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SPECIALISTS IN UROLOGY 401(K) PLAN 401k Plan overview

Plan NameSPECIALISTS IN UROLOGY 401(K) PLAN
Plan identification number 001

SPECIALISTS IN UROLOGY 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

SPECIALISTS IN UROLOGY, P.A. has sponsored the creation of one or more 401k plans.

Company Name:SPECIALISTS IN UROLOGY, P.A.
Employer identification number (EIN):550790742
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about SPECIALISTS IN UROLOGY, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1991-05-31
Company Identification Number: S56427
Legal Registered Office Address: 990 TAMIAMI TRAIL NORTH

NAPLES

34102

More information about SPECIALISTS IN UROLOGY, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPECIALISTS IN UROLOGY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01

Plan Statistics for SPECIALISTS IN UROLOGY 401(K) PLAN

401k plan membership statisitcs for SPECIALISTS IN UROLOGY 401(K) PLAN

Measure Date Value
2015: SPECIALISTS IN UROLOGY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01106
Total number of active participants reported on line 7a of the Form 55002015-01-0163
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0175
Number of participants with account balances2015-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on SPECIALISTS IN UROLOGY 401(K) PLAN

Measure Date Value
2015 : SPECIALISTS IN UROLOGY 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$83,940
Total of all expenses incurred2015-12-31$1,977,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,970,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$51,514
Value of total assets at end of year2015-12-31$619,459
Value of total assets at beginning of year2015-12-31$2,512,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,272
Total interest from all sources2015-12-31$469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$201,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$29,331
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,893,162
Value of net assets at end of year (total assets less liabilities)2015-12-31$619,459
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,512,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$617,578
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,512,575
Interest earned on other investments2015-12-31$469
Net investment gain/loss from pooled separate accounts2015-12-31$31,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$22,183
Employer contributions (assets) at end of year2015-12-31$1,881
Employer contributions (assets) at beginning of year2015-12-31$46
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,970,830
Contract administrator fees2015-12-31$6,272
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MORRISON BROWN ARGIZ & FARRA, LLC
Accountancy firm EIN2015-12-31010720052

Form 5500 Responses for SPECIALISTS IN UROLOGY 401(K) PLAN

2015: SPECIALISTS IN UROLOGY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876619
Policy instance 1
Insurance contract or identification number876619
Number of Individuals Covered24
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,534
Total amount of fees paid to insurance companyUSD $853
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,035
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
Insurance broker nameQUINLAN ELLEN

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