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PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. has sponsored the creation of one or more 401k plans.

Company Name:PRIMARY CARE PHYSICIANS OF ATLANTA, P.C.
Employer identification number (EIN):581683962
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01LONNIE HERZOG, MD2020-05-18 LONNIE HERZOG, MD2020-05-18
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01LONNIE HERZOG LONNIE HERZOG2013-07-03
0012011-01-01LONNIE HERZOG LONNIE HERZOG2012-06-15
0012009-01-01LONNIE HERZOG LONNIE HERZOG2010-10-11

Financial Data on PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-3116774
Total expenses incurred by plan in this plan year2025-07-31342408
Net assets as of the end of the plan year2025-07-3128868550
Total assets as of the beginning of the plan year2025-07-3124175334
Value of plan covered by a fidelity bond2025-07-311000000
Participant contributions to plan in this plan year2025-07-31348911
Other income to plan in this plan year2025-07-314225743
Plan net income in this plan year2025-07-314709990
Net assets as of the end of the plan year2025-07-3128868550
Net assets as of the beginning of the plan year2025-07-3124158560
Employer contributions to plan in this plan year2025-07-31477744
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-31122941
2024 : PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-0916774
Total liabilities as of the beginning of the plan year2024-07-0911324
Total expenses incurred by plan in this plan year2024-07-09226577
Net assets as of the end of the plan year2024-07-0924175334
Total assets as of the beginning of the plan year2024-07-0919778048
Value of plan covered by a fidelity bond2024-07-091000000
Participant contributions to plan in this plan year2024-07-09345211
Other income to plan in this plan year2024-07-093822891
Plan net income in this plan year2024-07-094391836
Net assets as of the end of the plan year2024-07-0924158560
Net assets as of the beginning of the plan year2024-07-0919766724
Employer contributions to plan in this plan year2024-07-09450311
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-09111828
2022 : PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-06-1411324
Total liabilities as of the beginning of the plan year2022-06-1410791
Total expenses incurred by plan in this plan year2022-06-14112835
Net assets as of the end of the plan year2022-06-1422041874
Total assets as of the beginning of the plan year2022-06-1418393337
Value of plan covered by a fidelity bond2022-06-141000000
Participant contributions to plan in this plan year2022-06-14262087
Other income to plan in this plan year2022-06-143114048
Plan net income in this plan year2022-06-143648004
Net assets as of the end of the plan year2022-06-1422030550
Net assets as of the beginning of the plan year2022-06-1418382546
Employer contributions to plan in this plan year2022-06-14384704
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-14107054
2019 : PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$10,430
Total plan liabilities at beginning of year2019-12-31$10,028
Total income from all sources2019-12-31$3,467,286
Expenses. Total of all expenses incurred2019-12-31$560,390
Benefits paid (including direct rollovers)2019-12-31$508,138
Total plan assets at end of year2019-12-31$16,148,971
Total plan assets at beginning of year2019-12-31$13,241,673
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$274,553
Other income received2019-12-31$2,810,313
Net income (gross income less expenses)2019-12-31$2,906,896
Net plan assets at end of year (total assets less liabilities)2019-12-31$16,138,541
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$13,231,645
Total contributions received or receivable from employer(s)2019-12-31$382,420
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$52,252
2018 : PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$10,028
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$53,026
Expenses. Total of all expenses incurred2018-12-31$227,962
Benefits paid (including direct rollovers)2018-12-31$175,360
Total plan assets at end of year2018-12-31$13,241,673
Total plan assets at beginning of year2018-12-31$13,406,581
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$273,433
Other income received2018-12-31$-609,158
Net income (gross income less expenses)2018-12-31$-174,936
Net plan assets at end of year (total assets less liabilities)2018-12-31$13,231,645
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$13,406,581
Total contributions received or receivable from employer(s)2018-12-31$388,751
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$52,602
2017 : PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,723,882
Expenses. Total of all expenses incurred2017-12-31$145,752
Benefits paid (including direct rollovers)2017-12-31$99,747
Total plan assets at end of year2017-12-31$13,406,581
Total plan assets at beginning of year2017-12-31$10,828,451
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$246,953
Other income received2017-12-31$2,087,237
Net income (gross income less expenses)2017-12-31$2,578,130
Net plan assets at end of year (total assets less liabilities)2017-12-31$13,406,581
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$10,828,451
Total contributions received or receivable from employer(s)2017-12-31$389,692
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$46,005
2016 : PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,454,456
Expenses. Total of all expenses incurred2016-12-31$111,250
Benefits paid (including direct rollovers)2016-12-31$72,440
Total plan assets at end of year2016-12-31$10,828,451
Total plan assets at beginning of year2016-12-31$9,485,245
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$241,510
Other income received2016-12-31$838,503
Net income (gross income less expenses)2016-12-31$1,343,206
Net plan assets at end of year (total assets less liabilities)2016-12-31$10,828,451
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$9,485,245
Total contributions received or receivable from employer(s)2016-12-31$374,443
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$38,810
2015 : PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$299,199
Expenses. Total of all expenses incurred2015-12-31$129,626
Benefits paid (including direct rollovers)2015-12-31$84,332
Total plan assets at end of year2015-12-31$9,485,245
Total plan assets at beginning of year2015-12-31$9,315,672
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$214,739
Other income received2015-12-31$-261,172
Net income (gross income less expenses)2015-12-31$169,573
Net plan assets at end of year (total assets less liabilities)2015-12-31$9,485,245
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$9,315,672
Total contributions received or receivable from employer(s)2015-12-31$345,632
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$45,294
2014 : PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,154,711
Expenses. Total of all expenses incurred2014-12-31$45,665
Benefits paid (including direct rollovers)2014-12-31$10,356
Total plan assets at end of year2014-12-31$9,315,672
Total plan assets at beginning of year2014-12-31$8,206,626
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$211,532
Other income received2014-12-31$583,089
Net income (gross income less expenses)2014-12-31$1,109,046
Net plan assets at end of year (total assets less liabilities)2014-12-31$9,315,672
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$8,206,626
Total contributions received or receivable from employer(s)2014-12-31$360,090
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$35,309
2013 : PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$2,086,173
Expenses. Total of all expenses incurred2013-12-31$55,733
Benefits paid (including direct rollovers)2013-12-31$26,166
Total plan assets at end of year2013-12-31$8,206,626
Total plan assets at beginning of year2013-12-31$6,176,186
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$194,488
Other income received2013-12-31$1,565,508
Net income (gross income less expenses)2013-12-31$2,030,440
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,206,626
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,176,186
Total contributions received or receivable from employer(s)2013-12-31$326,177
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$29,567
2012 : PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$1,244,880
Expenses. Total of all expenses incurred2012-12-31$74,132
Benefits paid (including direct rollovers)2012-12-31$50,955
Total plan assets at end of year2012-12-31$6,176,186
Total plan assets at beginning of year2012-12-31$5,005,438
Value of fidelity bond covering the plan2012-12-31$700,000
Total contributions received or receivable from participants2012-12-31$187,321
Other income received2012-12-31$725,027
Net income (gross income less expenses)2012-12-31$1,170,748
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,176,186
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,005,438
Total contributions received or receivable from employer(s)2012-12-31$332,532
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$23,177
2011 : PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$369,662
Expenses. Total of all expenses incurred2011-12-31$92,100
Benefits paid (including direct rollovers)2011-12-31$71,286
Total plan assets at end of year2011-12-31$5,005,438
Total plan assets at beginning of year2011-12-31$4,727,876
Value of fidelity bond covering the plan2011-12-31$700,000
Total contributions received or receivable from participants2011-12-31$140,764
Other income received2011-12-31$-63,502
Net income (gross income less expenses)2011-12-31$277,562
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,005,438
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,727,876
Total contributions received or receivable from employer(s)2011-12-31$292,400
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$20,814
2010 : PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$991,723
Expenses. Total of all expenses incurred2010-12-31$22,602
Benefits paid (including direct rollovers)2010-12-31$7,002
Total plan assets at end of year2010-12-31$4,727,876
Total plan assets at beginning of year2010-12-31$3,758,755
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$132,322
Other income received2010-12-31$613,880
Net income (gross income less expenses)2010-12-31$969,121
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,727,876
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,758,755
Total contributions received or receivable from employer(s)2010-12-31$245,521
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$15,600

Form 5500 Responses for PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN

2019: PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PRIMARY CARE PHYSICIANS OF ATLANTA, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number53230
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number53230
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number53230
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number53230
Policy instance 1

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