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DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 002

DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING 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.
  • 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.
  • 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

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

Company Name:DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.C.
Employer identification number (EIN):221944560
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01GEORGE PEPE2021-02-06
0022019-01-01
0022018-01-01
0022017-01-01ANTHONY SAOUAF
0022016-01-01FRANK RIZZO
0022015-01-01FRANK RIZZO
0022014-01-01FRANK RIZZO
0022013-01-01FRANK RIZZO
0022012-01-01FRANK RIZZO2013-04-27
0022011-01-01FRANK RIZZO2012-02-27
0022010-01-01FRANK RIZZO2011-03-14

Plan Statistics for DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0129
Total number of active participants reported on line 7a of the Form 55002019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0125
Number of participants with account balances2019-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0129
Total number of active participants reported on line 7a of the Form 55002018-01-0117
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0129
Number of participants with account balances2018-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0134
Total number of active participants reported on line 7a of the Form 55002017-01-0122
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0129
Number of participants with account balances2017-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0141
Total number of active participants reported on line 7a of the Form 55002016-01-0125
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0134
Number of participants with account balances2016-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0139
Total number of active participants reported on line 7a of the Form 55002015-01-0129
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0141
Number of participants with account balances2015-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0138
Total number of active participants reported on line 7a of the Form 55002014-01-0134
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0139
Number of participants with account balances2014-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0138
Total number of active participants reported on line 7a of the Form 55002013-01-0135
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0138
Number of participants with account balances2013-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011

Financial Data on DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019 : DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$2,361,283
Expenses. Total of all expenses incurred2019-12-31$1,010,723
Benefits paid (including direct rollovers)2019-12-31$1,010,703
Total plan assets at end of year2019-12-31$10,903,786
Total plan assets at beginning of year2019-12-31$9,553,226
Value of fidelity bond covering the plan2019-12-31$500,000
Assets. Value of tangible personal property2019-12-31$22,140
Total contributions received or receivable from participants2019-12-31$46,972
Expenses. Other expenses not covered elsewhere2019-12-31$20
Other income received2019-12-31$2,314,311
Net income (gross income less expenses)2019-12-31$1,350,560
Net plan assets at end of year (total assets less liabilities)2019-12-31$10,903,786
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$9,553,226
Assets. Value of participant loans2019-12-31$41,984
2018 : DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-106,964
Expenses. Total of all expenses incurred2018-12-31$7,883
Benefits paid (including direct rollovers)2018-12-31$7,823
Total plan assets at end of year2018-12-31$9,553,226
Total plan assets at beginning of year2018-12-31$9,668,073
Value of fidelity bond covering the plan2018-12-31$500,000
Assets. Value of tangible personal property2018-12-31$19,235
Total contributions received or receivable from participants2018-12-31$249,031
Expenses. Other expenses not covered elsewhere2018-12-31$60
Other income received2018-12-31$-455,995
Net income (gross income less expenses)2018-12-31$-114,847
Net plan assets at end of year (total assets less liabilities)2018-12-31$9,553,226
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$9,668,073
Assets. Value of participant loans2018-12-31$65,255
Total contributions received or receivable from employer(s)2018-12-31$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,980,939
Expenses. Total of all expenses incurred2017-12-31$6,941,369
Benefits paid (including direct rollovers)2017-12-31$6,941,182
Total plan assets at end of year2017-12-31$9,668,073
Total plan assets at beginning of year2017-12-31$13,628,503
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$19,544
Total contributions received or receivable from participants2017-12-31$253,097
Expenses. Other expenses not covered elsewhere2017-12-31$187
Contributions received from other sources (not participants or employers)2017-12-31$334,579
Other income received2017-12-31$2,147,560
Net income (gross income less expenses)2017-12-31$-3,960,430
Net plan assets at end of year (total assets less liabilities)2017-12-31$9,668,073
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$13,628,503
Assets. Value of participant loans2017-12-31$74,653
Total contributions received or receivable from employer(s)2017-12-31$245,703
2016 : DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,315,221
Expenses. Total of all expenses incurred2016-12-31$902,063
Benefits paid (including direct rollovers)2016-12-31$901,932
Total plan assets at end of year2016-12-31$13,628,503
Total plan assets at beginning of year2016-12-31$13,215,345
Value of fidelity bond covering the plan2016-12-31$500,000
Assets. Value of tangible personal property2016-12-31$17,264
Total contributions received or receivable from participants2016-12-31$246,127
Expenses. Other expenses not covered elsewhere2016-12-31$131
Other income received2016-12-31$808,446
Net income (gross income less expenses)2016-12-31$413,158
Net plan assets at end of year (total assets less liabilities)2016-12-31$13,628,503
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$13,215,345
Assets. Value of participant loans2016-12-31$108,861
Total contributions received or receivable from employer(s)2016-12-31$260,648
2015 : DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$674,089
Expenses. Total of all expenses incurred2015-12-31$852,759
Benefits paid (including direct rollovers)2015-12-31$852,759
Total plan assets at end of year2015-12-31$13,215,345
Total plan assets at beginning of year2015-12-31$13,394,015
Value of fidelity bond covering the plan2015-12-31$500,000
Assets. Value of tangible personal property2015-12-31$15,900
Total contributions received or receivable from participants2015-12-31$272,662
Other income received2015-12-31$130,981
Net income (gross income less expenses)2015-12-31$-178,670
Net plan assets at end of year (total assets less liabilities)2015-12-31$13,215,345
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$13,394,015
Assets. Value of participant loans2015-12-31$74,005
Total contributions received or receivable from employer(s)2015-12-31$270,446
2014 : DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,272,098
Expenses. Total of all expenses incurred2014-12-31$44,589
Benefits paid (including direct rollovers)2014-12-31$44,171
Total plan assets at end of year2014-12-31$13,394,015
Total plan assets at beginning of year2014-12-31$12,166,506
Value of fidelity bond covering the plan2014-12-31$500,000
Assets. Value of tangible personal property2014-12-31$17,989
Total contributions received or receivable from participants2014-12-31$291,698
Expenses. Other expenses not covered elsewhere2014-12-31$418
Other income received2014-12-31$681,830
Net income (gross income less expenses)2014-12-31$1,227,509
Net plan assets at end of year (total assets less liabilities)2014-12-31$13,394,015
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$12,166,506
Assets. Value of participant loans2014-12-31$99,382
Total contributions received or receivable from employer(s)2014-12-31$298,570
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$2,567,711
Expenses. Total of all expenses incurred2013-12-31$10,755
Benefits paid (including direct rollovers)2013-12-31$10,555
Total plan assets at end of year2013-12-31$12,166,506
Total plan assets at beginning of year2013-12-31$9,609,550
Value of fidelity bond covering the plan2013-12-31$500,000
Assets. Value of tangible personal property2013-12-31$18,068
Total contributions received or receivable from participants2013-12-31$303,451
Expenses. Other expenses not covered elsewhere2013-12-31$200
Contributions received from other sources (not participants or employers)2013-12-31$296
Other income received2013-12-31$1,970,290
Net income (gross income less expenses)2013-12-31$2,556,956
Net plan assets at end of year (total assets less liabilities)2013-12-31$12,166,506
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$9,609,550
Assets. Value of participant loans2013-12-31$93,802
Total contributions received or receivable from employer(s)2013-12-31$293,674

Form 5500 Responses for DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

2019: DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING 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: DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING 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: DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING 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: DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING 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: DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING 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: DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING 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: DELAWARE VALLEY ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING 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

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