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JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN
Plan identification number 002

JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Life insurance

401k Sponsoring company profile

JAMES D. BOMBOY, JR. M.D. P.C. has sponsored the creation of one or more 401k plans.

Company Name:JAMES D. BOMBOY, JR. M.D. P.C.
Employer identification number (EIN):621087334
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-04-01
0022021-04-01
0022020-04-01
0022019-04-01
0022018-04-01
0022017-04-01JAMES D. BOMBOY
0022016-04-01JAMES D. BOMBOY
0022015-04-01JAMES D. BOMBOY
0022014-04-01JAMES D. BOMBOY
0022013-04-01JAMES D. BOMBOY
0022012-04-01JAMES D. BOMBOY
0022011-04-01JAMES D. BOMBOY
0022010-04-01JAMES D. BOMBOY
0022009-04-01JAMES D. BOMBOY

Plan Statistics for JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN

Measure Date Value
2022: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-011
Total number of active participants reported on line 7a of the Form 55002022-04-011
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-011
Number of participants with account balances2022-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
2021: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-011
Total number of active participants reported on line 7a of the Form 55002021-04-011
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-010
Total of all active and inactive participants2021-04-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-011
Number of participants with account balances2021-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
2020: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-011
Total number of active participants reported on line 7a of the Form 55002020-04-011
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-011
Number of participants with account balances2020-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
2019: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-011
Total number of active participants reported on line 7a of the Form 55002019-04-011
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-011
Number of participants with account balances2019-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-011
Total number of active participants reported on line 7a of the Form 55002018-04-011
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-010
Total of all active and inactive participants2018-04-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-011
Number of participants with account balances2018-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-011
Total number of active participants reported on line 7a of the Form 55002017-04-011
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-011
Number of participants with account balances2017-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-011
Total number of active participants reported on line 7a of the Form 55002016-04-011
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-011
Number of participants with account balances2016-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-011
Total number of active participants reported on line 7a of the Form 55002015-04-011
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-011
Number of participants with account balances2015-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-011
Total number of active participants reported on line 7a of the Form 55002014-04-011
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-011
Number of participants with account balances2014-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-011
Total number of active participants reported on line 7a of the Form 55002013-04-011
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-010
Total of all active and inactive participants2013-04-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-011
Number of participants with account balances2013-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-012
Total number of active participants reported on line 7a of the Form 55002012-04-011
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-010
Total of all active and inactive participants2012-04-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-011
Number of participants with account balances2012-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-012
Total number of active participants reported on line 7a of the Form 55002011-04-011
Number of retired or separated participants receiving benefits2011-04-011
Number of other retired or separated participants entitled to future benefits2011-04-010
Total of all active and inactive participants2011-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-012
Number of participants with account balances2011-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2010: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-012
Total number of active participants reported on line 7a of the Form 55002010-04-012
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-010
Total of all active and inactive participants2010-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-010
Total participants2010-04-012
Number of participants with account balances2010-04-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-010
2009: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-012
Total number of active participants reported on line 7a of the Form 55002009-04-012
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-010
Total of all active and inactive participants2009-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-012
Number of participants with account balances2009-04-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN

Measure Date Value
2023 : JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-03-31$0
Total plan liabilities at end of year2023-03-31$0
Total plan liabilities at beginning of year2023-03-31$0
Total income from all sources2023-03-31$299,941
Expenses. Total of all expenses incurred2023-03-31$98,000
Benefits paid (including direct rollovers)2023-03-31$98,000
Total plan assets at end of year2023-03-31$1,853,181
Total plan assets at beginning of year2023-03-31$1,651,240
Value of fidelity bond covering the plan2023-03-31$200,000
Total contributions received or receivable from participants2023-03-31$0
Expenses. Other expenses not covered elsewhere2023-03-31$0
Contributions received from other sources (not participants or employers)2023-03-31$0
Other income received2023-03-31$299,941
Noncash contributions received2023-03-31$0
Net income (gross income less expenses)2023-03-31$201,941
Net plan assets at end of year (total assets less liabilities)2023-03-31$1,853,181
Net plan assets at beginning of year (total assets less liabilities)2023-03-31$1,651,240
Total contributions received or receivable from employer(s)2023-03-31$0
Value of certain deemed distributions of participant loans2023-03-31$0
Value of corrective distributions2023-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-03-31$0
2022 : JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-03-31$0
Total plan liabilities at end of year2022-03-31$0
Total plan liabilities at beginning of year2022-03-31$0
Total income from all sources2022-03-31$-9,282
Expenses. Total of all expenses incurred2022-03-31$109,976
Benefits paid (including direct rollovers)2022-03-31$108,000
Total plan assets at end of year2022-03-31$1,651,240
Total plan assets at beginning of year2022-03-31$1,770,498
Value of fidelity bond covering the plan2022-03-31$150,000
Total contributions received or receivable from participants2022-03-31$0
Expenses. Other expenses not covered elsewhere2022-03-31$1,946
Contributions received from other sources (not participants or employers)2022-03-31$0
Other income received2022-03-31$-9,282
Noncash contributions received2022-03-31$0
Net income (gross income less expenses)2022-03-31$-119,258
Net plan assets at end of year (total assets less liabilities)2022-03-31$1,651,240
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$1,770,498
Total contributions received or receivable from employer(s)2022-03-31$0
Value of certain deemed distributions of participant loans2022-03-31$0
Value of corrective distributions2022-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-03-31$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
2021 : JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-03-31$0
Total plan liabilities at end of year2021-03-31$0
Total plan liabilities at beginning of year2021-03-31$0
Total income from all sources2021-03-31$160,046
Expenses. Total of all expenses incurred2021-03-31$1,976
Total plan assets at end of year2021-03-31$1,770,498
Total plan assets at beginning of year2021-03-31$1,612,428
Value of fidelity bond covering the plan2021-03-31$150,000
Expenses. Other expenses not covered elsewhere2021-03-31$1,946
Other income received2021-03-31$160,046
Net income (gross income less expenses)2021-03-31$158,070
Net plan assets at end of year (total assets less liabilities)2021-03-31$1,770,498
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$1,612,428
Expenses. Administrative service providers (salaries,fees and commissions)2021-03-31$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
2020 : JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-03-31$0
Total plan liabilities at end of year2020-03-31$0
Total plan liabilities at beginning of year2020-03-31$0
Total income from all sources2020-03-31$-41,218
Expenses. Total of all expenses incurred2020-03-31$1,856
Benefits paid (including direct rollovers)2020-03-31$0
Total plan assets at end of year2020-03-31$1,612,428
Total plan assets at beginning of year2020-03-31$1,655,502
Value of fidelity bond covering the plan2020-03-31$150,000
Total contributions received or receivable from participants2020-03-31$0
Expenses. Other expenses not covered elsewhere2020-03-31$1,826
Contributions received from other sources (not participants or employers)2020-03-31$0
Other income received2020-03-31$-41,218
Noncash contributions received2020-03-31$0
Net income (gross income less expenses)2020-03-31$-43,074
Net plan assets at end of year (total assets less liabilities)2020-03-31$1,612,428
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$1,655,502
Total contributions received or receivable from employer(s)2020-03-31$0
Value of certain deemed distributions of participant loans2020-03-31$0
Value of corrective distributions2020-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-03-31$30
2019 : JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-03-31$0
Total income from all sources2019-03-31$47,509
Expenses. Total of all expenses incurred2019-03-31$89,741
Benefits paid (including direct rollovers)2019-03-31$88,000
Total plan assets at end of year2019-03-31$1,655,502
Total plan assets at beginning of year2019-03-31$1,697,734
Value of fidelity bond covering the plan2019-03-31$150,000
Total contributions received or receivable from participants2019-03-31$0
Expenses. Other expenses not covered elsewhere2019-03-31$1,711
Contributions received from other sources (not participants or employers)2019-03-31$0
Other income received2019-03-31$47,509
Noncash contributions received2019-03-31$0
Net income (gross income less expenses)2019-03-31$-42,232
Net plan assets at end of year (total assets less liabilities)2019-03-31$1,655,502
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$1,697,734
Total contributions received or receivable from employer(s)2019-03-31$0
Value of certain deemed distributions of participant loans2019-03-31$0
Value of corrective distributions2019-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-03-31$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
2018 : JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-03-31$0
Total plan liabilities at beginning of year2018-03-31$0
Total income from all sources2018-03-31$5,405
Expenses. Total of all expenses incurred2018-03-31$78,650
Benefits paid (including direct rollovers)2018-03-31$77,008
Total plan assets at end of year2018-03-31$1,697,734
Total plan assets at beginning of year2018-03-31$1,770,979
Value of fidelity bond covering the plan2018-03-31$150,000
Expenses. Other expenses not covered elsewhere2018-03-31$1,612
Other income received2018-03-31$5,405
Net income (gross income less expenses)2018-03-31$-73,245
Net plan assets at end of year (total assets less liabilities)2018-03-31$1,697,734
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$1,770,979
Expenses. Administrative service providers (salaries,fees and commissions)2018-03-31$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
2017 : JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-03-31$0
Total plan liabilities at end of year2017-03-31$0
Total income from all sources2017-03-31$-236
Expenses. Total of all expenses incurred2017-03-31$78,634
Benefits paid (including direct rollovers)2017-03-31$77,088
Total plan assets at end of year2017-03-31$1,770,979
Total plan assets at beginning of year2017-03-31$1,849,849
Value of fidelity bond covering the plan2017-03-31$150,000
Expenses. Other expenses not covered elsewhere2017-03-31$1,516
Other income received2017-03-31$-236
Net income (gross income less expenses)2017-03-31$-78,870
Net plan assets at end of year (total assets less liabilities)2017-03-31$1,770,979
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$1,849,849
Expenses. Administrative service providers (salaries,fees and commissions)2017-03-31$30
2016 : JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-03-31$0
Total plan liabilities at beginning of year2016-03-31$0
Total income from all sources2016-03-31$-133,778
Expenses. Total of all expenses incurred2016-03-31$87,452
Benefits paid (including direct rollovers)2016-03-31$86,000
Total plan assets at end of year2016-03-31$1,849,849
Total plan assets at beginning of year2016-03-31$2,071,079
Value of fidelity bond covering the plan2016-03-31$150,000
Expenses. Other expenses not covered elsewhere2016-03-31$1,422
Other income received2016-03-31$-133,778
Net income (gross income less expenses)2016-03-31$-221,230
Net plan assets at end of year (total assets less liabilities)2016-03-31$1,849,849
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$2,071,079
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
2015 : JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-03-31$0
Total plan liabilities at beginning of year2015-03-31$0
Total income from all sources2015-03-31$88,852
Expenses. Total of all expenses incurred2015-03-31$144,357
Benefits paid (including direct rollovers)2015-03-31$143,000
Total plan assets at end of year2015-03-31$2,071,079
Total plan assets at beginning of year2015-03-31$2,126,584
Value of fidelity bond covering the plan2015-03-31$150,000
Total contributions received or receivable from participants2015-03-31$0
Expenses. Other expenses not covered elsewhere2015-03-31$1,327
Contributions received from other sources (not participants or employers)2015-03-31$0
Other income received2015-03-31$88,852
Noncash contributions received2015-03-31$0
Net income (gross income less expenses)2015-03-31$-55,505
Net plan assets at end of year (total assets less liabilities)2015-03-31$2,071,079
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$2,126,584
Total contributions received or receivable from employer(s)2015-03-31$0
Value of certain deemed distributions of participant loans2015-03-31$0
Value of corrective distributions2015-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
2014 : JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-03-31$0
Total plan liabilities at end of year2014-03-31$0
Total plan liabilities at beginning of year2014-03-31$0
Total income from all sources2014-03-31$276,245
Expenses. Total of all expenses incurred2014-03-31$1,276
Benefits paid (including direct rollovers)2014-03-31$0
Total plan assets at end of year2014-03-31$2,278,642
Total plan assets at beginning of year2014-03-31$2,003,673
Value of fidelity bond covering the plan2014-03-31$150,000
Total contributions received or receivable from participants2014-03-31$0
Expenses. Other expenses not covered elsewhere2014-03-31$1,246
Contributions received from other sources (not participants or employers)2014-03-31$0
Other income received2014-03-31$276,245
Noncash contributions received2014-03-31$0
Net income (gross income less expenses)2014-03-31$274,969
Net plan assets at end of year (total assets less liabilities)2014-03-31$2,278,642
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$2,003,673
Total contributions received or receivable from employer(s)2014-03-31$0
Value of certain deemed distributions of participant loans2014-03-31$0
Value of corrective distributions2014-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$30
2013 : JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-03-31$0
Total plan liabilities at beginning of year2013-03-31$0
Total income from all sources2013-03-31$147,780
Expenses. Total of all expenses incurred2013-03-31$1,202
Benefits paid (including direct rollovers)2013-03-31$0
Total plan assets at end of year2013-03-31$2,003,673
Total plan assets at beginning of year2013-03-31$1,857,095
Value of fidelity bond covering the plan2013-03-31$150,000
Total contributions received or receivable from participants2013-03-31$0
Assets. Value of loans (other than to participants)2013-03-31$105,461
Expenses. Other expenses not covered elsewhere2013-03-31$0
Contributions received from other sources (not participants or employers)2013-03-31$0
Other income received2013-03-31$147,780
Noncash contributions received2013-03-31$0
Net income (gross income less expenses)2013-03-31$146,578
Net plan assets at end of year (total assets less liabilities)2013-03-31$2,003,673
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$1,857,095
Total contributions received or receivable from employer(s)2013-03-31$0
Value of certain deemed distributions of participant loans2013-03-31$0
Value of corrective distributions2013-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$1,202
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
2012 : JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-03-31$0
Total plan liabilities at end of year2012-03-31$0
Total plan liabilities at beginning of year2012-03-31$0
Total income from all sources2012-03-31$133,259
Expenses. Total of all expenses incurred2012-03-31$25,932
Benefits paid (including direct rollovers)2012-03-31$21,297
Total plan assets at end of year2012-03-31$1,857,095
Total plan assets at beginning of year2012-03-31$1,749,768
Value of fidelity bond covering the plan2012-03-31$150,000
Total contributions received or receivable from participants2012-03-31$0
Assets. Value of loans (other than to participants)2012-03-31$111,848
Expenses. Other expenses not covered elsewhere2012-03-31$4,635
Contributions received from other sources (not participants or employers)2012-03-31$0
Other income received2012-03-31$133,259
Noncash contributions received2012-03-31$0
Net income (gross income less expenses)2012-03-31$107,327
Net plan assets at end of year (total assets less liabilities)2012-03-31$1,857,095
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$1,749,768
Total contributions received or receivable from employer(s)2012-03-31$0
Value of certain deemed distributions of participant loans2012-03-31$0
Value of corrective distributions2012-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
2011 : JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-03-31$0
Total plan liabilities at end of year2011-03-31$0
Total plan liabilities at beginning of year2011-03-31$0
Total income from all sources2011-03-31$166,260
Expenses. Total of all expenses incurred2011-03-31$1,209
Benefits paid (including direct rollovers)2011-03-31$0
Total plan assets at end of year2011-03-31$1,749,768
Total plan assets at beginning of year2011-03-31$1,584,717
Value of fidelity bond covering the plan2011-03-31$150,000
Total contributions received or receivable from participants2011-03-31$0
Assets. Value of loans (other than to participants)2011-03-31$186,739
Expenses. Other expenses not covered elsewhere2011-03-31$1,209
Contributions received from other sources (not participants or employers)2011-03-31$0
Other income received2011-03-31$136,260
Noncash contributions received2011-03-31$0
Net income (gross income less expenses)2011-03-31$165,051
Net plan assets at end of year (total assets less liabilities)2011-03-31$1,749,768
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$1,584,717
Total contributions received or receivable from employer(s)2011-03-31$30,000
Value of certain deemed distributions of participant loans2011-03-31$0
Value of corrective distributions2011-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-03-31$0

Form 5500 Responses for JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN

2022: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedYes
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement - TrustYes
2009: JAMES D. BOMBOY, JR., M.D. P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberAS000035754
Policy instance 2
Insurance contract or identification numberAS000035754
Number of Individuals Covered1
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number12624511
Policy instance 1
Insurance contract or identification number12624511
Number of Individuals Covered1
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberAS000035754
Policy instance 2
Insurance contract or identification numberAS000035754
Number of Individuals Covered1
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number12624511
Policy instance 1
Insurance contract or identification number12624511
Number of Individuals Covered1
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberAS000035754
Policy instance 2
Insurance contract or identification numberAS000035754
Number of Individuals Covered1
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number12624511
Policy instance 1
Insurance contract or identification number12624511
Number of Individuals Covered1
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberAS000035754
Policy instance 2
Insurance contract or identification numberAS000035754
Number of Individuals Covered1
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number12624511
Policy instance 1
Insurance contract or identification number12624511
Number of Individuals Covered1
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberAS000035754
Policy instance 2
Insurance contract or identification numberAS000035754
Number of Individuals Covered1
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number12624511
Policy instance 1
Insurance contract or identification number12624511
Number of Individuals Covered1
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberAS000035754
Policy instance 2
Insurance contract or identification numberAS000035754
Number of Individuals Covered1
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number12624511
Policy instance 1
Insurance contract or identification number12624511
Number of Individuals Covered1
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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