PULMONARY MEDICINE ASSOCIATES, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : PULMONARY MEDICINE ASSOCIATES, PC 401K PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total income from all sources | 2024-12-11 | $-13,465 |
| Expenses. Total of all expenses incurred | 2024-12-11 | $1,299,356 |
| Benefits paid (including direct rollovers) | 2024-12-11 | $1,295,906 |
| Total plan assets at end of year | 2024-12-11 | $0 |
| Total plan assets at beginning of year | 2024-12-11 | $1,312,821 |
| Total contributions received or receivable from participants | 2024-12-11 | $0 |
| Other income received | 2024-12-11 | $-13,465 |
| Net income (gross income less expenses) | 2024-12-11 | $-1,312,821 |
| Net plan assets at end of year (total assets less liabilities) | 2024-12-11 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-12-11 | $1,312,821 |
| Total contributions received or receivable from employer(s) | 2024-12-11 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-12-11 | $3,450 |
| 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 |
