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AIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PLAN 401k Plan overview

Plan NameAIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PLAN
Plan identification number 002

AIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:AIKEN INTERNAL MEDICINE ASSOCIATES, P.A.
Employer identification number (EIN):620964806
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01RENEE ELDRIDGE2024-08-14
0022022-01-01RENEE ELDRIDGE2023-08-31
0022021-01-01RENEE ELDRIDGE2022-08-10
0022020-01-01RENEE ELDRIDGE2021-09-14
0022019-01-01JOHN FARRICKER2020-07-13
0022018-01-01JOHN FARRICKER2019-09-23
0022017-01-01JOHN FARRICKER2018-06-12
0022016-01-01WILLIAM T BESSON2017-08-23
0022015-01-01JOHN FARRICKER2016-10-11
0022014-01-01JOHN FARRICKER
0022013-01-01THEODORE M. MEYER
0022012-01-01RAYMOND HESSE
0022011-01-01JOHN FARRICKER
0022009-01-01JOHN FARRICKER

Financial Data on AIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PLAN

Measure Date Value
2025 : AIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-1415354
Net assets as of the end of the plan year2025-08-142402664
Total assets as of the beginning of the plan year2025-08-142034469
Value of plan covered by a fidelity bond2025-08-14500000
Participant contributions to plan in this plan year2025-08-1456890
Other income to plan in this plan year2025-08-14266440
Plan net income in this plan year2025-08-14368195
Net assets as of the end of the plan year2025-08-142402664
Net assets as of the beginning of the plan year2025-08-142034469
Employer contributions to plan in this plan year2025-08-1460219
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-1415354
2024 : AIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-14110251
Net assets as of the end of the plan year2024-08-142034469
Total assets as of the beginning of the plan year2024-08-141845574
Value of plan covered by a fidelity bond2024-08-14500000
Participant contributions to plan in this plan year2024-08-1452500
Other income to plan in this plan year2024-08-14186646
Plan net income in this plan year2024-08-14188895
Net assets as of the end of the plan year2024-08-142034469
Net assets as of the beginning of the plan year2024-08-141845574
Employer contributions to plan in this plan year2024-08-1460000
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-1411391
2014 : AIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$394,925
Expenses. Total of all expenses incurred2014-12-31$153,774
Benefits paid (including direct rollovers)2014-12-31$140,796
Total plan assets at end of year2014-12-31$5,534,713
Total plan assets at beginning of year2014-12-31$5,293,562
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$70,017
Other income received2014-12-31$257,708
Net income (gross income less expenses)2014-12-31$241,151
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,534,713
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,293,562
Assets. Value of assets in partnership/joint-venture interests2014-12-31$101,525
Total contributions received or receivable from employer(s)2014-12-31$67,200
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$12,978
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : AIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$851,880
Expenses. Total of all expenses incurred2013-12-31$15,396
Benefits paid (including direct rollovers)2013-12-31$2,251
Total plan assets at end of year2013-12-31$5,293,562
Total plan assets at beginning of year2013-12-31$4,457,078
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$62,850
Other income received2013-12-31$721,830
Net income (gross income less expenses)2013-12-31$836,484
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,293,562
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,457,078
Total contributions received or receivable from employer(s)2013-12-31$67,200
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$13,145
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : AIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$611,652
Expenses. Total of all expenses incurred2012-12-31$51,854
Benefits paid (including direct rollovers)2012-12-31$40,133
Total plan assets at end of year2012-12-31$4,457,078
Total plan assets at beginning of year2012-12-31$3,897,280
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$50,462
Other income received2012-12-31$500,368
Net income (gross income less expenses)2012-12-31$559,798
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,457,078
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,897,280
Total contributions received or receivable from employer(s)2012-12-31$60,822
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$11,721
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : AIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$89,744
Expenses. Total of all expenses incurred2011-12-31$72,397
Benefits paid (including direct rollovers)2011-12-31$56,658
Total plan assets at end of year2011-12-31$3,897,280
Total plan assets at beginning of year2011-12-31$3,879,933
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$50,612
Expenses. Other expenses not covered elsewhere2011-12-31$3,680
Other income received2011-12-31$-20,868
Net income (gross income less expenses)2011-12-31$17,347
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,897,280
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,879,933
Assets. Value of real-estate (other than employer real property)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$12,059
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : AIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$496,509
Expenses. Total of all expenses incurred2010-12-31$126,529
Benefits paid (including direct rollovers)2010-12-31$113,452
Total plan assets at end of year2010-12-31$3,879,933
Total plan assets at beginning of year2010-12-31$3,509,953
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$48,471
Expenses. Other expenses not covered elsewhere2010-12-31$683
Other income received2010-12-31$392,538
Net income (gross income less expenses)2010-12-31$369,980
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,879,933
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,509,953
Assets. Value of real-estate (other than employer real property)2010-12-31$75,000
Total contributions received or receivable from employer(s)2010-12-31$55,500
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$12,394
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : AIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PLAN

2014: AIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1014095922
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number01-6264137
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210124830
Policy instance 1
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1014095922
Policy instance 2
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number01-6264137
Policy instance 3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210124830
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210124830
Policy instance 1

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