401k Plan data: SOUTHWEST PULMONARY ASSOCIATES 401 K PROFIT SHARING PLAN TRUST plan

SOUTHWEST PULMONARY ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	SOUTHWEST PULMONARY ASSOCIATES 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

SOUTHWEST PULMONARY ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 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
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

SOUTHWEST PULMONARY ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWEST PULMONARY ASSOCIATES

Employer identification number (EIN): 752551973

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST PULMONARY ASSOCIATES 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LAURIE JOHN 2024-07-11
001 2022-01-01 LAUREL JOHN 2023-06-28
001 2021-01-01 LAURIE JOHN 2022-06-29
001 2020-01-01 LAURIE JOHN 2021-07-20
001 2019-01-01 LAUREL JOHN 2020-07-16
001 2018-01-01 LAUREL JOHN 2019-07-02
001 2017-01-01 LAUREL JOHN 2018-07-18
001 2016-01-01 LAUREL JOHN 2017-06-27
001 2015-01-01 LAUREL JOHN 2016-06-27
001 2014-01-01 LAUREL JOHN 2015-06-29
001 2013-01-01 LAUREL JOHN 2014-07-23
001 2012-01-01 SOUTHWEST PULMONARY ASSOCIATES
001 2011-01-01 LAURIE JOHN 2012-09-13 LAURIE JOHN 2012-09-13
001 2010-01-01 LAURIE JOHN 2011-09-27 LAURIE JOHN 2011-09-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LAURIE JOHN	2024-07-11
001	2022-01-01	LAUREL JOHN	2023-06-28
001	2021-01-01	LAURIE JOHN	2022-06-29
001	2020-01-01	LAURIE JOHN	2021-07-20
001	2019-01-01	LAUREL JOHN	2020-07-16
001	2018-01-01	LAUREL JOHN	2019-07-02
001	2017-01-01	LAUREL JOHN	2018-07-18
001	2016-01-01	LAUREL JOHN	2017-06-27
001	2015-01-01	LAUREL JOHN	2016-06-27
001	2014-01-01	LAUREL JOHN	2015-06-29
001	2013-01-01	LAUREL JOHN	2014-07-23
001	2012-01-01	SOUTHWEST PULMONARY ASSOCIATES
001	2011-01-01	LAURIE JOHN	2012-09-13	LAURIE JOHN	2012-09-13
001	2010-01-01	LAURIE JOHN	2011-09-27	LAURIE JOHN	2011-09-27

Plan Statistics for SOUTHWEST PULMONARY ASSOCIATES 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for SOUTHWEST PULMONARY ASSOCIATES 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2012: SOUTHWEST PULMONARY ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2012: SOUTHWEST PULMONARY ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on SOUTHWEST PULMONARY ASSOCIATES 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2012 : SOUTHWEST PULMONARY ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$188,174
Expenses. Total of all expenses incurred	2012-12-31	$2,983
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,189,221
Total plan assets at beginning of year	2012-12-31	$1,004,030
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$53,220
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$89,177
Net income (gross income less expenses)	2012-12-31	$185,191
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,189,221
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,004,030
Assets. Value of participant loans	2012-12-31	$52,399
Total contributions received or receivable from employer(s)	2012-12-31	$45,777
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,983

Form 5500 Responses for SOUTHWEST PULMONARY ASSOCIATES 401 K PROFIT SHARING PLAN TRUST

2012: SOUTHWEST PULMONARY ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SOUTHWEST PULMONARY ASSOCIATES
Employer identification number (EIN):	752551973
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)