401k Plan data: PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN plan

PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN 401k Plan overview

Plan Name	PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN
Plan identification number	002

PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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

PULMONARY MEDICINE OF DAYTON, INC. has sponsored the creation of one or more 401k plans.

Company Name: PULMONARY MEDICINE OF DAYTON, INC.

Employer identification number (EIN): 311337126

NAIC Classification: 621491
NAIC Description: HMO Medical Centers

Additional information about PULMONARY MEDICINE OF DAYTON, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1991-10-18

Company Identification Number: 805266

Legal Registered Office Address: 4000 MIAMISBURG CENTERVILLE RD STE 450
-
MIAMISBURG
United States of America (USA)
45342

More information about PULMONARY MEDICINE OF DAYTON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 RAVI DESAI, MD 2024-05-21
002 2022-01-01 HEMANT SHAH 2023-03-29
002 2021-01-01 HEMANT SHAH 2022-05-19
002 2020-01-01 HEMANT SHAH 2021-03-29
002 2019-01-01 HEMANT SHAH 2020-07-24
002 2018-01-01 HEMANT SHAH 2019-08-01
002 2017-01-01 HEMANT SHAH 2018-05-09
002 2016-01-01 HEMANT SHAH 2017-04-27
002 2015-01-01 HOLLY CROSS 2016-10-14
002 2014-01-01 HEMANT SHAH 2015-09-28
002 2013-01-01 HEMANT SHAH 2015-09-28
002 2012-01-01 HEMANT SHAH 2013-10-11
002 2011-01-01 HEMANT SHAH, MD 2012-10-12
002 2010-01-01 HEMANT SHAH, MD HEMANT SHAH, MD 2011-06-17
002 2009-01-01 HEMANT SHAH, MD HEMANT SHAH, MD 2010-07-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	RAVI DESAI, MD	2024-05-21
002	2022-01-01	HEMANT SHAH	2023-03-29
002	2021-01-01	HEMANT SHAH	2022-05-19
002	2020-01-01	HEMANT SHAH	2021-03-29
002	2019-01-01	HEMANT SHAH	2020-07-24
002	2018-01-01	HEMANT SHAH	2019-08-01
002	2017-01-01	HEMANT SHAH	2018-05-09
002	2016-01-01	HEMANT SHAH	2017-04-27
002	2015-01-01	HOLLY CROSS	2016-10-14
002	2014-01-01	HEMANT SHAH	2015-09-28
002	2013-01-01	HEMANT SHAH	2015-09-28
002	2012-01-01	HEMANT SHAH	2013-10-11
002	2011-01-01	HEMANT SHAH, MD	2012-10-12
002	2010-01-01	HEMANT SHAH, MD		HEMANT SHAH, MD	2011-06-17
002	2009-01-01	HEMANT SHAH, MD		HEMANT SHAH, MD	2010-07-30

Plan Statistics for PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN

401k plan membership statisitcs for PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN

Measure Date Value
2025: PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-14 38
Total number of particpants at end of year 2025-07-14 36
Number of Participants With Account Balances 2025-07-14 35
2024: PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-05-21 35
Total number of particpants at end of year 2024-05-21 34
Number of Participants With Account Balances 2024-05-21 29
2022: PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-05-19 30
Total number of particpants at end of year 2022-05-19 31
Number of Participants With Account Balances 2022-05-19 30
2010: PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 37
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 42
Number of participants with account balances 2010-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 34
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 41
Number of participants with account balances 2009-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2025: PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-14	38
Total number of particpants at end of year	2025-07-14	36
Number of Participants With Account Balances	2025-07-14	35
2024: PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-05-21	35
Total number of particpants at end of year	2024-05-21	34
Number of Participants With Account Balances	2024-05-21	29
2022: PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-05-19	30
Total number of particpants at end of year	2022-05-19	31
Number of Participants With Account Balances	2022-05-19	30
2010: PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	37
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	42
Number of participants with account balances	2010-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	34
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	41
Number of participants with account balances	2009-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN

Measure	Date	Value
2025 : PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-14	24066
Net assets as of the end of the plan year	2025-07-14	11773647
Total assets as of the beginning of the plan year	2025-07-14	9335236
Value of plan covered by a fidelity bond	2025-07-14	500000
Participant contributions to plan in this plan year	2025-07-14	195958
Value of participant loans at end of plan year	2025-07-14	22647
Other income to plan in this plan year	2025-07-14	1942458
Plan net income in this plan year	2025-07-14	2438411
Net assets as of the end of the plan year	2025-07-14	11773647
Net assets as of the beginning of the plan year	2025-07-14	9335236
Value of contributions failed to transmitted timely	2025-07-14	2427
Employer contributions to plan in this plan year	2025-07-14	324061
Fees paid to broker by Benefit Provider	2025-07-14	14873
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-14	15413
2024 : PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-21	110150
Net assets as of the end of the plan year	2024-05-21	9335236
Total assets as of the beginning of the plan year	2024-05-21	7314065
Value of plan covered by a fidelity bond	2024-05-21	500000
Participant contributions to plan in this plan year	2024-05-21	202554
Value of participant loans at end of plan year	2024-05-21	22647
Other income to plan in this plan year	2024-05-21	1657211
Plan net income in this plan year	2024-05-21	2021171
Net assets as of the end of the plan year	2024-05-21	9335236
Net assets as of the beginning of the plan year	2024-05-21	7314065
Employer contributions to plan in this plan year	2024-05-21	271556
Fees paid to broker by Benefit Provider	2024-05-21	9348
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-21	9032
2022 : PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-19	42198
Net assets as of the end of the plan year	2022-05-19	11532600
Total assets as of the beginning of the plan year	2022-05-19	9329922
Value of plan covered by a fidelity bond	2022-05-19	500000
Participant contributions to plan in this plan year	2022-05-19	177817
Value of participant loans at end of plan year	2022-05-19	5013
Other income to plan in this plan year	2022-05-19	1819035
Plan net income in this plan year	2022-05-19	2202678
Net assets as of the end of the plan year	2022-05-19	11532600
Net assets as of the beginning of the plan year	2022-05-19	9329922
Employer contributions to plan in this plan year	2022-05-19	248024
Fees paid to broker by Benefit Provider	2022-05-19	16089
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-19	440
2010 : PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,172,779
Expenses. Total of all expenses incurred	2010-12-31	$303,794
Benefits paid (including direct rollovers)	2010-12-31	$300,494
Total plan assets at end of year	2010-12-31	$4,765,703
Total plan assets at beginning of year	2010-12-31	$3,896,718
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$228,140
Other income received	2010-12-31	$528,218
Net income (gross income less expenses)	2010-12-31	$868,985
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,765,703
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,896,718
Assets. Value of participant loans	2010-12-31	$8,407
Total contributions received or receivable from employer(s)	2010-12-31	$416,421
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN

2010: PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PULMONARY MEDICINE OF DAYTON, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PULMONARY MEDICINE OF DAYTON, INC.
Employer identification number (EIN):	311337126
NAIC Classification:	621491
NAIC Description:	HMO Medical Centers

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1991-10-18
Company Identification Number:	805266
Legal Registered Office Address:	4000 MIAMISBURG CENTERVILLE RD STE 450 - MIAMISBURG United States of America (USA) 45342