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FIRST STATE PEDIATRICS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameFIRST STATE PEDIATRICS, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

FIRST STATE PEDIATRICS, LLC 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.
  • 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

FIRST STATE PEDIATRICS, LLC has sponsored the creation of one or more 401k plans.

Company Name:FIRST STATE PEDIATRICS, LLC
Employer identification number (EIN):270848567
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about FIRST STATE PEDIATRICS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4684319

More information about FIRST STATE PEDIATRICS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST STATE PEDIATRICS, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012025-01-01ROBERT OLIVIERI
0012024-01-01ROBERT OLIVIERI
0012023-01-01
0012023-01-01ROBERT OLIVIERI
0012022-01-01
0012022-01-01ROBERT OLIVIERI
0012021-01-01
0012021-01-01ROBERT OLIVIERI
0012020-01-01
0012019-01-01
0012018-01-01ROBERT OLIVIERI
0012017-01-01ROBERT OLIVIERI2018-07-09
0012016-01-01ROBERT OLIVIERI2017-05-25 ROBERT OLIVIERI2017-05-25
0012015-01-01ROBERT OLIVIERI2016-03-12 ROBERT OLIVIERI2016-03-12
0012014-01-01ROBERT OLIVIERI2015-04-09 ROBERT OLIVIERI2015-04-09
0012013-01-01ROBERT OLIVIERI2014-05-30 ROBERT OLIVIERI2014-05-30
0012012-01-01ROBERT OLIVIERI2013-07-01 ROBERT OLIVIERI2013-07-01
0012011-01-01ROBERT OLIVIERI2012-02-15 ROBERT OLIVIERI2012-02-15

Financial Data on FIRST STATE PEDIATRICS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : FIRST STATE PEDIATRICS, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Transfers to/from the plan2024-01-01$0
Total plan liabilities at end of year2024-01-01$993
Total plan liabilities at beginning of year2024-01-01$8
Total income from all sources2024-01-01$567,745
Expenses. Total of all expenses incurred2024-01-01$286,671
Benefits paid (including direct rollovers)2024-01-01$267,845
Total plan assets at end of year2024-01-01$3,342,266
Total plan assets at beginning of year2024-01-01$3,060,207
Value of fidelity bond covering the plan2024-01-01$500,000
Assets. Value of tangible personal property2024-01-01$0
Total contributions received or receivable from participants2024-01-01$152,805
Assets. Value of loans (other than to participants)2024-01-01$0
Expenses. Other expenses not covered elsewhere2024-01-01$0
Contributions received from other sources (not participants or employers)2024-01-01$0
Other income received2024-01-01$351,709
Noncash contributions received2024-01-01$0
Net income (gross income less expenses)2024-01-01$281,074
Net plan assets at end of year (total assets less liabilities)2024-01-01$3,341,273
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$3,060,199
Assets. Value of participant loans2024-01-01$0
Assets. Value of assets in partnership/joint-venture interests2024-01-01$0
Assets. Value of real-estate (other than employer real property)2024-01-01$0
Assets. Value of employer securities2024-01-01$0
Assets. Value of employer real property2024-01-01$0
Total contributions received or receivable from employer(s)2024-01-01$63,231
Value of certain deemed distributions of participant loans2024-01-01$0
Value of corrective distributions2024-01-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$18,826
2023 : FIRST STATE PEDIATRICS, LLC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$8
Total plan liabilities at beginning of year2023-12-31$1
Total income from all sources2023-12-31$719,241
Expenses. Total of all expenses incurred2023-12-31$1,171,796
Benefits paid (including direct rollovers)2023-12-31$1,153,302
Total plan assets at end of year2023-12-31$3,060,207
Total plan assets at beginning of year2023-12-31$3,512,755
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$141,323
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$518,733
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-452,555
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,060,199
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,512,754
Total contributions received or receivable from employer(s)2023-12-31$59,185
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$18,494
2022 : FIRST STATE PEDIATRICS, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$1
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-598,921
Expenses. Total of all expenses incurred2022-12-31$107,252
Benefits paid (including direct rollovers)2022-12-31$82,613
Total plan assets at end of year2022-12-31$3,512,755
Total plan assets at beginning of year2022-12-31$4,218,927
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$146,600
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-798,649
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-706,173
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,512,754
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,218,927
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$53,128
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$24,639
2021 : FIRST STATE PEDIATRICS, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$1
Total income from all sources2021-12-31$761,463
Expenses. Total of all expenses incurred2021-12-31$45,474
Benefits paid (including direct rollovers)2021-12-31$17,832
Total plan assets at end of year2021-12-31$4,218,927
Total plan assets at beginning of year2021-12-31$3,502,939
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$158,786
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$548,488
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$715,989
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,218,927
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,502,938
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$54,189
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$27,642
2020 : FIRST STATE PEDIATRICS, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$1
Total plan liabilities at beginning of year2020-12-31$1
Total income from all sources2020-12-31$687,400
Expenses. Total of all expenses incurred2020-12-31$37,742
Benefits paid (including direct rollovers)2020-12-31$16,748
Total plan assets at end of year2020-12-31$3,502,939
Total plan assets at beginning of year2020-12-31$2,853,281
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$146,182
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$485,471
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$649,658
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,502,938
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,853,280
Assets. Value of participant loans2020-12-31$2,267
Total contributions received or receivable from employer(s)2020-12-31$55,747
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$20,994
2019 : FIRST STATE PEDIATRICS, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$1
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$671,794
Expenses. Total of all expenses incurred2019-12-31$47,862
Benefits paid (including direct rollovers)2019-12-31$29,019
Total plan assets at end of year2019-12-31$2,853,281
Total plan assets at beginning of year2019-12-31$2,229,348
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$116,732
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$497,853
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$623,932
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,853,280
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,229,348
Assets. Value of participant loans2019-12-31$5,923
Total contributions received or receivable from employer(s)2019-12-31$57,209
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$599
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$18,244
2018 : FIRST STATE PEDIATRICS, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$78,603
Expenses. Total of all expenses incurred2018-12-31$30,682
Benefits paid (including direct rollovers)2018-12-31$23,389
Total plan assets at end of year2018-12-31$2,229,348
Total plan assets at beginning of year2018-12-31$2,181,427
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$126,023
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-102,910
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$47,921
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,229,348
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,181,427
Assets. Value of participant loans2018-12-31$6,510
Total contributions received or receivable from employer(s)2018-12-31$55,490
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,293

Form 5500 Responses for FIRST STATE PEDIATRICS, LLC 401(K) PROFIT SHARING PLAN

2023: FIRST STATE PEDIATRICS, LLC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: FIRST STATE PEDIATRICS, LLC 401(K) 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 – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FIRST STATE PEDIATRICS, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FIRST STATE PEDIATRICS, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FIRST STATE PEDIATRICS, LLC 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIRST STATE PEDIATRICS, LLC 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895543 087
Policy instance 1
Insurance contract or identification number895543 087
Number of Individuals Covered9
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895543 087
Policy instance 1
Insurance contract or identification number895543 087
Number of Individuals Covered10
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895543 087
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895543 087
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895543087
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91691963
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895543087
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91691963
Policy instance 2

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