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INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameINTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN
Plan identification number 001

INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN Benefits

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

INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC has sponsored the creation of one or more 401k plans.

Company Name:INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC
Employer identification number (EIN):631270220
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MICHAEL LUNSFORD
0012023-01-01
0012023-01-01MICHAEL LUNSFORD
0012022-01-01
0012022-01-01MICHAEL LUNSFORD
0012021-01-01
0012021-01-01MICHAEL LUNSFORD
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL LUNSFORD
0012016-01-01MICHAEL LUNSFORD
0012015-01-01MICHAEL LUNSFORD
0012014-01-01MICHAEL LUNSFORD
0012013-01-01MICHAEL LUNSFORD
0012012-01-01MICHAEL LUNSFORD
0012011-01-01MICHAEL LUNSFORD

Financial Data on INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN

Measure Date Value
2023 : INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$952,916
Expenses. Total of all expenses incurred2023-12-31$21,047
Benefits paid (including direct rollovers)2023-12-31$224
Total plan assets at end of year2023-12-31$4,125,224
Total plan assets at beginning of year2023-12-31$3,193,355
Value of fidelity bond covering the plan2023-12-31$320,000
Total contributions received or receivable from participants2023-12-31$143,378
Other income received2023-12-31$565,475
Net income (gross income less expenses)2023-12-31$931,869
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,125,224
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,193,355
Total contributions received or receivable from employer(s)2023-12-31$244,063
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$20,823
2022 : INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-248,543
Expenses. Total of all expenses incurred2022-12-31$49,114
Benefits paid (including direct rollovers)2022-12-31$30,788
Total plan assets at end of year2022-12-31$3,193,355
Total plan assets at beginning of year2022-12-31$3,491,012
Value of fidelity bond covering the plan2022-12-31$350,000
Total contributions received or receivable from participants2022-12-31$131,220
Contributions received from other sources (not participants or employers)2022-12-31$15,521
Other income received2022-12-31$-611,980
Net income (gross income less expenses)2022-12-31$-297,657
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,193,355
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,491,012
Total contributions received or receivable from employer(s)2022-12-31$216,696
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$18,326
2021 : INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$710,715
Expenses. Total of all expenses incurred2021-12-31$44,912
Benefits paid (including direct rollovers)2021-12-31$26,656
Total plan assets at end of year2021-12-31$3,491,012
Total plan assets at beginning of year2021-12-31$2,825,209
Value of fidelity bond covering the plan2021-12-31$286,000
Total contributions received or receivable from participants2021-12-31$125,742
Other income received2021-12-31$389,270
Net income (gross income less expenses)2021-12-31$665,803
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,491,012
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,825,209
Total contributions received or receivable from employer(s)2021-12-31$195,703
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$18,256
2020 : INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$565,559
Expenses. Total of all expenses incurred2020-12-31$109,176
Benefits paid (including direct rollovers)2020-12-31$95,420
Total plan assets at end of year2020-12-31$2,825,209
Total plan assets at beginning of year2020-12-31$2,368,826
Value of fidelity bond covering the plan2020-12-31$237,000
Total contributions received or receivable from participants2020-12-31$95,814
Other income received2020-12-31$305,753
Net income (gross income less expenses)2020-12-31$456,383
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,825,209
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,368,826
Total contributions received or receivable from employer(s)2020-12-31$163,992
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$13,756
2019 : INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$596,107
Expenses. Total of all expenses incurred2019-12-31$8,477
Total plan assets at end of year2019-12-31$2,368,826
Total plan assets at beginning of year2019-12-31$1,781,196
Value of fidelity bond covering the plan2019-12-31$179,000
Total contributions received or receivable from participants2019-12-31$88,906
Contributions received from other sources (not participants or employers)2019-12-31$13,425
Other income received2019-12-31$326,391
Net income (gross income less expenses)2019-12-31$587,630
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,368,826
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,781,196
Total contributions received or receivable from employer(s)2019-12-31$167,385
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$8,477
2018 : INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$247,731
Expenses. Total of all expenses incurred2018-12-31$6,148
Total plan assets at end of year2018-12-31$1,781,196
Total plan assets at beginning of year2018-12-31$1,539,613
Value of fidelity bond covering the plan2018-12-31$160,000
Total contributions received or receivable from participants2018-12-31$73,657
Contributions received from other sources (not participants or employers)2018-12-31$103,870
Other income received2018-12-31$-78,967
Net income (gross income less expenses)2018-12-31$241,583
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,781,196
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,539,613
Total contributions received or receivable from employer(s)2018-12-31$149,171
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$6,148
2017 : INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$454,447
Expenses. Total of all expenses incurred2017-12-31$4,871
Benefits paid (including direct rollovers)2017-12-31$129
Total plan assets at end of year2017-12-31$1,539,613
Total plan assets at beginning of year2017-12-31$1,090,037
Value of fidelity bond covering the plan2017-12-31$120,000
Total contributions received or receivable from participants2017-12-31$47,599
Contributions received from other sources (not participants or employers)2017-12-31$79,058
Other income received2017-12-31$199,634
Net income (gross income less expenses)2017-12-31$449,576
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,539,613
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,090,037
Total contributions received or receivable from employer(s)2017-12-31$128,156
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,742
2016 : INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$221,409
Expenses. Total of all expenses incurred2016-12-31$8,485
Benefits paid (including direct rollovers)2016-12-31$4,827
Total plan assets at end of year2016-12-31$1,090,037
Total plan assets at beginning of year2016-12-31$877,113
Value of fidelity bond covering the plan2016-12-31$88,000
Total contributions received or receivable from participants2016-12-31$45,853
Contributions received from other sources (not participants or employers)2016-12-31$13,829
Other income received2016-12-31$67,284
Net income (gross income less expenses)2016-12-31$212,924
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,090,037
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$877,113
Total contributions received or receivable from employer(s)2016-12-31$94,443
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,658
2015 : INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$143,818
Expenses. Total of all expenses incurred2015-12-31$3,398
Benefits paid (including direct rollovers)2015-12-31$260
Total plan assets at end of year2015-12-31$877,113
Total plan assets at beginning of year2015-12-31$736,693
Value of fidelity bond covering the plan2015-12-31$74,000
Total contributions received or receivable from participants2015-12-31$43,663
Other income received2015-12-31$5,682
Net income (gross income less expenses)2015-12-31$140,420
Net plan assets at end of year (total assets less liabilities)2015-12-31$877,113
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$736,693
Total contributions received or receivable from employer(s)2015-12-31$94,473
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,138
2014 : INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$161,636
Expenses. Total of all expenses incurred2014-12-31$11,086
Benefits paid (including direct rollovers)2014-12-31$11,046
Total plan assets at end of year2014-12-31$736,693
Total plan assets at beginning of year2014-12-31$586,143
Value of fidelity bond covering the plan2014-12-31$59,000
Total contributions received or receivable from participants2014-12-31$39,229
Other income received2014-12-31$36,946
Net income (gross income less expenses)2014-12-31$150,550
Net plan assets at end of year (total assets less liabilities)2014-12-31$736,693
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$586,143
Total contributions received or receivable from employer(s)2014-12-31$85,461
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$40
2013 : INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$207,567
Total plan assets at end of year2013-12-31$586,143
Total plan assets at beginning of year2013-12-31$378,576
Value of fidelity bond covering the plan2013-12-31$40,000
Total contributions received or receivable from participants2013-12-31$40,417
Contributions received from other sources (not participants or employers)2013-12-31$7,999
Other income received2013-12-31$73,134
Net income (gross income less expenses)2013-12-31$207,567
Net plan assets at end of year (total assets less liabilities)2013-12-31$586,143
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$378,576
Total contributions received or receivable from employer(s)2013-12-31$86,017
2012 : INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$102,540
Expenses. Total of all expenses incurred2012-12-31$115,594
Benefits paid (including direct rollovers)2012-12-31$115,594
Total plan assets at end of year2012-12-31$378,576
Total plan assets at beginning of year2012-12-31$391,630
Value of fidelity bond covering the plan2012-12-31$38,000
Total contributions received or receivable from participants2012-12-31$38,906
Other income received2012-12-31$38,728
Net income (gross income less expenses)2012-12-31$-13,054
Net plan assets at end of year (total assets less liabilities)2012-12-31$378,576
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$391,630
Total contributions received or receivable from employer(s)2012-12-31$24,906
2011 : INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$47,821
Expenses. Total of all expenses incurred2011-12-31$473
Benefits paid (including direct rollovers)2011-12-31$473
Total plan assets at end of year2011-12-31$391,630
Total plan assets at beginning of year2011-12-31$344,282
Value of fidelity bond covering the plan2011-12-31$35,000
Total contributions received or receivable from participants2011-12-31$36,185
Other income received2011-12-31$-10,869
Net income (gross income less expenses)2011-12-31$47,348
Net plan assets at end of year (total assets less liabilities)2011-12-31$391,630
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$344,282
Total contributions received or receivable from employer(s)2011-12-31$22,505
2010 : INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$117,656
Expenses. Total of all expenses incurred2010-12-31$880
Benefits paid (including direct rollovers)2010-12-31$880
Total plan assets at end of year2010-12-31$344,282
Total plan assets at beginning of year2010-12-31$227,506
Value of fidelity bond covering the plan2010-12-31$35,000
Total contributions received or receivable from participants2010-12-31$52,130
Other income received2010-12-31$36,983
Net income (gross income less expenses)2010-12-31$116,776
Net plan assets at end of year (total assets less liabilities)2010-12-31$344,282
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$227,506
Total contributions received or receivable from employer(s)2010-12-31$28,543

Form 5500 Responses for INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN

2023: INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INTERNAL MEDICINE & PEDIATRICS OF CULLMAN, PC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620703
Policy instance 1
Insurance contract or identification number620703
Number of Individuals Covered29
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $4,156
Total amount of fees paid to insurance companyUSD $416
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620703
Policy instance 1
Insurance contract or identification number620703
Number of Individuals Covered26
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,812
Total amount of fees paid to insurance companyUSD $381
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620703
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620703
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620703
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620703
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706626
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706626
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706626
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706626
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706626
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706626
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706626
Policy instance 1

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