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SKYLINE MEDICINE 401(K) PLAN 401k Plan overview

Plan NameSKYLINE MEDICINE 401(K) PLAN
Plan identification number 001

SKYLINE MEDICINE 401(K) 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.
  • 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

KERRY S. GREEN, M.D., P.L.C. has sponsored the creation of one or more 401k plans.

Company Name:KERRY S. GREEN, M.D., P.L.C.
Employer identification number (EIN):830350477
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SKYLINE MEDICINE 401(K) PLAN

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
0012020-01-01STEPHEN L. THOMAS M.D2021-09-22
0012019-01-01STEPHEN L. THOMAS M.D2020-03-04
0012018-01-01
0012017-01-01
0012016-01-01STEPHEN THOMAS2017-10-11 STEPHEN THOMAS2017-10-11
0012015-01-01KERRY GREEN2016-10-14 KERRY GREEN2016-10-14
0012014-01-01KERRY S GREEN2015-10-12 KERRY S GREEN2015-10-12

Financial Data on SKYLINE MEDICINE 401(K) PLAN

Measure Date Value
2025 : SKYLINE MEDICINE 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-020
Total liabilities as of the end of the plan year2025-04-020
Total liabilities as of the beginning of the plan year2025-04-020
Total expenses incurred by plan in this plan year2025-04-0233256
Net assets as of the end of the plan year2025-04-024310809
Total assets as of the beginning of the plan year2025-04-023583142
Value of plan covered by a fidelity bond2025-04-02400000
Participant contributions to plan in this plan year2025-04-02216046
Value of participant loans at end of plan year2025-04-023513
Other expenses paid from plan in this plan year2025-04-020
Other contributions to plan in this plan year2025-04-020
Other income to plan in this plan year2025-04-02477390
Plan net income in this plan year2025-04-02727667
Net assets as of the end of the plan year2025-04-024310809
Net assets as of the beginning of the plan year2025-04-023583142
Employer contributions to plan in this plan year2025-04-0267487
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0233256
2024 : SKYLINE MEDICINE 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-010
Total liabilities as of the end of the plan year2024-05-010
Total liabilities as of the beginning of the plan year2024-05-010
Total expenses incurred by plan in this plan year2024-05-0131692
Net assets as of the end of the plan year2024-05-013583142
Total assets as of the beginning of the plan year2024-05-012844578
Value of plan covered by a fidelity bond2024-05-01350000
Participant contributions to plan in this plan year2024-05-01155554
Value of participant loans at end of plan year2024-05-017294
Other expenses paid from plan in this plan year2024-05-010
Other contributions to plan in this plan year2024-05-010
Other income to plan in this plan year2024-05-01558775
Plan net income in this plan year2024-05-01738564
Net assets as of the end of the plan year2024-05-013583142
Net assets as of the beginning of the plan year2024-05-012844578
Employer contributions to plan in this plan year2024-05-0155927
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-0117748
2022 : SKYLINE MEDICINE 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-0667975
Net assets as of the end of the plan year2022-07-063196227
Total assets as of the beginning of the plan year2022-07-062668802
Value of plan covered by a fidelity bond2022-07-06350000
Participant contributions to plan in this plan year2022-07-06163417
Value of participant loans at end of plan year2022-07-061500
Other contributions to plan in this plan year2022-07-060
Other income to plan in this plan year2022-07-06382492
Plan net income in this plan year2022-07-06527425
Net assets as of the end of the plan year2022-07-063196227
Net assets as of the beginning of the plan year2022-07-062668802
Employer contributions to plan in this plan year2022-07-0649491
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-0618737
2020 : SKYLINE MEDICINE 401(K) PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$586,187
Expenses. Total of all expenses incurred2020-12-31$18,310
Benefits paid (including direct rollovers)2020-12-31$4,254
Total plan assets at end of year2020-12-31$2,668,802
Total plan assets at beginning of year2020-12-31$2,100,925
Value of fidelity bond covering the plan2020-12-31$250,000
Total contributions received or receivable from participants2020-12-31$150,415
Contributions received from other sources (not participants or employers)2020-12-31$17,040
Other income received2020-12-31$359,801
Net income (gross income less expenses)2020-12-31$567,877
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,668,802
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,100,925
Total contributions received or receivable from employer(s)2020-12-31$58,931
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$14,056
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : SKYLINE MEDICINE 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$615,639
Expenses. Total of all expenses incurred2019-12-31$13,750
Benefits paid (including direct rollovers)2019-12-31$1,843
Total plan assets at end of year2019-12-31$2,100,925
Total plan assets at beginning of year2019-12-31$1,499,036
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$140,523
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$51,500
Other income received2019-12-31$362,068
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$601,889
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,100,925
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,499,036
Total contributions received or receivable from employer(s)2019-12-31$61,548
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$11,907
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SKYLINE MEDICINE 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$59,360
Expenses. Total of all expenses incurred2018-12-31$38,097
Benefits paid (including direct rollovers)2018-12-31$28,446
Total plan assets at end of year2018-12-31$1,499,036
Total plan assets at beginning of year2018-12-31$1,477,773
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$120,744
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-104,263
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$21,263
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,499,036
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,477,773
Total contributions received or receivable from employer(s)2018-12-31$42,879
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$9,651
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SKYLINE MEDICINE 401(K) PLAN 2017 401k financial data
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$385,049
Expenses. Total of all expenses incurred2017-12-31$108,154
Benefits paid (including direct rollovers)2017-12-31$107,552
Total plan assets at end of year2017-12-31$1,477,773
Total plan assets at beginning of year2017-12-31$1,200,878
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$92,727
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$242,442
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$276,895
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,477,773
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,200,878
Total contributions received or receivable from employer(s)2017-12-31$49,880
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$602
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for SKYLINE MEDICINE 401(K) PLAN

2020: SKYLINE MEDICINE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SKYLINE MEDICINE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SKYLINE MEDICINE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SKYLINE MEDICINE 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number531152
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number531152
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number531152
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number531152
Policy instance 1

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