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ACCESS HEALTH CARE PHYSICIANS LLC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameACCESS HEALTH CARE PHYSICIANS LLC PROFIT SHARING PLAN AND TRUST
Plan identification number 001

ACCESS HEALTH CARE PHYSICIANS LLC PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

ACCESS HEALTH CARE, LLC has sponsored the creation of one or more 401k plans.

Company Name:ACCESS HEALTH CARE, LLC
Employer identification number (EIN):593682760
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ACCESS HEALTH CARE, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2000-10-30
Company Identification Number: L00000013248
Legal Registered Office Address: 14690 SPRING HILL DR.

SPRING HILL

34609

More information about ACCESS HEALTH CARE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCESS HEALTH CARE PHYSICIANS LLC PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01PARIKSITH SINGH
0012009-01-01CHRISTOPHER BERRY
0012009-01-01 CHRISTOPHER BERRY2011-01-14
0012008-01-01CHRISTOPHER BERRY

Plan Statistics for ACCESS HEALTH CARE PHYSICIANS LLC PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ACCESS HEALTH CARE PHYSICIANS LLC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2011: ACCESS HEALTH CARE PHYSICIANS LLC PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01461
Total number of active participants reported on line 7a of the Form 55002011-01-01456
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01456
Number of participants with account balances2011-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ACCESS HEALTH CARE PHYSICIANS LLC PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01213
Total number of active participants reported on line 7a of the Form 55002009-01-01268
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01283
Number of participants with account balances2009-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017
2008: ACCESS HEALTH CARE PHYSICIANS LLC PROFIT SHARING PLAN AND TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-01133
Total number of active participants reported on line 7a of the Form 55002008-01-01171
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0132
Total of all active and inactive participants2008-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01203
Number of participants with account balances2008-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-016

Financial Data on ACCESS HEALTH CARE PHYSICIANS LLC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2011 : ACCESS HEALTH CARE PHYSICIANS LLC PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$987,054
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$63,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$62,365
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,035,654
Value of total assets at end of year2011-12-31$3,486,140
Value of total assets at beginning of year2011-12-31$2,562,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$594
Total interest from all sources2011-12-31$36,942
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$739,560
Participant contributions at end of year2011-12-31$67,342
Participant contributions at beginning of year2011-12-31$48,639
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,714
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$923,811
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,486,140
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,562,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,987,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,547,694
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$2,336
Interest earned on other investments2011-12-31$34,606
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,431,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$965,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-85,542
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$290,380
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$62,365
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GREGORY, SHARER, & STUART, P.A.
Accountancy firm EIN2011-12-31591850025
2010 : ACCESS HEALTH CARE PHYSICIANS LLC PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$993,803
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$51,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$37,003
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$13,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$814,703
Value of total assets at end of year2010-12-31$2,562,329
Value of total assets at beginning of year2010-12-31$1,619,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$337
Total interest from all sources2010-12-31$2,137
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$512
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$554,354
Participant contributions at end of year2010-12-31$48,639
Participant contributions at beginning of year2010-12-31$33,270
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$33,911
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$942,770
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,562,329
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,619,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,586,289
Value of interest in pooled separate accounts at end of year2010-12-31$1,547,694
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$2,137
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$965,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-22,466
Net investment gain/loss from pooled separate accounts2010-12-31$198,917
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$226,438
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$37,003
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GREGORY, SHARER & STUART
Accountancy firm EIN2010-12-31591850025
2009 : ACCESS HEALTH CARE PHYSICIANS LLC PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0
2008 : ACCESS HEALTH CARE PHYSICIANS LLC PROFIT SHARING PLAN AND TRUST 2008 401k financial data
Total income from all sources (including contributions)2008-12-31$143,496
Total of all expenses incurred2008-12-31$12,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$9,804
Value of total corrective distributions2008-12-31$2,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$253,182
Value of total assets at end of year2008-12-31$963,004
Value of total assets at beginning of year2008-12-31$832,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$633
Total interest from all sources2008-12-31$1,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$100,000
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$163,593
Participant contributions at end of year2008-12-31$16,817
Participant contributions at beginning of year2008-12-31$13,317
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$13,570
Administrative expenses (other) incurred2008-12-31$633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$130,754
Value of net assets at end of year (total assets less liabilities)2008-12-31$963,004
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$832,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-12-31$946,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-12-31$818,933
Interest on participant loans2008-12-31$1,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2008-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2008-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$-110,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$76,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$9,804
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32008-12-31No
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31GREGORY, SHARER & STUART, PA
Accountancy firm EIN2008-12-31591850025

Form 5500 Responses for ACCESS HEALTH CARE PHYSICIANS LLC PROFIT SHARING PLAN AND TRUST

2011: ACCESS HEALTH CARE PHYSICIANS LLC PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: ACCESS HEALTH CARE PHYSICIANS LLC PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: ACCESS HEALTH CARE PHYSICIANS LLC PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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