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NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT 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).
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C.
Employer identification number (EIN):582077431
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01DAVID B ARKIN, MD2022-10-10
0012020-01-01DAVID B ARKIN, MD2021-10-13
0012019-01-01DAVID B ARKIN, MD2020-07-15
0012018-01-01DAVID B ARKIN, MD2019-10-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DAVID B ARKIN, MD
0012013-01-01DAVID B ARKIN, MD
0012012-01-01DAVID B ARKIN, MD2013-07-30 DAVID B ARKIN, MD2013-07-30
0012011-01-01DAVID ARKIN, MD2012-07-31 DAVID ARKIN, MD2012-07-31
0012010-01-01DAVID ARKIN DAVID ARKIN2011-07-28
0012009-01-01DAVID ARKIN, MD DAVID ARKIN, MD2010-10-12

Plan Statistics for 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
2014: NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0156
Total number of active participants reported on line 7a of the Form 55002014-01-0141
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0158
Number of participants with account balances2014-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0151
Total number of active participants reported on line 7a of the Form 55002013-01-0143
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0155
Number of participants with account balances2013-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2010: NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0140
Total number of active participants reported on line 7a of the Form 55002010-01-0140
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0146
Number of participants with account balances2010-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0145
Total number of active participants reported on line 7a of the Form 55002009-01-0135
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0140
Total participants2009-01-0140
Number of participants with account balances2009-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$451,581
Expenses. Total of all expenses incurred2014-12-31$20,375
Benefits paid (including direct rollovers)2014-12-31$15,831
Total plan assets at end of year2014-12-31$5,242,912
Total plan assets at beginning of year2014-12-31$4,811,706
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$156,075
Assets. Value of loans (other than to participants)2014-12-31$50,000
Other income received2014-12-31$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 loans2014-12-31$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 securities2014-12-31$0
2013 : NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,063,354
Expenses. Total of all expenses incurred2013-12-31$10,810
Benefits paid (including direct rollovers)2013-12-31$9,720
Total plan assets at end of year2013-12-31$4,811,706
Total plan assets at beginning of year2013-12-31$3,759,162
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$153,215
Assets. Value of loans (other than to participants)2013-12-31$50,000
Other income received2013-12-31$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 loans2013-12-31$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 securities2013-12-31$0
2010 : NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$577,492
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$3,269,840
Total plan assets at beginning of year2010-12-31$2,692,348
Value of fidelity bond covering the plan2010-12-31$265,000
Total contributions received or receivable from participants2010-12-31$145,548
Contributions received from other sources (not participants or employers)2010-12-31$21,889
Other income received2010-12-31$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 loans2010-12-31$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 securities2010-12-31$0
2009 : NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN

2014: NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2010: NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NORTH ATLANTA ENDOCRINOLOGY & DIABETES, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601485-000
Policy instance 1
Insurance contract or identification number601485-000
Number of Individuals Covered56
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $22,921
Total amount of fees paid to insurance companyUSD $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 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?No
Commission paid to Insurance BrokerUSD $22,921
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameRETIREMENT STRATEGIES,INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number815139
Policy instance 1
Insurance contract or identification number815139
Number of Individuals Covered55
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,600
Total amount of fees paid to insurance companyUSD $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 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?No
Commission paid to Insurance BrokerUSD $13,600
Insurance broker organization code?3
Amount paid for insurance broker fees1700
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker namePENSION FINANCIAL SERVICES, INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-815139
Policy instance 1
Insurance contract or identification numberGA-815139
Number of Individuals Covered46
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,530
Total amount of fees paid to insurance companyUSD $1,066
Amount paid for insurance broker fees1066
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $8,530
Insurance broker namePLANNING CORP OF AMERICA

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