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PRIMARY CARE ASSOCIATES OF S.W. FLORIDA, P.A. 401(K) PLAN & TRUST 401k Plan overview

Plan NamePRIMARY CARE ASSOCIATES OF S.W. FLORIDA, P.A. 401(K) PLAN & TRUST
Plan identification number 001

PRIMARY CARE ASSOCIATES OF S.W. FLORIDA, P.A. 401(K) PLAN & TRUST 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
  • 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.
  • Plan covering Self-Employed individuals.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PRIMARY CARE ASSOCIATES OF S.W. FLORIDA, P.A. has sponsored the creation of one or more 401k plans.

Company Name:PRIMARY CARE ASSOCIATES OF S.W. FLORIDA, P.A.
Employer identification number (EIN):651052826
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about PRIMARY CARE ASSOCIATES OF S.W. FLORIDA, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2000-11-27
Company Identification Number: P00000109934
Legal Registered Office Address: 99 NESBIT STREET

PUNTA GORDA

33950

More information about PRIMARY CARE ASSOCIATES OF S.W. FLORIDA, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMARY CARE ASSOCIATES OF S.W. FLORIDA, P.A. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01DEBRA A. HOOPER2018-10-12
0012016-01-01DEBRA A. HOOPER2018-01-31
0012015-01-01DEBRA A. HOOPER2016-10-17
0012014-01-01DEBRA A. HOOPER2015-10-15
0012013-01-01DEBRA A. HOOPER2014-10-15
0012012-01-01DEBRA A. HOOPER2013-10-15
0012010-01-01GERMAINE LEVERETTE2011-10-17

Financial Data on PRIMARY CARE ASSOCIATES OF S.W. FLORIDA, P.A. 401(K) PLAN & TRUST

Measure Date Value
2007 : PRIMARY CARE ASSOCIATES OF S.W. FLORIDA, P.A. 401(K) PLAN & TRUST 2007 401k financial data
Transfers to/from the plan2007-12-31$0
Total plan liabilities at end of year2007-12-31$2,013
Total plan liabilities at beginning of year2007-12-31$7,402
Total income from all sources2007-12-31$15,652
Expenses. Total of all expenses incurred2007-12-31$7,869
Benefits paid (including direct rollovers)2007-12-31$7,631
Total plan assets at end of year2007-12-31$26,393
Total plan assets at beginning of year2007-12-31$23,999
Value of fidelity bond covering the plan2007-12-31$10,000
Total contributions received or receivable from participants2007-12-31$1,400
Expenses. Other expenses not covered elsewhere2007-12-31$238
Contributions received from other sources (not participants or employers)2007-12-31$2,104
Other income received2007-12-31$696
Noncash contributions received2007-12-31$0
Net income (gross income less expenses)2007-12-31$7,783
Net plan assets at end of year (total assets less liabilities)2007-12-31$24,380
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$16,597
Total contributions received or receivable from employer(s)2007-12-31$11,452
Value of certain deemed distributions of participant loans2007-12-31$0
Value of corrective distributions2007-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number45461
Policy instance 1
Insurance contract or identification number45461
Number of Individuals Covered3
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $36
Total amount of fees paid to insurance companyUSD $5
Commission paid to Insurance BrokerUSD $36
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameINTEGRATED RETIREMENT SOLUTIONS LLC

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