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 |
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2023: NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN 2023 401k membership |
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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 |
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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 |
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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 |
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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 |
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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 |
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2023 : NEPHROLOGY & HYPERTENSION ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN 2023 401k financial data |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,394 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 31930 |
Policy instance | 1 |
Insurance contract or identification number | 31930 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,162 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Insurance broker organization code? | 3 | Insurance broker name | DAVID LEATHERMAN |
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