401k Plan data: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN plan

RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 401k Plan overview

Plan Name	RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN
Plan identification number	001

RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan covering Self-Employed individuals.
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.
Life insurance

401k Sponsoring company profile

RIVERSIDE MEDICAL ASSOCIATES, PLLC has sponsored the creation of one or more 401k plans.

Company Name: RIVERSIDE MEDICAL ASSOCIATES, PLLC

Employer identification number (EIN): 561283166

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 PAMELA MYERS 2023-10-06 PAMELA MYERS 2023-10-06
001 2021-01-01 GRETA TEMPLETON 2022-10-13 GRETA TEMPLETON 2022-10-13
001 2020-01-01 GRETA TEMPLETON 2021-09-07 GRETA TEMPLETON 2021-09-07
001 2018-01-01 GRETA TEMPLETON 2019-09-04 GRETA TEMPLETON 2019-09-04
001 2017-01-01 GRETA TEMPLETON 2018-07-23 GRETA TEMPLETON 2018-07-23
001 2016-01-01 GRETA TEMPLETON 2017-10-06 GRETA TEMPLETON 2017-10-06
001 2015-01-01 GRETA TEMPLETON
001 2014-01-01 GRETA TEMPLETON
001 2013-01-01 GRETA TEMPLETON
001 2012-01-01 GRETA TEMPLETON
001 2012-01-01 GRETA TEMPLETON
001 2011-01-01 GRETA TEMPLETON
001 2010-01-01 GRETA TEMPLETON
001 2009-01-01 GRETA TEMPLETON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	PAMELA MYERS	2023-10-06	PAMELA MYERS	2023-10-06
001	2021-01-01	GRETA TEMPLETON	2022-10-13	GRETA TEMPLETON	2022-10-13
001	2020-01-01	GRETA TEMPLETON	2021-09-07	GRETA TEMPLETON	2021-09-07
001	2018-01-01	GRETA TEMPLETON	2019-09-04	GRETA TEMPLETON	2019-09-04
001	2017-01-01	GRETA TEMPLETON	2018-07-23	GRETA TEMPLETON	2018-07-23
001	2016-01-01	GRETA TEMPLETON	2017-10-06	GRETA TEMPLETON	2017-10-06
001	2015-01-01	GRETA TEMPLETON
001	2014-01-01	GRETA TEMPLETON
001	2013-01-01	GRETA TEMPLETON
001	2012-01-01	GRETA TEMPLETON
001	2012-01-01	GRETA TEMPLETON
001	2011-01-01	GRETA TEMPLETON
001	2010-01-01	GRETA TEMPLETON
001	2009-01-01	GRETA TEMPLETON

Plan Statistics for RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN

401k plan membership statisitcs for RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN

Measure Date Value
2015: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
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 0
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
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 0
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11
Number of participants with account balances 2010-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
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	0
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
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	0
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11
Number of participants with account balances	2010-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN

Measure	Date	Value
2015 : RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$52,682
Expenses. Total of all expenses incurred	2015-12-31	$16,363
Benefits paid (including direct rollovers)	2015-12-31	$519
Total plan assets at end of year	2015-12-31	$1,761,226
Total plan assets at beginning of year	2015-12-31	$1,724,907
Value of fidelity bond covering the plan	2015-12-31	$185,000
Total contributions received or receivable from participants	2015-12-31	$72,416
Other income received	2015-12-31	$-30,538
Net income (gross income less expenses)	2015-12-31	$36,319
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,761,226
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,724,907
Total contributions received or receivable from employer(s)	2015-12-31	$10,804
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$15,844
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$138,000
Expenses. Total of all expenses incurred	2014-12-31	$52,619
Benefits paid (including direct rollovers)	2014-12-31	$36,281
Total plan assets at end of year	2014-12-31	$1,724,907
Total plan assets at beginning of year	2014-12-31	$1,639,526
Value of fidelity bond covering the plan	2014-12-31	$165,000
Total contributions received or receivable from participants	2014-12-31	$63,653
Other income received	2014-12-31	$60,702
Net income (gross income less expenses)	2014-12-31	$85,381
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,724,907
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,639,526
Total contributions received or receivable from employer(s)	2014-12-31	$13,645
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$16,338
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$362,736
Expenses. Total of all expenses incurred	2013-12-31	$64,500
Benefits paid (including direct rollovers)	2013-12-31	$48,546
Total plan assets at end of year	2013-12-31	$1,639,526
Total plan assets at beginning of year	2013-12-31	$1,341,290
Value of fidelity bond covering the plan	2013-12-31	$165,000
Total contributions received or receivable from participants	2013-12-31	$70,305
Other income received	2013-12-31	$281,155
Net income (gross income less expenses)	2013-12-31	$298,236
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,639,526
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,341,290
Total contributions received or receivable from employer(s)	2013-12-31	$11,276
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$15,954
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$241,593
Expenses. Total of all expenses incurred	2012-12-31	$12,214
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,344,605
Total plan assets at beginning of year	2012-12-31	$1,115,226
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$64,086
Other income received	2012-12-31	$162,431
Net income (gross income less expenses)	2012-12-31	$229,379
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,344,605
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,115,226
Total contributions received or receivable from employer(s)	2012-12-31	$15,076
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$12,214
2011 : RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$53,822
Expenses. Total of all expenses incurred	2011-12-31	$11,070
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,115,226
Total plan assets at beginning of year	2011-12-31	$1,072,474
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$69,366
Other income received	2011-12-31	$-30,544
Net income (gross income less expenses)	2011-12-31	$42,752
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,115,226
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,072,474
Total contributions received or receivable from employer(s)	2011-12-31	$15,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$11,070
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$248,812
Expenses. Total of all expenses incurred	2010-12-31	$264,846
Benefits paid (including direct rollovers)	2010-12-31	$253,314
Total plan assets at end of year	2010-12-31	$1,072,474
Total plan assets at beginning of year	2010-12-31	$1,088,508
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$64,432
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$158,030
Net income (gross income less expenses)	2010-12-31	$-16,034
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,072,474
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,088,508
Total contributions received or receivable from employer(s)	2010-12-31	$26,350
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$11,532
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K PLAN

2015: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K 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 is a collectively bargained plan	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: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K 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: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K 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: RIVERSIDE MEDICAL ASSOCIATES, PLLC PROFIT SHARING 401K 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

Insurance Providers Used on plan

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0309930

Policy instance

Insurance contract or identification number	0309930
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $4
Total amount of fees paid to insurance company	USD $1
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Insurance broker name	EDGAR P ROBERTS, JR

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0309930

Policy instance

Insurance contract or identification number	0309930
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker name	EDGAR P ROBERTS, JR CLU CH

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0309930

Policy instance

Insurance contract or identification number	0309930
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2
Total amount of fees paid to insurance company	USD $1
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2
Amount paid for insurance broker fees	1
Additional information about fees paid to insurance broker	SERVICING FEE
Insurance broker organization code?	3
Insurance broker name	EDGAR P ROBERTS, JR CLU CH

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0309930

Policy instance

Insurance contract or identification number	0309930
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0309930

Policy instance

Insurance contract or identification number	0309930
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0309930

Policy instance

Insurance contract or identification number	0309930
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	RIVERSIDE MEDICAL ASSOCIATES, PLLC
Employer identification number (EIN):	561283166
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)