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THE ASHLEY CLINIC EMPLOYEE PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE ASHLEY CLINIC EMPLOYEE PROFIT SHARING PLAN
Plan identification number 001

THE ASHLEY CLINIC EMPLOYEE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ASHLEY CLINIC, LLC has sponsored the creation of one or more 401k plans.

Company Name:ASHLEY CLINIC, LLC
Employer identification number (EIN):480125463
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ASHLEY CLINIC EMPLOYEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01LISA ENGELMAN
0012022-01-01
0012022-01-01LISA ENGELMAN
0012021-01-01
0012021-01-01LISA ENGELMAN
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEBRA LIND2018-10-12 DEBRA LIND2018-10-12
0012017-01-01LISA ENGELMAN2019-09-03 LISA ENGELMAN2019-09-03
0012016-01-01DEBRA LIND2017-10-04 DEBRA LIND2017-10-04
0012015-01-01RICK JONES2016-10-04 RICK JONES2016-10-04
0012014-01-01RICK JONES2015-09-22 RICK JONES2015-09-22
0012013-01-01RICK JONES2014-07-02 RICK JONES2014-07-02
0012012-01-01RICK JONES2013-10-09 RICK JONES2013-10-09
0012011-01-01RICK JONES2012-09-05 RICK JONES2012-09-05
0012010-01-01RICK JONES2011-10-11 RICK JONES2011-10-11

Financial Data on THE ASHLEY CLINIC EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2023 : THE ASHLEY CLINIC EMPLOYEE PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$570,095
Expenses. Total of all expenses incurred2023-12-31$6,161,257
Benefits paid (including direct rollovers)2023-12-31$6,118,298
Total plan assets at end of year2023-12-31$0
Total plan assets at beginning of year2023-12-31$5,591,162
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$125,906
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$9,032
Other income received2023-12-31$344,998
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-5,591,162
Net plan assets at end of year (total assets less liabilities)2023-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$5,591,162
Total contributions received or receivable from employer(s)2023-12-31$90,159
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$42,959
2022 : THE ASHLEY CLINIC EMPLOYEE PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-739,711
Expenses. Total of all expenses incurred2022-12-31$1,590,229
Benefits paid (including direct rollovers)2022-12-31$1,539,708
Total plan assets at end of year2022-12-31$5,591,162
Total plan assets at beginning of year2022-12-31$7,921,102
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$224,325
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$1,396
Other income received2022-12-31$-1,126,163
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,329,940
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,591,162
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$7,921,102
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$160,731
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$50,521
2021 : THE ASHLEY CLINIC EMPLOYEE PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,275,275
Expenses. Total of all expenses incurred2021-12-31$237,641
Benefits paid (including direct rollovers)2021-12-31$183,141
Total plan assets at end of year2021-12-31$7,921,102
Total plan assets at beginning of year2021-12-31$6,883,468
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$248,716
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$839,836
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,037,634
Net plan assets at end of year (total assets less liabilities)2021-12-31$7,921,102
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,883,468
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$186,723
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$54,500
2020 : THE ASHLEY CLINIC EMPLOYEE PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,244,739
Expenses. Total of all expenses incurred2020-12-31$1,388,180
Benefits paid (including direct rollovers)2020-12-31$1,337,133
Total plan assets at end of year2020-12-31$6,883,468
Total plan assets at beginning of year2020-12-31$7,026,909
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$245,108
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$42,316
Other income received2020-12-31$774,648
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-143,441
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,883,468
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$7,026,909
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$182,667
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$51,047
2019 : THE ASHLEY CLINIC EMPLOYEE PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$2
Total income from all sources2019-12-31$1,759,074
Expenses. Total of all expenses incurred2019-12-31$770,823
Benefits paid (including direct rollovers)2019-12-31$721,219
Total plan assets at end of year2019-12-31$7,026,909
Total plan assets at beginning of year2019-12-31$6,038,660
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$264,367
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$33,412
Other income received2019-12-31$1,264,580
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$988,251
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,026,909
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,038,658
Total contributions received or receivable from employer(s)2019-12-31$196,715
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$49,604
2018 : THE ASHLEY CLINIC EMPLOYEE PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$2
Total plan liabilities at beginning of year2018-12-31$1,577
Total income from all sources2018-12-31$-696,005
Expenses. Total of all expenses incurred2018-12-31$401,224
Benefits paid (including direct rollovers)2018-12-31$384,489
Total plan assets at end of year2018-12-31$6,038,660
Total plan assets at beginning of year2018-12-31$7,137,464
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$181,548
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$3,099
Other income received2018-12-31$-1,019,594
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-1,097,229
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,038,658
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,135,887
Total contributions received or receivable from employer(s)2018-12-31$138,942
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$16,735

Form 5500 Responses for THE ASHLEY CLINIC EMPLOYEE PROFIT SHARING PLAN

2023: THE ASHLEY CLINIC EMPLOYEE PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE ASHLEY CLINIC EMPLOYEE PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE ASHLEY CLINIC EMPLOYEE PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE ASHLEY CLINIC EMPLOYEE PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE ASHLEY CLINIC EMPLOYEE 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: THE ASHLEY CLINIC EMPLOYEE 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

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