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DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN 401k Plan overview

Plan NameDERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN
Plan identification number 002

DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. has sponsored the creation of one or more 401k plans.

Company Name:DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A.
Employer identification number (EIN):592524839
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1985-06-27
Company Identification Number: H64028
Legal Registered Office Address: 1707 RIGGINS RD

TALLAHASSEE

32308

More information about DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01STEPHEN RICHARDSON2023-12-11
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01STEPHEN RICHARDSON
0022016-01-01STEPHEN RICHARDSON
0022015-01-01STEPHEN RICHARDSON2016-09-29
0022014-01-01STEPHEN RICHARDSON2015-10-14
0022013-01-01STEPHEN RICHARDSON2014-10-15
0022012-01-01STEPHEN RICHARDSON2013-10-15
0022011-01-01STEPHEN RICHARDSON2012-10-09
0022010-01-01STEPHEN RICHARDSON2011-10-13

Plan Statistics for DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN

401k plan membership statisitcs for DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN

Measure Date Value
2022: DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-316,071,260
Acturial value of plan assets2022-12-316,071,260
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-319
Fundng target for terminated vested participants2022-12-3122,959
Active participant vested funding target2022-12-314,841,369
Number of active participants2022-12-3189
Total funding liabilities for active participants2022-12-314,841,369
Total participant count2022-12-3198
Total funding target for all participants2022-12-314,864,328
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31600,482
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31600,482
Present value of excess contributions2022-12-31396,534
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31418,304
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31418,304
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-311,054,335
Total employer contributions2022-12-31433,900
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31397,131
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3132,440
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31397,131
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-317,925,873
Acturial value of plan assets2021-12-317,925,873
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3136
Fundng target for terminated vested participants2021-12-312,563,221
Active participant vested funding target2021-12-314,562,028
Number of active participants2021-12-31104
Total funding liabilities for active participants2021-12-314,562,028
Total participant count2021-12-31140
Total funding target for all participants2021-12-317,125,249
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31387,889
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31387,889
Present value of excess contributions2021-12-31166,661
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31175,394
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31175,394
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31600,482
Total employer contributions2021-12-31433,900
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31396,534
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3129,904
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31396,534
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01137
Total number of active participants reported on line 7a of the Form 55002021-01-0189
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-317,134,273
Acturial value of plan assets2020-12-317,134,273
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3121
Fundng target for terminated vested participants2020-12-312,455,209
Active participant vested funding target2020-12-314,437,562
Number of active participants2020-12-31156
Total funding liabilities for active participants2020-12-314,438,056
Total participant count2020-12-31177
Total funding target for all participants2020-12-316,893,265
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-319,772
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-319,772
Present value of excess contributions2020-12-31357,627
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31376,903
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31376,903
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31387,889
Total employer contributions2020-12-31250,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31227,681
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3128,054
Net shortfall amortization installment of oustanding balance2020-12-31146,881
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3161,020
Additional cash requirement2020-12-3161,020
Contributions allocatedtoward minimum required contributions for current year2020-12-31227,681
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01177
Total number of active participants reported on line 7a of the Form 55002020-01-01104
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0133
Total of all active and inactive participants2020-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-316,066,909
Acturial value of plan assets2019-12-316,066,909
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3118
Fundng target for terminated vested participants2019-12-3132,513
Active participant vested funding target2019-12-316,486,631
Number of active participants2019-12-31156
Total funding liabilities for active participants2019-12-316,497,448
Total participant count2019-12-31174
Total funding target for all participants2019-12-316,529,961
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31181,590
Prefunding balanced used to offset prior years funding requirement2019-12-31171,612
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-319,978
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-319,772
Total employer contributions2019-12-31501,081
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31458,200
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3123,745
Net shortfall amortization installment of oustanding balance2019-12-31472,824
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31100,573
Additional cash requirement2019-12-31100,573
Contributions allocatedtoward minimum required contributions for current year2019-12-31458,200
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01169
Total number of active participants reported on line 7a of the Form 55002019-01-01156
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0125
2018: DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-315,716,004
Acturial value of plan assets2018-12-315,716,004
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-316
Fundng target for terminated vested participants2018-12-319,977
Active participant vested funding target2018-12-315,503,146
Number of active participants2018-12-31138
Total funding liabilities for active participants2018-12-315,508,440
Total participant count2018-12-31144
Total funding target for all participants2018-12-315,518,417
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31125,185
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31125,185
Present value of excess contributions2018-12-3144,140
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3146,678
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3146,678
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31181,590
Total employer contributions2018-12-31443,431
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31414,349
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31601,958
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31585,961
Prefunding balance elected to use to offset funding requirement2018-12-31171,612
Additional cash requirement2018-12-31414,349
Contributions allocatedtoward minimum required contributions for current year2018-12-31414,349
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01145
Total number of active participants reported on line 7a of the Form 55002018-01-01140
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-314,755,961
Acturial value of plan assets2017-12-314,755,961
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3110
Fundng target for terminated vested participants2017-12-3110,864
Active participant vested funding target2017-12-314,614,446
Number of active participants2017-12-31110
Total funding liabilities for active participants2017-12-314,619,585
Total participant count2017-12-31120
Total funding target for all participants2017-12-314,630,449
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31127,092
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31127,092
Present value of excess contributions2017-12-3166,565
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3170,459
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3170,459
Reductions in prefunding balances due to elections or deemed elections2017-12-3179,000
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31125,185
Total employer contributions2017-12-31686,223
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31632,857
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31589,044
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31588,717
Additional cash requirement2017-12-31588,717
Contributions allocatedtoward minimum required contributions for current year2017-12-31632,857
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01120
Total number of active participants reported on line 7a of the Form 55002017-01-01119
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-313,944,027
Acturial value of plan assets2016-12-313,944,027
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3116
Fundng target for terminated vested participants2016-12-3114,157
Active participant vested funding target2016-12-313,800,481
Number of active participants2016-12-31105
Total funding liabilities for active participants2016-12-313,802,733
Total participant count2016-12-31121
Total funding target for all participants2016-12-313,816,890
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31245,172
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31245,172
Present value of excess contributions2016-12-3189,454
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3194,812
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3194,812
Reductions in prefunding balances due to elections or deemed elections2016-12-31215,000
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31127,092
Total employer contributions2016-12-31689,480
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31635,761
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31569,241
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31569,196
Additional cash requirement2016-12-31569,196
Contributions allocatedtoward minimum required contributions for current year2016-12-31635,761
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01121
Total number of active participants reported on line 7a of the Form 55002016-01-01109
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118

Financial Data on DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN

Measure Date Value
2021 : DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$311,017
Total unrealized appreciation/depreciation of assets2021-12-31$311,017
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$861,801
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,709,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,677,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$433,900
Value of total assets at end of year2021-12-31$6,086,857
Value of total assets at beginning of year2021-12-31$7,934,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,440
Total interest from all sources2021-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$116,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$116,870
Administrative expenses professional fees incurred2021-12-31$3,875
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,091,663
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$-1,847,779
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,086,857
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,934,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$27,470
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,080,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,483,221
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,572,610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$109,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$109,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$14
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$433,900
Employer contributions (assets) at end of year2021-12-31$433,900
Employer contributions (assets) at beginning of year2021-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,677,140
Contract administrator fees2021-12-31$1,095
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm EIN2021-12-31593186310
2020 : DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$408,051
Total unrealized appreciation/depreciation of assets2020-12-31$408,051
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$797,834
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$51,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$21,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$250,000
Value of total assets at end of year2020-12-31$6,842,973
Value of total assets at beginning of year2020-12-31$6,096,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$29,904
Total interest from all sources2020-12-31$296
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$122,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$122,978
Administrative expenses professional fees incurred2020-12-31$1,750
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,091,663
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,055,556
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$746,072
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,842,973
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,096,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$27,664
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,483,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,504,244
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$109,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$91,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$91,576
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$296
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$250,000
Employer contributions (assets) at end of year2020-12-31$250,000
Employer contributions (assets) at beginning of year2020-12-31$501,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$21,858
Contract administrator fees2020-12-31$490
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm EIN2020-12-31593186310
2019 : DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$466,881
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$466,881
Total unrealized appreciation/depreciation of assets2019-12-31$466,881
Total unrealized appreciation/depreciation of assets2019-12-31$466,881
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,105,288
Total income from all sources (including contributions)2019-12-31$1,105,288
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$196,444
Total of all expenses incurred2019-12-31$196,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$168,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$168,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$501,081
Value of total assets at end of year2019-12-31$6,096,901
Value of total assets at end of year2019-12-31$6,096,901
Value of total assets at beginning of year2019-12-31$5,188,057
Value of total assets at beginning of year2019-12-31$5,188,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,054
Total interest from all sources2019-12-31$1,299
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$136,027
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$136,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$136,027
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$908,844
Value of net income/loss2019-12-31$908,844
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,096,901
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,096,901
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,188,057
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,188,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$28,054
Investment advisory and management fees2019-12-31$28,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,504,244
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,504,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,797,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,797,578
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$91,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$91,576
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$84,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$84,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$84,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$84,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,299
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$137,000
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$137,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$501,081
Contributions received in cash from employer2019-12-31$501,081
Employer contributions (assets) at end of year2019-12-31$501,081
Employer contributions (assets) at end of year2019-12-31$501,081
Employer contributions (assets) at beginning of year2019-12-31$306,431
Employer contributions (assets) at beginning of year2019-12-31$306,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$31,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$31,390
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm name2019-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm EIN2019-12-31593186310
Accountancy firm EIN2019-12-31593186310
2018 : DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-220,304
Total unrealized appreciation/depreciation of assets2018-12-31$-220,304
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$348,496
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$168,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$144,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$443,431
Value of total assets at end of year2018-12-31$5,188,057
Value of total assets at beginning of year2018-12-31$5,007,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,745
Total interest from all sources2018-12-31$1,236
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$124,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$124,133
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$180,393
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,188,057
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,007,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$23,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,797,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,402,155
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$84,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$56,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$56,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,236
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$137,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$443,431
Employer contributions (assets) at end of year2018-12-31$306,431
Employer contributions (assets) at beginning of year2018-12-31$549,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,358
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm EIN2018-12-31593186310
2017 : DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$195,154
Total unrealized appreciation/depreciation of assets2017-12-31$195,154
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$984,510
Total loss/gain on sale of assets2017-12-31$1,551
Total of all expenses incurred2017-12-31$175,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$153,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$686,223
Value of total assets at end of year2017-12-31$5,007,664
Value of total assets at beginning of year2017-12-31$4,198,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,702
Total interest from all sources2017-12-31$441
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$101,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$101,141
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$845
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$809,507
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,007,664
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,198,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$20,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,402,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,425,713
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$56,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$82,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$82,964
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$441
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$137,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$686,223
Employer contributions (assets) at end of year2017-12-31$549,223
Employer contributions (assets) at beginning of year2017-12-31$689,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,301
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,551
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm EIN2017-12-31593186310
2016 : DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$72,494
Total unrealized appreciation/depreciation of assets2016-12-31$72,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$844,822
Total loss/gain on sale of assets2016-12-31$5,155
Total of all expenses incurred2016-12-31$180,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$162,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$689,480
Value of total assets at end of year2016-12-31$4,198,157
Value of total assets at beginning of year2016-12-31$3,534,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,653
Total interest from all sources2016-12-31$39
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$77,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$77,654
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$664,135
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,198,157
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,534,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$18,653
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,425,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,759,636
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$82,964
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$66,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$66,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$39
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$137,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$689,480
Employer contributions (assets) at end of year2016-12-31$689,480
Employer contributions (assets) at beginning of year2016-12-31$707,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$25,034
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$5,155
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm EIN2016-12-31593186310

Form 5500 Responses for DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN

2021: DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. PENSION 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF52083440
Policy instance 1
Insurance contract or identification numberVF52083440
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF52083440
Policy instance 1
Insurance contract or identification numberVF52083440
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF52083440
Policy instance 1
Insurance contract or identification numberVF52083440
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,096
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $548
Insurance broker organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF52083440
Policy instance 1
Insurance contract or identification numberVF52083440
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,096
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $548
Insurance broker organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF52083440
Policy instance 1
Insurance contract or identification numberVF52083440
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,096
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $548
Insurance broker organization code?3
Insurance broker nameHIGHLAND CAPITAL BROKERAGE INC

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