401k Plan data: FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN plan

FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 401k Plan overview

Plan Name	FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN
Plan identification number	001

FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN Benefits

401k Plan Type

Defined 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
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.
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

FREDRICKA M. BORLAND, M.D. P.A. has sponsored the creation of one or more 401k plans.

Company Name: FREDRICKA M. BORLAND, M.D. P.A.

Employer identification number (EIN): 742416240

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ALMA DILLARD 2024-06-04
001 2022-01-01 ALMA DILLARD 2023-06-07
001 2021-01-01 ALMA DILLARD 2022-06-30
001 2020-01-01 FREDRICKA M BORLAND 2021-06-02
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 FREDRICKA M BORLAND MD
001 2013-01-01 FREDRICKA M BORLAND MD
001 2012-01-01 FREDRICKA M BORLAND MD
001 2011-01-01 FREDRICKA M BORLAND MD
001 2009-01-01 FREDRICKA M BORLAND MD

Plan Statistics for FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN

401k plan membership statisitcs for FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN

Measure Date Value
2014: FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2014: FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN

Measure	Date	Value
2014 : FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$7,498
Total income from all sources	2014-12-31	$296,285
Expenses. Total of all expenses incurred	2014-12-31	$20,802
Total plan assets at end of year	2014-12-31	$2,458,322
Total plan assets at beginning of year	2014-12-31	$2,190,337
Total contributions received or receivable from participants	2014-12-31	$36,890
Other income received	2014-12-31	$209,559
Net income (gross income less expenses)	2014-12-31	$275,483
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,458,322
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,182,839
Total contributions received or receivable from employer(s)	2014-12-31	$49,836
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$20,802
2013 : FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$7,498
Total income from all sources	2013-12-31	$391,645
Expenses. Total of all expenses incurred	2013-12-31	$48,460
Benefits paid (including direct rollovers)	2013-12-31	$23,315
Total plan assets at end of year	2013-12-31	$2,190,337
Total plan assets at beginning of year	2013-12-31	$1,839,654
Total contributions received or receivable from participants	2013-12-31	$37,230
Expenses. Other expenses not covered elsewhere	2013-12-31	$7,625
Other income received	2013-12-31	$306,729
Net income (gross income less expenses)	2013-12-31	$343,185
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,182,839
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,839,654
Total contributions received or receivable from employer(s)	2013-12-31	$47,686
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$17,520
2012 : FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$297,700
Expenses. Total of all expenses incurred	2012-12-31	$15,746
Total plan assets at end of year	2012-12-31	$1,839,654
Total plan assets at beginning of year	2012-12-31	$1,557,700
Total contributions received or receivable from participants	2012-12-31	$38,015
Other income received	2012-12-31	$209,165
Net income (gross income less expenses)	2012-12-31	$281,954
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,839,654
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,557,700
Total contributions received or receivable from employer(s)	2012-12-31	$50,520
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$15,746
2011 : FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$24,831
Total income from all sources	2011-12-31	$82,124
Expenses. Total of all expenses incurred	2011-12-31	$53,707
Benefits paid (including direct rollovers)	2011-12-31	$39,177
Total plan assets at end of year	2011-12-31	$1,557,700
Total plan assets at beginning of year	2011-12-31	$1,554,114
Total contributions received or receivable from participants	2011-12-31	$31,560
Other income received	2011-12-31	$2,721
Net income (gross income less expenses)	2011-12-31	$28,417
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,557,700
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,529,283
Total contributions received or receivable from employer(s)	2011-12-31	$47,843
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$14,530
2010 : FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$24,831
Total plan liabilities at beginning of year	2010-12-31	$25,965
Total income from all sources	2010-12-31	$248,093
Expenses. Total of all expenses incurred	2010-12-31	$87,288
Benefits paid (including direct rollovers)	2010-12-31	$73,968
Total plan assets at end of year	2010-12-31	$1,554,114
Total plan assets at beginning of year	2010-12-31	$1,394,443
Total contributions received or receivable from participants	2010-12-31	$28,985
Other income received	2010-12-31	$171,897
Net income (gross income less expenses)	2010-12-31	$160,805
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,529,283
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,368,478
Total contributions received or receivable from employer(s)	2010-12-31	$47,211
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$13,320

Form 5500 Responses for FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN

2014: FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: FREDRICKA M. BORLAND, M.D., P.A. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FREDRICKA M. BORLAND, M.D. P.A.
Employer identification number (EIN):	742416240
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ALMA DILLARD	2024-06-04
001	2022-01-01	ALMA DILLARD	2023-06-07
001	2021-01-01	ALMA DILLARD	2022-06-30
001	2020-01-01	FREDRICKA M BORLAND	2021-06-02
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	FREDRICKA M BORLAND MD
001	2013-01-01	FREDRICKA M BORLAND MD
001	2012-01-01	FREDRICKA M BORLAND MD
001	2011-01-01	FREDRICKA M BORLAND MD
001	2009-01-01	FREDRICKA M BORLAND MD