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FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameFOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN
Plan identification number 001

FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

FOX VALLEY LABORATORY PHYS, S.C. has sponsored the creation of one or more 401k plans.

Company Name:FOX VALLEY LABORATORY PHYS, S.C.
Employer identification number (EIN):364403182
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-11-01
0012021-11-01GLORIA MA, M.D.
0012020-11-01
0012019-11-01
0012018-11-01
0012017-11-01
0012016-11-01GLORIA MA, M.D.
0012015-11-01GLORIA MA, M.D.
0012014-11-01GLORIA MA, M.D.
0012013-11-01GLORIA MA, M.D.
0012012-11-01GLORIA MA, M.D.
0012011-11-01GLORIA MA, M.D.
0012009-11-01GLORIA MA, M.D.

Financial Data on FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN

Measure Date Value
2022 : FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-10-31$-4,356
Expenses. Total of all expenses incurred2022-10-31$18,784
Benefits paid (including direct rollovers)2022-10-31$18,734
Total plan assets at end of year2022-10-31$0
Total plan assets at beginning of year2022-10-31$23,140
Value of fidelity bond covering the plan2022-10-31$160,000
Other income received2022-10-31$-4,356
Net income (gross income less expenses)2022-10-31$-23,140
Net plan assets at end of year (total assets less liabilities)2022-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-10-31$23,140
Expenses. Administrative service providers (salaries,fees and commissions)2022-10-31$50
2021 : FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-10-31$384,186
Expenses. Total of all expenses incurred2021-10-31$1,895,927
Benefits paid (including direct rollovers)2021-10-31$1,895,927
Total plan assets at end of year2021-10-31$23,140
Total plan assets at beginning of year2021-10-31$1,534,881
Value of fidelity bond covering the plan2021-10-31$160,000
Total contributions received or receivable from participants2021-10-31$5,315
Other income received2021-10-31$378,871
Net income (gross income less expenses)2021-10-31$-1,511,741
Net plan assets at end of year (total assets less liabilities)2021-10-31$23,140
Net plan assets at beginning of year (total assets less liabilities)2021-10-31$1,534,881
2020 : FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-10-31$254,092
Total plan assets at end of year2020-10-31$1,534,881
Total plan assets at beginning of year2020-10-31$1,280,789
Value of fidelity bond covering the plan2020-10-31$160,000
Total contributions received or receivable from participants2020-10-31$65,000
Other income received2020-10-31$76,592
Net income (gross income less expenses)2020-10-31$254,092
Net plan assets at end of year (total assets less liabilities)2020-10-31$1,534,881
Net plan assets at beginning of year (total assets less liabilities)2020-10-31$1,280,789
Total contributions received or receivable from employer(s)2020-10-31$112,500
2019 : FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-10-31$274,728
Total plan assets at end of year2019-10-31$1,280,789
Total plan assets at beginning of year2019-10-31$1,006,061
Value of fidelity bond covering the plan2019-10-31$130,000
Total contributions received or receivable from participants2019-10-31$70,288
Other income received2019-10-31$93,580
Net income (gross income less expenses)2019-10-31$274,728
Net plan assets at end of year (total assets less liabilities)2019-10-31$1,280,789
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$1,006,061
Total contributions received or receivable from employer(s)2019-10-31$110,860
2017 : FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-10-31$267,908
Expenses. Total of all expenses incurred2017-10-31$92,468
Benefits paid (including direct rollovers)2017-10-31$92,443
Total plan assets at end of year2017-10-31$907,746
Total plan assets at beginning of year2017-10-31$732,306
Value of fidelity bond covering the plan2017-10-31$100,000
Total contributions received or receivable from participants2017-10-31$63,900
Other income received2017-10-31$126,008
Net income (gross income less expenses)2017-10-31$175,440
Net plan assets at end of year (total assets less liabilities)2017-10-31$907,746
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$732,306
Total contributions received or receivable from employer(s)2017-10-31$78,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-10-31$25
2016 : FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-10-31$145,793
Total plan assets at end of year2016-10-31$732,306
Total plan assets at beginning of year2016-10-31$586,513
Value of fidelity bond covering the plan2016-10-31$350,000
Total contributions received or receivable from participants2016-10-31$60,100
Other income received2016-10-31$9,693
Net income (gross income less expenses)2016-10-31$145,793
Net plan assets at end of year (total assets less liabilities)2016-10-31$732,306
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$586,513
Total contributions received or receivable from employer(s)2016-10-31$76,000
2015 : FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-10-31$111,406
Expenses. Total of all expenses incurred2015-10-31$219,661
Benefits paid (including direct rollovers)2015-10-31$219,661
Total plan assets at end of year2015-10-31$586,513
Total plan assets at beginning of year2015-10-31$694,768
Value of fidelity bond covering the plan2015-10-31$350,000
Total contributions received or receivable from participants2015-10-31$60,530
Other income received2015-10-31$6,636
Net income (gross income less expenses)2015-10-31$-108,255
Net plan assets at end of year (total assets less liabilities)2015-10-31$586,513
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$694,768
Total contributions received or receivable from employer(s)2015-10-31$44,240
2014 : FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-10-31$83,568
Total plan assets at end of year2014-10-31$694,768
Total plan assets at beginning of year2014-10-31$611,200
Value of fidelity bond covering the plan2014-10-31$350,000
Total contributions received or receivable from participants2014-10-31$21,470
Other income received2014-10-31$54,448
Net income (gross income less expenses)2014-10-31$83,568
Net plan assets at end of year (total assets less liabilities)2014-10-31$694,768
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$611,200
Total contributions received or receivable from employer(s)2014-10-31$7,650
2013 : FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-10-31$163,603
Total plan assets at end of year2013-10-31$611,200
Total plan assets at beginning of year2013-10-31$447,597
Value of fidelity bond covering the plan2013-10-31$280,000
Total contributions received or receivable from participants2013-10-31$55,004
Other income received2013-10-31$94,312
Net income (gross income less expenses)2013-10-31$163,603
Net plan assets at end of year (total assets less liabilities)2013-10-31$611,200
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$447,597
Total contributions received or receivable from employer(s)2013-10-31$14,287
2012 : FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-10-31$114,922
Total plan assets at end of year2012-10-31$447,597
Total plan assets at beginning of year2012-10-31$332,675
Value of fidelity bond covering the plan2012-10-31$205,000
Total contributions received or receivable from participants2012-10-31$60,171
Other income received2012-10-31$34,751
Net income (gross income less expenses)2012-10-31$114,922
Net plan assets at end of year (total assets less liabilities)2012-10-31$447,597
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$332,675
Total contributions received or receivable from employer(s)2012-10-31$20,000
2011 : FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-10-31$51,961
Total plan assets at end of year2011-10-31$332,675
Total plan assets at beginning of year2011-10-31$280,714
Value of fidelity bond covering the plan2011-10-31$170,000
Total contributions received or receivable from participants2011-10-31$33,350
Other income received2011-10-31$4,789
Net income (gross income less expenses)2011-10-31$51,961
Net plan assets at end of year (total assets less liabilities)2011-10-31$332,675
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$280,714
Total contributions received or receivable from employer(s)2011-10-31$13,822

Form 5500 Responses for FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN

2021: FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01This submission is the final filingYes
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement – InsuranceYes
2021-11-01Plan benefit arrangement - TrustYes
2020: FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement – InsuranceYes
2020-11-01Plan benefit arrangement - TrustYes
2019: FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement – InsuranceYes
2019-11-01Plan benefit arrangement - TrustYes
2018: FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement – InsuranceYes
2018-11-01Plan benefit arrangement - TrustYes
2017: FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement – InsuranceYes
2017-11-01Plan benefit arrangement - TrustYes
2016: FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement – InsuranceYes
2016-11-01Plan benefit arrangement - TrustYes
2015: FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-11-01Plan benefit arrangement - TrustYes
2014: FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement - TrustYes
2013: FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement - TrustYes
2012: FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes
2011: FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes
2009: FOX VALLEY LABORATORY PHYSICIANS,SC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHN207
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHN207
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHN207
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHN207
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHN207
Policy instance 1

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