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| Plan Name | PROFIT SHARING & 401K PLAN OF PULMONARY MEDICINE SPECIALISTS, P.C. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| 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) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2016-01-01 | GUILLERMO HUERTA | 2017-06-15 | ||
| 001 | 2015-01-01 | GUILLERMO HUERTA | 2016-12-13 | ||
| 001 | 2014-01-01 | GUILLERMO HUERTA | 2015-10-15 | ||
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | GUILLERMO HUERTA | 2013-07-09 | ||
| 001 | 2011-01-01 | GUILLERMO HUERTA | 2012-07-24 | ||
| 001 | 2010-01-01 | GUILLERMO HUERTA | |||
| 001 | 2009-01-01 | GUILLERMO HUERTA |
| Measure | Date | Value |
|---|---|---|
| 2010 : PROFIT SHARING & 401K PLAN OF PULMONARY MEDICINE SPECIALISTS, P.C. 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $1,061,858 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $262,072 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $242,819 |
| Total plan assets at end of year | 2010-12-31 | $4,672,622 |
| Total plan assets at beginning of year | 2010-12-31 | $3,872,836 |
| Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $179,615 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $62,387 |
| Other income received | 2010-12-31 | $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 |
| 2010: PROFIT SHARING & 401K PLAN OF PULMONARY MEDICINE SPECIALISTS, P.C. 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PROFIT SHARING & 401K PLAN OF PULMONARY MEDICINE SPECIALISTS, P.C. 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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