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STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN 401k Plan overview

Plan NameSTURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN
Plan identification number 001

STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

STURBRIDGE PROFESSIONAL SERVICES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:STURBRIDGE PROFESSIONAL SERVICES, P.C.
Employer identification number (EIN):421718434
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01AMARJEET S. GILL, O.D., TRUSTEE2018-10-08
0012016-01-01AMARJEET S. GILL, O.D., TRUSTEE2017-09-19
0012015-01-01AMARJEET S. GILL, O.D., TRUSTEE
0012014-01-01AMARJEET S. GILL, O.D., TRUSTEE
0012013-01-01AMARJEET S. GILL, O.D., TRUSTEE
0012012-01-01AMARJEET S. GILL, O.D., TRUSTEE
0012011-01-01AMARJEET S. GILL, O.D., TRUSTEE
0012009-01-01AMARJEET S. GILL, O.D., TRUSTEE

Plan Statistics for STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN

401k plan membership statisitcs for STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN

Measure Date Value
2015: STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0112
Total participants2015-01-0112
Number of participants with account balances2015-01-0112
2014: STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0111
Total participants2014-01-0111
Number of participants with account balances2014-01-0111
2013: STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-019
Total participants2013-01-019
Number of participants with account balances2013-01-019
2012: STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-019
Total participants2012-01-019
Number of participants with account balances2012-01-019
2011: STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-015

Financial Data on STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN

Measure Date Value
2015 : STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$205,361
Expenses. Total of all expenses incurred2015-12-31$81
Total plan assets at end of year2015-12-31$2,193,249
Total plan assets at beginning of year2015-12-31$1,987,969
Value of fidelity bond covering the plan2015-12-31$85,000
Total contributions received or receivable from participants2015-12-31$38,333
Other income received2015-12-31$131,333
Net income (gross income less expenses)2015-12-31$205,280
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,193,249
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,987,969
Total contributions received or receivable from employer(s)2015-12-31$35,695
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$81
2014 : STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$634,200
Total income from all sources2014-12-31$239,905
Expenses. Total of all expenses incurred2014-12-31$671
Total plan assets at end of year2014-12-31$1,987,969
Total plan assets at beginning of year2014-12-31$1,114,535
Value of fidelity bond covering the plan2014-12-31$35,000
Total contributions received or receivable from participants2014-12-31$46,000
Other income received2014-12-31$118,533
Net income (gross income less expenses)2014-12-31$239,234
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,987,969
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,114,535
Total contributions received or receivable from employer(s)2014-12-31$75,372
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$671
2013 : STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$469,388
Expenses. Total of all expenses incurred2013-12-31$1,042
Total plan assets at end of year2013-12-31$1,120,035
Total plan assets at beginning of year2013-12-31$651,689
Total contributions received or receivable from participants2013-12-31$46,000
Other income received2013-12-31$352,211
Net income (gross income less expenses)2013-12-31$468,346
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,120,035
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$651,689
Total contributions received or receivable from employer(s)2013-12-31$71,177
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,042
2012 : STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$169,638
Expenses. Total of all expenses incurred2012-12-31$1,127
Total plan assets at end of year2012-12-31$651,689
Total plan assets at beginning of year2012-12-31$483,178
Total contributions received or receivable from participants2012-12-31$39,000
Other income received2012-12-31$91,418
Net income (gross income less expenses)2012-12-31$168,511
Net plan assets at end of year (total assets less liabilities)2012-12-31$651,689
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$483,178
Total contributions received or receivable from employer(s)2012-12-31$39,220
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,127
2011 : STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-36,791
Expenses. Total of all expenses incurred2011-12-31$273
Total plan assets at end of year2011-12-31$483,178
Total plan assets at beginning of year2011-12-31$520,242
Total contributions received or receivable from participants2011-12-31$38,500
Other income received2011-12-31$-89,371
Net income (gross income less expenses)2011-12-31$-37,064
Net plan assets at end of year (total assets less liabilities)2011-12-31$483,178
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$520,242
Total contributions received or receivable from employer(s)2011-12-31$14,080
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$273
2010 : STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$157,468
Expenses. Total of all expenses incurred2010-12-31$50
Total plan assets at end of year2010-12-31$519,942
Total plan assets at beginning of year2010-12-31$362,524
Total contributions received or receivable from participants2010-12-31$33,000
Other income received2010-12-31$75,268
Net income (gross income less expenses)2010-12-31$157,418
Net plan assets at end of year (total assets less liabilities)2010-12-31$519,942
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$362,524
Total contributions received or receivable from employer(s)2010-12-31$49,200
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$50

Form 5500 Responses for STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN

2015: STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STURBRIDGE PROFESSIONAL SERVICES, P.C. 401(K) PROF SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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