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EMPLOYEE PROFIT SHARING PLAN 401k Plan overview

Plan NameEMPLOYEE PROFIT SHARING PLAN
Plan identification number 001

EMPLOYEE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

OHIO PODIATRIC MEDICAL ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:OHIO PODIATRIC MEDICAL ASSOCIATION
Employer identification number (EIN):237239698
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TARA EVANS, FOR TAG RESOURCES2023-08-01
0012021-01-01TARA EVANS2022-09-28
0012021-01-01TARA EVANS2022-12-28
0012020-01-01MICHAEL MATHY2021-08-05
0012019-01-01JIMELLE RUMBERG2020-01-30
0012018-01-01JIMELLE RUMBERG2019-01-31
0012017-01-01JIMELLE RUMBERG2018-01-23
0012016-01-01JIMELLE RUMBERG2017-01-31 JIMELLE RUMBERG2017-01-31
0012015-01-01JIMELLE RUMBERG2016-01-22 JIMELLE RUMBERG2016-01-22
0012014-01-01JIMELLE RUMBERG2015-01-15 JIMELLE RUMBERG2015-01-15
0012013-01-01JIMELLE RUMBERG2014-03-12 JIMELLE RUMBERG2014-03-12
0012012-01-01JIMELLE RUMBERG2013-01-14 JIMELLE RUMBERG2013-01-14
0012011-01-01JIMELLE RUMBERG
0012010-01-01JIMELLE RUMBERG
0012009-01-01JIMELLE RUMBERG
0012009-01-01 JIMELLE RUMBERG2010-01-12

Plan Statistics for EMPLOYEE PROFIT SHARING PLAN

401k plan membership statisitcs for EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2011: EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
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 benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EMPLOYEE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EMPLOYEE PROFIT SHARING 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 benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2011 : EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$9,251
Total plan assets at end of year2011-12-31$64,872
Total plan assets at beginning of year2011-12-31$55,620
Total contributions received or receivable from participants2011-12-31$16,251
Other income received2011-12-31$-7,000
Net income (gross income less expenses)2011-12-31$9,251
Net plan assets at end of year (total assets less liabilities)2011-12-31$64,872
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$55,620
2010 : EMPLOYEE PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$-8,029
Total income from all sources2010-12-31$21,702
Total plan assets at end of year2010-12-31$55,620
Total plan assets at beginning of year2010-12-31$41,947
Other income received2010-12-31$7,640
Net income (gross income less expenses)2010-12-31$21,702
Net plan assets at end of year (total assets less liabilities)2010-12-31$55,620
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$41,947
Total contributions received or receivable from employer(s)2010-12-31$14,062

Form 5500 Responses for EMPLOYEE PROFIT SHARING PLAN

2011: EMPLOYEE PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 – General assets of the sponsorYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMPLOYEE PROFIT SHARING 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 – General assets of the sponsorYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
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 – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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