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CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameCENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING PLAN
Plan identification number 001

CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC.
Employer identification number (EIN):650438884
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1993-10-12
Company Identification Number: P93000070684
Legal Registered Office Address: 4623 FOREST HILL BLVD.

WEST PALM BEACH

33415

More information about CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANTHONY MESSURI2024-07-03
0012022-01-01LORRAINE STEVENS2023-09-15
0012021-01-01LORRAINE STEVENS2022-09-22
0012020-01-01LORRAINE STEVENS2021-10-05
0012019-01-01RUSS SEGER2020-10-12
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01LORRAINE STEVENS2016-06-01 LORRAINE STEVENS2016-06-01
0012014-01-01LORRAINE STEVENS2015-07-10 LORRAINE STEVENS2015-07-10
0012013-01-01LORRAINE STEVENS2014-07-25 LORRAINE STEVENS2014-07-25
0012012-01-01MELISSA DUFFY2013-10-15 MELISSA DUFFY2013-10-15
0012011-01-01RUSS M SEGER2012-10-15
0012010-01-01RUSS M SEGER2011-10-17
0012008-01-01RUSS M. SEGER

Financial Data on CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING PLAN

Measure Date Value
2025 : CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-14423981
Net assets as of the end of the plan year2025-08-145597735
Total assets as of the beginning of the plan year2025-08-144662075
Value of plan covered by a fidelity bond2025-08-14467000
Participant contributions to plan in this plan year2025-08-14327096
Other income to plan in this plan year2025-08-14885486
Plan net income in this plan year2025-08-14935660
Net assets as of the end of the plan year2025-08-145597735
Net assets as of the beginning of the plan year2025-08-144662075
Employer contributions to plan in this plan year2025-08-14147059
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-1428060
2024 : CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-03446951
Net assets as of the end of the plan year2024-07-034662075
Total assets as of the beginning of the plan year2024-07-033841095
Value of plan covered by a fidelity bond2024-07-031000
Participant contributions to plan in this plan year2024-07-03253048
Other income to plan in this plan year2024-07-03896661
Plan net income in this plan year2024-07-03820980
Net assets as of the end of the plan year2024-07-034662075
Net assets as of the beginning of the plan year2024-07-033841095
Employer contributions to plan in this plan year2024-07-03118222
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0328815
2022 : CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-527,816
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$252,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$242,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$338,817
Value of total assets at end of year2022-12-31$3,841,095
Value of total assets at beginning of year2022-12-31$4,621,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,470
Total interest from all sources2022-12-31$-2,186
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$400,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$117,819
Participant contributions at end of year2022-12-31$6,994
Participant contributions at beginning of year2022-12-31$8,834
Total non interest bearing cash at end of year2022-12-31$3,830,249
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-780,530
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,841,095
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,621,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,494,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-2,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$113,122
Net investment gain/loss from pooled separate accounts2022-12-31$-864,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$220,998
Employer contributions (assets) at end of year2022-12-31$3,852
Employer contributions (assets) at beginning of year2022-12-31$4,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$242,244
Contract administrator fees2022-12-31$10,470
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2022-12-31263429295
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-527,816
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$252,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$242,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$338,817
Value of total assets at end of year2022-01-01$3,841,095
Value of total assets at beginning of year2022-01-01$4,621,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$10,470
Total interest from all sources2022-01-01$-2,186
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$400,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$117,819
Participant contributions at end of year2022-01-01$6,994
Participant contributions at beginning of year2022-01-01$8,834
Total non interest bearing cash at end of year2022-01-01$3,830,249
Total non interest bearing cash at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-780,530
Value of net assets at end of year (total assets less liabilities)2022-01-01$3,841,095
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$4,621,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$0
Value of interest in pooled separate accounts at beginning of year2022-01-01$4,494,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$-2,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$113,122
Net investment gain/loss from pooled separate accounts2022-01-01$-864,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$220,998
Employer contributions (assets) at end of year2022-01-01$3,852
Employer contributions (assets) at beginning of year2022-01-01$4,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$242,244
Contract administrator fees2022-01-01$10,470
Did the plan have assets held for investment2022-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01ASSURANCE DIMENSIONS
Accountancy firm EIN2022-01-01263429295
2021 : CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,022,063
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$122,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$112,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$361,526
Value of total assets at end of year2021-12-31$4,621,625
Value of total assets at beginning of year2021-12-31$3,722,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,500
Total interest from all sources2021-12-31$1,394
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$400,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$230,901
Participant contributions at end of year2021-12-31$8,834
Participant contributions at beginning of year2021-12-31$8,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$899,375
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,621,625
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,722,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$4,494,809
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,529,260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$113,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$179,303
Net investment gain/loss from pooled separate accounts2021-12-31$659,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$130,625
Employer contributions (assets) at end of year2021-12-31$4,860
Employer contributions (assets) at beginning of year2021-12-31$5,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$112,188
Contract administrator fees2021-12-31$10,500
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2021-12-31263429295
2020 : CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$845,574
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$120,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$109,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$393,473
Value of total assets at end of year2020-12-31$3,722,250
Value of total assets at beginning of year2020-12-31$2,996,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,675
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$10,675
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$240,286
Participant contributions at end of year2020-12-31$8,648
Participant contributions at beginning of year2020-12-31$80
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$725,290
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,722,250
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,996,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$3,529,260
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,912,710
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$179,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$84,106
Net investment gain/loss from pooled separate accounts2020-12-31$451,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$140,326
Employer contributions (assets) at end of year2020-12-31$5,039
Employer contributions (assets) at beginning of year2020-12-31$64
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$109,609
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31NEWBURG AND COMPANY, LLP
Accountancy firm EIN2020-12-31042805993
2019 : CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$994,471
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$88,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$85,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$467,283
Value of total assets at end of year2019-12-31$2,996,960
Value of total assets at beginning of year2019-12-31$2,090,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,467
Total interest from all sources2019-12-31$975
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$231,248
Participant contributions at end of year2019-12-31$80
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$89,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$906,106
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,996,960
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,090,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,912,710
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,996,170
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$84,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$94,684
Net investment gain/loss from pooled separate accounts2019-12-31$526,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$146,052
Employer contributions (assets) at end of year2019-12-31$64
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$85,898
Contract administrator fees2019-12-31$2,467
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31NEWBUARG AND COMPANY, LLP
Accountancy firm EIN2019-12-31042805993
2009 : CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING PLAN

2022: CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2008: CENTRAL PALM BEACH PHYSICIANS & URGENT CARE, INC. PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816038
Policy instance 1
Insurance contract or identification number816038
Number of Individuals Covered84
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,136
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816038
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816038
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816038
Policy instance 1

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