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MESA-TEMPE PROFIT SHARING PLAN 401k Plan overview

Plan NameMESA-TEMPE PROFIT SHARING PLAN
Plan identification number 003

MESA-TEMPE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. has sponsored the creation of one or more 401k plans.

Company Name:MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C.
Employer identification number (EIN):860437624
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MESA-TEMPE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01EARL LABOVITZ2019-12-01
0032018-01-01EARL LABOVITZ2019-10-08
0032017-01-01
0032016-01-01

Financial Data on MESA-TEMPE PROFIT SHARING PLAN

Measure Date Value
2019 : MESA-TEMPE PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-09-30$0
Total plan liabilities at beginning of year2019-09-30$0
Total income from all sources2019-09-30$-14,534
Expenses. Total of all expenses incurred2019-09-30$2,942,856
Benefits paid (including direct rollovers)2019-09-30$2,942,856
Total plan assets at end of year2019-09-30$0
Total plan assets at beginning of year2019-09-30$2,957,390
Value of fidelity bond covering the plan2019-09-30$300,000
Total contributions received or receivable from participants2019-09-30$0
Expenses. Other expenses not covered elsewhere2019-09-30$0
Contributions received from other sources (not participants or employers)2019-09-30$0
Other income received2019-09-30$-14,534
Noncash contributions received2019-09-30$0
Net income (gross income less expenses)2019-09-30$-2,957,390
Net plan assets at end of year (total assets less liabilities)2019-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$2,957,390
Assets. Value of assets in partnership/joint-venture interests2019-09-30$0
Total contributions received or receivable from employer(s)2019-09-30$0
Value of certain deemed distributions of participant loans2019-09-30$0
Value of corrective distributions2019-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$0
2018 : MESA-TEMPE PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-158,179
Expenses. Total of all expenses incurred2018-12-31$516,000
Benefits paid (including direct rollovers)2018-12-31$496,350
Total plan assets at end of year2018-12-31$2,957,390
Total plan assets at beginning of year2018-12-31$3,631,569
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$19,650
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-158,179
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-674,179
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,957,390
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,631,569
Assets. Value of assets in partnership/joint-venture interests2018-12-31$50,000
Total contributions received or receivable from employer(s)2018-12-31$0
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$0
2017 : MESA-TEMPE PROFIT SHARING 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$503,253
Expenses. Total of all expenses incurred2017-12-31$36,241
Benefits paid (including direct rollovers)2017-12-31$20,000
Total plan assets at end of year2017-12-31$3,631,569
Total plan assets at beginning of year2017-12-31$3,164,557
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$16,241
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$503,253
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$467,012
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,631,569
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,164,557
Assets. Value of assets in partnership/joint-venture interests2017-12-31$61,645
Total contributions received or receivable from employer(s)2017-12-31$0
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$0
2016 : MESA-TEMPE PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$3,164,557
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$3,164,557
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$3,164,557
Net income (gross income less expenses)2016-12-31$3,164,557
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,164,557
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Assets. Value of assets in partnership/joint-venture interests2016-12-31$61,654
Total contributions received or receivable from employer(s)2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0

Form 5500 Responses for MESA-TEMPE PROFIT SHARING PLAN

2019: MESA-TEMPE PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MESA-TEMPE PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MESA-TEMPE PROFIT SHARING PLAN 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 - TrustYes
2016: MESA-TEMPE PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1012011446
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1492032
Policy instance 2
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1012011446
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1492032
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1492032
Policy instance 2
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1012011446
Policy instance 1

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