NORTH CAROLINA MEDICAL SOCIETY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2025 : NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-10 | 328532 |
| Net assets as of the end of the plan year | 2025-07-10 | 5139309 |
| Total assets as of the beginning of the plan year | 2025-07-10 | 4400224 |
| Value of plan covered by a fidelity bond | 2025-07-10 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-10 | 316384 |
| Value of participant loans at end of plan year | 2025-07-10 | 22427 |
| Other income to plan in this plan year | 2025-07-10 | 613706 |
| Plan net income in this plan year | 2025-07-10 | 739085 |
| Net assets as of the end of the plan year | 2025-07-10 | 5139309 |
| Net assets as of the beginning of the plan year | 2025-07-10 | 4400224 |
| Employer contributions to plan in this plan year | 2025-07-10 | 137527 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-10 | 27876 |
| 2024 : NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-26 | 885870 |
| Net assets as of the end of the plan year | 2024-09-26 | 4400224 |
| Total assets as of the beginning of the plan year | 2024-09-26 | 4033220 |
| Value of plan covered by a fidelity bond | 2024-09-26 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-26 | 288510 |
| Value of participant loans at end of plan year | 2024-09-26 | 23464 |
| Other contributions to plan in this plan year | 2024-09-26 | 40973 |
| Other income to plan in this plan year | 2024-09-26 | 780937 |
| Plan net income in this plan year | 2024-09-26 | 367004 |
| Net assets as of the end of the plan year | 2024-09-26 | 4400224 |
| Net assets as of the beginning of the plan year | 2024-09-26 | 4033220 |
| Employer contributions to plan in this plan year | 2024-09-26 | 142454 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-26 | 2436 |
| 2022 : NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-700,727 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $777,731 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $777,481 |
| Total plan assets at end of year | 2022-12-31 | $4,033,220 |
| Total plan assets at beginning of year | 2022-12-31 | $5,511,678 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $255,640 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-1,077,798 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,478,458 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,033,220 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,511,678 |
| Assets. Value of participant loans | 2022-12-31 | $29,655 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $121,431 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $250 |
| 2021 : NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,045,288 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $496,559 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $496,378 |
| Total plan assets at end of year | 2021-12-31 | $5,511,678 |
| Total plan assets at beginning of year | 2021-12-31 | $4,962,949 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $272,224 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $626,287 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $548,729 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,511,678 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,962,949 |
| Assets. Value of participant loans | 2021-12-31 | $38,343 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $146,777 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $181 |
| 2020 : NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $1,068,145 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,931,761 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,931,598 |
| Total plan assets at end of year | 2020-12-31 | $4,962,949 |
| Total plan assets at beginning of year | 2020-12-31 | $5,826,565 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $245,657 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $12,893 |
| Other income received | 2020-12-31 | $661,447 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $-863,616 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,962,949 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,826,565 |
| Assets. Value of participant loans | 2020-12-31 | $15,203 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $148,148 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $163 |
| 2019 : NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,739,654 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $2,160,468 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $2,160,368 |
| Total plan assets at end of year | 2019-12-31 | $5,826,565 |
| Total plan assets at beginning of year | 2019-12-31 | $6,247,379 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $276,744 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $1,330,768 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $-420,814 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,826,565 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,247,379 |
| Assets. Value of participant loans | 2019-12-31 | $2,590 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $132,142 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $100 |
| 2018 : NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $140,561 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,528 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,503 |
| Total plan assets at end of year | 2018-12-31 | $6,247,379 |
| Total plan assets at beginning of year | 2018-12-31 | $6,108,346 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $273,650 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-275,519 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $139,033 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,247,379 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,108,346 |
| Assets. Value of participant loans | 2018-12-31 | $4,001 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $142,430 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $25 |
| 2017 : NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $1,150,136 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $35,141 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $35,116 |
| Total plan assets at end of year | 2017-12-31 | $6,108,346 |
| Total plan assets at beginning of year | 2017-12-31 | $4,993,351 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $219,001 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $781,730 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $1,114,995 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $6,108,346 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,993,351 |
| Assets. Value of participant loans | 2017-12-31 | $5,363 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $0 |
| Assets. Value of employer real property | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $149,405 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $25 |
| 2016 : NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $629,222 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $47,879 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $47,798 |
| Total plan assets at end of year | 2016-12-31 | $4,993,351 |
| Total plan assets at beginning of year | 2016-12-31 | $4,412,008 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $202,114 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $275,343 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $581,343 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,993,351 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,412,008 |
| Assets. Value of participant loans | 2016-12-31 | $6,678 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $151,765 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $81 |
| 2015 : NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $290,508 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $29,135 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $21,058 |
| Total plan assets at end of year | 2015-12-31 | $4,412,008 |
| Total plan assets at beginning of year | 2015-12-31 | $4,150,635 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $169,155 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-16,716 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $261,373 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,412,008 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,150,635 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $138,069 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $8,077 |
| 2014 : NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $634,188 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $613,449 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $595,716 |
| Total plan assets at end of year | 2014-12-31 | $4,150,635 |
| Total plan assets at beginning of year | 2014-12-31 | $4,129,896 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $220,569 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $2,580 |
| Other income received | 2014-12-31 | $241,191 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $20,739 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,150,635 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,129,896 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $169,848 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $14 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $17,719 |
| 2013 : NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $779,600 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $282,338 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $282,338 |
| Total plan assets at end of year | 2013-12-31 | $4,129,896 |
| Total plan assets at beginning of year | 2013-12-31 | $3,632,634 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $164,215 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $471,910 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $497,262 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,129,896 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,632,634 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $143,475 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| 2012 : NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $792,653 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $877,088 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $870,014 |
| Total plan assets at end of year | 2012-12-31 | $3,632,634 |
| Total plan assets at beginning of year | 2012-12-31 | $3,717,069 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $163,989 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $32,650 |
| Other income received | 2012-12-31 | $438,824 |
| Net income (gross income less expenses) | 2012-12-31 | $-84,435 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,632,634 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,717,069 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $157,190 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,074 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $296,947 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $530,500 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $530,416 |
| Total plan assets at end of year | 2011-12-31 | $3,717,069 |
| Total plan assets at beginning of year | 2011-12-31 | $3,950,622 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $164,814 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $84 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $8,317 |
| Other income received | 2011-12-31 | $-32,614 |
| Net income (gross income less expenses) | 2011-12-31 | $-233,553 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,717,069 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,950,622 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $156,430 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $739,861 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $329,495 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $329,381 |
| Total plan assets at end of year | 2010-12-31 | $3,950,622 |
| Total plan assets at beginning of year | 2010-12-31 | $3,540,256 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $166,096 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $114 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $5,178 |
| Other income received | 2010-12-31 | $406,005 |
| Net income (gross income less expenses) | 2010-12-31 | $410,366 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,950,622 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,540,256 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $162,582 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2022: NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 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 funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: NORTH CAROLINA MEDICAL SOCIETY RETIREMENT SAVINGS PLAN 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
