401k Plan data: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. plan

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

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

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

401k Plan Type

Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KATHI SIKORSKI 2024-07-18
001 2022-01-01 KATHI SIKORSKI 2023-06-14
001 2021-01-01 KATHI SIKORSKI 2022-06-24
001 2020-01-01 KATHI SIKORSKI 2021-05-06
001 2019-01-01 KATHI SIKORSKI 2020-06-26
001 2018-01-01 KATHI SIKORSKI 2019-05-16
001 2017-01-01 KATHLENE M SIKORSKI 2018-06-01 KATHLENE M SIKORSKI 2018-06-01
001 2016-01-01 KATHLENE M SIKORSKI 2017-05-09
001 2015-01-01 KATHLENE M SIKORSKI 2016-06-28
001 2013-01-01 KATHLENE M SIKORSKI 2014-08-19
001 2012-01-01 KATHLENE M SIKORSKI
001 2011-01-01 KATHLENE M SIKORSKI
001 2009-01-01 KATHLENE M SIKORSKI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KATHI SIKORSKI	2024-07-18
001	2022-01-01	KATHI SIKORSKI	2023-06-14
001	2021-01-01	KATHI SIKORSKI	2022-06-24
001	2020-01-01	KATHI SIKORSKI	2021-05-06
001	2019-01-01	KATHI SIKORSKI	2020-06-26
001	2018-01-01	KATHI SIKORSKI	2019-05-16
001	2017-01-01	KATHLENE M SIKORSKI	2018-06-01	KATHLENE M SIKORSKI	2018-06-01
001	2016-01-01	KATHLENE M SIKORSKI	2017-05-09
001	2015-01-01	KATHLENE M SIKORSKI	2016-06-28
001	2013-01-01	KATHLENE M SIKORSKI	2014-08-19
001	2012-01-01	KATHLENE M SIKORSKI
001	2011-01-01	KATHLENE M SIKORSKI
001	2009-01-01	KATHLENE 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
2025: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2025 401k membership
Total number of particpants at beginning of year 2025-08-22 56
Total number of particpants at end of year 2025-08-22 57
Number of Participants With Account Balances 2025-08-22 51
2024: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2024 401k membership
Total number of particpants at beginning of year 2024-07-18 58
Total number of particpants at end of year 2024-07-18 56
Number of Participants With Account Balances 2024-07-18 51
2022: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2022 401k membership
Total number of particpants at beginning of year 2022-06-24 53
Total number of particpants at end of year 2022-06-24 54
Number of Participants With Account Balances 2022-06-24 49
2012: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 33
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 20
Total of all active and inactive participants 2012-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 53
Number of participants with account balances 2012-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 32
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 42
Number of participants with account balances 2011-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 31
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 17
Total of all active and inactive participants 2009-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 48
Number of participants with account balances 2009-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2025 401k membership
Total number of particpants at beginning of year	2025-08-22	56
Total number of particpants at end of year	2025-08-22	57
Number of Participants With Account Balances	2025-08-22	51
2024: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2024 401k membership
Total number of particpants at beginning of year	2024-07-18	58
Total number of particpants at end of year	2024-07-18	56
Number of Participants With Account Balances	2024-07-18	51
2022: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2022 401k membership
Total number of particpants at beginning of year	2022-06-24	53
Total number of particpants at end of year	2022-06-24	54
Number of Participants With Account Balances	2022-06-24	49
2012: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	33
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	20
Total of all active and inactive participants	2012-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	53
Number of participants with account balances	2012-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	32
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	42
Number of participants with account balances	2011-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	31
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	17
Total of all active and inactive participants	2009-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	48
Number of participants with account balances	2009-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

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

Measure	Date	Value
2025 : EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2025 401k financial data
Total transfers to/from plan in this plan year	2025-08-22	0
Total liabilities as of the end of the plan year	2025-08-22	0
Total liabilities as of the beginning of the plan year	2025-08-22	0
Total expenses incurred by plan in this plan year	2025-08-22	19439
Net assets as of the end of the plan year	2025-08-22	4293623
Total assets as of the beginning of the plan year	2025-08-22	3698352
Value of plan covered by a fidelity bond	2025-08-22	500000
Participant contributions to plan in this plan year	2025-08-22	155062
Value of participant loans at end of plan year	2025-08-22	6464
Other expenses paid from plan in this plan year	2025-08-22	0
Other contributions to plan in this plan year	2025-08-22	0
Other income to plan in this plan year	2025-08-22	403925
Plan net income in this plan year	2025-08-22	595271
Net assets as of the end of the plan year	2025-08-22	4293623
Net assets as of the beginning of the plan year	2025-08-22	3698352
Employer contributions to plan in this plan year	2025-08-22	55723
Fees paid to broker by Benefit Provider	2025-08-22	502
Expensese paid to adminstrative service provicers from plan in this plan year	2025-08-22	396
2024 : EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-18	0
Total liabilities as of the end of the plan year	2024-07-18	0
Total liabilities as of the beginning of the plan year	2024-07-18	0
Total expenses incurred by plan in this plan year	2024-07-18	501676
Net assets as of the end of the plan year	2024-07-18	3698352
Total assets as of the beginning of the plan year	2024-07-18	3603412
Value of plan covered by a fidelity bond	2024-07-18	500000
Participant contributions to plan in this plan year	2024-07-18	122562
Value of participant loans at end of plan year	2024-07-18	9317
Other expenses paid from plan in this plan year	2024-07-18	0
Other contributions to plan in this plan year	2024-07-18	0
Other income to plan in this plan year	2024-07-18	422907
Plan net income in this plan year	2024-07-18	94940
Net assets as of the end of the plan year	2024-07-18	3698352
Net assets as of the beginning of the plan year	2024-07-18	3603412
Employer contributions to plan in this plan year	2024-07-18	51147
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-18	116
2022 : EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2022 401k financial data
Total transfers to/from plan in this plan year	2022-06-24	0
Total liabilities as of the end of the plan year	2022-06-24	0
Total liabilities as of the beginning of the plan year	2022-06-24	0
Total expenses incurred by plan in this plan year	2022-06-24	113037
Net assets as of the end of the plan year	2022-06-24	4834843
Total assets as of the beginning of the plan year	2022-06-24	4264572
Value of plan covered by a fidelity bond	2022-06-24	500000
Participant contributions to plan in this plan year	2022-06-24	132892
Value of participant loans at end of plan year	2022-06-24	8319
Other expenses paid from plan in this plan year	2022-06-24	7042
Other contributions to plan in this plan year	2022-06-24	755
Other income to plan in this plan year	2022-06-24	489842
Plan net income in this plan year	2022-06-24	570271
Net assets as of the end of the plan year	2022-06-24	4834843
Net assets as of the beginning of the plan year	2022-06-24	4264572
Employer contributions to plan in this plan year	2022-06-24	59819
Fees paid to broker by Benefit Provider	2022-06-24	694
2012 : EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2012 401k financial data
Total income from all sources	2012-12-31	$585,981
Expenses. Total of all expenses incurred	2012-12-31	$109,941
Benefits paid (including direct rollovers)	2012-12-31	$109,891
Total plan assets at end of year	2012-12-31	$2,926,130
Total plan assets at beginning of year	2012-12-31	$2,450,090
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$134,334
Other income received	2012-12-31	$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 loans	2012-12-31	$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 securities	2012-12-31	$0
2011 : EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2011 401k financial data
Total income from all sources	2011-12-31	$111,322
Expenses. Total of all expenses incurred	2011-12-31	$17,478
Benefits paid (including direct rollovers)	2011-12-31	$17,403
Total plan assets at end of year	2011-12-31	$2,450,090
Total plan assets at beginning of year	2011-12-31	$2,356,246
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$129,418
Other income received	2011-12-31	$-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 loans	2011-12-31	$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 securities	2011-12-31	$0
2010 : EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2010 401k financial data
Total income from all sources	2010-12-31	$486,441
Expenses. Total of all expenses incurred	2010-12-31	$168,212
Benefits paid (including direct rollovers)	2010-12-31	$168,162
Total plan assets at end of year	2010-12-31	$2,356,246
Total plan assets at beginning of year	2010-12-31	$2,038,017
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$123,971
Contributions received from other sources (not participants or employers)	2010-12-31	$14,118
Other income received	2010-12-31	$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 loans	2010-12-31	$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 securities	2010-12-31	$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 securities	2009-12-31	$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
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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