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ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan NameASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN
Plan identification number 001

ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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 IN GASTROENTEROLOGY, PC has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATES IN GASTROENTEROLOGY, PC
Employer identification number (EIN):204806172
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 IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01EGHIERHUA UGHEOKE
0012017-01-01EGHIERHUA UGHEOKE EGHIERHUA UGHEOKE2018-07-20
0012016-01-01EGHIERHUA UGHEOKE
0012015-01-01EGHIERHUA UGHEOKE
0012014-01-01EGHIERHUA UGHEOKE
0012013-01-01EGHIERHUA UGHEOKE
0012012-01-01EGHIERHUA UGHEOKE
0012011-01-01EGHIERHUA UGHEOKE
0012010-01-01EGHIERHUA UGHEOKE
0012009-01-01EGHIERHUA ANTHONY UGHEOKE EGHIERHUA ANTHONY UGHEOKE2010-10-14

Plan Statistics for ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN

401k plan membership statisitcs for ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN

Measure Date Value
2022: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-019
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0111
Number of participants with account balances2022-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-017
Number of participants with account balances2021-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-017
Number of participants with account balances2020-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Number of participants with account balances2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN

Measure Date Value
2022 : ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-207,781
Expenses. Total of all expenses incurred2022-12-31$8,552
Total plan assets at end of year2022-12-31$1,643,625
Total plan assets at beginning of year2022-12-31$1,859,958
Value of fidelity bond covering the plan2022-12-31$170,000
Total contributions received or receivable from participants2022-12-31$36,782
Other income received2022-12-31$-294,867
Net income (gross income less expenses)2022-12-31$-216,333
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,643,625
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,859,958
Assets. Value of participant loans2022-12-31$30,069
Total contributions received or receivable from employer(s)2022-12-31$50,304
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$8,552
2021 : ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$271,058
Expenses. Total of all expenses incurred2021-12-31$72,234
Benefits paid (including direct rollovers)2021-12-31$63,062
Total plan assets at end of year2021-12-31$1,859,958
Total plan assets at beginning of year2021-12-31$1,661,134
Value of fidelity bond covering the plan2021-12-31$170,000
Total contributions received or receivable from participants2021-12-31$35,627
Other income received2021-12-31$164,293
Net income (gross income less expenses)2021-12-31$198,824
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,859,958
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,661,134
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$29
Total contributions received or receivable from employer(s)2021-12-31$71,138
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$9,172
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$280,981
Expenses. Total of all expenses incurred2020-12-31$119,386
Benefits paid (including direct rollovers)2020-12-31$111,598
Total plan assets at end of year2020-12-31$1,661,134
Total plan assets at beginning of year2020-12-31$1,499,539
Value of fidelity bond covering the plan2020-12-31$170,000
Total contributions received or receivable from participants2020-12-31$35,244
Other income received2020-12-31$180,888
Net income (gross income less expenses)2020-12-31$161,595
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,661,134
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,499,539
Assets. Value of participant loans2020-12-31$1,901
Total contributions received or receivable from employer(s)2020-12-31$64,849
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$7,788
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$326,986
Expenses. Total of all expenses incurred2019-12-31$7,119
Total plan assets at end of year2019-12-31$1,499,539
Total plan assets at beginning of year2019-12-31$1,179,672
Value of fidelity bond covering the plan2019-12-31$170,000
Total contributions received or receivable from participants2019-12-31$33,928
Other income received2019-12-31$229,766
Net income (gross income less expenses)2019-12-31$319,867
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,499,539
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,179,672
Assets. Value of participant loans2019-12-31$10,712
Total contributions received or receivable from employer(s)2019-12-31$63,292
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$7,119
2018 : ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$30,952
Expenses. Total of all expenses incurred2018-12-31$6,041
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,179,672
Total plan assets at beginning of year2018-12-31$1,154,761
Value of fidelity bond covering the plan2018-12-31$170,000
Total contributions received or receivable from participants2018-12-31$32,274
Other income received2018-12-31$-60,625
Net income (gross income less expenses)2018-12-31$24,911
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,179,672
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,154,761
Assets. Value of participant loans2018-12-31$2,807
Total contributions received or receivable from employer(s)2018-12-31$59,303
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$6,041
2017 : ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$242,581
Expenses. Total of all expenses incurred2017-12-31$4,159
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,154,761
Total plan assets at beginning of year2017-12-31$916,339
Value of fidelity bond covering the plan2017-12-31$90,000
Total contributions received or receivable from participants2017-12-31$31,585
Other income received2017-12-31$152,552
Net income (gross income less expenses)2017-12-31$238,422
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,154,761
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$916,339
Assets. Value of participant loans2017-12-31$9,718
Total contributions received or receivable from employer(s)2017-12-31$58,444
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,159
2016 : ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$158,385
Expenses. Total of all expenses incurred2016-12-31$1,574
Benefits paid (including direct rollovers)2016-12-31$1,374
Total plan assets at end of year2016-12-31$916,339
Total plan assets at beginning of year2016-12-31$759,528
Value of fidelity bond covering the plan2016-12-31$90,000
Total contributions received or receivable from participants2016-12-31$31,186
Other income received2016-12-31$66,090
Net income (gross income less expenses)2016-12-31$156,811
Net plan assets at end of year (total assets less liabilities)2016-12-31$916,339
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$759,528
Assets. Value of participant loans2016-12-31$16,891
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$10,744
Total contributions received or receivable from employer(s)2016-12-31$61,109
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$63,940
Expenses. Total of all expenses incurred2015-12-31$1,173
Benefits paid (including direct rollovers)2015-12-31$930
Total plan assets at end of year2015-12-31$759,528
Total plan assets at beginning of year2015-12-31$696,761
Value of fidelity bond covering the plan2015-12-31$90,000
Total contributions received or receivable from participants2015-12-31$27,513
Other income received2015-12-31$-21,797
Net income (gross income less expenses)2015-12-31$62,767
Net plan assets at end of year (total assets less liabilities)2015-12-31$759,528
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$696,761
Assets. Value of participant loans2015-12-31$1,596
Total contributions received or receivable from employer(s)2015-12-31$58,224
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$243
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$108,376
Expenses. Total of all expenses incurred2014-12-31$1,027
Benefits paid (including direct rollovers)2014-12-31$847
Total plan assets at end of year2014-12-31$696,761
Total plan assets at beginning of year2014-12-31$589,412
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$26,595
Other income received2014-12-31$33,094
Net income (gross income less expenses)2014-12-31$107,349
Net plan assets at end of year (total assets less liabilities)2014-12-31$696,761
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$589,412
Assets. Value of participant loans2014-12-31$7,701
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$2,512
Total contributions received or receivable from employer(s)2014-12-31$48,687
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$180
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$153,045
Expenses. Total of all expenses incurred2013-12-31$3,339
Benefits paid (including direct rollovers)2013-12-31$3,289
Total plan assets at end of year2013-12-31$589,412
Total plan assets at beginning of year2013-12-31$439,706
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$24,302
Other income received2013-12-31$86,991
Net income (gross income less expenses)2013-12-31$149,706
Net plan assets at end of year (total assets less liabilities)2013-12-31$589,412
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$439,706
Total contributions received or receivable from employer(s)2013-12-31$41,752
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$165,689
Expenses. Total of all expenses incurred2012-12-31$14,473
Benefits paid (including direct rollovers)2012-12-31$14,473
Total plan assets at end of year2012-12-31$439,706
Total plan assets at beginning of year2012-12-31$288,490
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$24,774
Other income received2012-12-31$50,148
Net income (gross income less expenses)2012-12-31$151,216
Net plan assets at end of year (total assets less liabilities)2012-12-31$439,706
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$288,490
Total contributions received or receivable from employer(s)2012-12-31$90,767
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$54,640
Expenses. Total of all expenses incurred2011-12-31$44,300
Benefits paid (including direct rollovers)2011-12-31$44,300
Total plan assets at end of year2011-12-31$288,490
Total plan assets at beginning of year2011-12-31$278,150
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$24,732
Other income received2011-12-31$-14,570
Net income (gross income less expenses)2011-12-31$10,340
Net plan assets at end of year (total assets less liabilities)2011-12-31$288,490
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$278,150
Total contributions received or receivable from employer(s)2011-12-31$44,478
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$101,437
Expenses. Total of all expenses incurred2010-12-31$1,738
Benefits paid (including direct rollovers)2010-12-31$1,738
Total plan assets at end of year2010-12-31$278,150
Total plan assets at beginning of year2010-12-31$178,451
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$26,198
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$29,322
Net income (gross income less expenses)2010-12-31$99,699
Net plan assets at end of year (total assets less liabilities)2010-12-31$278,150
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$178,451
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$45,917
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN

2022: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: ASSOCIATES IN GASTROENTEROLOGY, PC SAFE HARBOR 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-806765
Policy instance 1
Insurance contract or identification numberGA-806765
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,496
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,496
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES & CO
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-806765
Policy instance 1
Insurance contract or identification numberGA-806765
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,449
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-806765
Policy instance 1
Insurance contract or identification numberGA-806765
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,249
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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