401k Plan data: RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN plan

RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN
Plan identification number	001

RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

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

Company Name: RHEUMATOLOGY ASSOCIATES, P.C.

Employer identification number (EIN): 042601886

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MARIE DEVLIN 2023-05-12
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 MARIE DEVLIN
001 2017-01-01 MARIE DEVLIN
001 2016-01-01 MARIE DEVLIN 2017-10-03
001 2015-01-01 MARIE DEVLIN 2016-08-05
001 2014-01-01 MARIE DEVLIN 2015-08-07
001 2013-01-01 MARIE DEVLIN 2014-09-25
001 2012-01-01 MARIE DEVLIN 2013-09-11 MARIE DEVLIN 2013-09-11
001 2011-01-01 MARIE DEVLIN 2012-09-11 MARIE DEVLIN 2012-09-11
001 2010-01-01 SCOTT M HALISTA MD 2011-09-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MARIE DEVLIN	2023-05-12
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	MARIE DEVLIN
001	2017-01-01	MARIE DEVLIN
001	2016-01-01	MARIE DEVLIN	2017-10-03
001	2015-01-01	MARIE DEVLIN	2016-08-05
001	2014-01-01	MARIE DEVLIN	2015-08-07
001	2013-01-01	MARIE DEVLIN	2014-09-25
001	2012-01-01	MARIE DEVLIN	2013-09-11	MARIE DEVLIN	2013-09-11
001	2011-01-01	MARIE DEVLIN	2012-09-11	MARIE DEVLIN	2012-09-11
001	2010-01-01	SCOTT M HALISTA MD	2011-09-29

Plan Statistics for RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN

401k plan membership statisitcs for RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN

Measure Date Value
2021: RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 20
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 11
Total of all active and inactive participants 2021-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 31
Number of participants with account balances 2021-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 24
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 32
Number of participants with account balances 2020-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 21
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 27
Number of participants with account balances 2019-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 18
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 25
Number of participants with account balances 2018-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 19
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 27
Number of participants with account balances 2017-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1

Measure	Date	Value
2021: RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	20
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	11
Total of all active and inactive participants	2021-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	31
Number of participants with account balances	2021-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	24
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	32
Number of participants with account balances	2020-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	21
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	27
Number of participants with account balances	2019-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	18
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	25
Number of participants with account balances	2018-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	19
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	27
Number of participants with account balances	2017-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1

Financial Data on RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN

Measure	Date	Value
2021 : RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,079,259
Expenses. Total of all expenses incurred	2021-12-31	$38,032
Benefits paid (including direct rollovers)	2021-12-31	$38,032
Total plan assets at end of year	2021-12-31	$7,044,191
Total plan assets at beginning of year	2021-12-31	$6,002,964
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$212,886
Contributions received from other sources (not participants or employers)	2021-12-31	$6,523
Other income received	2021-12-31	$779,661
Net income (gross income less expenses)	2021-12-31	$1,041,227
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$7,044,191
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,002,964
Assets. Value of participant loans	2021-12-31	$67,939
Total contributions received or receivable from employer(s)	2021-12-31	$80,189
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$976,303
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$6,002,964
Total plan assets at beginning of year	2020-12-31	$5,026,661
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$201,066
Other income received	2020-12-31	$694,296
Net income (gross income less expenses)	2020-12-31	$976,303
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,002,964
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,026,661
Assets. Value of participant loans	2020-12-31	$55,364
Total contributions received or receivable from employer(s)	2020-12-31	$80,941
2019 : RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,178,525
Expenses. Total of all expenses incurred	2019-12-31	$47,662
Benefits paid (including direct rollovers)	2019-12-31	$46,262
Total plan assets at end of year	2019-12-31	$5,026,661
Total plan assets at beginning of year	2019-12-31	$3,895,798
Value of fidelity bond covering the plan	2019-12-31	$450,000
Total contributions received or receivable from participants	2019-12-31	$185,019
Contributions received from other sources (not participants or employers)	2019-12-31	$66,343
Other income received	2019-12-31	$855,342
Net income (gross income less expenses)	2019-12-31	$1,130,863
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,026,661
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,895,798
Assets. Value of participant loans	2019-12-31	$24,880
Total contributions received or receivable from employer(s)	2019-12-31	$71,821
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-17,846
Expenses. Total of all expenses incurred	2018-12-31	$73,586
Benefits paid (including direct rollovers)	2018-12-31	$72,892
Total plan assets at end of year	2018-12-31	$3,895,798
Total plan assets at beginning of year	2018-12-31	$3,987,230
Value of fidelity bond covering the plan	2018-12-31	$399,000
Total contributions received or receivable from participants	2018-12-31	$145,558
Other income received	2018-12-31	$-219,697
Net income (gross income less expenses)	2018-12-31	$-91,432
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,895,798
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,987,230
Assets. Value of participant loans	2018-12-31	$40,703
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$5,241
Total contributions received or receivable from employer(s)	2018-12-31	$56,293
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$694
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$837,138
Expenses. Total of all expenses incurred	2017-12-31	$123,408
Benefits paid (including direct rollovers)	2017-12-31	$123,408
Total plan assets at end of year	2017-12-31	$3,987,230
Total plan assets at beginning of year	2017-12-31	$3,273,500
Value of fidelity bond covering the plan	2017-12-31	$390,000
Total contributions received or receivable from participants	2017-12-31	$149,136
Contributions received from other sources (not participants or employers)	2017-12-31	$29,795
Other income received	2017-12-31	$613,497
Net income (gross income less expenses)	2017-12-31	$713,730
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,987,230
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,273,500
Assets. Value of participant loans	2017-12-31	$37,391
Total contributions received or receivable from employer(s)	2017-12-31	$44,710
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0

Form 5500 Responses for RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN

2021: RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: RHEUMATOLOGY ASSOCIATES 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RHEUMATOLOGY ASSOCIATES, P.C.
Employer identification number (EIN):	042601886
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)