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EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 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.
  • 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

CARROLL PRIMARY CARE, P.A. has sponsored the creation of one or more 401k plans.

Company Name:CARROLL PRIMARY CARE, P.A.
Employer identification number (EIN):521553541
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KATHI SIKORSKI2023-06-14
0012021-01-01KATHI SIKORSKI2022-06-24
0012020-01-01KATHI SIKORSKI2021-05-06
0012019-01-01KATHI SIKORSKI2020-06-26
0012018-01-01KATHI SIKORSKI2019-05-16
0012017-01-01KATHLENE M SIKORSKI2018-06-01 KATHLENE M SIKORSKI2018-06-01
0012016-01-01KATHLENE M SIKORSKI2017-05-09
0012015-01-01KATHLENE M SIKORSKI2016-06-28
0012014-01-01KATHLENE M SIKORSKI2015-06-02
0012013-01-01KATHLENE M SIKORSKI2014-08-19
0012012-01-01KATHLENE M SIKORSKI
0012011-01-01KATHLENE M SIKORSKI
0012009-01-01KATHLENE M SIKORSKI

Plan Statistics for EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A.

Measure Date Value
2012: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2012 401k membership
Total participants, beginning-of-year2012-01-0154
Total number of active participants reported on line 7a of the Form 55002012-01-0133
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0153
Number of participants with account balances2012-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2011 401k membership
Total participants, beginning-of-year2011-01-0157
Total number of active participants reported on line 7a of the Form 55002011-01-0132
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0142
Number of participants with account balances2011-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2009 401k membership
Total participants, beginning-of-year2009-01-0152
Total number of active participants reported on line 7a of the Form 55002009-01-0131
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0148
Number of participants with account balances2009-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A.

Measure Date Value
2012 : EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2012 401k financial data
Total income from all sources2012-12-31$585,981
Expenses. Total of all expenses incurred2012-12-31$109,941
Benefits paid (including direct rollovers)2012-12-31$109,891
Total plan assets at end of year2012-12-31$2,926,130
Total plan assets at beginning of year2012-12-31$2,450,090
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$134,334
Other income received2012-12-31$389,729
Net income (gross income less expenses)2012-12-31$476,040
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,926,130
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,450,090
Assets. Value of participant loans2012-12-31$26,818
Total contributions received or receivable from employer(s)2012-12-31$61,918
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2011 401k financial data
Total income from all sources2011-12-31$111,322
Expenses. Total of all expenses incurred2011-12-31$17,478
Benefits paid (including direct rollovers)2011-12-31$17,403
Total plan assets at end of year2011-12-31$2,450,090
Total plan assets at beginning of year2011-12-31$2,356,246
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$129,418
Other income received2011-12-31$-70,397
Net income (gross income less expenses)2011-12-31$93,844
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,450,090
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,356,246
Assets. Value of participant loans2011-12-31$19,403
Total contributions received or receivable from employer(s)2011-12-31$52,301
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2010 401k financial data
Total income from all sources2010-12-31$486,441
Expenses. Total of all expenses incurred2010-12-31$168,212
Benefits paid (including direct rollovers)2010-12-31$168,162
Total plan assets at end of year2010-12-31$2,356,246
Total plan assets at beginning of year2010-12-31$2,038,017
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$123,971
Contributions received from other sources (not participants or employers)2010-12-31$14,118
Other income received2010-12-31$292,759
Net income (gross income less expenses)2010-12-31$318,229
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,356,246
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,038,017
Assets. Value of participant loans2010-12-31$28,870
Total contributions received or receivable from employer(s)2010-12-31$55,593
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A.

2012: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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