NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2014: NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 16 |
Total of all active and inactive participants | 2014-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 58 |
Number of participants with account balances | 2014-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4 |
2013: NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 12 |
Total of all active and inactive participants | 2013-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 55 |
Number of participants with account balances | 2013-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2010: NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 40 |
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 | 6 |
Total of all active and inactive participants | 2010-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 46 |
Number of participants with account balances | 2010-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 35 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 40 |
Total participants | 2009-01-01 | 40 |
Number of participants with account balances | 2009-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 6 |
Measure | Date | Value |
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2014 : NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $451,581 |
Expenses. Total of all expenses incurred | 2014-12-31 | $20,375 |
Benefits paid (including direct rollovers) | 2014-12-31 | $15,831 |
Total plan assets at end of year | 2014-12-31 | $5,242,912 |
Total plan assets at beginning of year | 2014-12-31 | $4,811,706 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $156,075 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $50,000 |
Other income received | 2014-12-31 | $138,806 |
Net income (gross income less expenses) | 2014-12-31 | $431,206 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,242,912 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,811,706 |
Assets. Value of participant loans | 2014-12-31 | $116,123 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $156,700 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $4,544 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $1,063,354 |
Expenses. Total of all expenses incurred | 2013-12-31 | $10,810 |
Benefits paid (including direct rollovers) | 2013-12-31 | $9,720 |
Total plan assets at end of year | 2013-12-31 | $4,811,706 |
Total plan assets at beginning of year | 2013-12-31 | $3,759,162 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $153,215 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $50,000 |
Other income received | 2013-12-31 | $740,578 |
Net income (gross income less expenses) | 2013-12-31 | $1,052,544 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,811,706 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,759,162 |
Assets. Value of participant loans | 2013-12-31 | $78,193 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $169,561 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,090 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2010 : NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $577,492 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $3,269,840 |
Total plan assets at beginning of year | 2010-12-31 | $2,692,348 |
Value of fidelity bond covering the plan | 2010-12-31 | $265,000 |
Total contributions received or receivable from participants | 2010-12-31 | $145,548 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $21,889 |
Other income received | 2010-12-31 | $231,820 |
Net income (gross income less expenses) | 2010-12-31 | $577,492 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,269,840 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,692,348 |
Assets. Value of participant loans | 2010-12-31 | $75,930 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $178,235 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2014: NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2010: NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 601485-000 |
Policy instance | 1 |
Insurance contract or identification number | 601485-000 | Number of Individuals Covered | 56 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $22,921 | Total amount of fees paid to insurance company | USD $13,001 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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? | No | Commission paid to Insurance Broker | USD $22,921 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | 0 | Insurance broker organization code? | 3 | Insurance broker name | RETIREMENT STRATEGIES,INC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 815139 |
Policy instance | 1 |
Insurance contract or identification number | 815139 | Number of Individuals Covered | 55 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $13,600 | Total amount of fees paid to insurance company | USD $1,700 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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? | No | Commission paid to Insurance Broker | USD $13,600 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1700 | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE | Insurance broker name | PENSION FINANCIAL SERVICES, INC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-815139 |
Policy instance | 1 |
Insurance contract or identification number | GA-815139 | Number of Individuals Covered | 46 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $8,530 | Total amount of fees paid to insurance company | USD $1,066 | Amount paid for insurance broker fees | 1066 | Additional information about fees paid to insurance broker | CONTRACT ADMINISTRATION FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $8,530 | Insurance broker name | PLANNING CORP OF AMERICA |
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