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CLERMONT PEDIATRICS, P.A. 401(K) PROFIT SHARING PL 401k Plan overview

Plan NameCLERMONT PEDIATRICS, P.A. 401(K) PROFIT SHARING PL
Plan identification number 001

CLERMONT PEDIATRICS, P.A. 401(K) PROFIT SHARING PL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

CLERMONT PEDIATRICS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:CLERMONT PEDIATRICS, P.A.
Employer identification number (EIN):743243079
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CLERMONT PEDIATRICS, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2007-11-19
Company Identification Number: P07000124870
Legal Registered Office Address: 861 OAKLEY SEAVER DR

CLERMONT

34711

More information about CLERMONT PEDIATRICS, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLERMONT PEDIATRICS, P.A. 401(K) PROFIT SHARING PL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MONA PATEL
0012016-01-01MONA PATEL
0012015-01-01MONA PATEL
0012015-01-01MONA PATEL
0012014-01-01MONA PATEL2015-07-14
0012013-01-01MONA PATEL2014-10-14 MONA PATEL2014-10-14

Financial Data on CLERMONT PEDIATRICS, P.A. 401(K) PROFIT SHARING PL

Measure Date Value
2025 : CLERMONT PEDIATRICS, P.A. 401(K) PROFIT SHARING PL 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-255458
Net assets as of the end of the plan year2025-04-253116385
Total assets as of the beginning of the plan year2025-04-252582834
Value of plan covered by a fidelity bond2025-04-25320000
Participant contributions to plan in this plan year2025-04-2597766
Value of participant loans at end of plan year2025-04-251
Other income to plan in this plan year2025-04-25397222
Plan net income in this plan year2025-04-25533551
Net assets as of the end of the plan year2025-04-253116385
Net assets as of the beginning of the plan year2025-04-252582834
Employer contributions to plan in this plan year2025-04-2544021
Fees paid to broker by Benefit Provider2025-04-257055
2024 : CLERMONT PEDIATRICS, P.A. 401(K) PROFIT SHARING PL 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2315043
Net assets as of the end of the plan year2024-06-232582834
Total assets as of the beginning of the plan year2024-06-232039201
Value of plan covered by a fidelity bond2024-06-23270000
Participant contributions to plan in this plan year2024-06-2394678
Value of participant loans at end of plan year2024-06-232999
Other income to plan in this plan year2024-06-23421897
Plan net income in this plan year2024-06-23543633
Net assets as of the end of the plan year2024-06-232582834
Net assets as of the beginning of the plan year2024-06-232039201
Employer contributions to plan in this plan year2024-06-2342101
Fees paid to broker by Benefit Provider2024-06-235585
2017 : CLERMONT PEDIATRICS, P.A. 401(K) PROFIT SHARING PL 2017 401k financial data
Total income from all sources2017-12-31$290,713
Expenses. Total of all expenses incurred2017-12-31$4,500
Benefits paid (including direct rollovers)2017-12-31$4,500
Total plan assets at end of year2017-12-31$1,223,445
Total plan assets at beginning of year2017-12-31$937,232
Value of fidelity bond covering the plan2017-12-31$90,000
Total contributions received or receivable from participants2017-12-31$82,944
Other income received2017-12-31$164,934
Net income (gross income less expenses)2017-12-31$286,213
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,223,445
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$937,232
Total contributions received or receivable from employer(s)2017-12-31$42,835
2016 : CLERMONT PEDIATRICS, P.A. 401(K) PROFIT SHARING PL 2016 401k financial data
Total income from all sources2016-12-31$154,628
Expenses. Total of all expenses incurred2016-12-31$15,220
Benefits paid (including direct rollovers)2016-12-31$15,220
Total plan assets at end of year2016-12-31$937,232
Total plan assets at beginning of year2016-12-31$797,824
Value of fidelity bond covering the plan2016-12-31$90,000
Total contributions received or receivable from participants2016-12-31$69,804
Other income received2016-12-31$50,649
Net income (gross income less expenses)2016-12-31$139,408
Net plan assets at end of year (total assets less liabilities)2016-12-31$937,232
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$797,824
Total contributions received or receivable from employer(s)2016-12-31$34,175
2015 : CLERMONT PEDIATRICS, P.A. 401(K) PROFIT SHARING PL 2015 401k financial data
Total income from all sources2015-12-31$70,836
Expenses. Total of all expenses incurred2015-12-31$12,641
Benefits paid (including direct rollovers)2015-12-31$12,641
Total plan assets at end of year2015-12-31$806,068
Total plan assets at beginning of year2015-12-31$747,873
Value of fidelity bond covering the plan2015-12-31$90,000
Total contributions received or receivable from participants2015-12-31$90,962
Other income received2015-12-31$-61,004
Net income (gross income less expenses)2015-12-31$58,195
Net plan assets at end of year (total assets less liabilities)2015-12-31$806,068
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$747,873
Assets. Value of participant loans2015-12-31$407
Total contributions received or receivable from employer(s)2015-12-31$40,878

Form 5500 Responses for CLERMONT PEDIATRICS, P.A. 401(K) PROFIT SHARING PL

2017: CLERMONT PEDIATRICS, P.A. 401(K) PROFIT SHARING PL 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CLERMONT PEDIATRICS, P.A. 401(K) PROFIT SHARING PL 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CLERMONT PEDIATRICS, P.A. 401(K) PROFIT SHARING PL 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSAVE-20888
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number631619
Policy instance 1

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