401k Plan data: TRG/CMI 401(K) RETIREMENT PLAN plan

TRG/CMI 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	TRG/CMI 401(K) RETIREMENT PLAN
Plan identification number	001

TRG/CMI 401(K) RETIREMENT PLAN 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE RADIOLOGY GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name: THE RADIOLOGY GROUP, P.C.

Employer identification number (EIN): 930585144

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRG/CMI 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JAMES PUTNAM 2024-10-10
001 2022-01-01 JAMES PUTNAM 2023-10-13
001 2022-01-01 JAMES PUTNAM 2023-11-27
001 2021-01-01 JAMES PUTNAM 2022-09-29
001 2020-01-01 JAMES PUTNAM 2021-10-07
001 2019-01-01 JAMES PUTNAM 2020-10-02
001 2018-01-01 JAMES PUTNAM 2019-10-01
001 2017-01-01 JAMES PUTNAM 2018-10-12
001 2017-01-01 JAMES PUTNAM 2019-10-01
001 2016-01-01 JAMES PUTNAM 2017-09-25
001 2015-01-01 JAMES PUTNAM 2016-08-09
001 2014-01-01 JAMES PUTNAM 2015-12-24
001 2014-01-01 JAMES PUTNAM 2015-10-12
001 2013-01-01 JAMES PUTNAM JAMES PUTNAM 2014-07-22
001 2012-01-01 JAMES PUTNAM JAMES PUTNAM 2013-06-24
001 2011-01-01 JAMES PUTNAM JAMES PUTNAM 2012-06-28
001 2010-01-01 JAMES PUTNAM JAMES PUTNAM 2011-07-14
001 2009-09-01 JAMES PUTNAM JAMES PUTNAM 2010-08-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JAMES PUTNAM	2024-10-10
001	2022-01-01	JAMES PUTNAM	2023-10-13
001	2022-01-01	JAMES PUTNAM	2023-11-27
001	2021-01-01	JAMES PUTNAM	2022-09-29
001	2020-01-01	JAMES PUTNAM	2021-10-07
001	2019-01-01	JAMES PUTNAM	2020-10-02
001	2018-01-01	JAMES PUTNAM	2019-10-01
001	2017-01-01	JAMES PUTNAM	2018-10-12
001	2017-01-01	JAMES PUTNAM	2019-10-01
001	2016-01-01	JAMES PUTNAM	2017-09-25
001	2015-01-01	JAMES PUTNAM	2016-08-09
001	2014-01-01	JAMES PUTNAM	2015-12-24
001	2014-01-01	JAMES PUTNAM	2015-10-12
001	2013-01-01	JAMES PUTNAM		JAMES PUTNAM	2014-07-22
001	2012-01-01	JAMES PUTNAM		JAMES PUTNAM	2013-06-24
001	2011-01-01	JAMES PUTNAM		JAMES PUTNAM	2012-06-28
001	2010-01-01	JAMES PUTNAM		JAMES PUTNAM	2011-07-14
001	2009-09-01	JAMES PUTNAM		JAMES PUTNAM	2010-08-02

Plan Statistics for TRG/CMI 401(K) RETIREMENT PLAN

401k plan membership statisitcs for TRG/CMI 401(K) RETIREMENT PLAN

Measure Date Value
2013: TRG/CMI 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 37
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 14
Total of all active and inactive participants 2013-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 51
Number of participants with account balances 2013-01-01 51
2012: TRG/CMI 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 34
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 16
Total of all active and inactive participants 2012-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 50
Number of participants with account balances 2012-01-01 50
2011: TRG/CMI 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 36
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 37
Number of participants with account balances 2011-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: TRG/CMI 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 38
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 42
Number of participants with account balances 2010-01-01 42
2009: TRG/CMI 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 42
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 35
Number of retired or separated participants receiving benefits 2009-09-01 0
Number of other retired or separated participants entitled to future benefits 2009-09-01 7
Total of all active and inactive participants 2009-09-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 0
Total participants 2009-09-01 42
Number of participants with account balances 2009-09-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 1

Measure	Date	Value
2013: TRG/CMI 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	37
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	14
Total of all active and inactive participants	2013-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	51
Number of participants with account balances	2013-01-01	51
2012: TRG/CMI 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	34
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	16
Total of all active and inactive participants	2012-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	50
Number of participants with account balances	2012-01-01	50
2011: TRG/CMI 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	36
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	37
Number of participants with account balances	2011-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: TRG/CMI 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	38
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	42
Number of participants with account balances	2010-01-01	42
2009: TRG/CMI 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	42
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	35
Number of retired or separated participants receiving benefits	2009-09-01	0
Number of other retired or separated participants entitled to future benefits	2009-09-01	7
Total of all active and inactive participants	2009-09-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	0
Total participants	2009-09-01	42
Number of participants with account balances	2009-09-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	1

Financial Data on TRG/CMI 401(K) RETIREMENT PLAN

Measure	Date	Value
2013 : TRG/CMI 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$4,002,750
Expenses. Total of all expenses incurred	2013-12-31	$211,359
Benefits paid (including direct rollovers)	2013-12-31	$109,590
Total plan assets at end of year	2013-12-31	$19,795,162
Total plan assets at beginning of year	2013-12-31	$16,003,771
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$310,377
Other income received	2013-12-31	$3,043,146
Net income (gross income less expenses)	2013-12-31	$3,791,391
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$19,795,162
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$16,003,771
Assets. Value of participant loans	2013-12-31	$173,840
Total contributions received or receivable from employer(s)	2013-12-31	$649,227
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$101,769
2012 : TRG/CMI 401(K) RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$52,517
Total income from all sources	2012-12-31	$2,558,584
Expenses. Total of all expenses incurred	2012-12-31	$119,167
Benefits paid (including direct rollovers)	2012-12-31	$25,731
Total plan assets at end of year	2012-12-31	$16,003,771
Total plan assets at beginning of year	2012-12-31	$13,511,837
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$318,714
Other income received	2012-12-31	$1,564,326
Net income (gross income less expenses)	2012-12-31	$2,439,417
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$16,003,771
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$13,511,837
Assets. Value of participant loans	2012-12-31	$131,918
Total contributions received or receivable from employer(s)	2012-12-31	$675,544
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$93,436
2011 : TRG/CMI 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$428,014
Expenses. Total of all expenses incurred	2011-12-31	$209,348
Benefits paid (including direct rollovers)	2011-12-31	$113,996
Total plan assets at end of year	2011-12-31	$13,511,837
Total plan assets at beginning of year	2011-12-31	$13,293,171
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$65,084
Other income received	2011-12-31	$-620,041
Net income (gross income less expenses)	2011-12-31	$218,666
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$13,511,837
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$13,293,171
Assets. Value of participant loans	2011-12-31	$137,040
Total contributions received or receivable from employer(s)	2011-12-31	$982,971
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$95,352
2010 : TRG/CMI 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$2,684,555
Expenses. Total of all expenses incurred	2010-12-31	$177,998
Benefits paid (including direct rollovers)	2010-12-31	$87,595
Total plan assets at end of year	2010-12-31	$13,293,171
Total plan assets at beginning of year	2010-12-31	$10,786,614
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$355,245
Other income received	2010-12-31	$1,573,442
Net income (gross income less expenses)	2010-12-31	$2,506,557
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$13,293,171
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$10,786,614
Assets. Value of participant loans	2010-12-31	$151,665
Total contributions received or receivable from employer(s)	2010-12-31	$755,868
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$90,403

Form 5500 Responses for TRG/CMI 401(K) RETIREMENT PLAN

2013: TRG/CMI 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TRG/CMI 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TRG/CMI 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TRG/CMI 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TRG/CMI 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE RADIOLOGY GROUP, P.C.
Employer identification number (EIN):	930585144
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)