401k Plan data: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN plan

ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN
Plan identification number	001

ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

ENDOCRINOLOGY ASSOCIATES, S.C. has sponsored the creation of one or more 401k plans.

Company Name: ENDOCRINOLOGY ASSOCIATES, S.C.

Employer identification number (EIN): 362778710

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 TERRENCE SWADE, M.D. TERRENCE SWADE, M.D. 2019-06-28
001 2017-01-01 TERRENCE SWADE, M.D. TERRENCE SWADE, M.D. 2018-07-04
001 2016-01-01 TERRENCE SWADE, M.D. TERRENCE SWADE, M.D. 2017-07-26
001 2015-01-01 TERRENCE SWADE, M.D. TERRENCE SWADE, M.D. 2016-07-15
001 2014-01-01 TERRENCE SWADE, M.D. TERRENCE SWADE, M.D. 2015-07-30
001 2013-01-01 TERRENCE SWADE, M.D. TERRENCE SWADE, M.D. 2014-07-20
001 2012-01-01 TERRENCE SWADE, M.D. TERRENCE SWADE, M.D. 2013-10-01
001 2011-01-01 TERRENCE SWADE, M.D. TERRENCE SWADE, M.D. 2012-07-13
001 2010-01-01 TERRENCE SWADE, M.D. TERRENCE SWADE, M.D. 2011-07-26
001 2009-01-01 TERRENCE SWADE, M.D. TERRENCE SWADE, M.D. 2010-08-10

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	TERRENCE SWADE, M.D.	TERRENCE SWADE, M.D.	2019-06-28
001	2017-01-01	TERRENCE SWADE, M.D.	TERRENCE SWADE, M.D.	2018-07-04
001	2016-01-01	TERRENCE SWADE, M.D.	TERRENCE SWADE, M.D.	2017-07-26
001	2015-01-01	TERRENCE SWADE, M.D.	TERRENCE SWADE, M.D.	2016-07-15
001	2014-01-01	TERRENCE SWADE, M.D.	TERRENCE SWADE, M.D.	2015-07-30
001	2013-01-01	TERRENCE SWADE, M.D.	TERRENCE SWADE, M.D.	2014-07-20
001	2012-01-01	TERRENCE SWADE, M.D.	TERRENCE SWADE, M.D.	2013-10-01
001	2011-01-01	TERRENCE SWADE, M.D.	TERRENCE SWADE, M.D.	2012-07-13
001	2010-01-01	TERRENCE SWADE, M.D.	TERRENCE SWADE, M.D.	2011-07-26
001	2009-01-01	TERRENCE SWADE, M.D.	TERRENCE SWADE, M.D.	2010-08-10

Plan Statistics for ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN

401k plan membership statisitcs for ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN

Measure Date Value
2023: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 5
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 6
Number of participants with account balances 2023-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 0
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
2009: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2023: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	5
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	6
Number of participants with account balances	2023-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	0
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
2009: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN

Measure	Date	Value
2023 : ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$366,939
Total plan assets at end of year	2023-12-31	$2,792,193
Total plan assets at beginning of year	2023-12-31	$2,425,254
Value of fidelity bond covering the plan	2023-12-31	$350,000
Other income received	2023-12-31	$336,930
Net income (gross income less expenses)	2023-12-31	$366,939
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,792,193
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,425,254
Assets. Value of participant loans	2023-12-31	$10,036
Total contributions received or receivable from employer(s)	2023-12-31	$30,009
2022 : ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-237,061
Total plan assets at end of year	2022-12-31	$2,425,254
Total plan assets at beginning of year	2022-12-31	$2,662,315
Value of fidelity bond covering the plan	2022-12-31	$350,000
Other income received	2022-12-31	$-276,423
Net income (gross income less expenses)	2022-12-31	$-237,061
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,425,254
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,662,315
Total contributions received or receivable from employer(s)	2022-12-31	$39,362
2021 : ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$418,610
Expenses. Total of all expenses incurred	2021-12-31	$198,795
Benefits paid (including direct rollovers)	2021-12-31	$198,795
Total plan assets at end of year	2021-12-31	$2,662,315
Total plan assets at beginning of year	2021-12-31	$2,442,500
Value of fidelity bond covering the plan	2021-12-31	$350,000
Other income received	2021-12-31	$393,641
Net income (gross income less expenses)	2021-12-31	$219,815
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,662,315
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,442,500
Assets. Value of participant loans	2021-12-31	$102
Total contributions received or receivable from employer(s)	2021-12-31	$24,969
2020 : ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$233,591
Total plan assets at end of year	2020-12-31	$2,442,500
Total plan assets at beginning of year	2020-12-31	$2,208,909
Value of fidelity bond covering the plan	2020-12-31	$350,000
Other income received	2020-12-31	$207,843
Net income (gross income less expenses)	2020-12-31	$233,591
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,442,500
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,208,909
Assets. Value of participant loans	2020-12-31	$5,018
Total contributions received or receivable from employer(s)	2020-12-31	$25,748
2019 : ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$369,584
Total plan assets at end of year	2019-12-31	$2,208,909
Total plan assets at beginning of year	2019-12-31	$1,839,325
Value of fidelity bond covering the plan	2019-12-31	$300,000
Other income received	2019-12-31	$353,070
Net income (gross income less expenses)	2019-12-31	$369,584
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,208,909
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,839,325
Assets. Value of participant loans	2019-12-31	$9,016
Total contributions received or receivable from employer(s)	2019-12-31	$16,514
2018 : ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-103,253
Total plan assets at end of year	2018-12-31	$1,839,325
Total plan assets at beginning of year	2018-12-31	$1,942,578
Value of fidelity bond covering the plan	2018-12-31	$250,000
Other income received	2018-12-31	$-115,441
Net income (gross income less expenses)	2018-12-31	$-103,253
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,839,325
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,942,578
Assets. Value of participant loans	2018-12-31	$14,062
Total contributions received or receivable from employer(s)	2018-12-31	$12,188
2017 : ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$298,662
Total plan assets at end of year	2017-12-31	$1,942,578
Total plan assets at beginning of year	2017-12-31	$1,643,916
Value of fidelity bond covering the plan	2017-12-31	$250,000
Other income received	2017-12-31	$284,937
Net income (gross income less expenses)	2017-12-31	$298,662
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,942,578
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,643,916
Assets. Value of participant loans	2017-12-31	$18,189
Total contributions received or receivable from employer(s)	2017-12-31	$13,725
2016 : ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$153,218
Total plan assets at end of year	2016-12-31	$1,643,916
Total plan assets at beginning of year	2016-12-31	$1,490,698
Value of fidelity bond covering the plan	2016-12-31	$200,000
Other income received	2016-12-31	$142,250
Net income (gross income less expenses)	2016-12-31	$153,218
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,643,916
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,490,698
Assets. Value of participant loans	2016-12-31	$22,924
Total contributions received or receivable from employer(s)	2016-12-31	$10,968
2015 : ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-33,294
Total plan assets at end of year	2015-12-31	$1,490,698
Total plan assets at beginning of year	2015-12-31	$1,523,992
Value of fidelity bond covering the plan	2015-12-31	$200,000
Other income received	2015-12-31	$-59,511
Net income (gross income less expenses)	2015-12-31	$-33,294
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,490,698
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,523,992
Total contributions received or receivable from employer(s)	2015-12-31	$26,217
2014 : ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$112,836
Total plan assets at end of year	2014-12-31	$1,523,992
Total plan assets at beginning of year	2014-12-31	$1,411,156
Value of fidelity bond covering the plan	2014-12-31	$200,000
Other income received	2014-12-31	$87,074
Net income (gross income less expenses)	2014-12-31	$112,836
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,523,992
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,411,156
Total contributions received or receivable from employer(s)	2014-12-31	$25,762
2013 : ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$250,792
Total plan assets at end of year	2013-12-31	$1,411,156
Total plan assets at beginning of year	2013-12-31	$1,160,364
Value of fidelity bond covering the plan	2013-12-31	$200,000
Other income received	2013-12-31	$220,683
Net income (gross income less expenses)	2013-12-31	$250,792
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,411,156
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,160,364
Total contributions received or receivable from employer(s)	2013-12-31	$30,109
2012 : ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$201,102
Total plan assets at end of year	2012-12-31	$1,160,364
Total plan assets at beginning of year	2012-12-31	$959,262
Value of fidelity bond covering the plan	2012-12-31	$150,000
Other income received	2012-12-31	$119,624
Net income (gross income less expenses)	2012-12-31	$201,102
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,160,364
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$959,262
Total contributions received or receivable from employer(s)	2012-12-31	$81,478
2011 : ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$33,178
Total plan assets at end of year	2011-12-31	$951,841
Total plan assets at beginning of year	2011-12-31	$918,663
Value of fidelity bond covering the plan	2011-12-31	$123,000
Other income received	2011-12-31	$-17,136
Net income (gross income less expenses)	2011-12-31	$33,178
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$951,841
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$918,663
Total contributions received or receivable from employer(s)	2011-12-31	$50,314
2010 : ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$202,316
Total plan assets at end of year	2010-12-31	$918,663
Total plan assets at beginning of year	2010-12-31	$716,347
Value of fidelity bond covering the plan	2010-12-31	$120,000
Other income received	2010-12-31	$75,939
Net income (gross income less expenses)	2010-12-31	$202,316
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$918,663
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$716,347
Total contributions received or receivable from employer(s)	2010-12-31	$126,377

Form 5500 Responses for ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN

2023: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ENDOCRINOLOGY ASSOCIATES, S.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ENDOCRINOLOGY ASSOCIATES, S.C.
Employer identification number (EIN):	362778710
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)