NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 3 |
| Total of all active and inactive participants | 2023-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 39 |
| Number of participants with account balances | 2023-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
| 2022: NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 9 |
| Total of all active and inactive participants | 2022-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 42 |
| Number of participants with account balances | 2022-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2011: NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 20 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
| Total of all active and inactive participants | 2011-01-01 | 26 |
| Total participants | 2011-01-01 | 26 |
| Number of participants with account balances | 2011-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 19 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
| Total of all active and inactive participants | 2010-01-01 | 24 |
| Total participants | 2010-01-01 | 24 |
| Number of participants with account balances | 2010-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
| 2009: NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 21 |
| Total participants | 2009-01-01 | 21 |
| Number of participants with account balances | 2009-01-01 | 21 |
| Measure | Date | Value |
|---|
| 2023 : NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $23,400 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $2,355,094 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $39,504 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $36,280 |
| Total plan assets at end of year | 2023-12-31 | $11,673,136 |
| Total plan assets at beginning of year | 2023-12-31 | $9,334,146 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $322,383 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $1,570,808 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $2,315,590 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $11,673,136 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $9,334,146 |
| Assets. Value of participant loans | 2023-12-31 | $60,193 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $461,903 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $3,224 |
| 2022 : NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-363,168 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $2,556,396 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $2,531,794 |
| Total plan assets at end of year | 2022-12-31 | $9,334,146 |
| Total plan assets at beginning of year | 2022-12-31 | $12,253,710 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $268,669 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $24,111 |
| Other income received | 2022-12-31 | $-1,052,929 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,919,564 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $9,334,146 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,253,710 |
| Assets. Value of participant loans | 2022-12-31 | $39,793 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $396,981 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $24,602 |
| 2011 : NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $389,687 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $51,099 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $29,425 |
| Total plan assets at end of year | 2011-12-31 | $5,018,519 |
| Total plan assets at beginning of year | 2011-12-31 | $4,679,931 |
| Value of fidelity bond covering the plan | 2011-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $10,201 |
| Other income received | 2011-12-31 | $-39,694 |
| Net income (gross income less expenses) | 2011-12-31 | $338,588 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,018,519 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,679,931 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $419,180 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $21,674 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $605,423 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $26,087 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $5,857 |
| Total plan assets at end of year | 2010-12-31 | $4,680,178 |
| Total plan assets at beginning of year | 2010-12-31 | $4,100,842 |
| Value of fidelity bond covering the plan | 2010-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $21,532 |
| Other income received | 2010-12-31 | $206,404 |
| Net income (gross income less expenses) | 2010-12-31 | $579,336 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,680,178 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,100,842 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $377,487 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $20,230 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 ) |
| Policy contract number | U0949967 |
| Policy instance | 1 |
| Insurance contract or identification number | U0949967 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-06-03 | | Insurance policy end date | 2023-06-02 | | Total amount of commissions paid to insurance broker | USD $480 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 31930 |
| Policy instance | 2 |
| Insurance contract or identification number | 31930 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 number | 31930 |
| Policy instance | 1 |
| Insurance contract or identification number | 31930 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-09-30 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 31930 |
| Policy instance | 1 |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 31930 |
| Policy instance | 1 |
