401k Plan data: PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN plan

PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 401k Plan overview

Plan Name	PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN
Plan identification number	002

PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: ILLINOIS PHLEBOLOGY ASSOCIATES, S.C

Employer identification number (EIN): 363571944

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-10-01 DON RATH DON RATH 2018-08-14

Plan Statistics for PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN

401k plan membership statisitcs for PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN

Measure Date Value
2021: PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 43
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 17
Total of all active and inactive participants 2021-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 61
Number of participants with account balances 2021-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 43
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 16
Total of all active and inactive participants 2020-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 60
Number of participants with account balances 2020-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 57
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 10
Total of all active and inactive participants 2019-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 67
Number of participants with account balances 2019-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 55
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 6
Total of all active and inactive participants 2018-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 61
Number of participants with account balances 2018-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 62
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 51
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 11
Total of all active and inactive participants 2017-10-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 62
Number of participants with account balances 2017-10-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0

Measure	Date	Value
2021: PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	43
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	17
Total of all active and inactive participants	2021-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	61
Number of participants with account balances	2021-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	43
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	16
Total of all active and inactive participants	2020-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	60
Number of participants with account balances	2020-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	57
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	10
Total of all active and inactive participants	2019-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	67
Number of participants with account balances	2019-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	55
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	6
Total of all active and inactive participants	2018-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	61
Number of participants with account balances	2018-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	62
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	51
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	11
Total of all active and inactive participants	2017-10-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	62
Number of participants with account balances	2017-10-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0

Financial Data on PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN

Measure	Date	Value
2021 : PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$2,487,081
Expenses. Total of all expenses incurred	2021-12-31	$965,001
Benefits paid (including direct rollovers)	2021-12-31	$959,117
Total plan assets at end of year	2021-12-31	$13,146,975
Total plan assets at beginning of year	2021-12-31	$11,624,895
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$688,477
Contributions received from other sources (not participants or employers)	2021-12-31	$80,651
Other income received	2021-12-31	$980,820
Net income (gross income less expenses)	2021-12-31	$1,522,080
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$13,146,975
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$11,624,895
Assets. Value of participant loans	2021-12-31	$86,791
Total contributions received or receivable from employer(s)	2021-12-31	$737,133
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$5,884
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$4,608,380
Expenses. Total of all expenses incurred	2020-12-31	$2,033,245
Benefits paid (including direct rollovers)	2020-12-31	$2,032,127
Total plan assets at end of year	2020-12-31	$11,624,895
Total plan assets at beginning of year	2020-12-31	$9,049,760
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$694,659
Other income received	2020-12-31	$2,842,721
Net income (gross income less expenses)	2020-12-31	$2,575,135
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$11,624,895
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$9,049,760
Assets. Value of participant loans	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$1,071,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,118
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$3,354,735
Expenses. Total of all expenses incurred	2019-12-31	$85,846
Benefits paid (including direct rollovers)	2019-12-31	$82,676
Total plan assets at end of year	2019-12-31	$9,049,760
Total plan assets at beginning of year	2019-12-31	$5,780,871
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$912,429
Other income received	2019-12-31	$1,368,306
Net income (gross income less expenses)	2019-12-31	$3,268,889
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$9,049,760
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,780,871
Assets. Value of participant loans	2019-12-31	$14,206
Total contributions received or receivable from employer(s)	2019-12-31	$1,074,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,170
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$986,396
Expenses. Total of all expenses incurred	2018-12-31	$1,259,549
Benefits paid (including direct rollovers)	2018-12-31	$1,255,911
Total plan assets at end of year	2018-12-31	$5,780,871
Total plan assets at beginning of year	2018-12-31	$6,054,024
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$910,559
Contributions received from other sources (not participants or employers)	2018-12-31	$10,430
Other income received	2018-12-31	$-357,593
Net income (gross income less expenses)	2018-12-31	$-273,153
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,780,871
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,054,024
Assets. Value of participant loans	2018-12-31	$39,577
Total contributions received or receivable from employer(s)	2018-12-31	$423,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,638
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$5,650,006
Total income from all sources	2017-12-31	$466,859
Expenses. Total of all expenses incurred	2017-12-31	$62,841
Benefits paid (including direct rollovers)	2017-12-31	$60,124
Total plan assets at end of year	2017-12-31	$6,054,024
Total plan assets at beginning of year	2017-12-31	$0
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$186,700
Other income received	2017-12-31	$280,159
Net income (gross income less expenses)	2017-12-31	$404,018
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,054,024
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Assets. Value of participant loans	2017-12-31	$95,040
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,717
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0

Form 5500 Responses for PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN

2021: PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PHLEBOLOGY CLINICS OF AMERICA RETIREMENT PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	First time form 5500 has been submitted	Yes
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ILLINOIS PHLEBOLOGY ASSOCIATES, S.C
Employer identification number (EIN):	363571944
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-10-01	DON RATH	DON RATH	2018-08-14