?>
Logo

PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

PULMONARY ASSOCIATES OF MOBILE, P.C has sponsored the creation of one or more 401k plans.

Company Name:PULMONARY ASSOCIATES OF MOBILE, P.C
Employer identification number (EIN):630799312
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JOSEPH ZURFLUH2019-10-15
0012017-01-01
0012016-01-01JOSEPH R ZURFLUH
0012015-01-01JOSEPH R. ZURFLUH JOSEPH R. ZURFLUH2016-10-14
0012014-01-01JOSEPH R. ZURFLUH
0012013-01-01JOSEPH ZURFLUH2014-06-24 JOSEPH ZURFLUH2014-06-24
0012012-01-01JOSEPH ZURFLUH2013-07-10 JOSEPH ZURFLUH2013-07-10
0012011-01-01JOSEPH R. ZURFLUH2012-07-20
0012010-01-01JOSEPH ZURFLUH2011-09-21

Plan Statistics for PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01193
Total number of active participants reported on line 7a of the Form 55002022-01-01116
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0143
Total of all active and inactive participants2022-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01163
Number of participants with account balances2022-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01189
Total number of active participants reported on line 7a of the Form 55002021-01-01122
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01182
Number of participants with account balances2021-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01142
Total number of active participants reported on line 7a of the Form 55002020-01-01126
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0152
Total of all active and inactive participants2020-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01180
Number of participants with account balances2020-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01186
Total number of active participants reported on line 7a of the Form 55002019-01-01112
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01134
Number of participants with account balances2019-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01187
Total number of active participants reported on line 7a of the Form 55002018-01-01124
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01186
Number of participants with account balances2018-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01178
Total number of active participants reported on line 7a of the Form 55002017-01-01112
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01171
Number of participants with account balances2017-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01155
Total number of active participants reported on line 7a of the Form 55002016-01-01106
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01163
Number of participants with account balances2016-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01126
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01141
Number of participants with account balances2015-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01122
Total number of active participants reported on line 7a of the Form 55002014-01-0193
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01115
Number of participants with account balances2014-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012

Financial Data on PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,080,411
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,765,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,734,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,301,037
Value of total assets at end of year2022-12-31$35,907,829
Value of total assets at beginning of year2022-12-31$40,754,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,723
Total interest from all sources2022-12-31$17,567
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$10,840
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$877,866
Participant contributions at end of year2022-12-31$265,364
Participant contributions at beginning of year2022-12-31$300,614
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$335
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$9,683
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$7,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,846,296
Value of net assets at end of year (total assets less liabilities)2022-12-31$35,907,829
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$40,754,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,721,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,027,402
Interest on participant loans2022-12-31$16,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$272,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$205,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$205,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,399,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,422,836
Employer contributions (assets) at end of year2022-12-31$750,427
Employer contributions (assets) at beginning of year2022-12-31$764,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,734,162
Contract administrator fees2022-12-31$20,883
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$12,888,902
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$14,448,075
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WILKINS MILLER
Accountancy firm EIN2022-12-31270355040
2021 : PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,015,605
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$245,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$214,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,267,935
Value of total assets at end of year2021-12-31$40,754,125
Value of total assets at beginning of year2021-12-31$33,984,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$31,411
Total interest from all sources2021-12-31$17,789
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12
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$12
Administrative expenses professional fees incurred2021-12-31$10,688
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$841,622
Participant contributions at end of year2021-12-31$300,614
Participant contributions at beginning of year2021-12-31$306,218
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,993
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$7,755
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$7,258
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$6,769,996
Value of net assets at end of year (total assets less liabilities)2021-12-31$40,754,125
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,984,129
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$25,027,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,926,015
Interest on participant loans2021-12-31$17,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$205,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$632,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$632,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,729,869
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,423,320
Employer contributions (assets) at end of year2021-12-31$764,800
Employer contributions (assets) at beginning of year2021-12-31$112,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$214,198
Contract administrator fees2021-12-31$20,723
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$14,448,075
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
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 name2021-12-31WILKINS MILLER
Accountancy firm EIN2021-12-31270355040
2020 : PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,096,191
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,254,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,227,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,198,525
Value of total assets at end of year2020-12-31$33,984,129
Value of total assets at beginning of year2020-12-31$32,142,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,929
Total interest from all sources2020-12-31$16,938
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$232
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$232
Administrative expenses professional fees incurred2020-12-31$9,072
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$825,507
Participant contributions at end of year2020-12-31$306,218
Participant contributions at beginning of year2020-12-31$294,019
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$24,980
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$7,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$8,461
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$1,841,301
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,984,129
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$32,142,828
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$32,926,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,834,149
Interest on participant loans2020-12-31$16,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$632,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$670,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$670,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,880,496
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$1,348,038
Employer contributions (assets) at end of year2020-12-31$112,261
Employer contributions (assets) at beginning of year2020-12-31$124,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,227,961
Contract administrator fees2020-12-31$17,857
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$10,211,017
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 name2020-12-31WILKINS MILLER
Accountancy firm EIN2020-12-31270355040
2019 : PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,364
Total income from all sources (including contributions)2019-12-31$7,278,832
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$696,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$666,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,154,353
Value of total assets at end of year2019-12-31$32,142,828
Value of total assets at beginning of year2019-12-31$25,566,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,778
Total interest from all sources2019-12-31$18,736
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$744,489
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$744,489
Administrative expenses professional fees incurred2019-12-31$13,390
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$784,679
Participant contributions at end of year2019-12-31$294,019
Participant contributions at beginning of year2019-12-31$307,734
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$92,567
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,461
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,718
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$5,364
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$6,582,152
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,142,828
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,560,676
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 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$20,834,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,743,575
Interest on participant loans2019-12-31$18,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$670,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$615,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$615,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,361,254
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,277,107
Employer contributions (assets) at end of year2019-12-31$124,514
Employer contributions (assets) at beginning of year2019-12-31$91,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$666,902
Contract administrator fees2019-12-31$16,388
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$10,211,017
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$7,799,673
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WILKINS MILLER
Accountancy firm EIN2019-12-31270355040
2018 : PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,364
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$958,818
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$908,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$862,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,932,010
Value of total assets at end of year2018-12-31$25,566,040
Value of total assets at beginning of year2018-12-31$25,510,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$46,618
Total interest from all sources2018-12-31$15,425
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$647,138
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$647,138
Administrative expenses professional fees incurred2018-12-31$11,179
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$723,642
Participant contributions at end of year2018-12-31$307,734
Participant contributions at beginning of year2018-12-31$219,117
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$2,894
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$40,529
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$7,718
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$11,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$5,364
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$49,916
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,560,676
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,510,760
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
Investment advisory and management fees2018-12-31$10,535
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,743,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,158,686
Interest on participant loans2018-12-31$15,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$615,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$481,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$481,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,635,755
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$1,167,839
Employer contributions (assets) at end of year2018-12-31$91,942
Employer contributions (assets) at beginning of year2018-12-31$191,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$862,284
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$200,440
Contract administrator fees2018-12-31$24,904
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$7,799,673
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$8,245,165
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 name2018-12-31WILKINS MILLER, LLC
Accountancy firm EIN2018-12-31270355040
2017 : PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,255
Total income from all sources (including contributions)2017-12-31$4,804,643
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$528,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$462,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,792,890
Value of total assets at end of year2017-12-31$25,510,760
Value of total assets at beginning of year2017-12-31$21,238,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$66,089
Total interest from all sources2017-12-31$8,117
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$519,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$519,870
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$659,096
Participant contributions at end of year2017-12-31$219,117
Participant contributions at beginning of year2017-12-31$149,279
Participant contributions at end of year2017-12-31$2,894
Participant contributions at beginning of year2017-12-31$2,331
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$42,451
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$11,847
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$37,852
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$100
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$4,275,981
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,510,760
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,234,779
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
Investment advisory and management fees2017-12-31$38,359
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,158,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,602,805
Interest on participant loans2017-12-31$8,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$481,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$263,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$263,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,483,766
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$1,091,343
Employer contributions (assets) at end of year2017-12-31$191,090
Employer contributions (assets) at beginning of year2017-12-31$2,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$462,573
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$200,440
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$309,300
Contract administrator fees2017-12-31$27,730
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$8,245,165
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$6,871,092
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$3,155
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 name2017-12-31WILKINS MILLER, LLC
Accountancy firm EIN2017-12-31270355040
2016 : PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,010,630
Total unrealized appreciation/depreciation of assets2016-12-31$1,010,630
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,255
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,249,496
Total loss/gain on sale of assets2016-12-31$166,405
Total of all expenses incurred2016-12-31$310,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$216,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,577,699
Value of total assets at end of year2016-12-31$21,238,034
Value of total assets at beginning of year2016-12-31$18,296,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$94,705
Total interest from all sources2016-12-31$32,423
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$462,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$314,652
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$605,691
Participant contributions at end of year2016-12-31$149,279
Participant contributions at beginning of year2016-12-31$172,490
Participant contributions at end of year2016-12-31$2,331
Participant contributions at beginning of year2016-12-31$6,480
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$87,988
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$37,852
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$26,381
Administrative expenses (other) incurred2016-12-31$1,889
Liabilities. Value of operating payables at end of year2016-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,938,555
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,234,779
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,296,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$85,866
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,602,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,111,846
Interest on participant loans2016-12-31$6,238
Income. Interest from US Government securities2016-12-31$5,274
Income. Interest from corporate debt instruments2016-12-31$20,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$263,090
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$485,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$485,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$323
Asset value of US Government securities at beginning of year2016-12-31$154,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$884,020
Employer contributions (assets) at end of year2016-12-31$2,285
Employer contributions (assets) at beginning of year2016-12-31$75,858
Income. Dividends from common stock2016-12-31$147,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$216,236
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$309,300
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$399,113
Contract administrator fees2016-12-31$6,950
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$6,871,092
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$5,863,818
Liabilities. Value of benefit claims payable at end of year2016-12-31$3,155
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$4,986,225
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,819,820
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SMITH DUKES AND BUCKALEW, LLP
Accountancy firm EIN2016-12-31630191630
2015 : PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-392,152
Total unrealized appreciation/depreciation of assets2015-12-31$-392,152
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,595,706
Total loss/gain on sale of assets2015-12-31$-10,363
Total of all expenses incurred2015-12-31$266,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$175,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,566,110
Value of total assets at end of year2015-12-31$18,296,224
Value of total assets at beginning of year2015-12-31$16,967,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$91,035
Total interest from all sources2015-12-31$38,477
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$393,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$258,462
Administrative expenses professional fees incurred2015-12-31$34,622
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$574,274
Participant contributions at end of year2015-12-31$172,490
Participant contributions at beginning of year2015-12-31$140,206
Participant contributions at end of year2015-12-31$6,480
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$96,522
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$26,381
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$112,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,328,973
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,296,224
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,967,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$56,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,111,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,168,426
Interest on participant loans2015-12-31$6,135
Interest earned on other investments2015-12-31$1,069
Income. Interest from US Government securities2015-12-31$7,549
Income. Interest from corporate debt instruments2015-12-31$23,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$485,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$151,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$151,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$61
Asset value of US Government securities at end of year2015-12-31$154,605
Asset value of US Government securities at beginning of year2015-12-31$260,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$895,314
Employer contributions (assets) at end of year2015-12-31$75,858
Employer contributions (assets) at beginning of year2015-12-31$57,105
Income. Dividends from common stock2015-12-31$135,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$175,698
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$399,113
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$465,582
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$5,863,818
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$5,612,170
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$2,398,978
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,409,341
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SMITH DUKES AND BUCKALEW LLP
Accountancy firm EIN2015-12-31630191630
2014 : PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$740,492
Total unrealized appreciation/depreciation of assets2014-12-31$740,492
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,332,292
Total loss/gain on sale of assets2014-12-31$6,529
Total of all expenses incurred2014-12-31$589,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$512,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,078,731
Value of total assets at end of year2014-12-31$16,967,251
Value of total assets at beginning of year2014-12-31$15,224,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$76,833
Total interest from all sources2014-12-31$45,191
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$461,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$348,619
Administrative expenses professional fees incurred2014-12-31$25,326
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$412,878
Participant contributions at end of year2014-12-31$140,206
Participant contributions at beginning of year2014-12-31$178,957
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,193
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$112,014
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$76,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,742,584
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,967,251
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,224,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$51,507
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,168,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,572,039
Interest on participant loans2014-12-31$7,238
Interest earned on other investments2014-12-31$437
Income. Interest from US Government securities2014-12-31$13,338
Income. Interest from corporate debt instruments2014-12-31$24,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$151,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$426,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$426,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$29
Asset value of US Government securities at end of year2014-12-31$260,536
Asset value of US Government securities at beginning of year2014-12-31$372,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$662,660
Employer contributions (assets) at end of year2014-12-31$57,105
Employer contributions (assets) at beginning of year2014-12-31$63,066
Income. Dividends from common stock2014-12-31$112,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$512,875
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$465,582
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$495,757
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$5,612,170
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$5,038,822
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,837,658
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,831,129
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SMITH DUKES AND BUCKALEW LLP
Accountancy firm EIN2014-12-31630191630

Form 5500 Responses for PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN

2022: PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING 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
2016: PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 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: PULMONARY ASSOCIATES OF MOBILE, PC 401(K) PROFIT SHARING PLAN 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

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