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TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

TULSA HOSPITALISTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:TULSA HOSPITALISTS, INC.
Employer identification number (EIN):731591743
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PLAN SPONSOR2024-10-08
0012021-01-01
0012020-01-01ERISA FIDUCIARY SERVICES2021-04-01
0012019-01-01ERISA FIDUCIARY SERVICES2020-04-09
0012018-01-01ERISA FIDUCIARY SERVICES, INC2019-04-11
0012017-01-01ERISA FIDUCIARY SERVICES
0012016-01-01ASHLEY CHERRY2018-04-26
0012015-01-01ASHLEY CHERRY2016-10-04
0012014-01-01ASHLEY CHERRY2015-10-15
0012013-01-01ASHLEY CHERRY2014-10-13
0012012-01-01ASHLEY CHERRY2013-10-14
0012011-01-01ASHLEY CHERRY2012-10-11
0012010-01-01ASHLEY CHERRY2011-10-07
0012009-01-01ASHLEY B CHERRY
0012008-01-01ASHLEY CHERRY
0012007-01-01ASHLEY CHERRY
0012006-01-01ASHLEY CHERRY
0012005-01-01ASHLEY CHERRY
0012004-01-01ASHLEY CHERRY
0012003-01-01ASHLEY CHERRY

Plan Statistics for TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01128
Total number of active participants reported on line 7a of the Form 55002021-01-01110
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01129
Number of participants with account balances2021-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2017: TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0186
Total number of active participants reported on line 7a of the Form 55002017-01-0148
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0154
Number of participants with account balances2017-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2009: TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0133
Total number of active participants reported on line 7a of the Form 55002009-01-0119
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0129
Number of participants with account balances2009-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013
2008: TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0127
Total number of active participants reported on line 7a of the Form 55002008-01-0127
Number of other retired or separated participants entitled to future benefits2008-01-014
Total of all active and inactive participants2008-01-0131
Total participants2008-01-0131
Number of participants with account balances2008-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-012
2007: TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0115
Total number of active participants reported on line 7a of the Form 55002007-01-0128
Number of other retired or separated participants entitled to future benefits2007-01-013
Total of all active and inactive participants2007-01-0131
Total participants2007-01-0131
Number of participants with account balances2007-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-011
2006: TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-019
Total number of active participants reported on line 7a of the Form 55002006-01-0111
Number of other retired or separated participants entitled to future benefits2006-01-011
Total of all active and inactive participants2006-01-0112
Total participants2006-01-0112
Number of participants with account balances2006-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-011
2005: TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-017
Total number of active participants reported on line 7a of the Form 55002005-01-016
Number of other retired or separated participants entitled to future benefits2005-01-012
Total of all active and inactive participants2005-01-018
Total participants2005-01-018
Number of participants with account balances2005-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-011
2004: TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-017
Total number of active participants reported on line 7a of the Form 55002004-01-016
Number of other retired or separated participants entitled to future benefits2004-01-011
Total of all active and inactive participants2004-01-017
Total participants2004-01-017
Number of participants with account balances2004-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-011
2003: TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2003 401k membership
Total number of active participants reported on line 7a of the Form 55002003-01-016
Number of other retired or separated participants entitled to future benefits2003-01-011
Total of all active and inactive participants2003-01-017
Total participants2003-01-017
Number of participants with account balances2003-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-01-011

Financial Data on TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,052,515
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,399,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,349,208
Expenses. Certain deemed distributions of participant loans2021-12-31$1,275
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,383,083
Value of total assets at end of year2021-12-31$11,772,042
Value of total assets at beginning of year2021-12-31$10,119,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,070
Total interest from all sources2021-12-31$2,676
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$300,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$300,334
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$600,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$919,559
Participant contributions at end of year2021-12-31$63,519
Participant contributions at beginning of year2021-12-31$52,502
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$89,087
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,652,962
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,772,042
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,119,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$27,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,658,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,879,759
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$2,676
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$8,050,075
Value of interest in common/collective trusts at beginning of year2021-12-31$7,186,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,366,422
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$374,437
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,349,208
Contract administrator fees2021-12-31$21,722
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
2017 : TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,549,736
Expenses. Total of all expenses incurred2017-12-31$15,866
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$5,570,347
Total plan assets at beginning of year2017-12-31$4,036,477
Value of fidelity bond covering the plan2017-12-31$0
Total contributions received or receivable from participants2017-12-31$657,855
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$9,983
Other income received2017-12-31$630,984
Net income (gross income less expenses)2017-12-31$1,533,870
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,570,347
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,036,477
Assets. Value of participant loans2017-12-31$88,491
Total contributions received or receivable from employer(s)2017-12-31$250,914
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$15,866
2009 : TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN

2021: TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2017: TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2009: TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01First time form 5500 has been submittedYes
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01First time form 5500 has been submittedYes
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01First time form 5500 has been submittedYes
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01First time form 5500 has been submittedYes
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes
2004: TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01First time form 5500 has been submittedYes
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement - TrustYes
2003: TULSA HOSPITALISTS, INC. 401(K) PROFIT SHARING PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01First time form 5500 has been submittedYes
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement - TrustYes

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