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PROFIT SHARING & 401K PLAN OF PULMONARY MEDICINE SPECIALISTS, P.C. 401k Plan overview

Plan NamePROFIT SHARING & 401K PLAN OF PULMONARY MEDICINE SPECIALISTS, P.C.
Plan identification number 001

PROFIT SHARING & 401K PLAN OF PULMONARY MEDICINE SPECIALISTS, P.C. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 SPECIALISTS, P.C.P/PS PROFIT SHARING & 401K ACCOUNT has sponsored the creation of one or more 401k plans.

Company Name:PULMONARY MEDICINE SPECIALISTS, P.C.P/PS PROFIT SHARING & 401K ACCOUNT
Employer identification number (EIN):470621108
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING & 401K PLAN OF PULMONARY MEDICINE SPECIALISTS, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01GUILLERMO HUERTA2017-06-15
0012015-01-01GUILLERMO HUERTA2016-12-13
0012014-01-01GUILLERMO HUERTA2015-10-15
0012013-01-01
0012012-01-01GUILLERMO HUERTA2013-07-09
0012011-01-01GUILLERMO HUERTA2012-07-24
0012010-01-01GUILLERMO HUERTA
0012009-01-01GUILLERMO HUERTA

Plan Statistics for PROFIT SHARING & 401K PLAN OF PULMONARY MEDICINE SPECIALISTS, P.C.

401k plan membership statisitcs for PROFIT SHARING & 401K PLAN OF PULMONARY MEDICINE SPECIALISTS, P.C.

Measure Date Value
2010: PROFIT SHARING & 401K PLAN OF PULMONARY MEDICINE SPECIALISTS, P.C. 2010 401k membership
Total participants, beginning-of-year2010-01-0126
Total number of active participants reported on line 7a of the Form 55002010-01-0126
Total of all active and inactive participants2010-01-0126
Total participants2010-01-0126
Number of participants with account balances2010-01-0126
2009: PROFIT SHARING & 401K PLAN OF PULMONARY MEDICINE SPECIALISTS, P.C. 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0123
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0126
Total participants2009-01-0126
Number of participants with account balances2009-01-0126

Financial Data on PROFIT SHARING & 401K PLAN OF PULMONARY MEDICINE SPECIALISTS, P.C.

Measure Date Value
2010 : PROFIT SHARING & 401K PLAN OF PULMONARY MEDICINE SPECIALISTS, P.C. 2010 401k financial data
Total income from all sources2010-12-31$1,061,858
Expenses. Total of all expenses incurred2010-12-31$262,072
Benefits paid (including direct rollovers)2010-12-31$242,819
Total plan assets at end of year2010-12-31$4,672,622
Total plan assets at beginning of year2010-12-31$3,872,836
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$179,615
Contributions received from other sources (not participants or employers)2010-12-31$62,387
Other income received2010-12-31$489,509
Net income (gross income less expenses)2010-12-31$799,786
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,672,622
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,872,836
Total contributions received or receivable from employer(s)2010-12-31$330,347
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$19,253

Form 5500 Responses for PROFIT SHARING & 401K PLAN OF PULMONARY MEDICINE SPECIALISTS, P.C.

2010: PROFIT SHARING & 401K PLAN OF PULMONARY MEDICINE SPECIALISTS, P.C. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PROFIT SHARING & 401K PLAN OF PULMONARY MEDICINE SPECIALISTS, P.C. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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