401k Plan data: AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN plan

AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN
Plan identification number	002

AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. 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.
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.
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

AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. has sponsored the creation of one or more 401k plans.

Company Name: AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A.

Employer identification number (EIN): 742179423

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01 MARTY PEREZ, M.D. 2016-10-05
002 2014-01-01 MARTY PEREZ, M.D.
002 2013-01-01 MARTY PEREZ, M.D.
002 2012-01-01 MARTY PEREZ, M.D.
002 2011-01-01 MARTY PEREZ, M.D.
002 2010-01-01 MARTY M. PEREZ, M.D. 2011-10-12

Plan Statistics for AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN

Measure Date Value
2014: AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 16
Number of participants with account balances 2013-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 15
Total of all active and inactive participants 2012-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 21
Number of participants with account balances 2012-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. 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 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 14
Total of all active and inactive participants 2011-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 20
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 1

Measure	Date	Value
2014: AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	16
Number of participants with account balances	2013-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	15
Total of all active and inactive participants	2012-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	21
Number of participants with account balances	2012-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. 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	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	14
Total of all active and inactive participants	2011-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	20
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	1

Financial Data on AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN

Measure	Date	Value
2014 : AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$354,854
Expenses. Total of all expenses incurred	2014-12-31	$1,997,575
Benefits paid (including direct rollovers)	2014-12-31	$1,986,330
Total plan assets at end of year	2014-12-31	$2,338
Total plan assets at beginning of year	2014-12-31	$1,645,059
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$2,440
Expenses. Other expenses not covered elsewhere	2014-12-31	$9,614
Other income received	2014-12-31	$352,414
Net income (gross income less expenses)	2014-12-31	$-1,642,721
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,338
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,645,059
Total contributions received or receivable from employer(s)	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,631
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$149,180
2013 : AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$459,590
Expenses. Total of all expenses incurred	2013-12-31	$12,950
Benefits paid (including direct rollovers)	2013-12-31	$1,586
Total plan assets at end of year	2013-12-31	$1,645,059
Total plan assets at beginning of year	2013-12-31	$1,198,419
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$24,182
Expenses. Other expenses not covered elsewhere	2013-12-31	$11,140
Other income received	2013-12-31	$430,332
Net income (gross income less expenses)	2013-12-31	$446,640
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,645,059
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,198,419
Assets. Value of real-estate (other than employer real property)	2013-12-31	$149,180
Total contributions received or receivable from employer(s)	2013-12-31	$5,076
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$224
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$-2,512
Expenses. Total of all expenses incurred	2012-12-31	$9,913
Total plan assets at end of year	2012-12-31	$1,198,419
Total plan assets at beginning of year	2012-12-31	$1,210,844
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$17,738
Expenses. Other expenses not covered elsewhere	2012-12-31	$9,913
Other income received	2012-12-31	$-29,454
Net income (gross income less expenses)	2012-12-31	$-12,425
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,198,419
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,210,844
Assets. Value of real-estate (other than employer real property)	2012-12-31	$161,000
Total contributions received or receivable from employer(s)	2012-12-31	$9,204
2011 : AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$76,397
Expenses. Total of all expenses incurred	2011-12-31	$10,720
Total plan assets at end of year	2011-12-31	$1,210,844
Total plan assets at beginning of year	2011-12-31	$1,145,167
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$23,237
Expenses. Other expenses not covered elsewhere	2011-12-31	$10,640
Other income received	2011-12-31	$42,122
Net income (gross income less expenses)	2011-12-31	$65,677
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,210,844
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,145,167
Assets. Value of real-estate (other than employer real property)	2011-12-31	$160,650
Total contributions received or receivable from employer(s)	2011-12-31	$11,038
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$80

Form 5500 Responses for AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN

2014: AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AFFILIATES IN DIGESTIVE & LIVER DISEASES, P.A.
Employer identification number (EIN):	742179423
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01	MARTY PEREZ, M.D.	2016-10-05
002	2014-01-01	MARTY PEREZ, M.D.
002	2013-01-01	MARTY PEREZ, M.D.
002	2012-01-01	MARTY PEREZ, M.D.
002	2011-01-01	MARTY PEREZ, M.D.
002	2010-01-01	MARTY M. PEREZ, M.D.	2011-10-12