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NORTHERN ARIZONA HOSPITALISTS, INC. 401(K) PLAN 401k Plan overview

Plan NameNORTHERN ARIZONA HOSPITALISTS, INC. 401(K) PLAN
Plan identification number 001

NORTHERN ARIZONA HOSPITALISTS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

NAZ HOSPITALISTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:NAZ HOSPITALISTS, INC.
Employer identification number (EIN):550853999
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHERN ARIZONA HOSPITALISTS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01ALBERT CACCAVALE2016-08-05
0012014-01-01ALBERT CACCAVALE2015-10-01
0012013-01-01ALBERT CACCAVALE2014-10-14
0012012-01-01ALBERT CACCAVALE2013-10-15
0012011-01-01ALBERT CACCAVALE2013-10-15
0012010-01-01ALBERT CACCAVALE
0012009-01-01ALBERT CACCAVALE

Financial Data on NORTHERN ARIZONA HOSPITALISTS, INC. 401(K) PLAN

Measure Date Value
2024 : NORTHERN ARIZONA HOSPITALISTS, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-112098352
Net assets as of the end of the plan year2024-10-119402749
Total assets as of the beginning of the plan year2024-10-119944395
Participant contributions to plan in this plan year2024-10-11201471
Other expenses paid from plan in this plan year2024-10-110
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-111070346
Plan net income in this plan year2024-10-11-541646
Net assets as of the end of the plan year2024-10-119402749
Net assets as of the beginning of the plan year2024-10-119944395
Employer contributions to plan in this plan year2024-10-11284889
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1151978
2010 : NORTHERN ARIZONA HOSPITALISTS, INC. 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$541,645
Expenses. Total of all expenses incurred2010-12-31$70,794
Benefits paid (including direct rollovers)2010-12-31$54,018
Total plan assets at end of year2010-12-31$1,837,983
Total plan assets at beginning of year2010-12-31$1,367,132
Total contributions received or receivable from participants2010-12-31$11,620
Expenses. Other expenses not covered elsewhere2010-12-31$0
Other income received2010-12-31$120,350
Net income (gross income less expenses)2010-12-31$470,851
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,837,983
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,367,132
Total contributions received or receivable from employer(s)2010-12-31$409,675
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$16,776
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for NORTHERN ARIZONA HOSPITALISTS, INC. 401(K) PLAN

2010: NORTHERN ARIZONA HOSPITALISTS, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NORTHERN ARIZONA HOSPITALISTS, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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