401k Plan data: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN plan

JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN
Plan identification number	001

JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

JEFFERSON-BARTHOLOMEW GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name: JEFFERSON-BARTHOLOMEW GROUP, P.C.

Employer identification number (EIN): 541945667

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROBERT J. AUDET ROBERT J. AUDET 2018-08-17
001 2016-01-01 ROBERT J. AUDET ROBERT J. AUDET 2017-09-28
001 2015-01-01 ROBERT J. AUDET ROBERT J. AUDET 2016-08-23
001 2014-01-01 ROBERT J. AUDET ROBERT J. AUDET 2015-07-21
001 2013-01-01 ROBERT J. AUDET ROBERT J. AUDET 2014-07-25
001 2012-01-01 BART W. BALINT BART W. BALINT 2013-06-17
001 2011-01-01 BART W. BALINT BART W. BALINT 2012-09-04
001 2010-01-01 BART BALINT BART BALINT 2011-10-11
001 2009-01-01 BART BALINT BART BALINT 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ROBERT J. AUDET	ROBERT J. AUDET	2018-08-17
001	2016-01-01	ROBERT J. AUDET	ROBERT J. AUDET	2017-09-28
001	2015-01-01	ROBERT J. AUDET	ROBERT J. AUDET	2016-08-23
001	2014-01-01	ROBERT J. AUDET	ROBERT J. AUDET	2015-07-21
001	2013-01-01	ROBERT J. AUDET	ROBERT J. AUDET	2014-07-25
001	2012-01-01	BART W. BALINT	BART W. BALINT	2013-06-17
001	2011-01-01	BART W. BALINT	BART W. BALINT	2012-09-04
001	2010-01-01	BART BALINT	BART BALINT	2011-10-11
001	2009-01-01	BART BALINT	BART BALINT	2010-10-15

Plan Statistics for JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN

Measure Date Value
2021: JEFFERSON-BARTHOLOMEW GROUP, P.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 0
Number of retired or separated participants receiving benefits 2021-01-01 7
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JEFFERSON-BARTHOLOMEW GROUP, P.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 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JEFFERSON-BARTHOLOMEW GROUP, P.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 other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 7
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
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
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
2017: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
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 6
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
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 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 9
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JEFFERSON-BARTHOLOMEW GROUP, P.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 4
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 7
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Total of all active and inactive participants 2013-01-01 9
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 9
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Total of all active and inactive participants 2011-01-01 9
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
2010: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8

Measure	Date	Value
2021: JEFFERSON-BARTHOLOMEW GROUP, P.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	0
Number of retired or separated participants receiving benefits	2021-01-01	7
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JEFFERSON-BARTHOLOMEW GROUP, P.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	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JEFFERSON-BARTHOLOMEW GROUP, P.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 other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	7
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
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
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
2017: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
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	6
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
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	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	9
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JEFFERSON-BARTHOLOMEW GROUP, P.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	4
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	7
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Total of all active and inactive participants	2013-01-01	9
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	9
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Total of all active and inactive participants	2011-01-01	9
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
2010: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8

Financial Data on JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2021 : JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-01-29	$120
Expenses. Total of all expenses incurred	2021-01-29	$55,513
Benefits paid (including direct rollovers)	2021-01-29	$55,513
Total plan assets at end of year	2021-01-29	$0
Total plan assets at beginning of year	2021-01-29	$55,393
Value of fidelity bond covering the plan	2021-01-29	$100,000
Other income received	2021-01-29	$120
Net income (gross income less expenses)	2021-01-29	$-55,393
Net plan assets at end of year (total assets less liabilities)	2021-01-29	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-01-29	$55,393
Expenses. Administrative service providers (salaries,fees and commissions)	2021-01-29	$0
2020 : JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$3,973
Expenses. Total of all expenses incurred	2020-12-31	$29,705
Benefits paid (including direct rollovers)	2020-12-31	$29,467
Total plan assets at end of year	2020-12-31	$55,393
Total plan assets at beginning of year	2020-12-31	$81,125
Value of fidelity bond covering the plan	2020-12-31	$100,000
Other income received	2020-12-31	$3,973
Net income (gross income less expenses)	2020-12-31	$-25,732
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$55,393
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$81,125
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$238
2019 : JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$4,898
Expenses. Total of all expenses incurred	2019-12-31	$64,720
Benefits paid (including direct rollovers)	2019-12-31	$64,720
Total plan assets at end of year	2019-12-31	$81,125
Total plan assets at beginning of year	2019-12-31	$140,947
Value of fidelity bond covering the plan	2019-12-31	$100,000
Other income received	2019-12-31	$4,898
Net income (gross income less expenses)	2019-12-31	$-59,822
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$81,125
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$140,947
2018 : JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$99,723
Expenses. Total of all expenses incurred	2018-12-31	$299,890
Benefits paid (including direct rollovers)	2018-12-31	$299,890
Total plan assets at end of year	2018-12-31	$140,947
Total plan assets at beginning of year	2018-12-31	$341,114
Value of fidelity bond covering the plan	2018-12-31	$100,000
Other income received	2018-12-31	$11,423
Net income (gross income less expenses)	2018-12-31	$-200,167
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$140,947
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$341,114
Total contributions received or receivable from employer(s)	2018-12-31	$88,300
2017 : JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$126,362
Expenses. Total of all expenses incurred	2017-12-31	$62,662
Benefits paid (including direct rollovers)	2017-12-31	$62,662
Total plan assets at end of year	2017-12-31	$341,114
Total plan assets at beginning of year	2017-12-31	$277,414
Value of fidelity bond covering the plan	2017-12-31	$100,000
Other income received	2017-12-31	$37,111
Net income (gross income less expenses)	2017-12-31	$63,700
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$341,114
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$277,414
Total contributions received or receivable from employer(s)	2017-12-31	$89,251
2016 : JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$101,164
Expenses. Total of all expenses incurred	2016-12-31	$63,576
Benefits paid (including direct rollovers)	2016-12-31	$63,576
Total plan assets at end of year	2016-12-31	$277,414
Total plan assets at beginning of year	2016-12-31	$239,826
Value of fidelity bond covering the plan	2016-12-31	$100,000
Other income received	2016-12-31	$11,216
Net income (gross income less expenses)	2016-12-31	$37,588
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$277,414
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$239,826
Total contributions received or receivable from employer(s)	2016-12-31	$89,948
2015 : JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$87,626
Expenses. Total of all expenses incurred	2015-12-31	$64,244
Benefits paid (including direct rollovers)	2015-12-31	$64,244
Total plan assets at end of year	2015-12-31	$239,826
Total plan assets at beginning of year	2015-12-31	$216,444
Value of fidelity bond covering the plan	2015-12-31	$100,000
Other income received	2015-12-31	$-2,193
Net income (gross income less expenses)	2015-12-31	$23,382
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$239,826
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$216,444
Total contributions received or receivable from employer(s)	2015-12-31	$89,819
2014 : JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$90,452
Expenses. Total of all expenses incurred	2014-12-31	$606,046
Benefits paid (including direct rollovers)	2014-12-31	$606,046
Total plan assets at end of year	2014-12-31	$216,444
Total plan assets at beginning of year	2014-12-31	$732,038
Value of fidelity bond covering the plan	2014-12-31	$100,000
Other income received	2014-12-31	$7,934
Net income (gross income less expenses)	2014-12-31	$-515,594
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$216,444
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$732,038
Total contributions received or receivable from employer(s)	2014-12-31	$82,518
2013 : JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$154,978
Expenses. Total of all expenses incurred	2013-12-31	$146,347
Benefits paid (including direct rollovers)	2013-12-31	$146,347
Total plan assets at end of year	2013-12-31	$732,038
Total plan assets at beginning of year	2013-12-31	$723,407
Value of fidelity bond covering the plan	2013-12-31	$100,000
Other income received	2013-12-31	$52,774
Net income (gross income less expenses)	2013-12-31	$8,631
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$732,038
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$723,407
Total contributions received or receivable from employer(s)	2013-12-31	$102,204
2012 : JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$96,260
Expenses. Total of all expenses incurred	2012-12-31	$391,651
Benefits paid (including direct rollovers)	2012-12-31	$391,651
Total plan assets at end of year	2012-12-31	$723,407
Total plan assets at beginning of year	2012-12-31	$1,018,798
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$21,290
Net income (gross income less expenses)	2012-12-31	$-295,391
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$723,407
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,018,798
Total contributions received or receivable from employer(s)	2012-12-31	$74,970
2011 : JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$135,713
Expenses. Total of all expenses incurred	2011-12-31	$283
Total plan assets at end of year	2011-12-31	$1,018,798
Total plan assets at beginning of year	2011-12-31	$883,368
Value of fidelity bond covering the plan	2011-12-31	$100,000
Other income received	2011-12-31	$-16,185
Net income (gross income less expenses)	2011-12-31	$135,430
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,018,798
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$883,368
Total contributions received or receivable from employer(s)	2011-12-31	$151,898
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$283
2010 : JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$158,447
Expenses. Total of all expenses incurred	2010-12-31	$89,161
Benefits paid (including direct rollovers)	2010-12-31	$89,161
Total plan assets at end of year	2010-12-31	$883,368
Total plan assets at beginning of year	2010-12-31	$814,082
Value of fidelity bond covering the plan	2010-12-31	$100,000
Other income received	2010-12-31	$17,258
Net income (gross income less expenses)	2010-12-31	$69,286
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$883,368
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$814,082
Total contributions received or receivable from employer(s)	2010-12-31	$141,189

Form 5500 Responses for JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN

2021: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JEFFERSON-BARTHOLOMEW GROUP, P.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: JEFFERSON-BARTHOLOMEW GROUP, P.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: JEFFERSON-BARTHOLOMEW GROUP, P.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: JEFFERSON-BARTHOLOMEW GROUP, P.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: JEFFERSON-BARTHOLOMEW GROUP, P.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: JEFFERSON-BARTHOLOMEW GROUP, P.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: JEFFERSON-BARTHOLOMEW GROUP, P.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: JEFFERSON-BARTHOLOMEW GROUP, P.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: JEFFERSON-BARTHOLOMEW GROUP, P.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: JEFFERSON-BARTHOLOMEW GROUP, P.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: JEFFERSON-BARTHOLOMEW GROUP, P.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: JEFFERSON-BARTHOLOMEW GROUP, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JEFFERSON-BARTHOLOMEW GROUP, P.C.
Employer identification number (EIN):	541945667
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)