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ASSOCIATES OF PATHOLOGY, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameASSOCIATES OF PATHOLOGY, P.C. PROFIT SHARING PLAN
Plan identification number 001

ASSOCIATES OF PATHOLOGY, P.C. 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.
  • 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.
  • 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

ASSOCIATES OF PATHOLOGY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATES OF PATHOLOGY, P.C.
Employer identification number (EIN):870292280
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATES OF PATHOLOGY, P.C. PROFIT SHARING 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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01NORMAN O. WAHLSTROM, JR., M.D.2016-09-26
0012014-01-01NORMAN O. WAHLSTROM, JR., M.D.2015-10-05
0012013-01-01NORMAN O. WAHLSTROM, JR., M.D.2014-09-23
0012012-04-01NORMAN O. WAHLSTROM, JR., M.D.2013-10-11
0012011-04-01NORMAN O. WAHLSTROM, JR., M.D.2013-01-02
0012009-04-01NORMAN O. WAHLSTROM, JR., MD NORMAN O. WAHLSTROM, JR., MD2011-03-16

Financial Data on ASSOCIATES OF PATHOLOGY, P.C. PROFIT SHARING PLAN

Measure Date Value
2025 : ASSOCIATES OF PATHOLOGY, P.C. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-090
Total liabilities as of the end of the plan year2025-10-090
Total liabilities as of the beginning of the plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-0934509
Net assets as of the end of the plan year2025-10-096334868
Total assets as of the beginning of the plan year2025-10-095469952
Value of plan covered by a fidelity bond2025-10-09500000
Participant contributions to plan in this plan year2025-10-0998862
Value of participant loans at end of plan year2025-10-0923324
Other expenses paid from plan in this plan year2025-10-090
Other contributions to plan in this plan year2025-10-090
Other income to plan in this plan year2025-10-09597480
Plan net income in this plan year2025-10-09864916
Net assets as of the end of the plan year2025-10-096334868
Net assets as of the beginning of the plan year2025-10-095469952
Employer contributions to plan in this plan year2025-10-09203083
Fees paid to broker by Benefit Provider2025-10-097943
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0915477
2024 : ASSOCIATES OF PATHOLOGY, P.C. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-080
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-08320622
Net assets as of the end of the plan year2024-10-085469952
Total assets as of the beginning of the plan year2024-10-084829524
Value of plan covered by a fidelity bond2024-10-08500000
Participant contributions to plan in this plan year2024-10-0888568
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-080
Other income to plan in this plan year2024-10-08686392
Plan net income in this plan year2024-10-08640428
Net assets as of the end of the plan year2024-10-085469952
Net assets as of the beginning of the plan year2024-10-084829524
Employer contributions to plan in this plan year2024-10-08186090
Fees paid to broker by Benefit Provider2024-10-084960
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0813030
2011 : ASSOCIATES OF PATHOLOGY, P.C. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-03-31$-54,545
Total income from all sources2011-03-31$462,079
Expenses. Total of all expenses incurred2011-03-31$0
Total plan assets at end of year2011-03-31$4,201,992
Total plan assets at beginning of year2011-03-31$3,794,458
Value of fidelity bond covering the plan2011-03-31$300,000
Total contributions received or receivable from participants2011-03-31$104,200
Other income received2011-03-31$357,879
Net income (gross income less expenses)2011-03-31$462,079
Net plan assets at end of year (total assets less liabilities)2011-03-31$4,201,992
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$3,794,458
Total contributions received or receivable from employer(s)2011-03-31$0

Form 5500 Responses for ASSOCIATES OF PATHOLOGY, P.C. PROFIT SHARING PLAN

2009: ASSOCIATES OF PATHOLOGY, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1118762
Policy instance 1

Potentially related plans

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