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CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan NameCULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN
Plan identification number 001

CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CULLMAN HEART AND URGENT CARE, PC has sponsored the creation of one or more 401k plans.

Company Name:CULLMAN HEART AND URGENT CARE, PC
Employer identification number (EIN):631199221
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MIR VARQUEZ
0012016-01-01MIR VARQUEZ
0012015-01-01MIR VARQUEZ
0012014-01-01MIR VARQUEZ
0012013-01-01MIR VARQUEZ
0012012-01-01MIR VARQUEZ
0012011-01-01MIR VARQUEZ
0012010-01-01MIR VARQUEZ
0012009-01-01MIR VARQUEZ

Plan Statistics for CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2022: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0119
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-018
Number of participants with account balances2022-01-018
2021: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0119
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0119
Number of participants with account balances2021-01-0119
2020: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0120
Total number of active participants reported on line 7a of the Form 55002020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0119
Total participants2020-01-0119
Number of participants with account balances2020-01-0116
2019: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0118
Total number of active participants reported on line 7a of the Form 55002019-01-0112
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0120
Number of participants with account balances2019-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0123
Total number of active participants reported on line 7a of the Form 55002018-01-0114
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0118
Number of participants with account balances2018-01-0116
2017: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0127
Total number of active participants reported on line 7a of the Form 55002017-01-0114
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0122
Number of participants with account balances2017-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0124
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0127
Number of participants with account balances2016-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0127
Total number of active participants reported on line 7a of the Form 55002015-01-0112
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0124
Number of participants with account balances2015-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0123
Total number of active participants reported on line 7a of the Form 55002014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-0127
Total participants2014-01-0127
Number of participants with account balances2014-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0124
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-0123
Total participants2013-01-0123
Number of participants with account balances2013-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0124
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0124
Number of participants with account balances2012-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0126
Total number of active participants reported on line 7a of the Form 55002011-01-0116
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0124
Number of participants with account balances2011-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0124
Total number of active participants reported on line 7a of the Form 55002010-01-0117
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0126
Number of participants with account balances2010-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0124
Number of participants with account balances2009-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2022 : CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-129,527
Expenses. Total of all expenses incurred2022-12-31$1,533,470
Benefits paid (including direct rollovers)2022-12-31$1,533,470
Total plan assets at end of year2022-12-31$315,602
Total plan assets at beginning of year2022-12-31$1,978,599
Value of fidelity bond covering the plan2022-12-31$500,000
Other income received2022-12-31$-129,527
Net income (gross income less expenses)2022-12-31$-1,662,997
Net plan assets at end of year (total assets less liabilities)2022-12-31$315,602
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,978,599
2021 : CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$183,825
Expenses. Total of all expenses incurred2021-12-31$526,689
Benefits paid (including direct rollovers)2021-12-31$526,689
Total plan assets at end of year2021-12-31$1,978,599
Total plan assets at beginning of year2021-12-31$2,321,463
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$172,023
Net income (gross income less expenses)2021-12-31$-342,864
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,978,599
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,321,463
Total contributions received or receivable from employer(s)2021-12-31$11,802
2020 : CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$317,979
Expenses. Total of all expenses incurred2020-12-31$1,265
Benefits paid (including direct rollovers)2020-12-31$1,265
Total plan assets at end of year2020-12-31$2,321,463
Total plan assets at beginning of year2020-12-31$2,004,749
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$52,851
Other income received2020-12-31$249,618
Net income (gross income less expenses)2020-12-31$316,714
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,321,463
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,004,749
Total contributions received or receivable from employer(s)2020-12-31$15,510
2019 : CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$334,682
Expenses. Total of all expenses incurred2019-12-31$78,316
Benefits paid (including direct rollovers)2019-12-31$78,316
Total plan assets at end of year2019-12-31$2,004,749
Total plan assets at beginning of year2019-12-31$1,748,383
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$39,833
Other income received2019-12-31$282,368
Net income (gross income less expenses)2019-12-31$256,366
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,004,749
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,748,383
Total contributions received or receivable from employer(s)2019-12-31$12,481
2018 : CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$42,374
Expenses. Total of all expenses incurred2018-12-31$921,991
Benefits paid (including direct rollovers)2018-12-31$919,995
Total plan assets at end of year2018-12-31$1,748,383
Total plan assets at beginning of year2018-12-31$2,628,000
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$41,018
Contributions received from other sources (not participants or employers)2018-12-31$13,628
Other income received2018-12-31$-34,673
Net income (gross income less expenses)2018-12-31$-879,617
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,748,383
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,628,000
Total contributions received or receivable from employer(s)2018-12-31$22,401
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,996
2017 : CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$3,104
Total income from all sources2017-12-31$357,884
Expenses. Total of all expenses incurred2017-12-31$153,074
Benefits paid (including direct rollovers)2017-12-31$145,420
Total plan assets at end of year2017-12-31$2,628,000
Total plan assets at beginning of year2017-12-31$2,426,294
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$40,087
Other income received2017-12-31$295,701
Net income (gross income less expenses)2017-12-31$204,810
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,628,000
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,423,190
Total contributions received or receivable from employer(s)2017-12-31$22,096
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$7,654
2016 : CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$3,104
Total plan liabilities at beginning of year2016-12-31$1,396
Total income from all sources2016-12-31$168,397
Expenses. Total of all expenses incurred2016-12-31$8,964
Benefits paid (including direct rollovers)2016-12-31$1,810
Total plan assets at end of year2016-12-31$2,426,294
Total plan assets at beginning of year2016-12-31$2,265,153
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$39,868
Other income received2016-12-31$109,462
Net income (gross income less expenses)2016-12-31$159,433
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,423,190
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,263,757
Total contributions received or receivable from employer(s)2016-12-31$19,067
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,154
2015 : CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$1,396
Total income from all sources2015-12-31$21,564
Expenses. Total of all expenses incurred2015-12-31$57,718
Benefits paid (including direct rollovers)2015-12-31$51,034
Total plan assets at end of year2015-12-31$2,265,153
Total plan assets at beginning of year2015-12-31$2,299,911
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$34,090
Contributions received from other sources (not participants or employers)2015-12-31$3,918
Other income received2015-12-31$-32,437
Net income (gross income less expenses)2015-12-31$-36,154
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,263,757
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,299,911
Total contributions received or receivable from employer(s)2015-12-31$15,993
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,684
2014 : CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$163,507
Expenses. Total of all expenses incurred2014-12-31$25,557
Benefits paid (including direct rollovers)2014-12-31$19,311
Total plan assets at end of year2014-12-31$2,299,911
Total plan assets at beginning of year2014-12-31$2,161,961
Value of fidelity bond covering the plan2014-12-31$230,000
Total contributions received or receivable from participants2014-12-31$37,626
Other income received2014-12-31$109,383
Net income (gross income less expenses)2014-12-31$137,950
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,299,911
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,161,961
Total contributions received or receivable from employer(s)2014-12-31$16,498
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,246
2013 : CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$381,299
Expenses. Total of all expenses incurred2013-12-31$19,951
Benefits paid (including direct rollovers)2013-12-31$14,113
Total plan assets at end of year2013-12-31$2,161,961
Total plan assets at beginning of year2013-12-31$1,800,613
Value of fidelity bond covering the plan2013-12-31$181,000
Total contributions received or receivable from participants2013-12-31$38,218
Other income received2013-12-31$316,151
Net income (gross income less expenses)2013-12-31$361,348
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,161,961
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,800,613
Total contributions received or receivable from employer(s)2013-12-31$26,930
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,838
2012 : CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$262,524
Expenses. Total of all expenses incurred2012-12-31$8,401
Benefits paid (including direct rollovers)2012-12-31$2,944
Total plan assets at end of year2012-12-31$1,800,613
Total plan assets at beginning of year2012-12-31$1,546,490
Value of fidelity bond covering the plan2012-12-31$177,000
Total contributions received or receivable from participants2012-12-31$39,292
Other income received2012-12-31$189,072
Net income (gross income less expenses)2012-12-31$254,123
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,800,613
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,546,490
Total contributions received or receivable from employer(s)2012-12-31$34,160
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$5,457
2011 : CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$59,383
Expenses. Total of all expenses incurred2011-12-31$118,081
Benefits paid (including direct rollovers)2011-12-31$112,537
Total plan assets at end of year2011-12-31$1,546,490
Total plan assets at beginning of year2011-12-31$1,605,188
Value of fidelity bond covering the plan2011-12-31$155,000
Total contributions received or receivable from participants2011-12-31$60,433
Contributions received from other sources (not participants or employers)2011-12-31$13,536
Other income received2011-12-31$-54,641
Net income (gross income less expenses)2011-12-31$-58,698
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,546,490
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,605,188
Total contributions received or receivable from employer(s)2011-12-31$40,055
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,544
2010 : CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$239,911
Expenses. Total of all expenses incurred2010-12-31$7,716
Benefits paid (including direct rollovers)2010-12-31$2,605
Total plan assets at end of year2010-12-31$1,605,188
Total plan assets at beginning of year2010-12-31$1,372,993
Value of fidelity bond covering the plan2010-12-31$161,000
Total contributions received or receivable from participants2010-12-31$61,410
Other income received2010-12-31$135,704
Net income (gross income less expenses)2010-12-31$232,195
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,605,188
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,372,993
Total contributions received or receivable from employer(s)2010-12-31$42,797
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,111

Form 5500 Responses for CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN

2022: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CULLMAN HEART AND URGENT CARE, PC 401K PROFIT SHARING RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37214
Policy instance 1
Insurance contract or identification numberG37214
Number of Individuals Covered8
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37214
Policy instance 1
Insurance contract or identification numberG37214
Number of Individuals Covered19
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37214
Policy instance 1
Insurance contract or identification numberG37214
Number of Individuals Covered19
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37214
Policy instance 1
Insurance contract or identification numberG37214
Number of Individuals Covered19
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37214
Policy instance 2
Insurance contract or identification numberG37214
Number of Individuals Covered18
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?6
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0888146
Policy instance 1
Insurance contract or identification numberE0888146
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37214
Policy instance 2
Insurance contract or identification numberG37214
Number of Individuals Covered20
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?6
Insurance broker nameAMERICAN UNITED LIFE INSURANCE CO
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0888146
Policy instance 1
Insurance contract or identification numberE0888146
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,655
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,655
Insurance broker organization code?3
Insurance broker nameDONALD D. WILLIAMS
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0888146
Policy instance 1
Insurance contract or identification numberE0888146
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameDONALD D. WILLIAMS
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37214
Policy instance 2
Insurance contract or identification numberG37214
Number of Individuals Covered24
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37214
Policy instance 2
Insurance contract or identification numberG37214
Number of Individuals Covered26
Insurance policy start date2014-12-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 numberE0888146
Policy instance 1
Insurance contract or identification numberE0888146
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDONALD D. WILLIAMS
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0888146
Policy instance 1
Insurance contract or identification numberE0888146
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameDONALD D. WILLIAMS
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37214
Policy instance 2
Insurance contract or identification numberG37214
Number of Individuals Covered25
Insurance policy start date2013-12-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 numberE0888146
Policy instance 1
Insurance contract or identification numberE0888146
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $742
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $742
Insurance broker organization code?3
Insurance broker nameDONALD D. WILLIAMS
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0888194
Policy instance 2
Insurance contract or identification numberE0888194
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $59
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 numberE0888146
Policy instance 1
Insurance contract or identification numberE0888146
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,227
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 numberE0888194
Policy instance 2
Insurance contract or identification numberE0888194
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $59
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59
Insurance broker organization code?3
Insurance broker nameDRENNEN D. WILLIAMS
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0888146
Policy instance 1
Insurance contract or identification numberE0888146
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,227
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,227
Insurance broker organization code?3
Insurance broker nameDRENNEN D. WILLIAMS

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