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

Plan NameSUNCOAST 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 TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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 SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DANE MAXFIELD2023-09-13
0012021-01-01DANE MAXFIELD2022-09-19
0012020-01-01DANE MAXFIELD2021-09-20
0012019-01-01DANE MAXFIELD2020-08-24
0012018-01-01ROBERT DIGIOVANNI
0012017-01-01ROBERT DIGIOVANNI
0012016-01-01ROBERT DIGIOVANNI
0012015-01-01ROBERT DIGIOVANNI
0012014-01-01ROBERT L. DIGIOVANNI
0012013-01-01ROBERT L. DIGIOVANNI
0012012-01-01ROBERT L. DIGIOVANNI
0012011-01-01ROBERT 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
2022: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0128
Total number of active participants reported on line 7a of the Form 55002022-01-0121
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0128
Number of participants with account balances2022-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0133
Total number of active participants reported on line 7a of the Form 55002021-01-0120
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0128
Number of participants with account balances2021-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0138
Total number of active participants reported on line 7a of the Form 55002020-01-0117
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0129
Number of participants with account balances2020-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0142
Total number of active participants reported on line 7a of the Form 55002019-01-0122
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0136
Number of participants with account balances2019-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0147
Total number of active participants reported on line 7a of the Form 55002018-01-0125
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0141
Number of participants with account balances2018-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0158
Total number of active participants reported on line 7a of the Form 55002017-01-0136
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0145
Number of participants with account balances2017-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0151
Total number of active participants reported on line 7a of the Form 55002016-01-0134
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0150
Number of participants with account balances2016-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0148
Total number of active participants reported on line 7a of the Form 55002015-01-0132
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0150
Number of participants with account balances2015-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0149
Total number of active participants reported on line 7a of the Form 55002014-01-0135
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0148
Number of participants with account balances2014-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0149
Total number of active participants reported on line 7a of the Form 55002013-01-0131
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0142
Number of participants with account balances2013-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0158
Total number of active participants reported on line 7a of the Form 55002012-01-0133
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0149
Number of participants with account balances2012-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0153
Total number of active participants reported on line 7a of the Form 55002011-01-0135
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0154
Number of participants with account balances2011-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015

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

Measure Date Value
2022 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-1,813,394
Expenses. Total of all expenses incurred2022-12-31$311,273
Benefits paid (including direct rollovers)2022-12-31$307,729
Total plan assets at end of year2022-12-31$11,026,282
Total plan assets at beginning of year2022-12-31$13,150,949
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$155,922
Assets. Value of loans (other than to participants)2022-12-31$45,212
Other income received2022-12-31$-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 sources2021-12-31$1,197,601
Expenses. Total of all expenses incurred2021-12-31$323,114
Benefits paid (including direct rollovers)2021-12-31$320,017
Total plan assets at end of year2021-12-31$13,150,949
Total plan assets at beginning of year2021-12-31$12,276,462
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$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 received2021-12-31$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 securities2021-12-31$0
2020 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,510,648
Expenses. Total of all expenses incurred2020-12-31$118,042
Benefits paid (including direct rollovers)2020-12-31$114,951
Total plan assets at end of year2020-12-31$12,276,462
Total plan assets at beginning of year2020-12-31$10,883,856
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$142,651
Assets. Value of loans (other than to participants)2020-12-31$45,212
Other income received2020-12-31$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 securities2020-12-31$0
2019 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,823,472
Expenses. Total of all expenses incurred2019-12-31$278,247
Benefits paid (including direct rollovers)2019-12-31$274,922
Total plan assets at end of year2019-12-31$10,883,856
Total plan assets at beginning of year2019-12-31$9,338,631
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$143,988
Assets. Value of loans (other than to participants)2019-12-31$45,212
Other income received2019-12-31$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 securities2019-12-31$0
2018 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-314,029
Expenses. Total of all expenses incurred2018-12-31$1,196,787
Benefits paid (including direct rollovers)2018-12-31$1,193,494
Total plan assets at end of year2018-12-31$9,338,631
Total plan assets at beginning of year2018-12-31$10,849,447
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$155,906
Assets. Value of loans (other than to participants)2018-12-31$45,212
Other income received2018-12-31$-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 securities2018-12-31$0
2017 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,410,451
Expenses. Total of all expenses incurred2017-12-31$332,527
Benefits paid (including direct rollovers)2017-12-31$328,722
Total plan assets at end of year2017-12-31$10,849,447
Total plan assets at beginning of year2017-12-31$9,771,523
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$174,626
Assets. Value of loans (other than to participants)2017-12-31$46,565
Other income received2017-12-31$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 securities2017-12-31$0
2016 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$821,882
Expenses. Total of all expenses incurred2016-12-31$206,328
Benefits paid (including direct rollovers)2016-12-31$203,940
Total plan assets at end of year2016-12-31$9,771,523
Total plan assets at beginning of year2016-12-31$9,155,969
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$170,894
Assets. Value of loans (other than to participants)2016-12-31$47,765
Other income received2016-12-31$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 securities2016-12-31$0
2015 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$367,244
Expenses. Total of all expenses incurred2015-12-31$166,787
Benefits paid (including direct rollovers)2015-12-31$126,251
Total plan assets at end of year2015-12-31$9,155,969
Total plan assets at beginning of year2015-12-31$8,955,512
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$152,880
Assets. Value of loans (other than to participants)2015-12-31$50,965
Other income received2015-12-31$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 securities2015-12-31$0
2014 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$93
Total income from all sources2014-12-31$694,166
Expenses. Total of all expenses incurred2014-12-31$226,667
Benefits paid (including direct rollovers)2014-12-31$203,651
Total plan assets at end of year2014-12-31$8,955,512
Total plan assets at beginning of year2014-12-31$8,488,106
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$151,431
Assets. Value of loans (other than to participants)2014-12-31$54,565
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$456,784
Noncash contributions received2014-12-31$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 loans2014-12-31$0
Value of corrective distributions2014-12-31$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 securities2014-12-31$0
2013 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$93
Total plan liabilities at beginning of year2013-12-31$313
Total income from all sources2013-12-31$1,725,776
Expenses. Total of all expenses incurred2013-12-31$4,615,308
Benefits paid (including direct rollovers)2013-12-31$4,554,857
Total plan assets at end of year2013-12-31$8,488,106
Total plan assets at beginning of year2013-12-31$11,377,858
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$137,844
Assets. Value of loans (other than to participants)2013-12-31$58,565
Expenses. Other expenses not covered elsewhere2013-12-31$64
Other income received2013-12-31$1,584,129
Net income (gross income less expenses)2013-12-31$-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 distributions2013-12-31$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 securities2013-12-31$0
2012 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$313
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$1,377,924
Expenses. Total of all expenses incurred2012-12-31$1,255,898
Benefits paid (including direct rollovers)2012-12-31$1,162,720
Total plan assets at end of year2012-12-31$11,377,858
Total plan assets at beginning of year2012-12-31$11,255,519
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$92,297
Assets. Value of loans (other than to participants)2012-12-31$62,965
Expenses. Other expenses not covered elsewhere2012-12-31$1,274
Contributions received from other sources (not participants or employers)2012-12-31$224
Other income received2012-12-31$1,184,299
Noncash contributions received2012-12-31$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 loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$101,104
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$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 year2011-12-31$2,380
Total income from all sources2011-12-31$-34,906
Expenses. Total of all expenses incurred2011-12-31$392,727
Benefits paid (including direct rollovers)2011-12-31$297,884
Total plan assets at end of year2011-12-31$11,255,519
Total plan assets at beginning of year2011-12-31$11,685,532
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$110,371
Assets. Value of loans (other than to participants)2011-12-31$67,195
Expenses. Other expenses not covered elsewhere2011-12-31$640
Other income received2011-12-31$-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 loans2011-12-31$88
Total contributions received or receivable from employer(s)2011-12-31$133,118
Value of corrective distributions2011-12-31$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 securities2011-12-31$0
2010 : SUNCOAST INTERNAL MEDICINE CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$2,380
Total plan liabilities at beginning of year2010-12-31$4
Total income from all sources2010-12-31$1,380,745
Expenses. Total of all expenses incurred2010-12-31$579,007
Benefits paid (including direct rollovers)2010-12-31$541,818
Total plan assets at end of year2010-12-31$11,685,532
Total plan assets at beginning of year2010-12-31$10,881,418
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$135,052
Assets. Value of loans (other than to participants)2010-12-31$64,564
Expenses. Other expenses not covered elsewhere2010-12-31$605
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$1,106,544
Noncash contributions received2010-12-31$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 loans2010-12-31$12,803
Total contributions received or receivable from employer(s)2010-12-31$139,149
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$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 securities2010-12-31$0

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

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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806549
Policy instance 1
Insurance contract or identification number806549
Number of Individuals Covered28
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $35,007
Total amount of fees paid to insurance companyUSD $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 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
Other information about contractSTABLE VALUE FUND
Commission paid to Insurance BrokerUSD $35,007
Insurance broker organization code?3
Amount paid for insurance broker fees5789
Additional information about fees paid to insurance brokerADMIN FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806549
Policy instance 1
Insurance contract or identification number806549
Number of Individuals Covered28
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $38,491
Total amount of fees paid to insurance companyUSD $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 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
Other information about contractSTABLE VALUE FUND
Commission paid to Insurance BrokerUSD $38,491
Insurance broker organization code?3
Amount paid for insurance broker fees6452
Additional information about fees paid to insurance brokerADMIN FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806549
Policy instance 1
Insurance contract or identification number806549
Number of Individuals Covered29
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $32,270
Total amount of fees paid to insurance companyUSD $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 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
Other information about contractSTABLE VALUE FUND
Commission paid to Insurance BrokerUSD $32,270
Insurance broker organization code?3
Amount paid for insurance broker fees5386
Additional information about fees paid to insurance brokerADMIN FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806549
Policy instance 1
Insurance contract or identification number806549
Number of Individuals Covered36
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $30,458
Total amount of fees paid to insurance companyUSD $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 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
Other information about contractSTABLE VALUE FUND
Commission paid to Insurance BrokerUSD $30,458
Insurance broker organization code?3
Amount paid for insurance broker fees5102
Additional information about fees paid to insurance brokerADMIN FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806549
Policy instance 1
Insurance contract or identification number806549
Number of Individuals Covered41
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $30,775
Total amount of fees paid to insurance companyUSD $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 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
Other information about contractSTABLE VALUE FUND
Commission paid to Insurance BrokerUSD $30,775
Insurance broker organization code?3
Amount paid for insurance broker fees5131
Additional information about fees paid to insurance brokerADMIN FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806549
Policy instance 1
Insurance contract or identification number806549
Number of Individuals Covered50
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $30,618
Total amount of fees paid to insurance companyUSD $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 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
Other information about contractSTABLE VALUE FUND
Commission paid to Insurance BrokerUSD $30,618
Insurance broker organization code?3
Amount paid for insurance broker fees5108
Additional information about fees paid to insurance brokerADMIN FEES
Insurance broker nameFLORIDA RETIREMENT CONSULTANTS

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