401k Plan data: CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN plan

CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN 401k Plan overview

Plan Name	CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN
Plan identification number	001

CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CENTRAL FLORIDA MEDICAL CARE, PA has sponsored the creation of one or more 401k plans.

Company Name: CENTRAL FLORIDA MEDICAL CARE, PA

Employer identification number (EIN): 593276410

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 SHERRY TUTOR 2022-06-14 SHERRY TUTOR 2022-06-14
001 2020-01-01 SHERRY TUTOR 2021-06-25 SHERRY TUTOR 2021-06-25
001 2019-01-01 SHERRY TUTOR 2020-06-26
001 2018-01-01 SHERRY TUTOR 2019-06-21 SHERRY TUTOR 2019-06-21
001 2017-01-01 SHERRY TUTOR 2018-07-09 SHERRY TUTOR 2018-07-09
001 2016-01-01 SHERRY TUTOR 2017-06-26 SHERRY TUTOR 2017-06-26
001 2015-01-01 DAVID R LICHTINGER 2016-06-17
001 2014-01-01 DAVID R. LICHTINGER, D.O. DAVID R. LICHTINGER, D.O. 2015-06-25
001 2013-01-01 DAVID LICHTINGER DAVID LICHTINGER 2014-07-08
001 2012-01-01 DAVID LICHTINGER
001 2011-01-01 DAVID R. LICHTINGER, D.O. 2012-08-23
001 2010-01-01 DAVID R. LICHTINGER, D.O. 2011-08-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	SHERRY TUTOR	2022-06-14	SHERRY TUTOR	2022-06-14
001	2020-01-01	SHERRY TUTOR	2021-06-25	SHERRY TUTOR	2021-06-25
001	2019-01-01	SHERRY TUTOR	2020-06-26
001	2018-01-01	SHERRY TUTOR	2019-06-21	SHERRY TUTOR	2019-06-21
001	2017-01-01	SHERRY TUTOR	2018-07-09	SHERRY TUTOR	2018-07-09
001	2016-01-01	SHERRY TUTOR	2017-06-26	SHERRY TUTOR	2017-06-26
001	2015-01-01	DAVID R LICHTINGER	2016-06-17
001	2014-01-01	DAVID R. LICHTINGER, D.O.		DAVID R. LICHTINGER, D.O.	2015-06-25
001	2013-01-01	DAVID LICHTINGER		DAVID LICHTINGER	2014-07-08
001	2012-01-01	DAVID LICHTINGER
001	2011-01-01	DAVID R. LICHTINGER, D.O.	2012-08-23
001	2010-01-01	DAVID R. LICHTINGER, D.O.	2011-08-18

Plan Statistics for CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN

401k plan membership statisitcs for CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN

Measure Date Value
2014: CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 18
Number of participants with account balances 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 24
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7

Measure	Date	Value
2014: CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	18
Number of participants with account balances	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	24
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7

Financial Data on CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN

Measure	Date	Value
2014 : CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$158,147
Expenses. Total of all expenses incurred	2014-12-31	$26,370
Benefits paid (including direct rollovers)	2014-12-31	$26,112
Total plan assets at end of year	2014-12-31	$1,126,806
Total plan assets at beginning of year	2014-12-31	$995,029
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$47,658
Expenses. Other expenses not covered elsewhere	2014-12-31	$258
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$90,819
Net income (gross income less expenses)	2014-12-31	$131,777
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,126,806
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$995,029
Assets. Value of participant loans	2014-12-31	$21,044
Total contributions received or receivable from employer(s)	2014-12-31	$19,670
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$200,651
Expenses. Total of all expenses incurred	2013-12-31	$76,468
Benefits paid (including direct rollovers)	2013-12-31	$75,985
Total plan assets at end of year	2013-12-31	$995,029
Total plan assets at beginning of year	2013-12-31	$870,846
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$57,958
Expenses. Other expenses not covered elsewhere	2013-12-31	$326
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$116,801
Net income (gross income less expenses)	2013-12-31	$124,183
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$995,029
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$870,846
Assets. Value of participant loans	2013-12-31	$42,915
Total contributions received or receivable from employer(s)	2013-12-31	$25,892
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$157
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$149,757
Expenses. Total of all expenses incurred	2012-12-31	$24,764
Benefits paid (including direct rollovers)	2012-12-31	$22,309
Total plan assets at end of year	2012-12-31	$870,846
Total plan assets at beginning of year	2012-12-31	$745,853
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$61,744
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,455
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$57,776
Net income (gross income less expenses)	2012-12-31	$124,993
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$870,846
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$745,853
Assets. Value of participant loans	2012-12-31	$81,420
Total contributions received or receivable from employer(s)	2012-12-31	$30,237
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0

Form 5500 Responses for CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN

2014: CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: CENTRAL FLORIDA MEDICAL CARE 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-828934

Policy instance

Insurance contract or identification number	GA-828934
Number of Individuals Covered	16
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,997
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,997
Insurance broker organization code?	3
Insurance broker name	AXA NETWORK LLC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-828934

Policy instance

Insurance contract or identification number	GA-828934
Number of Individuals Covered	16
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,622
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,622
Insurance broker organization code?	3
Insurance broker name	AXA NETWORK LLC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-828934

Policy instance

Insurance contract or identification number	GA-828934
Number of Individuals Covered	14
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $8,603
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,603
Insurance broker organization code?	3
Insurance broker name	AXA NETWORK LLC

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Company Name:	CENTRAL FLORIDA MEDICAL CARE, PA
Employer identification number (EIN):	593276410
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)