?>
Logo

ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 401k Plan overview

Plan NameORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN
Plan identification number 001

ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORLANDO FAMILY PHYSICIANS, LLC has sponsored the creation of one or more 401k plans.

Company Name:ORLANDO FAMILY PHYSICIANS, LLC
Employer identification number (EIN):593635929
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ORLANDO FAMILY PHYSICIANS, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2010-11-24
Company Identification Number: L10000122930
Legal Registered Office Address: 121 SOUTH ORANGE AVE.

ORLANDO

32801

More information about ORLANDO FAMILY PHYSICIANS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01DOUGLAS MALTON
0012021-01-01
0012021-01-01DOUGLAS MALTON
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01JORGE GARCIA, MD2017-07-31
0012015-01-01JORGE GARCIA, MD2016-07-22
0012014-01-01JORGE GARCIA, MD2015-06-02
0012013-01-01JORGE GARCIA, MD2014-06-19 JORGE GARCIA, MD2014-06-19
0012012-01-01JORGE GARCIA, MD2013-09-19 JORGE GARCIA, MD2013-09-19
0012011-01-01JORGE GARCIA2012-10-10 JORGE GARCIA2012-10-10

Plan Statistics for ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN

401k plan membership statisitcs for ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN

Measure Date Value
2022: ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01149
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01402
Total number of active participants reported on line 7a of the Form 55002021-01-0185
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0164
Total of all active and inactive participants2021-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01149
Number of participants with account balances2021-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01386
Total number of active participants reported on line 7a of the Form 55002020-01-01348
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01402
Number of participants with account balances2020-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01404
Total number of active participants reported on line 7a of the Form 55002019-01-01348
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01386
Number of participants with account balances2019-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01347
Total number of active participants reported on line 7a of the Form 55002018-01-01335
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01363
Number of participants with account balances2018-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01189
Total number of active participants reported on line 7a of the Form 55002017-01-01290
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01305
Number of participants with account balances2017-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN

Measure Date Value
2022 : ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2022 401k financial data
Total transfer of assets from this plan2022-11-21$3,388,436
Total income from all sources (including contributions)2022-11-21$-87,154
Total of all expenses incurred2022-11-21$26,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-11-21$22,197
Value of total assets at end of year2022-11-21$0
Value of total assets at beginning of year2022-11-21$3,501,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-11-21$4,077
Total interest from all sources2022-11-21$24
Total dividends received (eg from common stock, registered investment company shares)2022-11-21$1,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-11-21Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-11-21$0
Total dividends received from registered investment company shares (eg mutual funds)2022-11-21$1,198
Was this plan covered by a fidelity bond2022-11-21Yes
Value of fidelity bond cover2022-11-21$1,000,000
If this is an individual account plan, was there a blackout period2022-11-21Yes
Were there any nonexempt tranactions with any party-in-interest2022-11-21No
Participant contributions at end of year2022-11-21$0
Participant contributions at beginning of year2022-11-21$8,046
Participant contributions at end of year2022-11-21$0
Participant contributions at beginning of year2022-11-21$32,599
Administrative expenses (other) incurred2022-11-21$4,077
Total non interest bearing cash at end of year2022-11-21$0
Total non interest bearing cash at beginning of year2022-11-21$29,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-21No
Value of net income/loss2022-11-21$-113,428
Value of net assets at end of year (total assets less liabilities)2022-11-21$0
Value of net assets at beginning of year (total assets less liabilities)2022-11-21$3,501,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-11-21No
Were any loans by the plan or fixed income obligations due to the plan in default2022-11-21No
Were any leases to which the plan was party in default or uncollectible2022-11-21No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-11-21$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-11-21$2,720,879
Interest on participant loans2022-11-21$24
Value of interest in common/collective trusts at end of year2022-11-21$0
Value of interest in common/collective trusts at beginning of year2022-11-21$350,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-11-21$-88,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-11-21No
Was there a failure to transmit to the plan any participant contributions2022-11-21Yes
Has the plan failed to provide any benefit when due under the plan2022-11-21No
Employer contributions (assets) at end of year2022-11-21$0
Employer contributions (assets) at beginning of year2022-11-21$360,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-11-21$22,197
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-11-21Yes
Did the plan have assets held for investment2022-11-21No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-21No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-11-21Yes
Opinion of an independent qualified public accountant for this plan2022-11-21Unqualified
Accountancy firm name2022-11-21REHMANN ROBSON, LLC
Accountancy firm EIN2022-11-21383635706
Total transfer of assets from this plan2022-01-01$3,388,436
Total income from all sources (including contributions)2022-01-01$-87,154
Total of all expenses incurred2022-01-01$26,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$22,197
Value of total assets at end of year2022-01-01$0
Value of total assets at beginning of year2022-01-01$3,501,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$4,077
Total interest from all sources2022-01-01$24
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-01-01$0
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,198
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$8,046
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$32,599
Administrative expenses (other) incurred2022-01-01$4,077
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$29,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-113,428
Value of net assets at end of year (total assets less liabilities)2022-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$3,501,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$2,720,879
Interest on participant loans2022-01-01$24
Value of interest in common/collective trusts at end of year2022-01-01$0
Value of interest in common/collective trusts at beginning of year2022-01-01$350,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-88,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$360,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$22,197
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01Yes
Did the plan have assets held for investment2022-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01Yes
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01REHMANN ROBSON, LLC
Accountancy firm EIN2022-01-01383635706
2021 : ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,430,663
Total of all expenses incurred2021-12-31$155,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$129,598
Expenses. Certain deemed distributions of participant loans2021-12-31$3,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,065,386
Value of total assets at end of year2021-12-31$3,501,864
Value of total assets at beginning of year2021-12-31$2,227,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,894
Total interest from all sources2021-12-31$788
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$55,835
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$55,835
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$478,064
Participant contributions at end of year2021-12-31$8,046
Participant contributions at beginning of year2021-12-31$16,100
Participant contributions at end of year2021-12-31$32,599
Participant contributions at beginning of year2021-12-31$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$44
Administrative expenses (other) incurred2021-12-31$22,894
Total non interest bearing cash at end of year2021-12-31$29,142
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
Value of net income/loss2021-12-31$1,274,683
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,501,864
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,227,181
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,720,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,936,931
Interest on participant loans2021-12-31$788
Value of interest in common/collective trusts at end of year2021-12-31$350,981
Value of interest in common/collective trusts at beginning of year2021-12-31$252,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$21,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$306,394
Net investment gain or loss from common/collective trusts2021-12-31$2,260
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$587,322
Employer contributions (assets) at end of year2021-12-31$360,217
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$129,598
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31REHMANN ROBSON, LLC
Accountancy firm EIN2021-12-31383635706
2020 : ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,000,773
Total of all expenses incurred2020-12-31$822,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$799,440
Expenses. Certain deemed distributions of participant loans2020-12-31$6,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$774,807
Value of total assets at end of year2020-12-31$2,227,181
Value of total assets at beginning of year2020-12-31$2,049,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,654
Total interest from all sources2020-12-31$1,445
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$31,304
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$31,304
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$398,058
Participant contributions at end of year2020-12-31$16,100
Participant contributions at beginning of year2020-12-31$33,445
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$162,965
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$44
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$68
Administrative expenses (other) incurred2020-12-31$16,654
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$178,129
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,227,181
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,049,052
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,936,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,727,073
Interest on participant loans2020-12-31$1,445
Value of interest in common/collective trusts at end of year2020-12-31$252,800
Value of interest in common/collective trusts at beginning of year2020-12-31$278,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$21,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$189,873
Net investment gain or loss from common/collective trusts2020-12-31$3,344
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$213,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$799,440
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2020-12-31593198021
2019 : ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$790,245
Total income from all sources (including contributions)2019-12-31$790,245
Total of all expenses incurred2019-12-31$28,670
Total of all expenses incurred2019-12-31$28,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$516,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$516,580
Value of total assets at end of year2019-12-31$2,049,052
Value of total assets at end of year2019-12-31$2,049,052
Value of total assets at beginning of year2019-12-31$1,287,477
Value of total assets at beginning of year2019-12-31$1,287,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,575
Total interest from all sources2019-12-31$1,631
Total interest from all sources2019-12-31$1,631
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$41,210
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$41,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$41,210
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$41,210
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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$312,118
Contributions received from participants2019-12-31$312,118
Participant contributions at end of year2019-12-31$33,445
Participant contributions at end of year2019-12-31$33,445
Participant contributions at beginning of year2019-12-31$17,976
Participant contributions at beginning of year2019-12-31$17,976
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,847
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,847
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$68
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$68
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$161
Administrative expenses (other) incurred2019-12-31$14,575
Administrative expenses (other) incurred2019-12-31$14,575
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
Value of net income/loss2019-12-31$761,575
Value of net income/loss2019-12-31$761,575
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,049,052
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,049,052
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,287,477
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,287,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,727,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,727,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,088,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,088,889
Interest on participant loans2019-12-31$1,631
Interest on participant loans2019-12-31$1,631
Value of interest in common/collective trusts at end of year2019-12-31$278,038
Value of interest in common/collective trusts at end of year2019-12-31$278,038
Value of interest in common/collective trusts at beginning of year2019-12-31$178,383
Value of interest in common/collective trusts at beginning of year2019-12-31$178,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$226,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$226,098
Net investment gain or loss from common/collective trusts2019-12-31$4,726
Net investment gain or loss from common/collective trusts2019-12-31$4,726
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$196,615
Contributions received in cash from employer2019-12-31$196,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,095
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31VESTAL & WILER, CPAS
Accountancy firm name2019-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2019-12-31593198021
Accountancy firm EIN2019-12-31593198021
2018 : ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,837
Total income from all sources (including contributions)2018-12-31$248,692
Total of all expenses incurred2018-12-31$172,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$166,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$298,540
Value of total assets at end of year2018-12-31$1,287,477
Value of total assets at beginning of year2018-12-31$1,213,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,750
Total interest from all sources2018-12-31$1,115
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$16,967
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$16,967
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$290,448
Participant contributions at end of year2018-12-31$17,976
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,328
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$161
Assets. Loans (other than to participants) at beginning of year2018-12-31$22,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,837
Administrative expenses (other) incurred2018-12-31$6,750
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$75,916
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,287,477
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,211,561
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,088,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,081,398
Interest on participant loans2018-12-31$1,012
Interest earned on other investments2018-12-31$103
Value of interest in common/collective trusts at end of year2018-12-31$178,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-69,470
Net investment gain or loss from common/collective trusts2018-12-31$1,540
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$6,764
Employer contributions (assets) at beginning of year2018-12-31$109,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$166,026
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2018-12-31593198021
2017 : ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,837
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,337
Total income from all sources (including contributions)2017-12-31$421,131
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$320,866
Value of total assets at end of year2017-12-31$1,213,398
Value of total assets at beginning of year2017-12-31$803,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,290
Total interest from all sources2017-12-31$596
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$6,290
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$80,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$164,896
Participant contributions at beginning of year2017-12-31$3,115
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$46,136
Assets. Loans (other than to participants) at end of year2017-12-31$22,166
Assets. Loans (other than to participants) at beginning of year2017-12-31$3,621
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,337
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$409,352
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,211,561
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$802,209
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,081,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$727,035
Interest on participant loans2017-12-31$434
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$162
Net investment gain/loss from pooled separate accounts2017-12-31$99,669
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$109,834
Employer contributions (assets) at end of year2017-12-31$109,834
Employer contributions (assets) at beginning of year2017-12-31$69,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,489
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2017-12-31593198021

Form 5500 Responses for ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN

2022: ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517425
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517425
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517425
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517425
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828735
Policy instance 1

Potentially related plans

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3