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PRIMARY CARE INTERNISTS OF MONTGOMERY, P.C. 401(K) SAFE HARBOR PROFIT SHARING PLAN 401k Plan overview

Plan NamePRIMARY CARE INTERNISTS OF MONTGOMERY, P.C. 401(K) SAFE HARBOR PROFIT SHARING PLAN
Plan identification number 001

PRIMARY CARE INTERNISTS OF MONTGOMERY, P.C. 401(K) SAFE HARBOR PROFIT SHARING 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.

401k Sponsoring company profile

PRIMARY CARE INTERNISTS OF MONTGOMERY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:PRIMARY CARE INTERNISTS OF MONTGOMERY, P.C.
Employer identification number (EIN):630719632
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMARY CARE INTERNISTS OF MONTGOMERY, P.C. 401(K) SAFE HARBOR PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GARY GILMORE2024-04-10
0012022-01-01GARY GILMORE2023-03-14
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01GLENN A YATES GLENN A YATES2013-06-24
0012011-01-01GLENN A YATES
0012010-01-01GLENN A YATES
0012009-01-01GLENN A YATES

Financial Data on PRIMARY CARE INTERNISTS OF MONTGOMERY, P.C. 401(K) SAFE HARBOR PROFIT SHARING PLAN

Measure Date Value
2025 : PRIMARY CARE INTERNISTS OF MONTGOMERY, P.C. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-0391676
Net assets as of the end of the plan year2025-03-038885591
Total assets as of the beginning of the plan year2025-03-037848544
Value of plan covered by a fidelity bond2025-03-03500000
Participant contributions to plan in this plan year2025-03-03140655
Other income to plan in this plan year2025-03-03732357
Plan net income in this plan year2025-03-031037047
Net assets as of the end of the plan year2025-03-038885591
Net assets as of the beginning of the plan year2025-03-037848544
Employer contributions to plan in this plan year2025-03-03255711
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-03789
2024 : PRIMARY CARE INTERNISTS OF MONTGOMERY, P.C. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-102435417
Net assets as of the end of the plan year2024-04-107848544
Total assets as of the beginning of the plan year2024-04-108871916
Value of plan covered by a fidelity bond2024-04-10500000
Participant contributions to plan in this plan year2024-04-10142212
Other contributions to plan in this plan year2024-04-109145
Other income to plan in this plan year2024-04-101036022
Plan net income in this plan year2024-04-10-1023372
Net assets as of the end of the plan year2024-04-107848544
Net assets as of the beginning of the plan year2024-04-108871916
Employer contributions to plan in this plan year2024-04-10224666
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-101240
2022 : PRIMARY CARE INTERNISTS OF MONTGOMERY, P.C. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-2222569
Net assets as of the end of the plan year2022-04-229708832
Total assets as of the beginning of the plan year2022-04-228163451
Value of plan covered by a fidelity bond2022-04-22500000
Participant contributions to plan in this plan year2022-04-22126758
Other income to plan in this plan year2022-04-221225763
Plan net income in this plan year2022-04-221545381
Net assets as of the end of the plan year2022-04-229708832
Net assets as of the beginning of the plan year2022-04-228163451
Employer contributions to plan in this plan year2022-04-22215429
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-22575
2013 : PRIMARY CARE INTERNISTS OF MONTGOMERY, P.C. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$894,872
Expenses. Total of all expenses incurred2013-12-31$20,561
Benefits paid (including direct rollovers)2013-12-31$20,461
Total plan assets at end of year2013-12-31$4,351,048
Total plan assets at beginning of year2013-12-31$3,476,737
Value of fidelity bond covering the plan2013-12-31$436,000
Total contributions received or receivable from participants2013-12-31$88,881
Expenses. Other expenses not covered elsewhere2013-12-31$0
Other income received2013-12-31$658,490
Net income (gross income less expenses)2013-12-31$874,311
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,351,048
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,476,737
Total contributions received or receivable from employer(s)2013-12-31$147,501
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$100
2012 : PRIMARY CARE INTERNISTS OF MONTGOMERY, P.C. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$702,230
Expenses. Total of all expenses incurred2012-12-31$49,990
Benefits paid (including direct rollovers)2012-12-31$49,268
Total plan assets at end of year2012-12-31$3,476,737
Total plan assets at beginning of year2012-12-31$2,824,497
Value of fidelity bond covering the plan2012-12-31$348,000
Total contributions received or receivable from participants2012-12-31$87,067
Noncash contributions received2012-12-31$459,291
Net income (gross income less expenses)2012-12-31$652,240
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,476,737
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,824,497
Total contributions received or receivable from employer(s)2012-12-31$155,872
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$722
2011 : PRIMARY CARE INTERNISTS OF MONTGOMERY, P.C. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$111,104
Expenses. Total of all expenses incurred2011-12-31$1,472
Benefits paid (including direct rollovers)2011-12-31$1,472
Total plan assets at end of year2011-12-31$2,824,497
Total plan assets at beginning of year2011-12-31$2,714,865
Value of fidelity bond covering the plan2011-12-31$283,000
Total contributions received or receivable from participants2011-12-31$84,556
Other income received2011-12-31$-129,101
Net income (gross income less expenses)2011-12-31$109,632
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,824,497
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,714,865
Total contributions received or receivable from employer(s)2011-12-31$155,649
2010 : PRIMARY CARE INTERNISTS OF MONTGOMERY, P.C. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$548,514
Expenses. Total of all expenses incurred2010-12-31$13,266
Benefits paid (including direct rollovers)2010-12-31$13,266
Total plan assets at end of year2010-12-31$2,714,865
Total plan assets at beginning of year2010-12-31$2,179,617
Value of fidelity bond covering the plan2010-12-31$272,000
Total contributions received or receivable from participants2010-12-31$83,609
Other income received2010-12-31$324,264
Net income (gross income less expenses)2010-12-31$535,248
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,714,865
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,179,617
Total contributions received or receivable from employer(s)2010-12-31$140,641

Form 5500 Responses for PRIMARY CARE INTERNISTS OF MONTGOMERY, P.C. 401(K) SAFE HARBOR PROFIT SHARING PLAN

2013: PRIMARY CARE INTERNISTS OF MONTGOMERY, P.C. 401(K) SAFE HARBOR PROFIT SHARING PLAN 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: PRIMARY CARE INTERNISTS OF MONTGOMERY, P.C. 401(K) SAFE HARBOR PROFIT SHARING PLAN 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: PRIMARY CARE INTERNISTS OF MONTGOMERY, P.C. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: PRIMARY CARE INTERNISTS OF MONTGOMERY, P.C. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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: PRIMARY CARE INTERNISTS OF MONTGOMERY, P.C. 401(K) SAFE HARBOR PROFIT SHARING PLAN 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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