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SUNSHINE KIDS MEDICAL ASSOCIATES 401(K) PLAN 401k Plan overview

Plan NameSUNSHINE KIDS MEDICAL ASSOCIATES 401(K) PLAN
Plan identification number 001

SUNSHINE KIDS MEDICAL ASSOCIATES 401(K) 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.
  • 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

SUNSHINE KIDS MEDICAL ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:SUNSHINE KIDS MEDICAL ASSOCIATES
Employer identification number (EIN):330874737
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNSHINE KIDS MEDICAL ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SHELLEY Y. LEE2023-07-02
0012021-01-01SHELLEY Y. LEE2022-07-05
0012020-11-01SHELLEY Y. LEE2021-08-28
0012019-11-01SHELLEY Y. LEE2021-05-18
0012018-11-01SHELLEY Y. LEE2020-02-24
0012017-11-01SHELLEY Y. LEE2019-03-17
0012016-11-01SHELLEY Y. LEE2018-05-22
0012015-11-01SHELLEY Y. LEE2017-04-28
0012014-11-01SHELLEY Y. LEE2016-05-27
0012013-11-01SHELLEY Y. LEE2015-07-02
0012012-11-01SHELLEY Y. LEE2014-05-23
0012011-11-01SHELLEY Y. LEE2013-06-12
0012010-11-01SHELLEY Y. LEE2012-10-15
0012008-11-01SHELLEY LEE
0012006-11-01SHELLEY LEE
0012006-01-01SHELLEY LEE

Plan Statistics for SUNSHINE KIDS MEDICAL ASSOCIATES 401(K) PLAN

401k plan membership statisitcs for SUNSHINE KIDS MEDICAL ASSOCIATES 401(K) PLAN

Measure Date Value
2008: SUNSHINE KIDS MEDICAL ASSOCIATES 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-11-019
Total number of active participants reported on line 7a of the Form 55002008-11-018
Number of retired or separated participants receiving benefits2008-11-010
Number of other retired or separated participants entitled to future benefits2008-11-010
Total of all active and inactive participants2008-11-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-11-010
Total participants2008-11-018
Number of participants with account balances2008-11-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-11-010
2006: SUNSHINE KIDS MEDICAL ASSOCIATES 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year2006-11-016
Total number of active participants reported on line 7a of the Form 55002006-11-016
Number of retired or separated participants receiving benefits2006-11-010
Number of other retired or separated participants entitled to future benefits2006-11-010
Total of all active and inactive participants2006-11-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-11-010
Total participants2006-11-016
Number of participants with account balances2006-11-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-11-010
Total participants, beginning-of-year2006-01-016
Total number of active participants reported on line 7a of the Form 55002006-01-016
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-016
Number of participants with account balances2006-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010

Financial Data on SUNSHINE KIDS MEDICAL ASSOCIATES 401(K) PLAN

Measure Date Value
2009 : SUNSHINE KIDS MEDICAL ASSOCIATES 401(K) PLAN 2009 401k financial data
Total income from all sources2009-10-31$59,917
Expenses. Total of all expenses incurred2009-10-31$1,366
Benefits paid (including direct rollovers)2009-10-31$0
Total plan assets at end of year2009-10-31$151,087
Total plan assets at beginning of year2009-10-31$92,536
Total contributions received or receivable from participants2009-10-31$31,410
Other income received2009-10-31$21,477
Net income (gross income less expenses)2009-10-31$58,551
Net plan assets at end of year (total assets less liabilities)2009-10-31$151,087
Net plan assets at beginning of year (total assets less liabilities)2009-10-31$92,536
Total contributions received or receivable from employer(s)2009-10-31$7,030
Expenses. Administrative service providers (salaries,fees and commissions)2009-10-31$1,366
2008 : SUNSHINE KIDS MEDICAL ASSOCIATES 401(K) PLAN 2008 401k financial data
Total income from all sources2008-10-31$5,656
Expenses. Total of all expenses incurred2008-10-31$1,164
Benefits paid (including direct rollovers)2008-10-31$0
Total plan assets at end of year2008-10-31$92,536
Total plan assets at beginning of year2008-10-31$88,044
Total contributions received or receivable from participants2008-10-31$30,880
Other income received2008-10-31$-33,233
Net income (gross income less expenses)2008-10-31$4,492
Net plan assets at end of year (total assets less liabilities)2008-10-31$92,536
Net plan assets at beginning of year (total assets less liabilities)2008-10-31$88,044
Total contributions received or receivable from employer(s)2008-10-31$8,009
Expenses. Administrative service providers (salaries,fees and commissions)2008-10-31$1,164
2007 : SUNSHINE KIDS MEDICAL ASSOCIATES 401(K) PLAN 2007 401k financial data
Total income from all sources2007-10-31$71,274
Expenses. Total of all expenses incurred2007-10-31$774
Benefits paid (including direct rollovers)2007-10-31$0
Total plan assets at end of year2007-10-31$88,044
Total plan assets at beginning of year2007-10-31$17,544
Total contributions received or receivable from participants2007-10-31$70,443
Other income received2007-10-31$-10,041
Net income (gross income less expenses)2007-10-31$70,500
Net plan assets at end of year (total assets less liabilities)2007-10-31$88,044
Net plan assets at beginning of year (total assets less liabilities)2007-10-31$17,544
Total contributions received or receivable from employer(s)2007-10-31$10,872
Expenses. Administrative service providers (salaries,fees and commissions)2007-10-31$774
2006 : SUNSHINE KIDS MEDICAL ASSOCIATES 401(K) PLAN 2006 401k financial data
Total income from all sources2006-10-31$17,598
Expenses. Total of all expenses incurred2006-10-31$54
Total plan assets at end of year2006-10-31$17,544
Total plan assets at beginning of year2006-10-31$0
Total contributions received or receivable from participants2006-10-31$15,535
Other income received2006-10-31$-34
Net income (gross income less expenses)2006-10-31$17,544
Net plan assets at end of year (total assets less liabilities)2006-10-31$17,544
Net plan assets at beginning of year (total assets less liabilities)2006-10-31$0
Total contributions received or receivable from employer(s)2006-10-31$2,097
Expenses. Administrative service providers (salaries,fees and commissions)2006-10-31$54

Form 5500 Responses for SUNSHINE KIDS MEDICAL ASSOCIATES 401(K) PLAN

2008: SUNSHINE KIDS MEDICAL ASSOCIATES 401(K) PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo
2008-11-01Plan funding arrangement – InsuranceYes
2008-11-01Plan funding arrangement – TrustYes
2008-11-01Plan benefit arrangement - TrustYes
2006: SUNSHINE KIDS MEDICAL ASSOCIATES 401(K) PLAN 2006 form 5500 responses
2006-11-01Type of plan entitySingle employer plan
2006-11-01Submission has been amendedNo
2006-11-01This submission is the final filingNo
2006-11-01This return/report is a short plan year return/report (less than 12 months)No
2006-11-01Plan is a collectively bargained planNo
2006-11-01Plan funding arrangement – InsuranceYes
2006-11-01Plan funding arrangement – TrustYes
2006-11-01Plan benefit arrangement - TrustYes
2006-01-01Type of plan entitySingle employer plan
2006-01-01First time form 5500 has been submittedYes
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91640673
Policy instance 1
Insurance contract or identification number91640673
Number of Individuals Covered6
Insurance policy start date2006-11-01
Insurance policy end date2007-10-31
Total amount of commissions paid to insurance brokerUSD $280
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $280
Insurance broker organization code?3
Insurance broker nameMARC DOMENICO
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91640673
Policy instance 1
Insurance contract or identification number91640673
Number of Individuals Covered6
Insurance policy start date2006-11-01
Insurance policy end date2007-10-31
Total amount of commissions paid to insurance brokerUSD $248
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $248
Insurance broker organization code?3
Insurance broker nameDI DOMENICO, CFP, CHFC MARC R
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91640673
Policy instance 1
Insurance contract or identification number91640673
Number of Individuals Covered6
Insurance policy start date2006-11-01
Insurance policy end date2007-10-31
Total amount of commissions paid to insurance brokerUSD $813
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $813
Insurance broker organization code?3
Insurance broker nameDI DOMENICO, CFP, CHFC MARC R
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91640673
Policy instance 1
Insurance contract or identification number91640673
Number of Individuals Covered6
Insurance policy start date2006-01-01
Insurance policy end date2006-10-31
Total amount of commissions paid to insurance brokerUSD $176
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $176
Insurance broker organization code?3
Insurance broker nameDI DOMENICO, CFP, CHFC MARC R

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