401k Plan data: CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN plan

CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN
Plan identification number	002

CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

CAROLINA COAST PRIMARY MEDICINE has sponsored the creation of one or more 401k plans.

Company Name: CAROLINA COAST PRIMARY MEDICINE

Employer identification number (EIN): 202803749

NAIC Classification: 621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 BERTHA TAYLOR-MILLER 2016-12-06
002 2015-01-01 BERTHA MILLER 2016-09-14
002 2014-01-01 BERTHA MILLER 2015-06-17
002 2013-01-01 BERTHA MILLER
002 2012-01-01 BERTHA MILLER
002 2011-01-01 BERTHA MILLER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2016-01-01	BERTHA TAYLOR-MILLER	2016-12-06
002	2015-01-01	BERTHA MILLER	2016-09-14
002	2014-01-01	BERTHA MILLER	2015-06-17
002	2013-01-01	BERTHA MILLER
002	2012-01-01	BERTHA MILLER
002	2011-01-01	BERTHA MILLER

Plan Statistics for CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN

401k plan membership statisitcs for CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN

Measure Date Value
2013: CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
2012: CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 1
Total of all active and inactive participants 2012-01-01 4
Total participants 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: CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2013: CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
2012: CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	1
Total of all active and inactive participants	2012-01-01	4
Total participants	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: CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN

Measure	Date	Value
2013 : CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$176,207
Expenses. Total of all expenses incurred	2013-12-31	$4,600
Total plan assets at end of year	2013-12-31	$380,253
Total plan assets at beginning of year	2013-12-31	$208,646
Expenses. Other expenses not covered elsewhere	2013-12-31	$4,600
Other income received	2013-12-31	$60,006
Net income (gross income less expenses)	2013-12-31	$171,607
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$380,253
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$208,646
Total contributions received or receivable from employer(s)	2013-12-31	$116,201
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$109,501
Expenses. Total of all expenses incurred	2012-12-31	$2,353
Total plan assets at end of year	2012-12-31	$208,646
Total plan assets at beginning of year	2012-12-31	$101,498
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,353
Other income received	2012-12-31	$9,501
Net income (gross income less expenses)	2012-12-31	$107,148
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$208,646
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$101,498
Total contributions received or receivable from employer(s)	2012-12-31	$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$101,498
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$101,498
Total plan assets at beginning of year	2011-12-31	$0
Other income received	2011-12-31	$-1,515
Net income (gross income less expenses)	2011-12-31	$101,498
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$101,498
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$103,013
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN

2013: CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN 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: CAROLINA COAST PRIMARY MEDICINE CASH BALANCE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	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:	CAROLINA COAST PRIMARY MEDICINE
Employer identification number (EIN):	202803749
NAIC Classification:	621900