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NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

NORTH SHORE PREVENTIVE HEALTH CARE, PC has sponsored the creation of one or more 401k plans.

Company Name:NORTH SHORE PREVENTIVE HEALTH CARE, PC
Employer identification number (EIN):371690198
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ROY L RUFF MD2019-08-30 ROY L RUFF MD2019-08-30
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01

Plan Statistics for NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-010
Total of all active and inactive participants2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Total of all active and inactive participants2020-01-013
Total participants2020-01-013
Number of participants with account balances2020-01-013
2019: NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Total of all active and inactive participants2019-01-013
Total participants2019-01-013
Number of participants with account balances2019-01-013
2018: NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-013
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
Number of participants with account balances2018-01-013
2017: NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
Number of participants with account balances2017-01-014
2016: NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-014
2014: NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014

Financial Data on NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$145,431
Expenses. Total of all expenses incurred2021-12-31$1,085,407
Benefits paid (including direct rollovers)2021-12-31$1,085,407
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$939,976
Value of fidelity bond covering the plan2021-12-31$100,000
Total contributions received or receivable from participants2021-12-31$27,102
Other income received2021-12-31$116,431
Net income (gross income less expenses)2021-12-31$-939,976
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$939,976
Total contributions received or receivable from employer(s)2021-12-31$1,898
2020 : NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$217,040
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$939,976
Total plan assets at beginning of year2020-12-31$722,936
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$46,222
Other income received2020-12-31$127,793
Net income (gross income less expenses)2020-12-31$217,040
Net plan assets at end of year (total assets less liabilities)2020-12-31$939,976
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$722,936
Total contributions received or receivable from employer(s)2020-12-31$43,025
2019 : NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$212,338
Expenses. Total of all expenses incurred2019-12-31$14,997
Benefits paid (including direct rollovers)2019-12-31$14,997
Total plan assets at end of year2019-12-31$722,936
Total plan assets at beginning of year2019-12-31$525,595
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$45,223
Other income received2019-12-31$124,931
Net income (gross income less expenses)2019-12-31$197,341
Net plan assets at end of year (total assets less liabilities)2019-12-31$722,936
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$525,595
Total contributions received or receivable from employer(s)2019-12-31$42,184
2018 : NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$61,793
Expenses. Total of all expenses incurred2018-12-31$19,625
Benefits paid (including direct rollovers)2018-12-31$19,625
Total plan assets at end of year2018-12-31$525,595
Total plan assets at beginning of year2018-12-31$483,427
Value of fidelity bond covering the plan2018-12-31$75,000
Total contributions received or receivable from participants2018-12-31$40,650
Other income received2018-12-31$-19,174
Net income (gross income less expenses)2018-12-31$42,168
Net plan assets at end of year (total assets less liabilities)2018-12-31$525,595
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$483,427
Total contributions received or receivable from employer(s)2018-12-31$40,317
2017 : NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$154,226
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$483,427
Total plan assets at beginning of year2017-12-31$329,201
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$43,704
Other income received2017-12-31$70,251
Net income (gross income less expenses)2017-12-31$154,226
Net plan assets at end of year (total assets less liabilities)2017-12-31$483,427
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$329,201
Total contributions received or receivable from employer(s)2017-12-31$40,271
2016 : NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$99,209
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$329,201
Total plan assets at beginning of year2016-12-31$229,992
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$42,601
Other income received2016-12-31$16,792
Net income (gross income less expenses)2016-12-31$99,209
Net plan assets at end of year (total assets less liabilities)2016-12-31$329,201
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$229,992
Total contributions received or receivable from employer(s)2016-12-31$39,816
2015 : NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$81,132
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$229,992
Total plan assets at beginning of year2015-12-31$148,860
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$43,576
Other income received2015-12-31$-2,643
Net income (gross income less expenses)2015-12-31$81,132
Net plan assets at end of year (total assets less liabilities)2015-12-31$229,992
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$148,860
Total contributions received or receivable from employer(s)2015-12-31$40,199
2014 : NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$86,057
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$148,860
Total plan assets at beginning of year2014-12-31$62,803
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$43,490
Other income received2014-12-31$3,819
Net income (gross income less expenses)2014-12-31$86,057
Net plan assets at end of year (total assets less liabilities)2014-12-31$148,860
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$62,803
Total contributions received or receivable from employer(s)2014-12-31$38,748
2013 : NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$62,803
Total plan assets at end of year2013-12-31$62,803
Total plan assets at beginning of year2013-12-31$0
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$30,060
Other income received2013-12-31$17
Net income (gross income less expenses)2013-12-31$62,803
Net plan assets at end of year (total assets less liabilities)2013-12-31$62,803
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$32,726

Form 5500 Responses for NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN

2021: NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTH SHORE PREVENTIVE HEALTH CARE, PC 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTH SHORE PREVENTIVE HEALTH CARE, PC 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTH SHORE PREVENTIVE HEALTH CARE, PC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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