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THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN
Plan identification number 002

THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • 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

THE FAMILY MEDICINE INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:THE FAMILY MEDICINE INSTITUTE
Employer identification number (EIN):222321669
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01THOMAS LOZOWSKI2023-07-11 THOMAS LOZOWSKI2023-07-11
0022021-01-01THOMAS LOZOWSKI2022-08-23 THOMAS LOZOWSKI2022-08-23
0022020-01-01THOMAS LOZOWSKI2021-09-15 THOMAS LOZOWSKI2021-09-15
0022019-01-01THOMAS LOZOWSKI2020-08-03 THOMAS LOZOWSKI2020-08-03
0022018-01-01THOMAS LOZOWSKI2019-07-25 THOMAS LOZOWSKI2019-07-25
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01FRANK P. DICHIARA FRANK P. DICHIARA2013-04-26
0022011-01-01FRANK P. DICHIARA FRANK P. DICHIARA2012-06-01
0022009-01-01FRANK DICHIARA FRANK DICHIARA2010-08-13

Financial Data on THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN

Measure Date Value
2025 : THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-070
Total expenses incurred by plan in this plan year2025-10-0737692
Net assets as of the end of the plan year2025-10-072954560
Total assets as of the beginning of the plan year2025-10-072559471
Value of plan covered by a fidelity bond2025-10-07250000
Participant contributions to plan in this plan year2025-10-0770371
Other income to plan in this plan year2025-10-07277525
Plan net income in this plan year2025-10-07395089
Net assets as of the end of the plan year2025-10-072954560
Net assets as of the beginning of the plan year2025-10-072559471
Employer contributions to plan in this plan year2025-10-0784885
Fees paid to broker by Benefit Provider2025-10-071344
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0737692
2024 : THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-080
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-0825964
Net assets as of the end of the plan year2024-10-082559471
Total assets as of the beginning of the plan year2024-10-082136227
Value of plan covered by a fidelity bond2024-10-08250000
Participant contributions to plan in this plan year2024-10-0866338
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-080
Other income to plan in this plan year2024-10-08312549
Plan net income in this plan year2024-10-08423244
Net assets as of the end of the plan year2024-10-082559471
Net assets as of the beginning of the plan year2024-10-082136227
Employer contributions to plan in this plan year2024-10-0870321
Fees paid to broker by Benefit Provider2024-10-0815295
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0825964
2022 : THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-234,772
Expenses. Total of all expenses incurred2022-12-31$274
Benefits paid (including direct rollovers)2022-12-31$274
Total plan assets at end of year2022-12-31$2,136,227
Total plan assets at beginning of year2022-12-31$2,371,273
Value of fidelity bond covering the plan2022-12-31$250,000
Total contributions received or receivable from participants2022-12-31$60,197
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-363,492
Net income (gross income less expenses)2022-12-31$-235,046
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,136,227
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,371,273
Total contributions received or receivable from employer(s)2022-12-31$68,523
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$371,989
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$2,371,273
Total plan assets at beginning of year2021-12-31$1,999,284
Value of fidelity bond covering the plan2021-12-31$250,000
Total contributions received or receivable from participants2021-12-31$62,591
Other income received2021-12-31$240,015
Net income (gross income less expenses)2021-12-31$371,989
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,371,273
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,999,284
Total contributions received or receivable from employer(s)2021-12-31$69,383
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$367,118
Expenses. Total of all expenses incurred2020-12-31$5,957
Benefits paid (including direct rollovers)2020-12-31$5,957
Total plan assets at end of year2020-12-31$1,999,284
Total plan assets at beginning of year2020-12-31$1,638,123
Value of fidelity bond covering the plan2020-12-31$250,000
Total contributions received or receivable from participants2020-12-31$63,281
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$234,612
Net income (gross income less expenses)2020-12-31$361,161
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,999,284
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,638,123
Total contributions received or receivable from employer(s)2020-12-31$69,225
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$366,445
Expenses. Total of all expenses incurred2019-12-31$87,478
Benefits paid (including direct rollovers)2019-12-31$87,478
Total plan assets at end of year2019-12-31$1,638,123
Total plan assets at beginning of year2019-12-31$1,359,156
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$60,056
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$235,801
Net income (gross income less expenses)2019-12-31$278,967
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,638,123
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,359,156
Total contributions received or receivable from employer(s)2019-12-31$70,588
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$47,064
Expenses. Total of all expenses incurred2018-12-31$1,561,934
Benefits paid (including direct rollovers)2018-12-31$1,561,934
Total plan assets at end of year2018-12-31$1,359,156
Total plan assets at beginning of year2018-12-31$2,874,026
Value of fidelity bond covering the plan2018-12-31$250,000
Total contributions received or receivable from participants2018-12-31$53,883
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-65,993
Net income (gross income less expenses)2018-12-31$-1,514,870
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,359,156
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,874,026
Total contributions received or receivable from employer(s)2018-12-31$59,174
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$423,590
Expenses. Total of all expenses incurred2017-12-31$19,874
Benefits paid (including direct rollovers)2017-12-31$1,254
Total plan assets at end of year2017-12-31$2,874,026
Total plan assets at beginning of year2017-12-31$2,470,310
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$68,286
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$297,329
Net income (gross income less expenses)2017-12-31$403,716
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,874,026
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,470,310
Assets. Value of participant loans2017-12-31$270
Total contributions received or receivable from employer(s)2017-12-31$57,975
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$18,620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$305,413
Expenses. Total of all expenses incurred2016-12-31$232,767
Benefits paid (including direct rollovers)2016-12-31$216,754
Total plan assets at end of year2016-12-31$2,470,310
Total plan assets at beginning of year2016-12-31$2,397,664
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$67,461
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$146,806
Net income (gross income less expenses)2016-12-31$72,646
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,470,310
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,397,664
Assets. Value of participant loans2016-12-31$2,000
Total contributions received or receivable from employer(s)2016-12-31$91,146
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$16,013
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$82,924
Expenses. Total of all expenses incurred2015-12-31$512,833
Benefits paid (including direct rollovers)2015-12-31$494,052
Total plan assets at end of year2015-12-31$2,397,664
Total plan assets at beginning of year2015-12-31$2,827,573
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$45,928
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-58,817
Net income (gross income less expenses)2015-12-31$-429,909
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,397,664
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,827,573
Assets. Value of participant loans2015-12-31$3,719
Total contributions received or receivable from employer(s)2015-12-31$95,813
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$18,781
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$275,369
Expenses. Total of all expenses incurred2014-12-31$1,891
Benefits paid (including direct rollovers)2014-12-31$1,891
Total plan assets at end of year2014-12-31$2,827,573
Total plan assets at beginning of year2014-12-31$2,554,095
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$55,311
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$113,435
Net income (gross income less expenses)2014-12-31$273,478
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,827,573
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,554,095
Assets. Value of participant loans2014-12-31$8,324
Total contributions received or receivable from employer(s)2014-12-31$106,623
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$422,123
Expenses. Total of all expenses incurred2013-12-31$48,176
Benefits paid (including direct rollovers)2013-12-31$33,610
Total plan assets at end of year2013-12-31$2,554,095
Total plan assets at beginning of year2013-12-31$2,180,148
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$75,655
Expenses. Other expenses not covered elsewhere2013-12-31$14,566
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$218,843
Net income (gross income less expenses)2013-12-31$373,947
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,554,095
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,180,148
Assets. Value of participant loans2013-12-31$1,897
Total contributions received or receivable from employer(s)2013-12-31$127,625
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$394,941
Expenses. Total of all expenses incurred2012-12-31$12,923
Total plan assets at end of year2012-12-31$2,180,148
Total plan assets at beginning of year2012-12-31$1,798,130
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$70,885
Expenses. Other expenses not covered elsewhere2012-12-31$12,923
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$202,829
Net income (gross income less expenses)2012-12-31$382,018
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,180,148
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,798,130
Assets. Value of participant loans2012-12-31$2,170
Total contributions received or receivable from employer(s)2012-12-31$121,227
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$117,774
Expenses. Total of all expenses incurred2011-12-31$92,242
Benefits paid (including direct rollovers)2011-12-31$80,898
Total plan assets at end of year2011-12-31$1,798,130
Total plan assets at beginning of year2011-12-31$1,772,598
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$60,500
Expenses. Other expenses not covered elsewhere2011-12-31$11,344
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-64,915
Net income (gross income less expenses)2011-12-31$25,532
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,798,130
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,772,598
Total contributions received or receivable from employer(s)2011-12-31$122,189
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$351,232
Expenses. Total of all expenses incurred2010-12-31$30,054
Benefits paid (including direct rollovers)2010-12-31$20,111
Total plan assets at end of year2010-12-31$1,772,598
Total plan assets at beginning of year2010-12-31$1,451,420
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$9,943
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$202,660
Net income (gross income less expenses)2010-12-31$321,178
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,772,598
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,451,420
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$148,572
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING PLAN

2022: THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE FAMILY MEDICINE INSTITUTE, P.A. 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE FAMILY MEDICINE INSTITUTE, P.A. 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE FAMILY MEDICINE INSTITUTE, P.A. 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE FAMILY MEDICINE INSTITUTE, P.A. 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: THE FAMILY MEDICINE INSTITUTE, P.A. 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: THE FAMILY MEDICINE INSTITUTE, P.A. 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: THE FAMILY MEDICINE INSTITUTE, P.A. 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
2012: THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE FAMILY MEDICINE INSTITUTE, P.A. PROFIT SHARING 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number130553
Policy instance 1
Insurance contract or identification number130553
Number of Individuals Covered9
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $14,800
Total amount of fees paid to insurance companyUSD $1,060
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number130553
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number130553
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number130553
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number130553
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number130553
Policy instance 1

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