401k Plan data: CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST plan

CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST 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
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.

401k Sponsoring company profile

CARMEL VALLEY PEDIATRICS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CARMEL VALLEY PEDIATRICS, INC.

Employer identification number (EIN): 201586723

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 CHRYSTAL DE FREITAS 2019-04-22 CHRYSTAL DE FREITAS 2019-04-22
001 2017-01-01 CHRYSTAL DE FREITAS 2018-02-14 CHRYSTAL DE FREITAS 2018-02-14
001 2016-01-01 CHRYSTAL DE FREITAS 2017-07-18 CHRYSTAL DE FREITAS 2017-07-18
001 2015-01-01 CHRYSTAL DE FREITAS 2016-03-04 CHRYSTAL DE FREITAS 2016-03-04
001 2014-01-01 CHRYSTAL DE FREITAS 2015-02-13 CHRYSTAL DE FREITAS 2015-02-13
001 2013-01-01 CHRYSTAL DE FREITAS 2014-01-27 CHRYSTAL DE FREITAS 2014-01-27
001 2012-01-01 CHRYSTAL DE FREITAS CHRYSTAL DE FREITAS 2013-02-15
001 2011-01-01 CHRYSTAL DE FREITAS CHRYSTAL DE FREITAS 2012-02-14
001 2010-01-01 CHRYSTAL DE FREITAS CHRYSTAL DE FREITAS 2011-05-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	CHRYSTAL DE FREITAS	2019-04-22	CHRYSTAL DE FREITAS	2019-04-22
001	2017-01-01	CHRYSTAL DE FREITAS	2018-02-14	CHRYSTAL DE FREITAS	2018-02-14
001	2016-01-01	CHRYSTAL DE FREITAS	2017-07-18	CHRYSTAL DE FREITAS	2017-07-18
001	2015-01-01	CHRYSTAL DE FREITAS	2016-03-04	CHRYSTAL DE FREITAS	2016-03-04
001	2014-01-01	CHRYSTAL DE FREITAS	2015-02-13	CHRYSTAL DE FREITAS	2015-02-13
001	2013-01-01	CHRYSTAL DE FREITAS	2014-01-27	CHRYSTAL DE FREITAS	2014-01-27
001	2012-01-01	CHRYSTAL DE FREITAS		CHRYSTAL DE FREITAS	2013-02-15
001	2011-01-01	CHRYSTAL DE FREITAS		CHRYSTAL DE FREITAS	2012-02-14
001	2010-01-01	CHRYSTAL DE FREITAS		CHRYSTAL DE FREITAS	2011-05-04

Plan Statistics for CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2012: CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
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 0
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2012: CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
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	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2012 : CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$71,301
Expenses. Total of all expenses incurred	2012-12-31	$4,151
Total plan assets at end of year	2012-12-31	$328,993
Total plan assets at beginning of year	2012-12-31	$261,843
Other income received	2012-12-31	$30,267
Net income (gross income less expenses)	2012-12-31	$67,150
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$328,993
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$261,843
Assets. Value of participant loans	2012-12-31	$1,678
Total contributions received or receivable from employer(s)	2012-12-31	$41,034
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,151
2011 : CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$48,261
Expenses. Total of all expenses incurred	2011-12-31	$3,300
Total plan assets at end of year	2011-12-31	$261,843
Total plan assets at beginning of year	2011-12-31	$216,882
Other income received	2011-12-31	$-4,401
Net income (gross income less expenses)	2011-12-31	$44,961
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$261,843
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$216,882
Assets. Value of participant loans	2011-12-31	$17,064
Total contributions received or receivable from employer(s)	2011-12-31	$52,662
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,300
2010 : CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$217,849
Expenses. Total of all expenses incurred	2010-12-31	$967
Total plan assets at end of year	2010-12-31	$216,882
Contributions received from other sources (not participants or employers)	2010-12-31	$146,864
Other income received	2010-12-31	$21,878
Net income (gross income less expenses)	2010-12-31	$216,882
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$216,882
Total contributions received or receivable from employer(s)	2010-12-31	$49,107
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$967

Form 5500 Responses for CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST

2012: CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CARMEL VALLEY PEDIATRICS, INC. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CARMEL VALLEY PEDIATRICS, INC.
Employer identification number (EIN):	201586723
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)