401k Plan data: PROFESSIONAL GASTROENTEROLOGY ASSOCIATES PA 401(K) PROFIT SHARING PLAN AND TRUST plan

PROFESSIONAL GASTROENTEROLOGY ASSOCIATES PA 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	PROFESSIONAL GASTROENTEROLOGY ASSOCIATES PA 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	003

PROFESSIONAL GASTROENTEROLOGY ASSOCIATES PA 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PROFESSIONAL GASTROENTEROLOGY ASSOCIATES, PA has sponsored the creation of one or more 401k plans.

Company Name: PROFESSIONAL GASTROENTEROLOGY ASSOCIATES, PA

Employer identification number (EIN): 222083813

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFESSIONAL GASTROENTEROLOGY ASSOCIATES PA 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-07-01
003 2021-07-01
003 2020-07-01 AHMED SHEHATA 2022-03-28
003 2019-07-01 AHMED SHEHATA 2020-10-28
003 2018-07-01 CATHY IACONO 2020-02-27 WARREN WERBITT 2020-02-27
003 2017-07-01 WARREN WERBITT 2019-01-16
003 2016-07-01 WARREN WERBITT 2017-11-02
003 2015-07-01 WARREN WERBITT 2016-10-13
003 2014-07-01 WARREN WERBITT 2015-08-11
003 2013-07-01 WARREN WERBITT 2014-12-23
003 2012-07-01 WARREN WERBITT 2014-04-14 WARREN WERBITT 2014-04-14
003 2011-07-01 WARREN WERBITT 2013-04-11 WARREN WERBITT 2013-04-11
003 2009-07-01 WARREN WERBITT 2011-03-28
003 2009-07-01 WARREN WERBITT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-07-01
003	2021-07-01
003	2020-07-01	AHMED SHEHATA	2022-03-28
003	2019-07-01	AHMED SHEHATA	2020-10-28
003	2018-07-01	CATHY IACONO	2020-02-27	WARREN WERBITT	2020-02-27
003	2017-07-01	WARREN WERBITT	2019-01-16
003	2016-07-01	WARREN WERBITT	2017-11-02
003	2015-07-01	WARREN WERBITT	2016-10-13
003	2014-07-01	WARREN WERBITT	2015-08-11
003	2013-07-01	WARREN WERBITT	2014-12-23
003	2012-07-01	WARREN WERBITT	2014-04-14	WARREN WERBITT	2014-04-14
003	2011-07-01	WARREN WERBITT	2013-04-11	WARREN WERBITT	2013-04-11
003	2009-07-01			WARREN WERBITT	2011-03-28
003	2009-07-01	WARREN WERBITT

Plan Statistics for PROFESSIONAL GASTROENTEROLOGY ASSOCIATES PA 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for PROFESSIONAL GASTROENTEROLOGY ASSOCIATES PA 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2009: PROFESSIONAL GASTROENTEROLOGY ASSOCIATES PA 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-07-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 14
Number of other retired or separated participants entitled to future benefits 2009-07-01 1
Total of all active and inactive participants 2009-07-01 15
Total participants 2009-07-01 15
Number of participants with account balances 2009-07-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2009: PROFESSIONAL GASTROENTEROLOGY ASSOCIATES PA 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-07-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	14
Number of other retired or separated participants entitled to future benefits	2009-07-01	1
Total of all active and inactive participants	2009-07-01	15
Total participants	2009-07-01	15
Number of participants with account balances	2009-07-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on PROFESSIONAL GASTROENTEROLOGY ASSOCIATES PA 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2011 : PROFESSIONAL GASTROENTEROLOGY ASSOCIATES PA 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-06-30	$447,686
Expenses. Total of all expenses incurred	2011-06-30	$200,561
Benefits paid (including direct rollovers)	2011-06-30	$200,561
Total plan assets at end of year	2011-06-30	$2,426,781
Total plan assets at beginning of year	2011-06-30	$2,179,656
Value of fidelity bond covering the plan	2011-06-30	$500,000
Other income received	2011-06-30	$416,739
Net income (gross income less expenses)	2011-06-30	$247,125
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$2,426,781
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$2,179,656
Total contributions received or receivable from employer(s)	2011-06-30	$30,947

Form 5500 Responses for PROFESSIONAL GASTROENTEROLOGY ASSOCIATES PA 401(K) PROFIT SHARING PLAN AND TRUST

2009: PROFESSIONAL GASTROENTEROLOGY ASSOCIATES PA 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VR08021299

Policy instance

Insurance contract or identification number	VR08021299
Number of Individuals Covered	1
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $134
Are there contracts with allocated funds for individual policies?	Yes

Potentially related plans

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Company Name:	PROFESSIONAL GASTROENTEROLOGY ASSOCIATES, PA
Employer identification number (EIN):	222083813
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)