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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
0012023-01-01KATHI SIKORSKI2024-07-18
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

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 year2025-08-220
Total liabilities as of the end of the plan year2025-08-220
Total liabilities as of the beginning of the plan year2025-08-220
Total expenses incurred by plan in this plan year2025-08-2219439
Net assets as of the end of the plan year2025-08-224293623
Total assets as of the beginning of the plan year2025-08-223698352
Value of plan covered by a fidelity bond2025-08-22500000
Participant contributions to plan in this plan year2025-08-22155062
Value of participant loans at end of plan year2025-08-226464
Other expenses paid from plan in this plan year2025-08-220
Other contributions to plan in this plan year2025-08-220
Other income to plan in this plan year2025-08-22403925
Plan net income in this plan year2025-08-22595271
Net assets as of the end of the plan year2025-08-224293623
Net assets as of the beginning of the plan year2025-08-223698352
Employer contributions to plan in this plan year2025-08-2255723
Fees paid to broker by Benefit Provider2025-08-22502
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-22396
2024 : EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-180
Total liabilities as of the end of the plan year2024-07-180
Total liabilities as of the beginning of the plan year2024-07-180
Total expenses incurred by plan in this plan year2024-07-18501676
Net assets as of the end of the plan year2024-07-183698352
Total assets as of the beginning of the plan year2024-07-183603412
Value of plan covered by a fidelity bond2024-07-18500000
Participant contributions to plan in this plan year2024-07-18122562
Value of participant loans at end of plan year2024-07-189317
Other expenses paid from plan in this plan year2024-07-180
Other contributions to plan in this plan year2024-07-180
Other income to plan in this plan year2024-07-18422907
Plan net income in this plan year2024-07-1894940
Net assets as of the end of the plan year2024-07-183698352
Net assets as of the beginning of the plan year2024-07-183603412
Employer contributions to plan in this plan year2024-07-1851147
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-18116
2022 : EMPLOYEE BENEFIT PLAN OF CARROLL PRIMARY CARE, P.A. 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-240
Total liabilities as of the end of the plan year2022-06-240
Total liabilities as of the beginning of the plan year2022-06-240
Total expenses incurred by plan in this plan year2022-06-24113037
Net assets as of the end of the plan year2022-06-244834843
Total assets as of the beginning of the plan year2022-06-244264572
Value of plan covered by a fidelity bond2022-06-24500000
Participant contributions to plan in this plan year2022-06-24132892
Value of participant loans at end of plan year2022-06-248319
Other expenses paid from plan in this plan year2022-06-247042
Other contributions to plan in this plan year2022-06-24755
Other income to plan in this plan year2022-06-24489842
Plan net income in this plan year2022-06-24570271
Net assets as of the end of the plan year2022-06-244834843
Net assets as of the beginning of the plan year2022-06-244264572
Employer contributions to plan in this plan year2022-06-2459819
Fees paid to broker by Benefit Provider2022-06-24694
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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