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UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameUNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN AND TRUST 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.
  • 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.
  • 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

UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A.
Employer identification number (EIN):526002033
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01AMY LOVERDE2023-04-17 AMY LOVERDE2023-04-17
0012020-07-01BRYAN SORONSON2021-10-06
0012019-07-01BRYAN SORONSON2020-10-01
0012018-07-01BRYAN SORONSON2020-01-23
0012017-07-01BRYAN SORONSON2019-01-14
0012016-07-01BRYAN SORONSON2017-12-13
0012015-07-01BRYAN SORONSON2017-01-26
0012014-07-01BRYAN SORONSON2015-12-22
0012013-07-01BRYAN SORONSON2014-11-25
0012012-07-01BRYAN SORONSON
0012011-07-01BRYAN SORONSON
0012009-07-01BRYAN SORONSON

Plan Statistics for UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2012: UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-0152
Total number of active participants reported on line 7a of the Form 55002012-07-0138
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0112
Total of all active and inactive participants2012-07-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-0151
Number of participants with account balances2012-07-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-0147
Total number of active participants reported on line 7a of the Form 55002011-07-0141
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0111
Total of all active and inactive participants2011-07-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0152
Number of participants with account balances2011-07-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-0145
Total number of active participants reported on line 7a of the Form 55002009-07-0138
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0111
Total of all active and inactive participants2009-07-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0149
Number of participants with account balances2009-07-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2013 : UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-06-30$470,721
Expenses. Total of all expenses incurred2013-06-30$8,899
Benefits paid (including direct rollovers)2013-06-30$4,299
Total plan assets at end of year2013-06-30$2,419,147
Total plan assets at beginning of year2013-06-30$1,957,325
Value of fidelity bond covering the plan2013-06-30$500,000
Other income received2013-06-30$370,596
Net income (gross income less expenses)2013-06-30$461,822
Net plan assets at end of year (total assets less liabilities)2013-06-30$2,419,147
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,957,325
Total contributions received or receivable from employer(s)2013-06-30$100,125
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$4,600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-06-30$84,217
Expenses. Total of all expenses incurred2012-06-30$125,442
Benefits paid (including direct rollovers)2012-06-30$121,398
Total plan assets at end of year2012-06-30$1,957,325
Total plan assets at beginning of year2012-06-30$1,998,550
Value of fidelity bond covering the plan2012-06-30$500,000
Total contributions received or receivable from participants2012-06-30$0
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$-11,900
Net income (gross income less expenses)2012-06-30$-41,225
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,957,325
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,998,550
Total contributions received or receivable from employer(s)2012-06-30$96,117
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$4,044
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-06-30$514,342
Expenses. Total of all expenses incurred2011-06-30$206,848
Benefits paid (including direct rollovers)2011-06-30$203,821
Total plan assets at end of year2011-06-30$1,998,550
Total plan assets at beginning of year2011-06-30$1,691,056
Value of fidelity bond covering the plan2011-06-30$500,000
Other income received2011-06-30$438,423
Net income (gross income less expenses)2011-06-30$307,494
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,998,550
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,691,056
Total contributions received or receivable from employer(s)2011-06-30$75,919
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$3,027

Form 5500 Responses for UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN AND TRUST

2012: UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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