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NF, MD, PLLC DEFINED BENEFIT PLAN 401k Plan overview

Plan NameNF, MD, PLLC DEFINED BENEFIT PLAN
Plan identification number 002

NF, MD, PLLC DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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

NFMD, PLLC has sponsored the creation of one or more 401k plans.

Company Name:NFMD, PLLC
Employer identification number (EIN):261277506
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about NFMD, PLLC

Jurisdiction of Incorporation: Arizona Corporation Commission
Incorporation Date:
Company Identification Number: P14019594

More information about NFMD, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NF, MD, PLLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01NELSON FAUX, M.D.2020-10-14
0022018-01-01NELSON FAUX, M.D.2019-08-30
0022017-01-01
0022016-01-01NELSON FAUX, M.D.
0022015-01-01NELSON FAUX, M.D.
0022014-01-01NELSON FAUX, M.D.
0022013-01-01NELSON FAUX, M.D.
0022012-01-01NELSON FAUX, M.D.
0022011-01-01NELSON FAUX
0022010-01-01NELSON FAUX
0022009-01-01NELSON FAUX

Plan Statistics for NF, MD, PLLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for NF, MD, PLLC DEFINED BENEFIT PLAN

Measure Date Value
2019: NF, MD, PLLC DEFINED BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NF, MD, PLLC DEFINED BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
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 participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NF, MD, PLLC DEFINED BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
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 participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NF, MD, PLLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-312,763,844
Acturial value of plan assets2016-12-312,763,844
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-312,042,892
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-312,042,892
Total participant count2016-12-313
Total funding target for all participants2016-12-312,042,892
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31511,717
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31511,717
Present value of excess contributions2016-12-31279,373
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31292,559
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31507,623
Total employer contributions2016-12-31500,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31466,892
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31466,892
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
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 participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NF, MD, PLLC DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
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 participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NF, MD, PLLC DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
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 participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NF, MD, PLLC DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
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 participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NF, MD, PLLC DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
2011: NF, MD, PLLC DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
2010: NF, MD, PLLC DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
2009: NF, MD, PLLC DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013

Financial Data on NF, MD, PLLC DEFINED BENEFIT PLAN

Measure Date Value
2019 : NF, MD, PLLC DEFINED BENEFIT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$66,061
Total income from all sources2019-12-31$176,160
Expenses. Total of all expenses incurred2019-12-31$1,395,503
Benefits paid (including direct rollovers)2019-12-31$1,391,641
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$1,285,404
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$176,160
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-1,219,343
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,219,343
Assets. Value of assets in partnership/joint-venture interests2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,862
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : NF, MD, PLLC DEFINED BENEFIT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$66,061
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-38,849
Expenses. Total of all expenses incurred2018-12-31$2,278,311
Benefits paid (including direct rollovers)2018-12-31$2,269,850
Total plan assets at end of year2018-12-31$1,285,404
Total plan assets at beginning of year2018-12-31$3,536,503
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-38,849
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-2,317,160
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,219,343
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,536,503
Assets. Value of assets in partnership/joint-venture interests2018-12-31$124,544
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$8,461
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : NF, MD, PLLC DEFINED BENEFIT PLAN 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$290,203
Expenses. Total of all expenses incurred2017-12-31$163,453
Benefits paid (including direct rollovers)2017-12-31$147,898
Total plan assets at end of year2017-12-31$3,536,503
Total plan assets at beginning of year2017-12-31$3,409,753
Total contributions received or receivable from participants2017-12-31$0
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$290,203
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$126,750
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,536,503
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,409,753
Assets. Value of assets in partnership/joint-venture interests2017-12-31$134,736
Total contributions received or receivable from employer(s)2017-12-31$0
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$15,555
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : NF, MD, PLLC DEFINED BENEFIT PLAN 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$652,039
Expenses. Total of all expenses incurred2016-12-31$13,570
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$3,409,753
Total plan assets at beginning of year2016-12-31$2,771,284
Total contributions received or receivable from participants2016-12-31$0
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$152,039
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$638,469
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,409,753
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,771,284
Assets. Value of assets in partnership/joint-venture interests2016-12-31$200,510
Total contributions received or receivable from employer(s)2016-12-31$500,000
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$13,570
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : NF, MD, PLLC DEFINED BENEFIT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
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$292,423
Expenses. Total of all expenses incurred2015-12-31$12,275
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$2,771,284
Total plan assets at beginning of year2015-12-31$2,491,136
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-7,577
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$280,148
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,771,284
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,491,136
Assets. Value of assets in partnership/joint-venture interests2015-12-31$222,006
Total contributions received or receivable from employer(s)2015-12-31$300,000
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$12,275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : NF, MD, PLLC DEFINED BENEFIT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
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$189,190
Expenses. Total of all expenses incurred2014-12-31$11,523
Benefits paid (including direct rollovers)2014-12-31$134
Total plan assets at end of year2014-12-31$2,491,136
Total plan assets at beginning of year2014-12-31$2,313,469
Total contributions received or receivable from participants2014-12-31$0
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$189,190
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$177,667
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,491,136
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,313,469
Assets. Value of assets in partnership/joint-venture interests2014-12-31$206,742
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$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$11,389
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : NF, MD, PLLC DEFINED BENEFIT PLAN 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$1,069,955
Expenses. Total of all expenses incurred2013-12-31$2,411,820
Benefits paid (including direct rollovers)2013-12-31$2,403,467
Total plan assets at end of year2013-12-31$2,313,469
Total plan assets at beginning of year2013-12-31$3,655,334
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$269,955
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-1,341,865
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,313,469
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,655,334
Assets. Value of assets in partnership/joint-venture interests2013-12-31$205,701
Total contributions received or receivable from employer(s)2013-12-31$800,000
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$8,353
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : NF, MD, PLLC DEFINED BENEFIT PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$824,945
Expenses. Total of all expenses incurred2012-12-31$25,385
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$3,655,334
Total plan assets at beginning of year2012-12-31$2,855,774
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$224,945
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$799,560
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,655,334
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,855,774
Assets. Value of assets in partnership/joint-venture interests2012-12-31$160,908
Total contributions received or receivable from employer(s)2012-12-31$600,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$25,385
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : NF, MD, PLLC DEFINED BENEFIT PLAN 2011 401k financial data
Total income from all sources2011-12-31$456,651
Expenses. Total of all expenses incurred2011-12-31$5,341
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,855,774
Total plan assets at beginning of year2011-12-31$2,404,464
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-43,349
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$451,310
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,855,774
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,404,464
Assets. Value of assets in partnership/joint-venture interests2011-12-31$188,081
Total contributions received or receivable from employer(s)2011-12-31$500,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,341
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : NF, MD, PLLC DEFINED BENEFIT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$790,414
Expenses. Total of all expenses incurred2010-12-31$17,449
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$2,404,464
Total plan assets at beginning of year2010-12-31$1,631,499
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$207,383
Net income (gross income less expenses)2010-12-31$772,965
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,404,464
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,631,499
Assets. Value of assets in partnership/joint-venture interests2010-12-31$196,464
Total contributions received or receivable from employer(s)2010-12-31$583,031
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$17,449
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : NF, MD, PLLC DEFINED BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NF, MD, PLLC DEFINED BENEFIT PLAN

2019: NF, MD, PLLC DEFINED BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NF, MD, PLLC DEFINED BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NF, MD, PLLC DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NF, MD, PLLC DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NF, MD, PLLC DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NF, MD, PLLC DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NF, MD, PLLC DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NF, MD, PLLC DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NF, MD, PLLC DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NF, MD, PLLC DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NF, MD, PLLC DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSV3501632
Policy instance 1
Insurance contract or identification numberSV3501632
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSV3501632
Policy instance 8
Insurance contract or identification numberSV3501632
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELAWARE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number501001050147998
Policy instance 7
Insurance contract or identification number501001050147998
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELAWARE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number50100150164118
Policy instance 6
Insurance contract or identification number50100150164118
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number135053LK8
Policy instance 5
Insurance contract or identification number135053LK8
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberBA3501711
Policy instance 4
Insurance contract or identification numberBA3501711
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-05-02
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberBA0000112
Policy instance 3
Insurance contract or identification numberBA0000112
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-05-02
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number016159213
Policy instance 2
Insurance contract or identification number016159213
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract numberP55D2531213
Policy instance 1
Insurance contract or identification numberP55D2531213
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-04-27
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSV3501632
Policy instance 8
Insurance contract or identification numberSV3501632
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $35,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,000
Insurance broker organization code?3
Insurance broker nameSIGNATOR INVESTORS, INC.
DELAWARE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number501001050147998
Policy instance 7
Insurance contract or identification number501001050147998
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELAWARE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number50100150164118
Policy instance 6
Insurance contract or identification number50100150164118
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $278
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $278
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameMARTIN ANTHONY KONG
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number135053LK8
Policy instance 5
Insurance contract or identification number135053LK8
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberBA3501711
Policy instance 4
Insurance contract or identification numberBA3501711
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberBA0000112
Policy instance 3
Insurance contract or identification numberBA0000112
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number016159213
Policy instance 2
Insurance contract or identification number016159213
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract numberP55D2531213
Policy instance 1
Insurance contract or identification numberP55D2531213
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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