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PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 401k Plan overview

Plan NamePATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN
Plan identification number 001

PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

PATHOLOGY & LABORATORY MEDICINE, P has sponsored the creation of one or more 401k plans.

Company Name:PATHOLOGY & LABORATORY MEDICINE, P
Employer identification number (EIN):581437914
NAIC Classification:621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JULIE BAIRD LOTT,MD2023-10-09
0012021-01-01JULIE BAIRD LOTT,MD2022-10-11
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PAUL ATKINSON
0012017-01-01PAUL ATKINSON
0012017-01-01PAUL ATKINSON PAUL ATKINSON
0012016-01-01PAUL ATKINSON
0012015-01-01PAUL ATKINSON
0012014-01-01PAUL ATKINSON
0012013-01-01
0012012-01-01PAUL F. ATKINSON, MD
0012011-01-01PAUL F. ATKINSON, MD
0012009-01-01PAUL F. ATKINSON, MD

Plan Statistics for PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN

401k plan membership statisitcs for PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN

Measure Date Value
2022: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0147
Total number of active participants reported on line 7a of the Form 55002022-01-0140
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0148
Number of participants with account balances2022-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0148
Total number of active participants reported on line 7a of the Form 55002021-01-0138
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0146
Number of participants with account balances2021-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0143
Total number of active participants reported on line 7a of the Form 55002020-01-0145
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0150
Number of participants with account balances2020-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0138
Total number of active participants reported on line 7a of the Form 55002019-01-0143
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0143
Number of participants with account balances2019-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0137
Total number of active participants reported on line 7a of the Form 55002018-01-0135
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0136
Total number of active participants reported on line 7a of the Form 55002017-01-0135
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0136
Total number of active participants reported on line 7a of the Form 55002016-01-0135
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0132
Total number of active participants reported on line 7a of the Form 55002015-01-0135
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0131
Total number of active participants reported on line 7a of the Form 55002014-01-0131
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0134
Total number of active participants reported on line 7a of the Form 55002013-01-0130
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0131
Total participants2013-01-0131
Number of participants with account balances2013-01-0131
2012: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0132
Total number of active participants reported on line 7a of the Form 55002012-01-0133
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0134
Total participants2012-01-0134
Number of participants with account balances2012-01-0134
2011: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0129
Total number of active participants reported on line 7a of the Form 55002011-01-0131
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0132
Total participants2011-01-0132
Number of participants with account balances2011-01-0132
2009: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0133
Total number of active participants reported on line 7a of the Form 55002009-01-0133
Total of all active and inactive participants2009-01-0133
Total participants2009-01-0133

Financial Data on PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN

Measure Date Value
2022 : PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$3,954,607
Expenses. Total of all expenses incurred2022-12-31$103,587
Total plan assets at end of year2022-12-31$27,355,693
Total plan assets at beginning of year2022-12-31$23,504,673
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$26,000
Expenses. Other expenses not covered elsewhere2022-12-31$103,587
Other income received2022-12-31$2,655,990
Net income (gross income less expenses)2022-12-31$3,851,020
Net plan assets at end of year (total assets less liabilities)2022-12-31$27,355,693
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$23,504,673
Total contributions received or receivable from employer(s)2022-12-31$1,272,617
2021 : PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$3,841,451
Expenses. Total of all expenses incurred2021-12-31$319,886
Benefits paid (including direct rollovers)2021-12-31$216,299
Total plan assets at end of year2021-12-31$23,504,673
Total plan assets at beginning of year2021-12-31$19,983,108
Value of fidelity bond covering the plan2021-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$103,587
Other income received2021-12-31$2,655,990
Net income (gross income less expenses)2021-12-31$3,521,565
Net plan assets at end of year (total assets less liabilities)2021-12-31$23,504,673
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$19,983,108
Total contributions received or receivable from employer(s)2021-12-31$1,185,461
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$3,184,622
Expenses. Total of all expenses incurred2020-12-31$3,033,214
Benefits paid (including direct rollovers)2020-12-31$2,981,631
Total plan assets at end of year2020-12-31$19,983,108
Total plan assets at beginning of year2020-12-31$19,831,700
Value of fidelity bond covering the plan2020-12-31$1,000,000
Other income received2020-12-31$2,068,797
Net income (gross income less expenses)2020-12-31$151,408
Net plan assets at end of year (total assets less liabilities)2020-12-31$19,983,108
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$19,831,700
Total contributions received or receivable from employer(s)2020-12-31$1,115,825
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$51,583
2019 : PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$2,000
Total income from all sources2019-12-31$3,980,856
Expenses. Total of all expenses incurred2019-12-31$519,654
Benefits paid (including direct rollovers)2019-12-31$454,862
Total plan assets at end of year2019-12-31$19,831,700
Total plan assets at beginning of year2019-12-31$16,372,498
Value of fidelity bond covering the plan2019-12-31$1,000,000
Other income received2019-12-31$2,760,613
Net income (gross income less expenses)2019-12-31$3,461,202
Net plan assets at end of year (total assets less liabilities)2019-12-31$19,831,700
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$16,370,498
Total contributions received or receivable from employer(s)2019-12-31$1,220,243
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$64,792
2018 : PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$2,000
Total income from all sources2018-12-31$260,791
Expenses. Total of all expenses incurred2018-12-31$1,053,258
Benefits paid (including direct rollovers)2018-12-31$995,414
Total plan assets at end of year2018-12-31$16,372,498
Total plan assets at beginning of year2018-12-31$17,162,965
Value of fidelity bond covering the plan2018-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$229
Other income received2018-12-31$-884,361
Net income (gross income less expenses)2018-12-31$-792,467
Net plan assets at end of year (total assets less liabilities)2018-12-31$16,370,498
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$17,162,965
Total contributions received or receivable from employer(s)2018-12-31$1,145,152
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$57,615
2017 : PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,889,819
Expenses. Total of all expenses incurred2017-12-31$195,852
Benefits paid (including direct rollovers)2017-12-31$130,070
Total plan assets at end of year2017-12-31$17,162,736
Total plan assets at beginning of year2017-12-31$14,468,769
Value of fidelity bond covering the plan2017-12-31$1,000,000
Other income received2017-12-31$1,821,467
Net income (gross income less expenses)2017-12-31$2,693,967
Net plan assets at end of year (total assets less liabilities)2017-12-31$17,162,736
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$14,468,769
Total contributions received or receivable from employer(s)2017-12-31$1,068,352
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$65,782
2016 : PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,807,086
Expenses. Total of all expenses incurred2016-12-31$236,340
Benefits paid (including direct rollovers)2016-12-31$191,730
Total plan assets at end of year2016-12-31$14,468,769
Total plan assets at beginning of year2016-12-31$12,898,023
Value of fidelity bond covering the plan2016-12-31$1,000,000
Other income received2016-12-31$775,695
Net income (gross income less expenses)2016-12-31$1,570,746
Net plan assets at end of year (total assets less liabilities)2016-12-31$14,468,769
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$12,898,023
Total contributions received or receivable from employer(s)2016-12-31$1,031,391
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$44,610
2015 : PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$916,479
Expenses. Total of all expenses incurred2015-12-31$184,740
Benefits paid (including direct rollovers)2015-12-31$138,169
Total plan assets at end of year2015-12-31$12,898,023
Total plan assets at beginning of year2015-12-31$12,166,284
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$-139,710
Net income (gross income less expenses)2015-12-31$731,739
Net plan assets at end of year (total assets less liabilities)2015-12-31$12,898,023
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$12,166,284
Total contributions received or receivable from employer(s)2015-12-31$1,056,189
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$46,571
2014 : PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,465,368
Expenses. Total of all expenses incurred2014-12-31$184,190
Benefits paid (including direct rollovers)2014-12-31$144,095
Total plan assets at end of year2014-12-31$12,166,284
Total plan assets at beginning of year2014-12-31$10,885,106
Value of fidelity bond covering the plan2014-12-31$1,000,000
Other income received2014-12-31$546,083
Net income (gross income less expenses)2014-12-31$1,281,178
Net plan assets at end of year (total assets less liabilities)2014-12-31$12,166,284
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$10,885,106
Total contributions received or receivable from employer(s)2014-12-31$919,285
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$40,095
2013 : PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,882,905
Expenses. Total of all expenses incurred2013-12-31$159,222
Benefits paid (including direct rollovers)2013-12-31$125,617
Total plan assets at end of year2013-12-31$10,885,106
Total plan assets at beginning of year2013-12-31$9,161,423
Value of fidelity bond covering the plan2013-12-31$1,000,000
Other income received2013-12-31$1,078,196
Net income (gross income less expenses)2013-12-31$1,723,683
Net plan assets at end of year (total assets less liabilities)2013-12-31$10,885,106
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$9,161,423
Total contributions received or receivable from employer(s)2013-12-31$804,709
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$33,605
2012 : PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,439,948
Expenses. Total of all expenses incurred2012-12-31$216,356
Benefits paid (including direct rollovers)2012-12-31$186,453
Total plan assets at end of year2012-12-31$9,161,423
Total plan assets at beginning of year2012-12-31$7,937,831
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$723,634
Net income (gross income less expenses)2012-12-31$1,223,592
Net plan assets at end of year (total assets less liabilities)2012-12-31$9,161,423
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,937,831
Total contributions received or receivable from employer(s)2012-12-31$716,314
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$29,903
2011 : PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$657,680
Expenses. Total of all expenses incurred2011-12-31$209,042
Benefits paid (including direct rollovers)2011-12-31$183,832
Total plan assets at end of year2011-12-31$7,937,831
Total plan assets at beginning of year2011-12-31$7,489,192
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$-76,614
Net income (gross income less expenses)2011-12-31$448,638
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,937,831
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,489,192
Total contributions received or receivable from employer(s)2011-12-31$734,294
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$25,210
2010 : PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,395,007
Expenses. Total of all expenses incurred2010-12-31$714,499
Benefits paid (including direct rollovers)2010-12-31$696,264
Total plan assets at end of year2010-12-31$7,489,192
Total plan assets at beginning of year2010-12-31$6,808,684
Value of fidelity bond covering the plan2010-12-31$1,000,000
Other income received2010-12-31$694,839
Net income (gross income less expenses)2010-12-31$680,508
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,489,192
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,808,684
Total contributions received or receivable from employer(s)2010-12-31$700,168
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$18,235

Form 5500 Responses for PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN

2022: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PATHOLOGY & LABORATORY MEDICINE, PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAV62582
Policy instance 2
Insurance contract or identification numberDAV62582
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $2,127
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2127
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number309012286
Policy instance 1
Insurance contract or identification number309012286
Number of Individuals Covered1
Insurance policy start date2020-05-03
Insurance policy end date2021-05-02
Total amount of commissions paid to insurance brokerUSD $7,260
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,260
Insurance broker organization code?3
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAV62582
Policy instance 2
Insurance contract or identification numberDAV62582
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $2,127
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2127
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number309012286
Policy instance 1
Insurance contract or identification number309012286
Number of Individuals Covered1
Insurance policy start date2019-05-03
Insurance policy end date2020-05-02
Total amount of commissions paid to insurance brokerUSD $6,975
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,975
Insurance broker organization code?3
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAV62582
Policy instance 2
Insurance contract or identification numberDAV62582
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $293
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $293
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number309012286
Policy instance 1
Insurance contract or identification number309012286
Number of Individuals Covered1
Insurance policy start date2018-05-03
Insurance policy end date2019-05-02
Total amount of commissions paid to insurance brokerUSD $6,430
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,430
Insurance broker organization code?3
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 70211 )
Policy contract number1004942988
Policy instance 2
Insurance contract or identification number1004942988
Number of Individuals Covered1
Insurance policy start date2016-03-06
Insurance policy end date2017-03-05
Total amount of commissions paid to insurance brokerUSD $3,883
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,883
Insurance broker organization code?3
Insurance broker nameRESOURCE HORIZONS GROUP
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAV62582
Policy instance 3
Insurance contract or identification numberDAV62582
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $293
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $293
Insurance broker organization code?3
Insurance broker nameRESOURCE HORIZONS GROUP
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number309012286
Policy instance 1
Insurance contract or identification number309012286
Number of Individuals Covered1
Insurance policy start date2016-05-03
Insurance policy end date2017-05-02
Total amount of commissions paid to insurance brokerUSD $6,430
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,430
Insurance broker organization code?3
Insurance broker nameTRIAD ADVISORS, INC.
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number309012286
Policy instance 2
Insurance contract or identification number309012286
Number of Individuals Covered1
Insurance policy start date2014-05-03
Insurance policy end date2015-05-02
Total amount of commissions paid to insurance brokerUSD $6,911
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,911
Insurance broker organization code?3
Insurance broker nameTRIAD ADVISORS, INC.
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 70211 )
Policy contract number1004942988
Policy instance 3
Insurance contract or identification number1004942988
Number of Individuals Covered1
Insurance policy start date2014-03-06
Insurance policy end date2015-03-05
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Insurance broker organization code?3
Insurance broker nameRESOURCE HORIZONS GROUP
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAV62582
Policy instance 4
Insurance contract or identification numberDAV62582
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Insurance broker organization code?3
Insurance broker nameRESOURCE HORIZONS GROUP
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 70211 )
Policy contract number1004942988
Policy instance 3
Insurance contract or identification number1004942988
Number of Individuals Covered1
Insurance policy start date2013-03-06
Insurance policy end date2014-03-05
Total amount of commissions paid to insurance brokerUSD $3,191
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,191
Insurance broker organization code?3
Insurance broker nameRESOURCE HORIZONS GROUP
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number309012286
Policy instance 2
Insurance contract or identification number309012286
Number of Individuals Covered1
Insurance policy start date2013-05-03
Insurance policy end date2014-05-02
Total amount of commissions paid to insurance brokerUSD $6,900
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,900
Insurance broker organization code?3
Insurance broker nameRESOURCE HORIZAONS GROUP
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAV62582
Policy instance 4
Insurance contract or identification numberDAV62582
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,391
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,391
Insurance broker organization code?3
Insurance broker nameRESOURCE HORIZONS GROUP
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number309012286
Policy instance 2
Insurance contract or identification number309012286
Number of Individuals Covered1
Insurance policy start date2012-05-03
Insurance policy end date2013-05-02
Total amount of commissions paid to insurance brokerUSD $4,608
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,608
Insurance broker organization code?3
Insurance broker nameRESOURCE HORIZONS GROUP
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAV62582
Policy instance 4
Insurance contract or identification numberDAV62582
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $867
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $867
Insurance broker organization code?3
Insurance broker nameRESOURCE HORIZONS GROUP
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 70211 )
Policy contract number1004942988
Policy instance 3
Insurance contract or identification number1004942988
Number of Individuals Covered1
Insurance policy start date2012-03-06
Insurance policy end date2013-03-05
Total amount of commissions paid to insurance brokerUSD $2,959
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $2,959
Insurance broker organization code?3
Insurance broker nameRESOURCE HORIZONS GROUP
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number
Policy instance 2
Number of Individuals Covered1
Insurance policy start date2011-05-03
Insurance policy end date2012-05-02
Total amount of commissions paid to insurance brokerUSD $3,472
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,472
Insurance broker nameC/O AGENCY DEPT THE GUARDIAN LIFE
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberDAV62582
Policy instance 1
Insurance contract or identification numberDAV62582
Number of Individuals Covered1
Insurance policy start date2011-06-01
Insurance policy end date2012-05-30
Total amount of commissions paid to insurance brokerUSD $700
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $700
Insurance broker nameC/O AGENCY DEPT THE GUARDIAN LIFE
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number
Policy instance 2
Number of Individuals Covered1
Insurance policy start date2010-05-03
Insurance policy end date2011-05-02
Total amount of commissions paid to insurance brokerUSD $2,450
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number
Policy instance 1
Number of Individuals Covered1
Insurance policy start date2010-06-01
Insurance policy end date2011-05-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number
Policy instance 1
Number of Individuals Covered1
Insurance policy start date2009-06-01
Insurance policy end date2010-05-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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