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NORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameNORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST
Plan identification number 001

NORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 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
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

NORTH CAROLINA PHLEBOLOGY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:NORTH CAROLINA PHLEBOLOGY, P.C.
Employer identification number (EIN):621710933
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01DON RATH
0012014-01-01MICHELLE JACKSON
0012013-01-01MICHELLE JACKSON
0012012-01-01DANIEL DOMAN
0012011-01-01DANIEL DOMAN
0012010-01-01DANIEL DOMAN
0012009-01-01DANIEL DOMAN

Financial Data on NORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015 : NORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$53,849
Expenses. Total of all expenses incurred2015-12-31$362,635
Benefits paid (including direct rollovers)2015-12-31$362,635
Total plan assets at end of year2015-12-31$293,015
Total plan assets at beginning of year2015-12-31$601,801
Total contributions received or receivable from participants2015-12-31$39,187
Other income received2015-12-31$14,662
Net income (gross income less expenses)2015-12-31$-308,786
Net plan assets at end of year (total assets less liabilities)2015-12-31$293,015
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$601,801
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : NORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$25,574
Expenses. Total of all expenses incurred2014-12-31$1,299
Total plan assets at end of year2014-12-31$601,801
Total plan assets at beginning of year2014-12-31$577,526
Total contributions received or receivable from participants2014-12-31$40,500
Other income received2014-12-31$-14,926
Net income (gross income less expenses)2014-12-31$24,275
Net plan assets at end of year (total assets less liabilities)2014-12-31$601,801
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$577,526
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,299
2013 : NORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$103,243
Expenses. Total of all expenses incurred2013-12-31$580
Total plan assets at end of year2013-12-31$577,526
Total plan assets at beginning of year2013-12-31$474,863
Total contributions received or receivable from participants2013-12-31$42,104
Other income received2013-12-31$61,139
Net income (gross income less expenses)2013-12-31$102,663
Net plan assets at end of year (total assets less liabilities)2013-12-31$577,526
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$474,863
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$580
2012 : NORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$73,205
Expenses. Total of all expenses incurred2012-12-31$580
Total plan assets at end of year2012-12-31$474,863
Total plan assets at beginning of year2012-12-31$402,238
Total contributions received or receivable from participants2012-12-31$39,417
Other income received2012-12-31$33,788
Net income (gross income less expenses)2012-12-31$72,625
Net plan assets at end of year (total assets less liabilities)2012-12-31$474,863
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$402,238
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$580
2011 : NORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$43,625
Expenses. Total of all expenses incurred2011-12-31$580
Total plan assets at end of year2011-12-31$402,238
Total plan assets at beginning of year2011-12-31$359,193
Total contributions received or receivable from participants2011-12-31$38,500
Other income received2011-12-31$5,125
Net income (gross income less expenses)2011-12-31$43,045
Net plan assets at end of year (total assets less liabilities)2011-12-31$402,238
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$359,193
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$580
2010 : NORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$52,800
Expenses. Total of all expenses incurred2010-12-31$8,717
Benefits paid (including direct rollovers)2010-12-31$8,084
Total plan assets at end of year2010-12-31$359,193
Total plan assets at beginning of year2010-12-31$315,110
Total contributions received or receivable from participants2010-12-31$38,519
Other income received2010-12-31$14,281
Net income (gross income less expenses)2010-12-31$44,083
Net plan assets at end of year (total assets less liabilities)2010-12-31$359,193
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$315,110
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$633
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : NORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED 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

Form 5500 Responses for NORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

2015: NORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NORTH CAROLINA PHLEBOLOGY, P.C. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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