401k Plan data: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN plan

PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN
Plan identification number	001

PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

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

Company Name: PULMONARY ASSOCIATES OF THE SOUTHEAST, P.C.

Employer identification number (EIN): 630854645

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 THE SOUTHEAST 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 RUSSELL BEATY 2023-10-12 RUSSELL BEATY 2023-10-12
001 2021-10-01 RUSSELL BEATY 2022-10-12 RUSSELL BEATY 2022-10-12
001 2020-10-01 RUSSELL BEATY 2022-07-14 RUSSELL BEATY 2022-07-14
001 2019-10-01 RUSSELL BEATY 2021-07-12 RUSSELL BEATY 2021-07-12
001 2018-10-01 ALLAN GOLDSTEIN 2020-07-10 ALLAN GOLDSTEIN 2020-07-10
001 2017-10-01 2019-07-08 RUSSELL BEATY 2019-07-08
001 2017-10-01 RUSSELL BEATY 2019-07-08 RUSSELL BEATY 2019-07-08
001 2017-10-01 2019-07-08 RUSSELL BEATY 2019-07-08
001 2016-10-01
001 2015-10-01
001 2014-10-01
001 2013-10-01
001 2012-10-01 ALLAN R. GOLDSTEIN
001 2011-10-01 ALLAN R. GOLDSTEIN
001 2009-10-01 RUSSELL BEATY
001 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	RUSSELL BEATY	2023-10-12	RUSSELL BEATY	2023-10-12
001	2021-10-01	RUSSELL BEATY	2022-10-12	RUSSELL BEATY	2022-10-12
001	2020-10-01	RUSSELL BEATY	2022-07-14	RUSSELL BEATY	2022-07-14
001	2019-10-01	RUSSELL BEATY	2021-07-12	RUSSELL BEATY	2021-07-12
001	2018-10-01	ALLAN GOLDSTEIN	2020-07-10	ALLAN GOLDSTEIN	2020-07-10
001	2017-10-01		2019-07-08	RUSSELL BEATY	2019-07-08
001	2017-10-01	RUSSELL BEATY	2019-07-08	RUSSELL BEATY	2019-07-08
001	2017-10-01		2019-07-08	RUSSELL BEATY	2019-07-08
001	2016-10-01
001	2015-10-01
001	2014-10-01
001	2013-10-01
001	2012-10-01	ALLAN R. GOLDSTEIN
001	2011-10-01	ALLAN R. GOLDSTEIN
001	2009-10-01	RUSSELL BEATY
001	2008-10-01

Plan Statistics for PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 35
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 68
Total participants 2022-01-01 68
Number of participants with account balances 2022-01-01 68
2021: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 53
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 43
Number of other retired or separated participants entitled to future benefits 2021-10-01 22
Total of all active and inactive participants 2021-10-01 65
Total participants 2021-10-01 65
Number of participants with account balances 2021-10-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
2020: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 43
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 53
Total of all active and inactive participants 2020-10-01 53
Total participants 2020-10-01 53
Number of participants with account balances 2020-10-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 2
2019: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 52
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 24
Number of retired or separated participants receiving benefits 2019-10-01 19
Total of all active and inactive participants 2019-10-01 43
Total participants 2019-10-01 43
Number of participants with account balances 2019-10-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 3
2018: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 47
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 26
Total of all active and inactive participants 2018-10-01 26
Total participants 2018-10-01 26
2017: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 45
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 21
Total of all active and inactive participants 2017-10-01 21
Total participants 2017-10-01 21
Number of participants with account balances 2017-10-01 47
2016: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 41
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 21
Number of other retired or separated participants entitled to future benefits 2016-10-01 0
Total of all active and inactive participants 2016-10-01 21
Total participants 2016-10-01 21
Number of participants with account balances 2016-10-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 19
Total of all active and inactive participants 2015-10-01 19
Total participants 2015-10-01 19
Number of participants with account balances 2015-10-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 2
2014: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 18
Total of all active and inactive participants 2014-10-01 18
Total participants 2014-10-01 18
Number of participants with account balances 2014-10-01 42
2013: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 18
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 22
Total of all active and inactive participants 2013-10-01 22
Total participants 2013-10-01 22
Number of participants with account balances 2013-10-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 20
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 18
Total of all active and inactive participants 2012-10-01 18
Total participants 2012-10-01 18
Number of participants with account balances 2012-10-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 41
2011: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 18
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 20
Total of all active and inactive participants 2011-10-01 20
Total participants 2011-10-01 20
Number of participants with account balances 2011-10-01 36
2009: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 19
Total of all active and inactive participants 2009-10-01 19
Total participants 2009-10-01 19
Number of participants with account balances 2009-10-01 42

Measure	Date	Value
2022: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	35
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	68
Total participants	2022-01-01	68
Number of participants with account balances	2022-01-01	68
2021: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	53
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	43
Number of other retired or separated participants entitled to future benefits	2021-10-01	22
Total of all active and inactive participants	2021-10-01	65
Total participants	2021-10-01	65
Number of participants with account balances	2021-10-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
2020: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	43
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	53
Total of all active and inactive participants	2020-10-01	53
Total participants	2020-10-01	53
Number of participants with account balances	2020-10-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	2
2019: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	52
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	24
Number of retired or separated participants receiving benefits	2019-10-01	19
Total of all active and inactive participants	2019-10-01	43
Total participants	2019-10-01	43
Number of participants with account balances	2019-10-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	3
2018: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	47
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	26
Total of all active and inactive participants	2018-10-01	26
Total participants	2018-10-01	26
2017: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	45
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	21
Total of all active and inactive participants	2017-10-01	21
Total participants	2017-10-01	21
Number of participants with account balances	2017-10-01	47
2016: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	41
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	21
Number of other retired or separated participants entitled to future benefits	2016-10-01	0
Total of all active and inactive participants	2016-10-01	21
Total participants	2016-10-01	21
Number of participants with account balances	2016-10-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	19
Total of all active and inactive participants	2015-10-01	19
Total participants	2015-10-01	19
Number of participants with account balances	2015-10-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	2
2014: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	18
Total of all active and inactive participants	2014-10-01	18
Total participants	2014-10-01	18
Number of participants with account balances	2014-10-01	42
2013: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	18
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	22
Total of all active and inactive participants	2013-10-01	22
Total participants	2013-10-01	22
Number of participants with account balances	2013-10-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	20
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	18
Total of all active and inactive participants	2012-10-01	18
Total participants	2012-10-01	18
Number of participants with account balances	2012-10-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	41
2011: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	18
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	20
Total of all active and inactive participants	2011-10-01	20
Total participants	2011-10-01	20
Number of participants with account balances	2011-10-01	36
2009: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	19
Total of all active and inactive participants	2009-10-01	19
Total participants	2009-10-01	19
Number of participants with account balances	2009-10-01	42

Financial Data on PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-534,904
Expenses. Total of all expenses incurred	2022-12-31	$723,260
Benefits paid (including direct rollovers)	2022-12-31	$718,586
Total plan assets at end of year	2022-12-31	$3,769,504
Total plan assets at beginning of year	2022-12-31	$5,027,668
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$145,414
Contributions received from other sources (not participants or employers)	2022-12-31	$4,388
Other income received	2022-12-31	$-862,329
Net income (gross income less expenses)	2022-12-31	$-1,258,164
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,769,504
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,027,668
Total contributions received or receivable from employer(s)	2022-12-31	$177,623
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$4,674
2021 : PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$314,686
Expenses. Total of all expenses incurred	2021-12-31	$1,795,758
Benefits paid (including direct rollovers)	2021-12-31	$1,788,736
Total plan assets at end of year	2021-12-31	$5,027,668
Total plan assets at beginning of year	2021-12-31	$6,508,740
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$56,071
Other income received	2021-12-31	$236,352
Net income (gross income less expenses)	2021-12-31	$-1,481,072
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,027,668
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,508,740
Total contributions received or receivable from employer(s)	2021-12-31	$22,263
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$7,022
Total income from all sources	2021-09-30	$1,466,627
Expenses. Total of all expenses incurred	2021-09-30	$295,016
Benefits paid (including direct rollovers)	2021-09-30	$280,061
Total plan assets at end of year	2021-09-30	$6,508,740
Total plan assets at beginning of year	2021-09-30	$5,337,129
Value of fidelity bond covering the plan	2021-09-30	$500,000
Total contributions received or receivable from participants	2021-09-30	$120,644
Other income received	2021-09-30	$1,152,170
Net income (gross income less expenses)	2021-09-30	$1,171,611
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$6,508,740
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$5,337,129
Assets. Value of participant loans	2021-09-30	$56,609
Total contributions received or receivable from employer(s)	2021-09-30	$193,813
Expenses. Administrative service providers (salaries,fees and commissions)	2021-09-30	$14,955
2020 : PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-09-30	$542,548
Expenses. Total of all expenses incurred	2020-09-30	$492,783
Benefits paid (including direct rollovers)	2020-09-30	$478,152
Total plan assets at end of year	2020-09-30	$5,337,129
Total plan assets at beginning of year	2020-09-30	$5,287,364
Value of fidelity bond covering the plan	2020-09-30	$500,000
Total contributions received or receivable from participants	2020-09-30	$93,110
Other income received	2020-09-30	$271,637
Net income (gross income less expenses)	2020-09-30	$49,765
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$5,337,129
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$5,287,364
Assets. Value of participant loans	2020-09-30	$79,333
Total contributions received or receivable from employer(s)	2020-09-30	$177,801
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$14,631
2019 : PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-09-30	$358,470
Expenses. Total of all expenses incurred	2019-09-30	$983,969
Benefits paid (including direct rollovers)	2019-09-30	$968,681
Total plan assets at end of year	2019-09-30	$5,287,364
Total plan assets at beginning of year	2019-09-30	$5,912,863
Value of fidelity bond covering the plan	2019-09-30	$500,000
Total contributions received or receivable from participants	2019-09-30	$97,979
Other income received	2019-09-30	$61,438
Net income (gross income less expenses)	2019-09-30	$-625,499
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$5,287,364
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$5,912,863
Assets. Value of participant loans	2019-09-30	$45,927
Total contributions received or receivable from employer(s)	2019-09-30	$199,053
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$15,288
2017 : PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$789,545
Expenses. Total of all expenses incurred	2017-09-30	$254,208
Benefits paid (including direct rollovers)	2017-09-30	$239,311
Total plan assets at end of year	2017-09-30	$5,669,461
Total plan assets at beginning of year	2017-09-30	$5,134,124
Value of fidelity bond covering the plan	2017-09-30	$500,000
Total contributions received or receivable from participants	2017-09-30	$94,444
Other income received	2017-09-30	$504,515
Net income (gross income less expenses)	2017-09-30	$535,337
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$5,669,461
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$5,134,124
Assets. Value of participant loans	2017-09-30	$21,142
Total contributions received or receivable from employer(s)	2017-09-30	$190,586
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$14,897
2016 : PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$865,766
Expenses. Total of all expenses incurred	2016-09-30	$352,336
Benefits paid (including direct rollovers)	2016-09-30	$336,766
Total plan assets at end of year	2016-09-30	$5,134,124
Total plan assets at beginning of year	2016-09-30	$4,620,694
Value of fidelity bond covering the plan	2016-09-30	$500,000
Total contributions received or receivable from participants	2016-09-30	$87,162
Other income received	2016-09-30	$599,385
Net income (gross income less expenses)	2016-09-30	$513,430
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$5,134,124
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$4,620,694
Total contributions received or receivable from employer(s)	2016-09-30	$179,219
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$15,570
2015 : PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$-26,401
Expenses. Total of all expenses incurred	2015-09-30	$205,526
Benefits paid (including direct rollovers)	2015-09-30	$190,295
Total plan assets at end of year	2015-09-30	$4,620,694
Total plan assets at beginning of year	2015-09-30	$4,852,621
Value of fidelity bond covering the plan	2015-09-30	$500,000
Total contributions received or receivable from participants	2015-09-30	$50,569
Other income received	2015-09-30	$-285,661
Net income (gross income less expenses)	2015-09-30	$-231,927
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$4,620,694
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$4,852,621
Assets. Value of participant loans	2015-09-30	$29,069
Total contributions received or receivable from employer(s)	2015-09-30	$208,691
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$15,231
2014 : PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$677,444
Expenses. Total of all expenses incurred	2014-09-30	$897,862
Benefits paid (including direct rollovers)	2014-09-30	$888,614
Total plan assets at end of year	2014-09-30	$4,852,621
Total plan assets at beginning of year	2014-09-30	$5,073,039
Value of fidelity bond covering the plan	2014-09-30	$500,000
Total contributions received or receivable from participants	2014-09-30	$63,495
Contributions received from other sources (not participants or employers)	2014-09-30	$44,569
Other income received	2014-09-30	$410,253
Net income (gross income less expenses)	2014-09-30	$-220,418
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$4,852,621
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$5,073,039
Total contributions received or receivable from employer(s)	2014-09-30	$159,127
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$9,248
2013 : PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$784,737
Expenses. Total of all expenses incurred	2013-09-30	$167,786
Benefits paid (including direct rollovers)	2013-09-30	$167,519
Total plan assets at end of year	2013-09-30	$5,073,039
Total plan assets at beginning of year	2013-09-30	$4,456,088
Value of fidelity bond covering the plan	2013-09-30	$500,000
Total contributions received or receivable from participants	2013-09-30	$64,813
Other income received	2013-09-30	$568,917
Net income (gross income less expenses)	2013-09-30	$616,951
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$5,073,039
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$4,456,088
Assets. Value of participant loans	2013-09-30	$10,331
Total contributions received or receivable from employer(s)	2013-09-30	$151,007
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$267
2012 : PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$723,006
Expenses. Total of all expenses incurred	2012-09-30	$244,339
Benefits paid (including direct rollovers)	2012-09-30	$244,036
Total plan assets at end of year	2012-09-30	$4,456,088
Total plan assets at beginning of year	2012-09-30	$3,977,421
Value of fidelity bond covering the plan	2012-09-30	$454,000
Total contributions received or receivable from participants	2012-09-30	$71,239
Other income received	2012-09-30	$494,193
Net income (gross income less expenses)	2012-09-30	$478,667
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$4,456,088
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$3,977,421
Assets. Value of participant loans	2012-09-30	$35,243
Total contributions received or receivable from employer(s)	2012-09-30	$157,574
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$303
2011 : PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$373,014
Expenses. Total of all expenses incurred	2011-09-30	$410,887
Benefits paid (including direct rollovers)	2011-09-30	$410,887
Total plan assets at end of year	2011-09-30	$3,977,421
Total plan assets at beginning of year	2011-09-30	$4,015,294
Value of fidelity bond covering the plan	2011-09-30	$402,000
Total contributions received or receivable from participants	2011-09-30	$74,004
Contributions received from other sources (not participants or employers)	2011-09-30	$253,618
Other income received	2011-09-30	$-53,997
Net income (gross income less expenses)	2011-09-30	$-37,873
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$3,977,421
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$4,015,294
Assets. Value of participant loans	2011-09-30	$1,608
Total contributions received or receivable from employer(s)	2011-09-30	$99,389

Form 5500 Responses for PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN

2022: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	Yes
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	This submission is the final filing	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: PULMONARY ASSOCIATES OF THE SOUTHEAST 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	PULMONARY ASSOCIATES OF THE SOUTHEAST, P.C.
Employer identification number (EIN):	630854645
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)