401k Plan data: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN plan

PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN
Plan identification number	001

PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 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.
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

PULMONARY MEDICINE ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name: PULMONARY MEDICINE ASSOCIATES, PC

Employer identification number (EIN): 631133604

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 MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 MICHAEL G. CONNOLLY, JR.
001 2017-01-01 MICHAEL G. CONNOLLY, JR.
001 2016-01-01 MICHAEL G. CONNOLLY, JR.
001 2015-01-01 MICHAEL G. CONNOLLY, JR.
001 2014-01-01 MICHAEL G. CONNOLLY, JR.
001 2013-01-01 MICHAEL G. CONNOLLY, JR.
001 2012-01-01 MICHAEL G. CONNOLLY, JR.
001 2011-01-01 MICHAEL G. CONNOLLY, JR.

Plan Statistics for PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN

Measure Date Value
2023: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 5
Total of all active and inactive participants 2023-01-01 5
Total participants 2023-01-01 5
Number of participants with account balances 2023-01-01 5
2022: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 11
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 17
Total participants 2022-01-01 17
Number of participants with account balances 2022-01-01 17
2021: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
Number of other retired or separated participants entitled to future benefits 2021-01-01 6
Total of all active and inactive participants 2021-01-01 16
Total participants 2021-01-01 16
Number of participants with account balances 2021-01-01 16
2020: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 11
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 15
Total participants 2020-01-01 15
Number of participants with account balances 2020-01-01 15
2019: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 11
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 14
Total participants 2019-01-01 14
Number of participants with account balances 2019-01-01 14
2018: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 10
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 12
Total participants 2018-01-01 12
Number of participants with account balances 2018-01-01 12
2017: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 11
2016: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 10
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
2015: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 19
Total participants 2015-01-01 19
Number of participants with account balances 2015-01-01 19
2014: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 5
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 19
Total participants 2014-01-01 19
Number of participants with account balances 2014-01-01 19
2013: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 17
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 6
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3

Measure	Date	Value
2023: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	5
Total of all active and inactive participants	2023-01-01	5
Total participants	2023-01-01	5
Number of participants with account balances	2023-01-01	5
2022: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	11
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	17
Total participants	2022-01-01	17
Number of participants with account balances	2022-01-01	17
2021: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
Number of other retired or separated participants entitled to future benefits	2021-01-01	6
Total of all active and inactive participants	2021-01-01	16
Total participants	2021-01-01	16
Number of participants with account balances	2021-01-01	16
2020: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	11
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	15
Total participants	2020-01-01	15
Number of participants with account balances	2020-01-01	15
2019: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	11
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	14
Total participants	2019-01-01	14
Number of participants with account balances	2019-01-01	14
2018: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	10
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	12
Total participants	2018-01-01	12
Number of participants with account balances	2018-01-01	12
2017: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	11
2016: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	10
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
2015: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	19
Total participants	2015-01-01	19
Number of participants with account balances	2015-01-01	19
2014: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	5
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	19
Total participants	2014-01-01	19
Number of participants with account balances	2014-01-01	19
2013: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	17
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	6
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3

Financial Data on PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN

Measure	Date	Value
2023 : PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$369,140
Expenses. Total of all expenses incurred	2023-12-31	$3,538,406
Benefits paid (including direct rollovers)	2023-12-31	$3,500,517
Total plan assets at end of year	2023-12-31	$1,312,821
Total plan assets at beginning of year	2023-12-31	$4,482,087
Value of fidelity bond covering the plan	2023-12-31	$450,000
Other income received	2023-12-31	$369,140
Net income (gross income less expenses)	2023-12-31	$-3,169,266
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,312,821
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,482,087
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$37,889
2022 : PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-668,375
Expenses. Total of all expenses incurred	2022-12-31	$10,124
Benefits paid (including direct rollovers)	2022-12-31	$8,748
Total plan assets at end of year	2022-12-31	$4,482,087
Total plan assets at beginning of year	2022-12-31	$5,160,586
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$4,038
Other income received	2022-12-31	$-771,098
Net income (gross income less expenses)	2022-12-31	$-678,499
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,482,087
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,160,586
Total contributions received or receivable from employer(s)	2022-12-31	$98,685
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,376
2021 : PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$717,194
Expenses. Total of all expenses incurred	2021-12-31	$47,321
Total plan assets at end of year	2021-12-31	$5,160,586
Total plan assets at beginning of year	2021-12-31	$4,490,713
Value of fidelity bond covering the plan	2021-12-31	$450,000
Total contributions received or receivable from participants	2021-12-31	$99,934
Other income received	2021-12-31	$569,761
Net income (gross income less expenses)	2021-12-31	$669,873
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,160,586
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,490,713
Assets. Value of participant loans	2021-12-31	$11,721
Total contributions received or receivable from employer(s)	2021-12-31	$47,499
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$47,321
2020 : PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$773,082
Expenses. Total of all expenses incurred	2020-12-31	$26,709
Total plan assets at end of year	2020-12-31	$4,490,713
Total plan assets at beginning of year	2020-12-31	$3,744,340
Value of fidelity bond covering the plan	2020-12-31	$375,000
Total contributions received or receivable from participants	2020-12-31	$100,716
Other income received	2020-12-31	$572,366
Net income (gross income less expenses)	2020-12-31	$746,373
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,490,713
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,744,340
Assets. Value of participant loans	2020-12-31	$15,408
Total contributions received or receivable from employer(s)	2020-12-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$26,709
2019 : PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$857,304
Expenses. Total of all expenses incurred	2019-12-31	$157,906
Benefits paid (including direct rollovers)	2019-12-31	$124,533
Total plan assets at end of year	2019-12-31	$3,744,340
Total plan assets at beginning of year	2019-12-31	$3,044,942
Value of fidelity bond covering the plan	2019-12-31	$305,000
Total contributions received or receivable from participants	2019-12-31	$87,404
Other income received	2019-12-31	$669,900
Net income (gross income less expenses)	2019-12-31	$699,398
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,744,340
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,044,942
Assets. Value of participant loans	2019-12-31	$19,188
Total contributions received or receivable from employer(s)	2019-12-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$33,373
2018 : PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$15,861
Expenses. Total of all expenses incurred	2018-12-31	$60,169
Benefits paid (including direct rollovers)	2018-12-31	$30,000
Total plan assets at end of year	2018-12-31	$3,044,942
Total plan assets at beginning of year	2018-12-31	$3,089,250
Value of fidelity bond covering the plan	2018-12-31	$309,000
Total contributions received or receivable from participants	2018-12-31	$84,500
Other income received	2018-12-31	$-140,839
Net income (gross income less expenses)	2018-12-31	$-44,308
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,044,942
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,089,250
Assets. Value of participant loans	2018-12-31	$9,738
Total contributions received or receivable from employer(s)	2018-12-31	$72,200
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$30,169
2017 : PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$555,931
Expenses. Total of all expenses incurred	2017-12-31	$27,685
Benefits paid (including direct rollovers)	2017-12-31	$3,201
Total plan assets at end of year	2017-12-31	$3,089,250
Total plan assets at beginning of year	2017-12-31	$2,561,004
Value of fidelity bond covering the plan	2017-12-31	$257,000
Total contributions received or receivable from participants	2017-12-31	$72,820
Other income received	2017-12-31	$397,219
Net income (gross income less expenses)	2017-12-31	$528,246
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,089,250
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,561,004
Total contributions received or receivable from employer(s)	2017-12-31	$85,892
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$24,484
2016 : PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$301,337
Expenses. Total of all expenses incurred	2016-12-31	$171,487
Benefits paid (including direct rollovers)	2016-12-31	$148,173
Total plan assets at end of year	2016-12-31	$2,561,004
Total plan assets at beginning of year	2016-12-31	$2,431,154
Value of fidelity bond covering the plan	2016-12-31	$244,000
Total contributions received or receivable from participants	2016-12-31	$69,750
Other income received	2016-12-31	$82,586
Net income (gross income less expenses)	2016-12-31	$129,850
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,561,004
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,431,154
Total contributions received or receivable from employer(s)	2016-12-31	$149,001
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$23,314
2015 : PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$199,022
Expenses. Total of all expenses incurred	2015-12-31	$89,522
Benefits paid (including direct rollovers)	2015-12-31	$56,699
Total plan assets at end of year	2015-12-31	$2,431,154
Total plan assets at beginning of year	2015-12-31	$2,321,654
Value of fidelity bond covering the plan	2015-12-31	$233,000
Total contributions received or receivable from participants	2015-12-31	$90,875
Other income received	2015-12-31	$-32,315
Net income (gross income less expenses)	2015-12-31	$109,500
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,431,154
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,321,654
Assets. Value of participant loans	2015-12-31	$11,750
Total contributions received or receivable from employer(s)	2015-12-31	$140,462
Value of certain deemed distributions of participant loans	2015-12-31	$10,078
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$22,745
2014 : PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$332,078
Expenses. Total of all expenses incurred	2014-12-31	$68,197
Benefits paid (including direct rollovers)	2014-12-31	$42,642
Total plan assets at end of year	2014-12-31	$2,321,654
Total plan assets at beginning of year	2014-12-31	$2,057,773
Value of fidelity bond covering the plan	2014-12-31	$206,000
Total contributions received or receivable from participants	2014-12-31	$88,469
Other income received	2014-12-31	$111,843
Net income (gross income less expenses)	2014-12-31	$263,881
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,321,654
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,057,773
Assets. Value of participant loans	2014-12-31	$26,307
Total contributions received or receivable from employer(s)	2014-12-31	$131,766
Value of certain deemed distributions of participant loans	2014-12-31	$2,576
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$22,979
2013 : PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$448,441
Expenses. Total of all expenses incurred	2013-12-31	$21,863
Benefits paid (including direct rollovers)	2013-12-31	$3,390
Total plan assets at end of year	2013-12-31	$2,057,773
Total plan assets at beginning of year	2013-12-31	$1,631,195
Value of fidelity bond covering the plan	2013-12-31	$206,000
Total contributions received or receivable from participants	2013-12-31	$71,914
Other income received	2013-12-31	$256,739
Net income (gross income less expenses)	2013-12-31	$426,578
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,057,773
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,631,195
Assets. Value of participant loans	2013-12-31	$12,090
Total contributions received or receivable from employer(s)	2013-12-31	$119,788
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$18,473
2012 : PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$244,289
Expenses. Total of all expenses incurred	2012-12-31	$1,191,672
Benefits paid (including direct rollovers)	2012-12-31	$1,175,976
Total plan assets at end of year	2012-12-31	$1,631,195
Total plan assets at beginning of year	2012-12-31	$2,578,578
Value of fidelity bond covering the plan	2012-12-31	$164,000
Total contributions received or receivable from participants	2012-12-31	$70,656
Other income received	2012-12-31	$145,015
Net income (gross income less expenses)	2012-12-31	$-947,383
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,631,195
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,578,578
Assets. Value of participant loans	2012-12-31	$25,211
Total contributions received or receivable from employer(s)	2012-12-31	$28,618
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$15,696
2011 : PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$95,911
Expenses. Total of all expenses incurred	2011-12-31	$18,539
Benefits paid (including direct rollovers)	2011-12-31	$4,589
Total plan assets at end of year	2011-12-31	$2,578,578
Total plan assets at beginning of year	2011-12-31	$2,501,206
Value of fidelity bond covering the plan	2011-12-31	$1,103,000
Total contributions received or receivable from participants	2011-12-31	$74,625
Other income received	2011-12-31	$-12,701
Net income (gross income less expenses)	2011-12-31	$77,372
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,578,578
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,501,206
Assets. Value of participant loans	2011-12-31	$18,873
Assets. Value of real-estate (other than employer real property)	2011-12-31	$210,700
Total contributions received or receivable from employer(s)	2011-12-31	$33,987
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$13,950
2010 : PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$246,299
Expenses. Total of all expenses incurred	2010-12-31	$45,531
Benefits paid (including direct rollovers)	2010-12-31	$42,573
Total plan assets at end of year	2010-12-31	$2,501,206
Total plan assets at beginning of year	2010-12-31	$2,300,438
Value of fidelity bond covering the plan	2010-12-31	$1,102,879
Total contributions received or receivable from participants	2010-12-31	$71,840
Other income received	2010-12-31	$134,984
Net income (gross income less expenses)	2010-12-31	$200,768
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,501,206
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,300,438
Assets. Value of participant loans	2010-12-31	$17,797
Assets. Value of real-estate (other than employer real property)	2010-12-31	$210,700
Total contributions received or receivable from employer(s)	2010-12-31	$39,475
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,958

Form 5500 Responses for PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN

2023: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PULMONARY MEDICINE ASSOCIATES, PC 401K 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 MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PULMONARY MEDICINE ASSOCIATES, PC
Employer identification number (EIN):	631133604
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)