401k Plan data: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN plan

SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number	001

SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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.
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

SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A.

Employer identification number (EIN): 591273247

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

Additional information about SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1969-10-24

Company Identification Number: 601586

Legal Registered Office Address: 625 Court Street

Clearwater

33756

More information about SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LISA LUCKEY 2024-09-19
001 2022-01-01 DANE MAXFIELD 2023-09-13
001 2021-01-01 DANE MAXFIELD 2022-09-19
001 2020-01-01 DANE MAXFIELD 2021-09-20
001 2019-01-01 DANE MAXFIELD 2020-08-24
001 2018-01-01 ROBERT DIGIOVANNI
001 2017-01-01 ROBERT DIGIOVANNI
001 2016-01-01 ROBERT DIGIOVANNI
001 2015-01-01 ROBERT DIGIOVANNI
001 2014-01-01 ROBERT L. DIGIOVANNI
001 2013-01-01 ROBERT L. DIGIOVANNI
001 2012-01-01 ROBERT L. DIGIOVANNI
001 2011-01-01 ROBERT DIGIOVANNI, D.O.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	LISA LUCKEY	2024-09-19
001	2022-01-01	DANE MAXFIELD	2023-09-13
001	2021-01-01	DANE MAXFIELD	2022-09-19
001	2020-01-01	DANE MAXFIELD	2021-09-20
001	2019-01-01	DANE MAXFIELD	2020-08-24
001	2018-01-01	ROBERT DIGIOVANNI
001	2017-01-01	ROBERT DIGIOVANNI
001	2016-01-01	ROBERT DIGIOVANNI
001	2015-01-01	ROBERT DIGIOVANNI
001	2014-01-01	ROBERT L. DIGIOVANNI
001	2013-01-01	ROBERT L. DIGIOVANNI
001	2012-01-01	ROBERT L. DIGIOVANNI
001	2011-01-01	ROBERT DIGIOVANNI, D.O.

Plan Statistics for SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 20
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 4
Total of all active and inactive participants 2023-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 24
Number of participants with account balances 2023-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 21
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 28
Number of participants with account balances 2022-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 20
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 8
Total of all active and inactive participants 2021-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 28
Number of participants with account balances 2021-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 17
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 12
Total of all active and inactive participants 2020-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 29
Number of participants with account balances 2020-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 22
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 14
Total of all active and inactive participants 2019-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 36
Number of participants with account balances 2019-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 25
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 16
Total of all active and inactive participants 2018-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 41
Number of participants with account balances 2018-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 36
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 45
Number of participants with account balances 2017-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 34
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 50
Number of participants with account balances 2016-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 32
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 50
Number of participants with account balances 2015-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 35
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 13
Total of all active and inactive participants 2014-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 48
Number of participants with account balances 2014-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 31
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 11
Total of all active and inactive participants 2013-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 42
Number of participants with account balances 2013-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 33
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 16
Total of all active and inactive participants 2012-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 49
Number of participants with account balances 2012-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 35
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 18
Total of all active and inactive participants 2011-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 54
Number of participants with account balances 2011-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5

Measure	Date	Value
2023: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	20
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	4
Total of all active and inactive participants	2023-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	24
Number of participants with account balances	2023-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	21
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	28
Number of participants with account balances	2022-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	20
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	8
Total of all active and inactive participants	2021-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	28
Number of participants with account balances	2021-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	17
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	12
Total of all active and inactive participants	2020-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	29
Number of participants with account balances	2020-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	22
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	14
Total of all active and inactive participants	2019-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	36
Number of participants with account balances	2019-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	25
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	16
Total of all active and inactive participants	2018-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	41
Number of participants with account balances	2018-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	36
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	45
Number of participants with account balances	2017-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	34
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	50
Number of participants with account balances	2016-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	32
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	50
Number of participants with account balances	2015-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	35
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	13
Total of all active and inactive participants	2014-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	48
Number of participants with account balances	2014-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	31
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	11
Total of all active and inactive participants	2013-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	42
Number of participants with account balances	2013-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	33
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	16
Total of all active and inactive participants	2012-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	49
Number of participants with account balances	2012-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	35
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	18
Total of all active and inactive participants	2011-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	54
Number of participants with account balances	2011-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5

Financial Data on SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$1,444,343
Expenses. Total of all expenses incurred	2023-12-31	$5,704,447
Benefits paid (including direct rollovers)	2023-12-31	$5,700,985
Total plan assets at end of year	2023-12-31	$6,766,178
Total plan assets at beginning of year	2023-12-31	$11,026,282
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$172,298
Assets. Value of loans (other than to participants)	2023-12-31	$45,212
Other income received	2023-12-31	$1,218,160
Net income (gross income less expenses)	2023-12-31	$-4,260,104
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,766,178
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$11,026,282
Total contributions received or receivable from employer(s)	2023-12-31	$53,885
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$3,462
2022 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-1,813,394
Expenses. Total of all expenses incurred	2022-12-31	$311,273
Benefits paid (including direct rollovers)	2022-12-31	$307,729
Total plan assets at end of year	2022-12-31	$11,026,282
Total plan assets at beginning of year	2022-12-31	$13,150,949
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$155,922
Assets. Value of loans (other than to participants)	2022-12-31	$45,212
Other income received	2022-12-31	$-2,032,319
Net income (gross income less expenses)	2022-12-31	$-2,124,667
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$11,026,282
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$13,150,949
Total contributions received or receivable from employer(s)	2022-12-31	$63,003
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$3,544
2021 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,197,601
Expenses. Total of all expenses incurred	2021-12-31	$323,114
Benefits paid (including direct rollovers)	2021-12-31	$320,017
Total plan assets at end of year	2021-12-31	$13,150,949
Total plan assets at beginning of year	2021-12-31	$12,276,462
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$144,070
Assets. Value of loans (other than to participants)	2021-12-31	$45,212
Contributions received from other sources (not participants or employers)	2021-12-31	$17,418
Other income received	2021-12-31	$980,647
Net income (gross income less expenses)	2021-12-31	$874,487
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$13,150,949
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$12,276,462
Total contributions received or receivable from employer(s)	2021-12-31	$55,466
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$3,097
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,510,648
Expenses. Total of all expenses incurred	2020-12-31	$118,042
Benefits paid (including direct rollovers)	2020-12-31	$114,951
Total plan assets at end of year	2020-12-31	$12,276,462
Total plan assets at beginning of year	2020-12-31	$10,883,856
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$142,651
Assets. Value of loans (other than to participants)	2020-12-31	$45,212
Other income received	2020-12-31	$1,322,537
Net income (gross income less expenses)	2020-12-31	$1,392,606
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$12,276,462
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$10,883,856
Total contributions received or receivable from employer(s)	2020-12-31	$45,460
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,091
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,823,472
Expenses. Total of all expenses incurred	2019-12-31	$278,247
Benefits paid (including direct rollovers)	2019-12-31	$274,922
Total plan assets at end of year	2019-12-31	$10,883,856
Total plan assets at beginning of year	2019-12-31	$9,338,631
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$143,988
Assets. Value of loans (other than to participants)	2019-12-31	$45,212
Other income received	2019-12-31	$1,621,441
Net income (gross income less expenses)	2019-12-31	$1,545,225
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$10,883,856
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$9,338,631
Total contributions received or receivable from employer(s)	2019-12-31	$58,043
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-314,029
Expenses. Total of all expenses incurred	2018-12-31	$1,196,787
Benefits paid (including direct rollovers)	2018-12-31	$1,193,494
Total plan assets at end of year	2018-12-31	$9,338,631
Total plan assets at beginning of year	2018-12-31	$10,849,447
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$155,906
Assets. Value of loans (other than to participants)	2018-12-31	$45,212
Other income received	2018-12-31	$-522,329
Net income (gross income less expenses)	2018-12-31	$-1,510,816
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$9,338,631
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$10,849,447
Total contributions received or receivable from employer(s)	2018-12-31	$52,394
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,293
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,410,451
Expenses. Total of all expenses incurred	2017-12-31	$332,527
Benefits paid (including direct rollovers)	2017-12-31	$328,722
Total plan assets at end of year	2017-12-31	$10,849,447
Total plan assets at beginning of year	2017-12-31	$9,771,523
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$174,626
Assets. Value of loans (other than to participants)	2017-12-31	$46,565
Other income received	2017-12-31	$1,158,647
Net income (gross income less expenses)	2017-12-31	$1,077,924
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$10,849,447
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,771,523
Total contributions received or receivable from employer(s)	2017-12-31	$77,178
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,805
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$821,882
Expenses. Total of all expenses incurred	2016-12-31	$206,328
Benefits paid (including direct rollovers)	2016-12-31	$203,940
Total plan assets at end of year	2016-12-31	$9,771,523
Total plan assets at beginning of year	2016-12-31	$9,155,969
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$170,894
Assets. Value of loans (other than to participants)	2016-12-31	$47,765
Other income received	2016-12-31	$566,559
Net income (gross income less expenses)	2016-12-31	$615,554
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,771,523
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$9,155,969
Total contributions received or receivable from employer(s)	2016-12-31	$84,429
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,388
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$367,244
Expenses. Total of all expenses incurred	2015-12-31	$166,787
Benefits paid (including direct rollovers)	2015-12-31	$126,251
Total plan assets at end of year	2015-12-31	$9,155,969
Total plan assets at beginning of year	2015-12-31	$8,955,512
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$152,880
Assets. Value of loans (other than to participants)	2015-12-31	$50,965
Other income received	2015-12-31	$48,055
Net income (gross income less expenses)	2015-12-31	$200,457
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,155,969
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,955,512
Total contributions received or receivable from employer(s)	2015-12-31	$166,309
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$40,536
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$93
Total income from all sources	2014-12-31	$694,166
Expenses. Total of all expenses incurred	2014-12-31	$226,667
Benefits paid (including direct rollovers)	2014-12-31	$203,651
Total plan assets at end of year	2014-12-31	$8,955,512
Total plan assets at beginning of year	2014-12-31	$8,488,106
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$151,431
Assets. Value of loans (other than to participants)	2014-12-31	$54,565
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$456,784
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$467,499
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,955,512
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,488,013
Total contributions received or receivable from employer(s)	2014-12-31	$85,951
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$23,016
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$93
Total plan liabilities at beginning of year	2013-12-31	$313
Total income from all sources	2013-12-31	$1,725,776
Expenses. Total of all expenses incurred	2013-12-31	$4,615,308
Benefits paid (including direct rollovers)	2013-12-31	$4,554,857
Total plan assets at end of year	2013-12-31	$8,488,106
Total plan assets at beginning of year	2013-12-31	$11,377,858
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$137,844
Assets. Value of loans (other than to participants)	2013-12-31	$58,565
Expenses. Other expenses not covered elsewhere	2013-12-31	$64
Other income received	2013-12-31	$1,584,129
Net income (gross income less expenses)	2013-12-31	$-2,889,532
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$8,488,013
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$11,377,545
Total contributions received or receivable from employer(s)	2013-12-31	$3,803
Value of corrective distributions	2013-12-31	$21,788
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$38,599
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$313
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$1,377,924
Expenses. Total of all expenses incurred	2012-12-31	$1,255,898
Benefits paid (including direct rollovers)	2012-12-31	$1,162,720
Total plan assets at end of year	2012-12-31	$11,377,858
Total plan assets at beginning of year	2012-12-31	$11,255,519
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$92,297
Assets. Value of loans (other than to participants)	2012-12-31	$62,965
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,274
Contributions received from other sources (not participants or employers)	2012-12-31	$224
Other income received	2012-12-31	$1,184,299
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$122,026
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$11,377,545
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$11,255,519
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$101,104
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$54,053
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$37,851
2011 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$2,380
Total income from all sources	2011-12-31	$-34,906
Expenses. Total of all expenses incurred	2011-12-31	$392,727
Benefits paid (including direct rollovers)	2011-12-31	$297,884
Total plan assets at end of year	2011-12-31	$11,255,519
Total plan assets at beginning of year	2011-12-31	$11,685,532
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$110,371
Assets. Value of loans (other than to participants)	2011-12-31	$67,195
Expenses. Other expenses not covered elsewhere	2011-12-31	$640
Other income received	2011-12-31	$-278,395
Net income (gross income less expenses)	2011-12-31	$-427,633
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$11,255,519
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$11,683,152
Assets. Value of participant loans	2011-12-31	$88
Total contributions received or receivable from employer(s)	2011-12-31	$133,118
Value of corrective distributions	2011-12-31	$56,852
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$37,351
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$2,380
Total plan liabilities at beginning of year	2010-12-31	$4
Total income from all sources	2010-12-31	$1,380,745
Expenses. Total of all expenses incurred	2010-12-31	$579,007
Benefits paid (including direct rollovers)	2010-12-31	$541,818
Total plan assets at end of year	2010-12-31	$11,685,532
Total plan assets at beginning of year	2010-12-31	$10,881,418
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$135,052
Assets. Value of loans (other than to participants)	2010-12-31	$64,564
Expenses. Other expenses not covered elsewhere	2010-12-31	$605
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$1,106,544
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$801,738
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$11,683,152
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$10,881,414
Assets. Value of participant loans	2010-12-31	$12,803
Total contributions received or receivable from employer(s)	2010-12-31	$139,149
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$1,720
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$34,864
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN

2023: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

806549

Policy instance

Insurance contract or identification number	806549
Number of Individuals Covered	24
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $34,368
Total amount of fees paid to insurance company	USD $5,771
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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
Other information about contract	STABLE VALUE FUND

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

806549

Policy instance

Insurance contract or identification number	806549
Number of Individuals Covered	28
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $35,007
Total amount of fees paid to insurance company	USD $5,789
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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
Other information about contract	STABLE VALUE FUND
Commission paid to Insurance Broker	USD $35,007
Insurance broker organization code?	3
Amount paid for insurance broker fees	5789
Additional information about fees paid to insurance broker	ADMIN FEES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

806549

Policy instance

Insurance contract or identification number	806549
Number of Individuals Covered	28
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $38,491
Total amount of fees paid to insurance company	USD $6,452
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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
Other information about contract	STABLE VALUE FUND
Commission paid to Insurance Broker	USD $38,491
Insurance broker organization code?	3
Amount paid for insurance broker fees	6452
Additional information about fees paid to insurance broker	ADMIN FEES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

806549

Policy instance

Insurance contract or identification number	806549
Number of Individuals Covered	29
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $32,270
Total amount of fees paid to insurance company	USD $5,386
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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
Other information about contract	STABLE VALUE FUND
Commission paid to Insurance Broker	USD $32,270
Insurance broker organization code?	3
Amount paid for insurance broker fees	5386
Additional information about fees paid to insurance broker	ADMIN FEES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

806549

Policy instance

Insurance contract or identification number	806549
Number of Individuals Covered	36
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $30,458
Total amount of fees paid to insurance company	USD $5,102
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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
Other information about contract	STABLE VALUE FUND
Commission paid to Insurance Broker	USD $30,458
Insurance broker organization code?	3
Amount paid for insurance broker fees	5102
Additional information about fees paid to insurance broker	ADMIN FEES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

806549

Policy instance

Insurance contract or identification number	806549
Number of Individuals Covered	41
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $30,775
Total amount of fees paid to insurance company	USD $5,131
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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
Other information about contract	STABLE VALUE FUND
Commission paid to Insurance Broker	USD $30,775
Insurance broker organization code?	3
Amount paid for insurance broker fees	5131
Additional information about fees paid to insurance broker	ADMIN FEES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

806549

Policy instance

Insurance contract or identification number	806549
Number of Individuals Covered	50
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $30,618
Total amount of fees paid to insurance company	USD $5,108
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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
Other information about contract	STABLE VALUE FUND
Commission paid to Insurance Broker	USD $30,618
Insurance broker organization code?	3
Amount paid for insurance broker fees	5108
Additional information about fees paid to insurance broker	ADMIN FEES
Insurance broker name	FLORIDA RETIREMENT CONSULTANTS

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Company Name:	SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A.
Employer identification number (EIN):	591273247
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1969-10-24
Company Identification Number:	601586
Legal Registered Office Address:	625 Court Street Clearwater 33756