401k Plan data: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST plan

PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST
Plan identification number	003

PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

401k Sponsoring company profile

PULMONARY MEDICINE ASSOCIATES, S.C has sponsored the creation of one or more 401k plans.

Company Name: PULMONARY MEDICINE ASSOCIATES, S.C

Employer identification number (EIN): 363391284

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-11-01
003 2020-11-01
003 2019-11-01
003 2018-11-01
003 2017-11-01
003 2016-11-01 HARVEY FRIEDMAN
003 2015-11-01 HARVEY FRIEDMAN HARVEY FRIEDMAN 2016-12-08
003 2014-11-01 HARVEY FRIEDMAN
003 2013-11-01 HARVEY FRIEDMAN
003 2012-11-01 HARVEY FRIEDMAN
003 2011-11-01 HARVEY FRIEDMAN
003 2009-11-01 HARVEY FRIEDMAN

Plan Statistics for PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-11-01 14
Total number of active participants reported on line 7a of the Form 5500 2021-11-01 12
Number of retired or separated participants receiving benefits 2021-11-01 1
Number of other retired or separated participants entitled to future benefits 2021-11-01 0
Total of all active and inactive participants 2021-11-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-11-01 0
Total participants 2021-11-01 13
Number of participants with account balances 2021-11-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-11-01 0
2020: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-11-01 15
Total number of active participants reported on line 7a of the Form 5500 2020-11-01 13
Number of retired or separated participants receiving benefits 2020-11-01 0
Number of other retired or separated participants entitled to future benefits 2020-11-01 1
Total of all active and inactive participants 2020-11-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-11-01 0
Total participants 2020-11-01 14
Number of participants with account balances 2020-11-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-11-01 0
2019: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-11-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-11-01 14
Number of retired or separated participants receiving benefits 2019-11-01 0
Number of other retired or separated participants entitled to future benefits 2019-11-01 1
Total of all active and inactive participants 2019-11-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-11-01 0
Total participants 2019-11-01 15
Number of participants with account balances 2019-11-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-11-01 0
2018: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-11-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-11-01 11
Number of retired or separated participants receiving benefits 2018-11-01 0
Number of other retired or separated participants entitled to future benefits 2018-11-01 1
Total of all active and inactive participants 2018-11-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-11-01 0
Total participants 2018-11-01 12
Number of participants with account balances 2018-11-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-11-01 0
2017: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-11-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 11
Number of retired or separated participants receiving benefits 2017-11-01 0
Number of other retired or separated participants entitled to future benefits 2017-11-01 1
Total of all active and inactive participants 2017-11-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-11-01 0
Total participants 2017-11-01 12
Number of participants with account balances 2017-11-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-11-01 0
2016: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-11-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 13
Number of retired or separated participants receiving benefits 2016-11-01 0
Number of other retired or separated participants entitled to future benefits 2016-11-01 0
Total of all active and inactive participants 2016-11-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-11-01 0
Total participants 2016-11-01 13
Number of participants with account balances 2016-11-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-11-01 0
2015: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-11-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 13
Number of retired or separated participants receiving benefits 2015-11-01 0
Number of other retired or separated participants entitled to future benefits 2015-11-01 0
Total of all active and inactive participants 2015-11-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-11-01 0
Total participants 2015-11-01 13
Number of participants with account balances 2015-11-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-11-01 0
2014: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-11-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 0
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 0
Total of all active and inactive participants 2014-11-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0
2013: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-11-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 12
Number of retired or separated participants receiving benefits 2013-11-01 0
Number of other retired or separated participants entitled to future benefits 2013-11-01 0
Total of all active and inactive participants 2013-11-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 12
Number of participants with account balances 2013-11-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2012: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-11-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 11
Number of retired or separated participants receiving benefits 2012-11-01 0
Number of other retired or separated participants entitled to future benefits 2012-11-01 0
Total of all active and inactive participants 2012-11-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 11
Number of participants with account balances 2012-11-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0
2011: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-11-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 10
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 0
Total of all active and inactive participants 2011-11-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 10
Number of participants with account balances 2011-11-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2009: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-11-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 9
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 0
Total of all active and inactive participants 2009-11-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 9
Number of participants with account balances 2009-11-01 9

Measure	Date	Value
2021: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-11-01	14
Total number of active participants reported on line 7a of the Form 5500	2021-11-01	12
Number of retired or separated participants receiving benefits	2021-11-01	1
Number of other retired or separated participants entitled to future benefits	2021-11-01	0
Total of all active and inactive participants	2021-11-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-11-01	0
Total participants	2021-11-01	13
Number of participants with account balances	2021-11-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-11-01	0
2020: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-11-01	15
Total number of active participants reported on line 7a of the Form 5500	2020-11-01	13
Number of retired or separated participants receiving benefits	2020-11-01	0
Number of other retired or separated participants entitled to future benefits	2020-11-01	1
Total of all active and inactive participants	2020-11-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-11-01	0
Total participants	2020-11-01	14
Number of participants with account balances	2020-11-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-11-01	0
2019: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-11-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-11-01	14
Number of retired or separated participants receiving benefits	2019-11-01	0
Number of other retired or separated participants entitled to future benefits	2019-11-01	1
Total of all active and inactive participants	2019-11-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-11-01	0
Total participants	2019-11-01	15
Number of participants with account balances	2019-11-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-11-01	0
2018: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-11-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-11-01	11
Number of retired or separated participants receiving benefits	2018-11-01	0
Number of other retired or separated participants entitled to future benefits	2018-11-01	1
Total of all active and inactive participants	2018-11-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-11-01	0
Total participants	2018-11-01	12
Number of participants with account balances	2018-11-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-11-01	0
2017: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-11-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	11
Number of retired or separated participants receiving benefits	2017-11-01	0
Number of other retired or separated participants entitled to future benefits	2017-11-01	1
Total of all active and inactive participants	2017-11-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-11-01	0
Total participants	2017-11-01	12
Number of participants with account balances	2017-11-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-11-01	0
2016: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-11-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	13
Number of retired or separated participants receiving benefits	2016-11-01	0
Number of other retired or separated participants entitled to future benefits	2016-11-01	0
Total of all active and inactive participants	2016-11-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-11-01	0
Total participants	2016-11-01	13
Number of participants with account balances	2016-11-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-11-01	0
2015: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-11-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	13
Number of retired or separated participants receiving benefits	2015-11-01	0
Number of other retired or separated participants entitled to future benefits	2015-11-01	0
Total of all active and inactive participants	2015-11-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-11-01	0
Total participants	2015-11-01	13
Number of participants with account balances	2015-11-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-11-01	0
2014: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-11-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	0
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	0
Total of all active and inactive participants	2014-11-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0
2013: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-11-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	12
Number of retired or separated participants receiving benefits	2013-11-01	0
Number of other retired or separated participants entitled to future benefits	2013-11-01	0
Total of all active and inactive participants	2013-11-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	12
Number of participants with account balances	2013-11-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2012: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-11-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	11
Number of retired or separated participants receiving benefits	2012-11-01	0
Number of other retired or separated participants entitled to future benefits	2012-11-01	0
Total of all active and inactive participants	2012-11-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	11
Number of participants with account balances	2012-11-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0
2011: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-11-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	10
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	0
Total of all active and inactive participants	2011-11-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	10
Number of participants with account balances	2011-11-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2009: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-11-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	9
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	0
Total of all active and inactive participants	2009-11-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	9
Number of participants with account balances	2009-11-01	9

Financial Data on PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-10-31	$-1,922,472
Expenses. Total of all expenses incurred	2022-10-31	$21,118
Total plan assets at end of year	2022-10-31	$9,403,253
Total plan assets at beginning of year	2022-10-31	$11,346,843
Value of fidelity bond covering the plan	2022-10-31	$500,000
Total contributions received or receivable from participants	2022-10-31	$170,075
Expenses. Other expenses not covered elsewhere	2022-10-31	$5,792
Other income received	2022-10-31	$-2,387,710
Net income (gross income less expenses)	2022-10-31	$-1,943,590
Net plan assets at end of year (total assets less liabilities)	2022-10-31	$9,403,253
Net plan assets at beginning of year (total assets less liabilities)	2022-10-31	$11,346,843
Assets. Value of participant loans	2022-10-31	$19,128
Total contributions received or receivable from employer(s)	2022-10-31	$295,163
Value of certain deemed distributions of participant loans	2022-10-31	$15,326
2021 : PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-10-31	$2,925,632
Expenses. Total of all expenses incurred	2021-10-31	$27,881
Total plan assets at end of year	2021-10-31	$11,346,843
Total plan assets at beginning of year	2021-10-31	$8,449,092
Value of fidelity bond covering the plan	2021-10-31	$500,000
Total contributions received or receivable from participants	2021-10-31	$182,736
Expenses. Other expenses not covered elsewhere	2021-10-31	$5,000
Other income received	2021-10-31	$2,407,882
Net income (gross income less expenses)	2021-10-31	$2,897,751
Net plan assets at end of year (total assets less liabilities)	2021-10-31	$11,346,843
Net plan assets at beginning of year (total assets less liabilities)	2021-10-31	$8,449,092
Assets. Value of participant loans	2021-10-31	$24,730
Total contributions received or receivable from employer(s)	2021-10-31	$335,014
Value of certain deemed distributions of participant loans	2021-10-31	$22,881
2020 : PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-10-31	$1,791,444
Expenses. Total of all expenses incurred	2020-10-31	$3,011
Total plan assets at end of year	2020-10-31	$8,449,092
Total plan assets at beginning of year	2020-10-31	$6,660,659
Value of fidelity bond covering the plan	2020-10-31	$500,000
Total contributions received or receivable from participants	2020-10-31	$181,075
Expenses. Other expenses not covered elsewhere	2020-10-31	$3,011
Other income received	2020-10-31	$1,281,899
Net income (gross income less expenses)	2020-10-31	$1,788,433
Net plan assets at end of year (total assets less liabilities)	2020-10-31	$8,449,092
Net plan assets at beginning of year (total assets less liabilities)	2020-10-31	$6,660,659
Assets. Value of participant loans	2020-10-31	$25,456
Total contributions received or receivable from employer(s)	2020-10-31	$328,470
2019 : PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-10-31	$838,815
Expenses. Total of all expenses incurred	2019-10-31	$81,801
Benefits paid (including direct rollovers)	2019-10-31	$77,629
Total plan assets at end of year	2019-10-31	$6,660,659
Total plan assets at beginning of year	2019-10-31	$5,903,645
Value of fidelity bond covering the plan	2019-10-31	$500,000
Total contributions received or receivable from participants	2019-10-31	$131,144
Expenses. Other expenses not covered elsewhere	2019-10-31	$4,172
Other income received	2019-10-31	$447,853
Net income (gross income less expenses)	2019-10-31	$757,014
Net plan assets at end of year (total assets less liabilities)	2019-10-31	$6,660,659
Net plan assets at beginning of year (total assets less liabilities)	2019-10-31	$5,903,645
Assets. Value of participant loans	2019-10-31	$7,572
Total contributions received or receivable from employer(s)	2019-10-31	$259,818
2017 : PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-10-31	$1,276,183
Expenses. Total of all expenses incurred	2017-10-31	$14,054
Total plan assets at end of year	2017-10-31	$6,208,860
Total plan assets at beginning of year	2017-10-31	$4,946,731
Value of fidelity bond covering the plan	2017-10-31	$500,000
Total contributions received or receivable from participants	2017-10-31	$143,559
Expenses. Other expenses not covered elsewhere	2017-10-31	$14,054
Other income received	2017-10-31	$778,923
Net income (gross income less expenses)	2017-10-31	$1,262,129
Net plan assets at end of year (total assets less liabilities)	2017-10-31	$6,208,860
Net plan assets at beginning of year (total assets less liabilities)	2017-10-31	$4,946,731
Assets. Value of participant loans	2017-10-31	$14,578
Total contributions received or receivable from employer(s)	2017-10-31	$353,701
2016 : PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-10-31	$472,908
Expenses. Total of all expenses incurred	2016-10-31	$11,370
Total plan assets at end of year	2016-10-31	$4,946,731
Total plan assets at beginning of year	2016-10-31	$4,485,193
Value of fidelity bond covering the plan	2016-10-31	$500,000
Total contributions received or receivable from participants	2016-10-31	$144,167
Expenses. Other expenses not covered elsewhere	2016-10-31	$11,370
Other income received	2016-10-31	$-20,589
Net income (gross income less expenses)	2016-10-31	$461,538
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$4,946,731
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$4,485,193
Assets. Value of participant loans	2016-10-31	$12,048
Total contributions received or receivable from employer(s)	2016-10-31	$349,330
2015 : PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-10-31	$518,350
Expenses. Total of all expenses incurred	2015-10-31	$10,021
Total plan assets at end of year	2015-10-31	$4,485,193
Total plan assets at beginning of year	2015-10-31	$3,976,864
Value of fidelity bond covering the plan	2015-10-31	$500,000
Total contributions received or receivable from participants	2015-10-31	$184,527
Expenses. Other expenses not covered elsewhere	2015-10-31	$10,021
Other income received	2015-10-31	$19,707
Net income (gross income less expenses)	2015-10-31	$508,329
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$4,485,193
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$3,976,864
Assets. Value of participant loans	2015-10-31	$0
Total contributions received or receivable from employer(s)	2015-10-31	$314,116
2014 : PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-10-31	$787,166
Expenses. Total of all expenses incurred	2014-10-31	$8,629
Total plan assets at end of year	2014-10-31	$3,976,864
Total plan assets at beginning of year	2014-10-31	$3,198,327
Value of fidelity bond covering the plan	2014-10-31	$450,000
Total contributions received or receivable from participants	2014-10-31	$102,723
Expenses. Other expenses not covered elsewhere	2014-10-31	$8,629
Other income received	2014-10-31	$379,360
Net income (gross income less expenses)	2014-10-31	$778,537
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$3,976,864
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$3,198,327
Assets. Value of participant loans	2014-10-31	$3,343
Total contributions received or receivable from employer(s)	2014-10-31	$305,083
2013 : PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-10-31	$73,037
Total income from all sources	2013-10-31	$607,817
Expenses. Total of all expenses incurred	2013-10-31	$6,387
Total plan assets at end of year	2013-10-31	$3,198,327
Total plan assets at beginning of year	2013-10-31	$2,523,860
Value of fidelity bond covering the plan	2013-10-31	$450,000
Total contributions received or receivable from participants	2013-10-31	$134,550
Expenses. Other expenses not covered elsewhere	2013-10-31	$6,387
Other income received	2013-10-31	$178,865
Net income (gross income less expenses)	2013-10-31	$601,430
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$3,198,327
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$2,523,860
Assets. Value of participant loans	2013-10-31	$6,408
Total contributions received or receivable from employer(s)	2013-10-31	$294,402
2012 : PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-10-31	$565,136
Expenses. Total of all expenses incurred	2012-10-31	$3,662
Total plan assets at end of year	2012-10-31	$2,523,860
Total plan assets at beginning of year	2012-10-31	$1,962,386
Value of fidelity bond covering the plan	2012-10-31	$225,000
Total contributions received or receivable from participants	2012-10-31	$95,800
Expenses. Other expenses not covered elsewhere	2012-10-31	$3,662
Other income received	2012-10-31	$211,106
Net income (gross income less expenses)	2012-10-31	$561,474
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$2,523,860
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$1,962,386
Assets. Value of participant loans	2012-10-31	$6,631
Total contributions received or receivable from employer(s)	2012-10-31	$258,230
2011 : PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-10-31	$386,825
Expenses. Total of all expenses incurred	2011-10-31	$4,354
Total plan assets at end of year	2011-10-31	$1,962,386
Total plan assets at beginning of year	2011-10-31	$1,579,915
Value of fidelity bond covering the plan	2011-10-31	$225,000
Total contributions received or receivable from participants	2011-10-31	$87,000
Expenses. Other expenses not covered elsewhere	2011-10-31	$4,354
Other income received	2011-10-31	$61,480
Net income (gross income less expenses)	2011-10-31	$382,471
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$1,962,386
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$1,579,915
Assets. Value of participant loans	2011-10-31	$10,158
Total contributions received or receivable from employer(s)	2011-10-31	$238,345

Form 5500 Responses for PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST

2021: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-11-01	Type of plan entity	Single employer plan
2021-11-01	Plan funding arrangement – Trust	Yes
2021-11-01	Plan benefit arrangement - Trust	Yes
2020: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-11-01	Type of plan entity	Single employer plan
2020-11-01	Plan funding arrangement – Trust	Yes
2020-11-01	Plan benefit arrangement - Trust	Yes
2019: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-11-01	Type of plan entity	Single employer plan
2019-11-01	Plan funding arrangement – Trust	Yes
2019-11-01	Plan benefit arrangement - Trust	Yes
2018: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-11-01	Type of plan entity	Single employer plan
2018-11-01	Plan funding arrangement – Trust	Yes
2018-11-01	Plan benefit arrangement - Trust	Yes
2017: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement - Trust	Yes
2016: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes
2015: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2009: PULMONARY MEDICINE ASSOCIATES, S.C. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PULMONARY MEDICINE ASSOCIATES, S.C
Employer identification number (EIN):	363391284
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)