenses incurred | 2014-12-31 | $192,551 |
Benefits paid (including direct rollovers) | 2014-12-31 | $192,551 |
Total plan assets at end of year | 2014-12-31 | $510,749 |
Total plan assets at beginning of year | 2014-12-31 | $552,106 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $58,749 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $43,303 |
Other income received | 2014-12-31 | $29,273 |
Net income (gross income less expenses) | 2014-12-31 | $-41,357 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $510,749 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $552,106 |
Assets. Value of participant loans | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $19,869 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
2014: CAROLINA ENDOCRINE PA 401K PS PLAN 2014 form 5500 responses | ||
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GA-835170 | ||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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