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PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NamePEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST
Plan identification number 001

PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PEORIA EAR NOSE AND THROAT GROUP SC has sponsored the creation of one or more 401k plans.

Company Name:PEORIA EAR NOSE AND THROAT GROUP SC
Employer identification number (EIN):370919361
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01JAMES KLEMENS2024-01-09
0012021-04-01ROBERT TUDOR, II2022-08-30
0012021-04-01ROBERT TUDOR, II2022-08-30
0012020-04-01ROBERT TUDOR, II2022-01-07
0012019-04-01
0012018-04-01
0012017-04-01
0012016-04-01
0012015-04-01
0012014-04-01
0012013-04-01CHRIS KUETHE CHRIS KUETHE2015-01-09
0012012-04-01ROBERT TUDOR, II
0012011-04-01ROBERT TUDOR II
0012010-04-01ROBERT TUDOR, II
0012009-04-01ROBERT TUDOR, II

Plan Statistics for PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2013: PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-04-0136
Total number of active participants reported on line 7a of the Form 55002013-04-0133
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-012
Total of all active and inactive participants2013-04-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-0135
Number of participants with account balances2013-04-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-04-0136
Total number of active participants reported on line 7a of the Form 55002012-04-0132
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-011
Total of all active and inactive participants2012-04-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-0133
Number of participants with account balances2012-04-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-011
2011: PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-04-0132
Total number of active participants reported on line 7a of the Form 55002011-04-0128
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-013
Total of all active and inactive participants2011-04-0131
Total participants2011-04-0131
Number of participants with account balances2011-04-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-011
2010: PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-04-0134
Total number of active participants reported on line 7a of the Form 55002010-04-0129
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-013
Total of all active and inactive participants2010-04-0132
Total participants2010-04-0132
Number of participants with account balances2010-04-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-012
2009: PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-04-0135
Total number of active participants reported on line 7a of the Form 55002009-04-0128
Number of other retired or separated participants entitled to future benefits2009-04-015
Total of all active and inactive participants2009-04-0133
Total participants2009-04-0133
Number of participants with account balances2009-04-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014 : PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-03-31$740,597
Expenses. Total of all expenses incurred2014-03-31$61,901
Benefits paid (including direct rollovers)2014-03-31$34,652
Total plan assets at end of year2014-03-31$4,765,409
Total plan assets at beginning of year2014-03-31$4,086,713
Value of fidelity bond covering the plan2014-03-31$500,000
Total contributions received or receivable from participants2014-03-31$168,206
Other income received2014-03-31$413,528
Net income (gross income less expenses)2014-03-31$678,696
Net plan assets at end of year (total assets less liabilities)2014-03-31$4,765,409
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$4,086,713
Assets. Value of participant loans2014-03-31$31,061
Assets. Value of assets in partnership/joint-venture interests2014-03-31$45,861
Total contributions received or receivable from employer(s)2014-03-31$158,863
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$27,249
2013 : PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-03-31$586,559
Expenses. Total of all expenses incurred2013-03-31$31,771
Benefits paid (including direct rollovers)2013-03-31$11,622
Total plan assets at end of year2013-03-31$4,086,713
Total plan assets at beginning of year2013-03-31$3,531,925
Value of fidelity bond covering the plan2013-03-31$500,000
Total contributions received or receivable from participants2013-03-31$184,290
Other income received2013-03-31$243,577
Net income (gross income less expenses)2013-03-31$554,788
Net plan assets at end of year (total assets less liabilities)2013-03-31$4,086,713
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$3,531,925
Assets. Value of participant loans2013-03-31$40,695
Assets. Value of assets in partnership/joint-venture interests2013-03-31$53,703
Total contributions received or receivable from employer(s)2013-03-31$158,692
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$20,149
2012 : PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-03-31$446,619
Expenses. Total of all expenses incurred2012-03-31$169,834
Benefits paid (including direct rollovers)2012-03-31$151,780
Total plan assets at end of year2012-03-31$3,531,925
Total plan assets at beginning of year2012-03-31$3,255,140
Value of fidelity bond covering the plan2012-03-31$500,000
Total contributions received or receivable from participants2012-03-31$145,579
Contributions received from other sources (not participants or employers)2012-03-31$58,590
Other income received2012-03-31$111,952
Net income (gross income less expenses)2012-03-31$276,785
Net plan assets at end of year (total assets less liabilities)2012-03-31$3,531,925
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$3,255,140
Assets. Value of participant loans2012-03-31$51,923
Assets. Value of assets in partnership/joint-venture interests2012-03-31$25,080
Total contributions received or receivable from employer(s)2012-03-31$130,498
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$18,054
2011 : PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-03-31$670,140
Expenses. Total of all expenses incurred2011-03-31$135,810
Benefits paid (including direct rollovers)2011-03-31$120,230
Total plan assets at end of year2011-03-31$3,255,140
Total plan assets at beginning of year2011-03-31$2,720,810
Value of fidelity bond covering the plan2011-03-31$500,000
Total contributions received or receivable from participants2011-03-31$123,109
Other income received2011-03-31$421,025
Net income (gross income less expenses)2011-03-31$534,330
Net plan assets at end of year (total assets less liabilities)2011-03-31$3,255,140
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$2,720,810
Assets. Value of participant loans2011-03-31$9,443
Assets. Value of assets in partnership/joint-venture interests2011-03-31$15,025
Total contributions received or receivable from employer(s)2011-03-31$126,006
Expenses. Administrative service providers (salaries,fees and commissions)2011-03-31$15,580

Form 5500 Responses for PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST

2013: PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement - TrustYes
2009: PEORIA EAR NOSE AND THROAT GROUP SC PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01This submission is the final filingNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1007193072
Policy instance 1
Insurance contract or identification number1007193072
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Insurance broker organization code?7
Insurance broker nameGEORGE L KUNKLE
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1007193072
Policy instance 1
Insurance contract or identification number1007193072
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $636
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $636
Insurance broker organization code?7
Insurance broker nameGEORGE L KUNKLE
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1007193072
Policy instance 1
Insurance contract or identification number1007193072
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $461
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1007193072
Policy instance 1
Insurance contract or identification number1007193072
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $12,000
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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