401k Plan data: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP plan

MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 401k Plan overview

Plan Name	MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP
Plan identification number	001

MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MEDICAL ASSOCIATES OF THE SHOALS, PC has sponsored the creation of one or more 401k plans.

Company Name: MEDICAL ASSOCIATES OF THE SHOALS, PC

Employer identification number (EIN): 630923366

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 DANIELLE MCDEAVITT 2024-01-22
001 2021-07-01
001 2020-07-01
001 2020-07-01
001 2019-07-01 TERESA HOLLAND 2021-04-14
001 2018-07-01 TERESA HOLLAND 2020-04-14
001 2017-07-01 TERESA HOLLAND 2019-04-15
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01 JACK MCLENDON
001 2012-07-01 BRAD MCANALLEY
001 2011-07-01 RANDY POUNDERS
001 2010-07-01 JACK MCLENDON 2012-03-13

Plan Statistics for MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP

401k plan membership statisitcs for MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP

Measure Date Value
2021: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2021 401k membership
Total participants, beginning-of-year 2021-07-01 107
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 47
Number of retired or separated participants receiving benefits 2021-07-01 1
Number of other retired or separated participants entitled to future benefits 2021-07-01 52
Total of all active and inactive participants 2021-07-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 100
Number of participants with account balances 2021-07-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 1
2020: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2020 401k membership
Total participants, beginning-of-year 2020-07-01 108
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 63
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 47
Total of all active and inactive participants 2020-07-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 110
Number of participants with account balances 2020-07-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 4
2019: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2019 401k membership
Total participants, beginning-of-year 2019-07-01 90
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 55
Number of retired or separated participants receiving benefits 2019-07-01 4
Number of other retired or separated participants entitled to future benefits 2019-07-01 38
Total of all active and inactive participants 2019-07-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 97
Number of participants with account balances 2019-07-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 3
2018: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2018 401k membership
Total participants, beginning-of-year 2018-07-01 90
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 51
Number of retired or separated participants receiving benefits 2018-07-01 3
Number of other retired or separated participants entitled to future benefits 2018-07-01 32
Total of all active and inactive participants 2018-07-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 86
Number of participants with account balances 2018-07-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 11
2017: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2017 401k membership
Total participants, beginning-of-year 2017-07-01 73
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 49
Number of retired or separated participants receiving benefits 2017-07-01 2
Number of other retired or separated participants entitled to future benefits 2017-07-01 25
Total of all active and inactive participants 2017-07-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 76
Number of participants with account balances 2017-07-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 1
2016: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2016 401k membership
Total participants, beginning-of-year 2016-07-01 44
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 42
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 42
Number of participants with account balances 2016-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2015 401k membership
Total participants, beginning-of-year 2015-07-01 56
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 42
Number of retired or separated participants receiving benefits 2015-07-01 3
Number of other retired or separated participants entitled to future benefits 2015-07-01 28
Total of all active and inactive participants 2015-07-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 73
Number of participants with account balances 2015-07-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 1
2014: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2014 401k membership
Total participants, beginning-of-year 2014-07-01 66
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 43
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 24
Total of all active and inactive participants 2014-07-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 67
Number of participants with account balances 2014-07-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 1
2013: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2013 401k membership
Total participants, beginning-of-year 2013-07-01 67
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 38
Number of retired or separated participants receiving benefits 2013-07-01 4
Number of other retired or separated participants entitled to future benefits 2013-07-01 25
Total of all active and inactive participants 2013-07-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 67
Number of participants with account balances 2013-07-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 3
2012: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2012 401k membership
Total participants, beginning-of-year 2012-07-01 51
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 41
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 17
Total of all active and inactive participants 2012-07-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 58
Number of participants with account balances 2012-07-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2011 401k membership
Total participants, beginning-of-year 2011-07-01 51
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 41
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 17
Total of all active and inactive participants 2011-07-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 58
Number of participants with account balances 2011-07-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0

Measure	Date	Value
2021: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2021 401k membership
Total participants, beginning-of-year	2021-07-01	107
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	47
Number of retired or separated participants receiving benefits	2021-07-01	1
Number of other retired or separated participants entitled to future benefits	2021-07-01	52
Total of all active and inactive participants	2021-07-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	100
Number of participants with account balances	2021-07-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	1
2020: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2020 401k membership
Total participants, beginning-of-year	2020-07-01	108
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	63
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	47
Total of all active and inactive participants	2020-07-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	110
Number of participants with account balances	2020-07-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	4
2019: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2019 401k membership
Total participants, beginning-of-year	2019-07-01	90
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	55
Number of retired or separated participants receiving benefits	2019-07-01	4
Number of other retired or separated participants entitled to future benefits	2019-07-01	38
Total of all active and inactive participants	2019-07-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	97
Number of participants with account balances	2019-07-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	3
2018: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2018 401k membership
Total participants, beginning-of-year	2018-07-01	90
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	51
Number of retired or separated participants receiving benefits	2018-07-01	3
Number of other retired or separated participants entitled to future benefits	2018-07-01	32
Total of all active and inactive participants	2018-07-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	86
Number of participants with account balances	2018-07-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	11
2017: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2017 401k membership
Total participants, beginning-of-year	2017-07-01	73
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	49
Number of retired or separated participants receiving benefits	2017-07-01	2
Number of other retired or separated participants entitled to future benefits	2017-07-01	25
Total of all active and inactive participants	2017-07-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	76
Number of participants with account balances	2017-07-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	1
2016: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2016 401k membership
Total participants, beginning-of-year	2016-07-01	44
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	42
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	42
Number of participants with account balances	2016-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2015 401k membership
Total participants, beginning-of-year	2015-07-01	56
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	42
Number of retired or separated participants receiving benefits	2015-07-01	3
Number of other retired or separated participants entitled to future benefits	2015-07-01	28
Total of all active and inactive participants	2015-07-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	73
Number of participants with account balances	2015-07-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	1
2014: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2014 401k membership
Total participants, beginning-of-year	2014-07-01	66
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	43
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	24
Total of all active and inactive participants	2014-07-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	67
Number of participants with account balances	2014-07-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	1
2013: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2013 401k membership
Total participants, beginning-of-year	2013-07-01	67
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	38
Number of retired or separated participants receiving benefits	2013-07-01	4
Number of other retired or separated participants entitled to future benefits	2013-07-01	25
Total of all active and inactive participants	2013-07-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	67
Number of participants with account balances	2013-07-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	3
2012: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2012 401k membership
Total participants, beginning-of-year	2012-07-01	51
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	41
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	17
Total of all active and inactive participants	2012-07-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	58
Number of participants with account balances	2012-07-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2011 401k membership
Total participants, beginning-of-year	2011-07-01	51
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	41
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	17
Total of all active and inactive participants	2011-07-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	58
Number of participants with account balances	2011-07-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0

Financial Data on MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP

Measure	Date	Value
2022 : MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2022 401k financial data
Total income from all sources	2022-06-30	$-654,739
Expenses. Total of all expenses incurred	2022-06-30	$2,144,747
Benefits paid (including direct rollovers)	2022-06-30	$2,019,351
Total plan assets at end of year	2022-06-30	$11,580,766
Total plan assets at beginning of year	2022-06-30	$14,380,252
Value of fidelity bond covering the plan	2022-06-30	$500,000
Total contributions received or receivable from participants	2022-06-30	$313,016
Contributions received from other sources (not participants or employers)	2022-06-30	$280,368
Other income received	2022-06-30	$-1,582,432
Net income (gross income less expenses)	2022-06-30	$-2,799,486
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$11,580,766
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$14,380,252
Assets. Value of participant loans	2022-06-30	$9,809
Total contributions received or receivable from employer(s)	2022-06-30	$334,309
Expenses. Administrative service providers (salaries,fees and commissions)	2022-06-30	$125,396
2021 : MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2021 401k financial data
Total income from all sources	2021-06-30	$3,671,702
Expenses. Total of all expenses incurred	2021-06-30	$382,938
Benefits paid (including direct rollovers)	2021-06-30	$267,166
Total plan assets at end of year	2021-06-30	$14,265,839
Total plan assets at beginning of year	2021-06-30	$10,977,075
Value of fidelity bond covering the plan	2021-06-30	$500,000
Total contributions received or receivable from participants	2021-06-30	$315,112
Contributions received from other sources (not participants or employers)	2021-06-30	$2,075
Other income received	2021-06-30	$2,933,104
Net income (gross income less expenses)	2021-06-30	$3,288,764
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$14,265,839
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$10,977,075
Assets. Value of participant loans	2021-06-30	$12,634
Total contributions received or receivable from employer(s)	2021-06-30	$421,411
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$115,772
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
2020 : MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2020 401k financial data
Total income from all sources	2020-06-30	$1,063,760
Expenses. Total of all expenses incurred	2020-06-30	$1,604,689
Benefits paid (including direct rollovers)	2020-06-30	$1,502,753
Total plan assets at end of year	2020-06-30	$10,977,075
Total plan assets at beginning of year	2020-06-30	$11,518,004
Value of fidelity bond covering the plan	2020-06-30	$200,000
Total contributions received or receivable from participants	2020-06-30	$264,262
Contributions received from other sources (not participants or employers)	2020-06-30	$224,111
Other income received	2020-06-30	$278,653
Net income (gross income less expenses)	2020-06-30	$-540,929
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$10,977,075
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$11,518,004
Assets. Value of participant loans	2020-06-30	$4,771
Total contributions received or receivable from employer(s)	2020-06-30	$296,734
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$101,936
2019 : MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2019 401k financial data
Total income from all sources	2019-06-30	$1,760,996
Expenses. Total of all expenses incurred	2019-06-30	$592,615
Benefits paid (including direct rollovers)	2019-06-30	$500,746
Total plan assets at end of year	2019-06-30	$11,524,867
Total plan assets at beginning of year	2019-06-30	$10,356,486
Value of fidelity bond covering the plan	2019-06-30	$200,000
Total contributions received or receivable from participants	2019-06-30	$299,047
Other income received	2019-06-30	$983,809
Net income (gross income less expenses)	2019-06-30	$1,168,381
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$11,524,867
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$10,356,486
Assets. Value of participant loans	2019-06-30	$4,639
Total contributions received or receivable from employer(s)	2019-06-30	$478,140
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$91,869
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
2018 : MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
2017 : MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2017 401k financial data
Total income from all sources	2017-06-30	$1,644,940
Expenses. Total of all expenses incurred	2017-06-30	$91,966
Benefits paid (including direct rollovers)	2017-06-30	$20,069
Total plan assets at end of year	2017-06-30	$10,191,415
Total plan assets at beginning of year	2017-06-30	$8,638,441
Value of fidelity bond covering the plan	2017-06-30	$200,000
Total contributions received or receivable from participants	2017-06-30	$264,208
Contributions received from other sources (not participants or employers)	2017-06-30	$5,991
Other income received	2017-06-30	$931,946
Net income (gross income less expenses)	2017-06-30	$1,552,974
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$10,191,415
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$8,638,441
Assets. Value of participant loans	2017-06-30	$30,163
Total contributions received or receivable from employer(s)	2017-06-30	$442,795
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$71,897
2016 : MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2016 401k financial data
Total income from all sources	2016-06-30	$512,492
Expenses. Total of all expenses incurred	2016-06-30	$177,253
Benefits paid (including direct rollovers)	2016-06-30	$107,968
Total plan assets at end of year	2016-06-30	$8,638,441
Total plan assets at beginning of year	2016-06-30	$8,303,202
Value of fidelity bond covering the plan	2016-06-30	$200,000
Total contributions received or receivable from participants	2016-06-30	$232,899
Other income received	2016-06-30	$-46,943
Net income (gross income less expenses)	2016-06-30	$335,239
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$8,638,441
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$8,303,202
Assets. Value of participant loans	2016-06-30	$29,168
Total contributions received or receivable from employer(s)	2016-06-30	$326,536
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$69,285
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2015 401k financial data
Total income from all sources	2015-06-30	$660,669
Expenses. Total of all expenses incurred	2015-06-30	$86,046
Benefits paid (including direct rollovers)	2015-06-30	$42,300
Total plan assets at end of year	2015-06-30	$8,303,202
Total plan assets at beginning of year	2015-06-30	$7,728,579
Value of fidelity bond covering the plan	2015-06-30	$100,000
Total contributions received or receivable from participants	2015-06-30	$222,375
Other income received	2015-06-30	$81,093
Net income (gross income less expenses)	2015-06-30	$574,623
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$8,303,202
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$7,728,579
Assets. Value of participant loans	2015-06-30	$41,736
Total contributions received or receivable from employer(s)	2015-06-30	$357,201
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$43,746
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2014 401k financial data
Total income from all sources	2014-06-30	$1,776,662
Expenses. Total of all expenses incurred	2014-06-30	$20,888
Benefits paid (including direct rollovers)	2014-06-30	$20,888
Total plan assets at end of year	2014-06-30	$7,728,579
Total plan assets at beginning of year	2014-06-30	$5,972,805
Value of fidelity bond covering the plan	2014-06-30	$100,000
Total contributions received or receivable from participants	2014-06-30	$191,804
Other income received	2014-06-30	$1,263,791
Net income (gross income less expenses)	2014-06-30	$1,755,774
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$7,728,579
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$5,972,805
Assets. Value of participant loans	2014-06-30	$58,753
Total contributions received or receivable from employer(s)	2014-06-30	$321,067
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2013 401k financial data
Transfers to/from the plan	2013-06-30	$684,461
Total income from all sources	2013-06-30	$1,865,537
Expenses. Total of all expenses incurred	2013-06-30	$312,960
Benefits paid (including direct rollovers)	2013-06-30	$312,960
Total plan assets at end of year	2013-06-30	$5,998,859
Total plan assets at beginning of year	2013-06-30	$4,446,282
Value of fidelity bond covering the plan	2013-06-30	$100,000
Total contributions received or receivable from participants	2013-06-30	$176,234
Contributions received from other sources (not participants or employers)	2013-06-30	$688,360
Other income received	2013-06-30	$711,050
Net income (gross income less expenses)	2013-06-30	$1,552,577
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$5,998,859
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$4,446,282
Assets. Value of participant loans	2013-06-30	$24,326
Total contributions received or receivable from employer(s)	2013-06-30	$289,893
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2012 401k financial data
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$309,406
Expenses. Total of all expenses incurred	2012-06-30	$3,829
Benefits paid (including direct rollovers)	2012-06-30	$3,829
Total plan assets at end of year	2012-06-30	$4,446,282
Total plan assets at beginning of year	2012-06-30	$4,140,705
Value of fidelity bond covering the plan	2012-06-30	$100,000
Total contributions received or receivable from participants	2012-06-30	$148,979
Other income received	2012-06-30	$-62,868
Net income (gross income less expenses)	2012-06-30	$305,577
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$4,446,282
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$4,140,705
Assets. Value of participant loans	2012-06-30	$9,292
Total contributions received or receivable from employer(s)	2012-06-30	$223,295
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0

Form 5500 Responses for MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP

2021: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	Yes
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	Yes
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: MEDICAL ASSOCIATES OF THE SHOALS PC 401K PSP 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MEDICAL ASSOCIATES OF THE SHOALS, PC
Employer identification number (EIN):	630923366
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-07-01	DANIELLE MCDEAVITT	2024-01-22
001	2021-07-01
001	2020-07-01
001	2020-07-01
001	2019-07-01	TERESA HOLLAND	2021-04-14
001	2018-07-01	TERESA HOLLAND	2020-04-14
001	2017-07-01	TERESA HOLLAND	2019-04-15
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01	JACK MCLENDON
001	2012-07-01	BRAD MCANALLEY
001	2011-07-01	RANDY POUNDERS
001	2010-07-01	JACK MCLENDON	2012-03-13