Logo

HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A.
Employer identification number (EIN):760285469
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1989-08-11
Company Identification Number: 0081217003
Legal Registered Office Address: 7737 SOUTHWEST FWY STE 840

HOUSTON
United States of America (USA)
77074

More information about HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KRISHNAMURTHY SHIVSHANKER2023-10-16
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KRISHNAMURTHY SHIVSHANKER
0012016-01-01KRISHNAMURTHY SHIVSHANKER
0012015-01-01
0012014-01-01KRISHNAMURTHY SHIVSHANKER
0012014-01-01KRISHNAMURTHY SHIVSHANKER
0012013-01-01KRISHNAMURTHY SHIVSHANKER
0012012-01-01KRISHNAMURTHY SHIVSHANKER
0012011-01-01KRISHNAMURTHY SHIVSHANKER2012-10-12
0012010-01-01KRISHNAMURTHY SHIVSHANKER2011-10-13
0012009-01-01FREDERICK ENGELS
0012009-01-01KRISHNAMURTHY SHIVSHANKER

Plan Statistics for HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0139
Total number of active participants reported on line 7a of the Form 55002022-01-0116
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0137
Number of participants with account balances2022-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0135
Total number of active participants reported on line 7a of the Form 55002021-01-0136
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0136
Number of participants with account balances2021-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0135
Total number of active participants reported on line 7a of the Form 55002020-01-0117
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0134
Number of participants with account balances2020-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0133
Total number of active participants reported on line 7a of the Form 55002019-01-0118
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0133
Number of participants with account balances2019-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0134
Total number of active participants reported on line 7a of the Form 55002018-01-0118
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0134
Number of participants with account balances2018-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0132
Total number of active participants reported on line 7a of the Form 55002017-01-0119
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0132
Number of participants with account balances2017-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0131
Total number of active participants reported on line 7a of the Form 55002016-01-0118
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0118
Number of participants with account balances2016-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0129
Total number of active participants reported on line 7a of the Form 55002015-01-0121
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0131
Number of participants with account balances2015-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0139
Total number of active participants reported on line 7a of the Form 55002014-01-0121
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0121
Number of participants with account balances2014-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0139
Total number of active participants reported on line 7a of the Form 55002013-01-0118
Number of retired or separated participants receiving benefits2013-01-0121
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0139
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0135
Total number of active participants reported on line 7a of the Form 55002012-01-0118
Number of retired or separated participants receiving benefits2012-01-0121
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0139
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2009: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0140
Total number of active participants reported on line 7a of the Form 55002009-01-0124
Number of retired or separated participants receiving benefits2009-01-0113
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0137
Number of participants with account balances2009-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-1,668,929
Expenses. Total of all expenses incurred2022-12-31$157,525
Benefits paid (including direct rollovers)2022-12-31$142,035
Total plan assets at end of year2022-12-31$6,294,154
Total plan assets at beginning of year2022-12-31$8,120,608
Value of fidelity bond covering the plan2022-12-31$420,000
Total contributions received or receivable from participants2022-12-31$70,926
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,904,519
Net income (gross income less expenses)2022-12-31$-1,826,454
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,294,154
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,120,608
Assets. Value of assets in partnership/joint-venture interests2022-12-31$10,171
Total contributions received or receivable from employer(s)2022-12-31$164,664
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$15,490
2021 : HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,451,554
Expenses. Total of all expenses incurred2021-12-31$116,576
Benefits paid (including direct rollovers)2021-12-31$99,238
Total plan assets at end of year2021-12-31$8,120,608
Total plan assets at beginning of year2021-12-31$6,785,630
Value of fidelity bond covering the plan2021-12-31$4,100,000
Total contributions received or receivable from participants2021-12-31$93,142
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,167,976
Net income (gross income less expenses)2021-12-31$1,334,978
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,120,608
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,785,630
Assets. Value of assets in partnership/joint-venture interests2021-12-31$10,163
Total contributions received or receivable from employer(s)2021-12-31$190,436
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$17,338
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,586,623
Expenses. Total of all expenses incurred2020-12-31$71,963
Benefits paid (including direct rollovers)2020-12-31$59,228
Total plan assets at end of year2020-12-31$6,776,943
Total plan assets at beginning of year2020-12-31$5,262,283
Value of fidelity bond covering the plan2020-12-31$420,000
Total contributions received or receivable from participants2020-12-31$75,319
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,428,855
Net income (gross income less expenses)2020-12-31$1,514,660
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,776,943
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,262,283
Assets. Value of assets in partnership/joint-venture interests2020-12-31$9,600
Total contributions received or receivable from employer(s)2020-12-31$82,449
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$12,735
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,564,981
Expenses. Total of all expenses incurred2019-12-31$2,030,158
Benefits paid (including direct rollovers)2019-12-31$2,008,119
Total plan assets at end of year2019-12-31$5,262,283
Total plan assets at beginning of year2019-12-31$5,727,460
Value of fidelity bond covering the plan2019-12-31$420,000
Total contributions received or receivable from participants2019-12-31$77,791
Contributions received from other sources (not participants or employers)2019-12-31$15,069
Other income received2019-12-31$1,407,356
Net income (gross income less expenses)2019-12-31$-465,177
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,262,283
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,727,460
Assets. Value of assets in partnership/joint-venture interests2019-12-31$9,447
Total contributions received or receivable from employer(s)2019-12-31$64,765
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$22,039
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-140,645
Expenses. Total of all expenses incurred2018-12-31$47,009
Benefits paid (including direct rollovers)2018-12-31$25,405
Total plan assets at end of year2018-12-31$5,727,460
Total plan assets at beginning of year2018-12-31$5,915,114
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$68,622
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-244,267
Net income (gross income less expenses)2018-12-31$-187,654
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,727,460
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,915,114
Assets. Value of assets in partnership/joint-venture interests2018-12-31$97,448
Total contributions received or receivable from employer(s)2018-12-31$35,000
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$21,604
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,035,859
Expenses. Total of all expenses incurred2017-12-31$168,003
Benefits paid (including direct rollovers)2017-12-31$148,738
Total plan assets at end of year2017-12-31$5,915,114
Total plan assets at beginning of year2017-12-31$5,047,258
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$119,887
Other income received2017-12-31$722,878
Net income (gross income less expenses)2017-12-31$867,856
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,915,114
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,047,258
Assets. Value of assets in partnership/joint-venture interests2017-12-31$92,957
Total contributions received or receivable from employer(s)2017-12-31$193,094
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$19,265
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$617,675
Expenses. Total of all expenses incurred2016-12-31$142,531
Benefits paid (including direct rollovers)2016-12-31$128,729
Total plan assets at end of year2016-12-31$5,047,258
Total plan assets at beginning of year2016-12-31$4,572,114
Value of fidelity bond covering the plan2016-12-31$467,552
Total contributions received or receivable from participants2016-12-31$92,045
Other income received2016-12-31$420,262
Net income (gross income less expenses)2016-12-31$475,144
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,047,258
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,572,114
Assets. Value of assets in partnership/joint-venture interests2016-12-31$94,750
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$28,500
Total contributions received or receivable from employer(s)2016-12-31$105,368
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$13,802
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$34,663
Expenses. Total of all expenses incurred2015-12-31$21,114
Benefits paid (including direct rollovers)2015-12-31$4,949
Total plan assets at end of year2015-12-31$4,572,114
Total plan assets at beginning of year2015-12-31$4,558,565
Value of fidelity bond covering the plan2015-12-31$467,552
Total contributions received or receivable from participants2015-12-31$89,219
Expenses. Other expenses not covered elsewhere2015-12-31$16,165
Contributions received from other sources (not participants or employers)2015-12-31$2,131
Other income received2015-12-31$-266,028
Net income (gross income less expenses)2015-12-31$13,549
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,572,114
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,558,565
Assets. Value of assets in partnership/joint-venture interests2015-12-31$103,737
Total contributions received or receivable from employer(s)2015-12-31$209,341
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$323,502
Expenses. Total of all expenses incurred2014-12-31$158,194
Benefits paid (including direct rollovers)2014-12-31$141,186
Total plan assets at end of year2014-12-31$4,558,565
Total plan assets at beginning of year2014-12-31$4,393,257
Value of fidelity bond covering the plan2014-12-31$110,000
Total contributions received or receivable from participants2014-12-31$99,527
Expenses. Other expenses not covered elsewhere2014-12-31$17,008
Other income received2014-12-31$190,253
Net income (gross income less expenses)2014-12-31$165,308
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,558,565
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,393,257
Assets. Value of assets in partnership/joint-venture interests2014-12-31$103,737
Total contributions received or receivable from employer(s)2014-12-31$33,722
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$736,624
Expenses. Total of all expenses incurred2013-12-31$48,476
Benefits paid (including direct rollovers)2013-12-31$35,891
Total plan assets at end of year2013-12-31$4,393,257
Total plan assets at beginning of year2013-12-31$3,705,109
Value of fidelity bond covering the plan2013-12-31$110,000
Total contributions received or receivable from participants2013-12-31$119,187
Expenses. Other expenses not covered elsewhere2013-12-31$12,585
Other income received2013-12-31$529,726
Net income (gross income less expenses)2013-12-31$688,148
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,393,257
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,705,109
Assets. Value of assets in partnership/joint-venture interests2013-12-31$103,737
Total contributions received or receivable from employer(s)2013-12-31$87,711
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$363,725
Expenses. Total of all expenses incurred2012-12-31$25,755
Benefits paid (including direct rollovers)2012-12-31$13,606
Total plan assets at end of year2012-12-31$3,705,109
Total plan assets at beginning of year2012-12-31$3,367,139
Value of fidelity bond covering the plan2012-12-31$110,000
Total contributions received or receivable from participants2012-12-31$10,561
Other income received2012-12-31$353,164
Net income (gross income less expenses)2012-12-31$337,970
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,705,109
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,367,139
Assets. Value of assets in partnership/joint-venture interests2012-12-31$103,737
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$12,149
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2008 : HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources2008-12-31$-1,275,544
Expenses. Total of all expenses incurred2008-12-31$482
Benefits paid (including direct rollovers)2008-12-31$482
Total plan assets at end of year2008-12-31$2,823,165
Total plan assets at beginning of year2008-12-31$4,099,191
Value of fidelity bond covering the plan2008-12-31$110,000
Total contributions received or receivable from participants2008-12-31$11,095
Other income received2008-12-31$-1,286,639
Net income (gross income less expenses)2008-12-31$-1,276,026
Net plan assets at end of year (total assets less liabilities)2008-12-31$2,823,165
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$4,099,191
Assets. Value of participant loans2008-12-31$21,279

Form 5500 Responses for HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN

2022: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2009: HOUSTON DIGESTIVE DISEASES CONSULTANTS, P.A. 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
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373478-01
Policy instance 1
Insurance contract or identification number373478-01
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $83
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number37347801
Policy instance 1
Insurance contract or identification number37347801
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $61
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number37347801
Policy instance 1
Insurance contract or identification number37347801
Number of Individuals Covered7
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $73
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $73
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number37347801
Policy instance 1
Insurance contract or identification number37347801
Number of Individuals Covered4
Total amount of commissions paid to insurance brokerUSD $113
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $113
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373478-01
Policy instance 1
Insurance contract or identification number373478-01
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $305
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $305
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373478-01
Policy instance 1
Insurance contract or identification number373478-01
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $257
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $257
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISIONS
Insurance broker organization code?3
Insurance broker nameWALTER KATZ
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801617
Policy instance 1
Insurance contract or identification number801617
Number of Individuals Covered30
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $16,465
Total amount of fees paid to insurance companyUSD $1,622
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $16,465
Insurance broker organization code?3
Amount paid for insurance broker fees1622
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker nameALLIANCE BENEFIT GROUP OF HOUSTON
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801617
Policy instance 1
Insurance contract or identification number801617
Number of Individuals Covered21
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,770
Total amount of fees paid to insurance companyUSD $1,575
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $15,770
Insurance broker organization code?3
Amount paid for insurance broker fees1575
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker nameALLIANCE BENEFIT GROUP OF HOUSTON
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801617
Policy instance 1
Insurance contract or identification number801617
Number of Individuals Covered34
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,986
Total amount of fees paid to insurance companyUSD $1,364
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $13,986
Insurance broker organization code?3
Amount paid for insurance broker fees1364
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker nameALLIANCE BENEFIT GROUP OF HOUSTON
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801617
Policy instance 1
Insurance contract or identification number801617
Number of Individuals Covered37
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,219
Total amount of fees paid to insurance companyUSD $1,206
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $12,219
Insurance broker organization code?3
Amount paid for insurance broker fees1206
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker nameALLIANCE BENEFIT GROUP OF HOUSTON

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1