401k Plan data: PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST plan

PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST
Plan identification number	001

PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
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.
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

PEDIATRIC PARTNERS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: PEDIATRIC PARTNERS, P.A.

Employer identification number (EIN): 742818140

NAIC Classification: 621491
NAIC Description: HMO Medical Centers

Additional information about PEDIATRIC PARTNERS, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1984-05-25

Company Identification Number: H05195

Legal Registered Office Address: 820 SOUTH BLVD

TAMPA

33606

More information about PEDIATRIC PARTNERS, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JENNIFER MELLICK 2023-10-16
001 2022-01-01 JENNIFER MELLICK 2023-10-16
001 2021-01-01 ERISA FIDUCIARY SERVICES 2022-05-21
001 2020-01-01 ERISA FIDUCIARY SERVICES INC 2021-04-27
001 2019-01-01
001 2018-01-01
001 2017-01-01 KRISTEN STUPPY
001 2016-01-01 KRISTEN STUPPY
001 2015-01-01 KRISTEN STUPPY
001 2014-01-01 KRISTEN STUPPY
001 2013-01-01 AMY STEWART
001 2012-01-01 DR. KRISTEN STUPPY 2013-06-29
001 2011-01-01 DR. KRISTIN STUPPY 2012-07-02 DR. KRISTIN STUPPY 2012-07-02
001 2010-01-01 DR. KRISTEN STUPPY
001 2009-01-01 DR. KRISTEN STUPPY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JENNIFER MELLICK	2023-10-16
001	2022-01-01	JENNIFER MELLICK	2023-10-16
001	2021-01-01	ERISA FIDUCIARY SERVICES	2022-05-21
001	2020-01-01	ERISA FIDUCIARY SERVICES INC	2021-04-27
001	2019-01-01
001	2018-01-01
001	2017-01-01	KRISTEN STUPPY
001	2016-01-01	KRISTEN STUPPY
001	2015-01-01	KRISTEN STUPPY
001	2014-01-01	KRISTEN STUPPY
001	2013-01-01	AMY STEWART
001	2012-01-01	DR. KRISTEN STUPPY	2013-06-29
001	2011-01-01	DR. KRISTIN STUPPY	2012-07-02	DR. KRISTIN STUPPY	2012-07-02
001	2010-01-01	DR. KRISTEN STUPPY
001	2009-01-01	DR. KRISTEN STUPPY

Financial Data on PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year	2022-05-21	0
Total liabilities as of the end of the plan year	2022-05-21	0
Total liabilities as of the beginning of the plan year	2022-05-21	0
Total expenses incurred by plan in this plan year	2022-05-21	102096
Net assets as of the end of the plan year	2022-05-21	5940202
Total assets as of the beginning of the plan year	2022-05-21	5040486
Value of plan covered by a fidelity bond	2022-05-21	380000
Participant contributions to plan in this plan year	2022-05-21	188439
Value of participant loans at end of plan year	2022-05-21	136213
Other expenses paid from plan in this plan year	2022-05-21	0
Other contributions to plan in this plan year	2022-05-21	0
Other income to plan in this plan year	2022-05-21	740687
Plan net income in this plan year	2022-05-21	899716
Net assets as of the end of the plan year	2022-05-21	5940202
Net assets as of the beginning of the plan year	2022-05-21	5040486
Employer contributions to plan in this plan year	2022-05-21	72686
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-21	27834
2019 : PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,038,394
Expenses. Total of all expenses incurred	2019-12-31	$109,189
Benefits paid (including direct rollovers)	2019-12-31	$108,770
Total plan assets at end of year	2019-12-31	$4,403,800
Total plan assets at beginning of year	2019-12-31	$3,474,595
Value of fidelity bond covering the plan	2019-12-31	$400,000
Total contributions received or receivable from participants	2019-12-31	$163,990
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$694
Other income received	2019-12-31	$836,884
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$929,205
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,403,800
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,474,595
Assets. Value of participant loans	2019-12-31	$89,210
Total contributions received or receivable from employer(s)	2019-12-31	$36,826
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$419
2018 : PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$98,130
Expenses. Total of all expenses incurred	2018-12-31	$142,715
Benefits paid (including direct rollovers)	2018-12-31	$142,390
Total plan assets at end of year	2018-12-31	$3,474,595
Total plan assets at beginning of year	2018-12-31	$3,519,180
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$139,915
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-260,412
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-44,585
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,474,595
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,519,180
Assets. Value of participant loans	2018-12-31	$56,922
Total contributions received or receivable from employer(s)	2018-12-31	$218,627
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$325
2017 : PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$962,557
Expenses. Total of all expenses incurred	2017-12-31	$1,804
Benefits paid (including direct rollovers)	2017-12-31	$1,729
Total plan assets at end of year	2017-12-31	$3,519,180
Total plan assets at beginning of year	2017-12-31	$2,558,427
Value of fidelity bond covering the plan	2017-12-31	$400,000
Total contributions received or receivable from participants	2017-12-31	$145,699
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$64,700
Other income received	2017-12-31	$560,997
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$960,753
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,519,180
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,558,427
Assets. Value of participant loans	2017-12-31	$4,028
Total contributions received or receivable from employer(s)	2017-12-31	$191,161
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$75
2016 : PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$524,523
Expenses. Total of all expenses incurred	2016-12-31	$118,183
Benefits paid (including direct rollovers)	2016-12-31	$118,070
Total plan assets at end of year	2016-12-31	$2,558,427
Total plan assets at beginning of year	2016-12-31	$2,152,087
Value of fidelity bond covering the plan	2016-12-31	$400,000
Total contributions received or receivable from participants	2016-12-31	$117,168
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$3,704
Other income received	2016-12-31	$193,701
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$406,340
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,558,427
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,152,087
Assets. Value of participant loans	2016-12-31	$6,275
Total contributions received or receivable from employer(s)	2016-12-31	$209,950
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$113
2015 : PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$95,552
Expenses. Total of all expenses incurred	2015-12-31	$208,566
Benefits paid (including direct rollovers)	2015-12-31	$208,541
Total plan assets at end of year	2015-12-31	$2,152,087
Total plan assets at beginning of year	2015-12-31	$2,265,101
Value of fidelity bond covering the plan	2015-12-31	$400,000
Total contributions received or receivable from participants	2015-12-31	$115,277
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-32,434
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-113,014
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,152,087
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,265,101
Assets. Value of participant loans	2015-12-31	$2,832
Total contributions received or receivable from employer(s)	2015-12-31	$12,709
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$25
2014 : PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
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	$500,527
Expenses. Total of all expenses incurred	2014-12-31	$11,700
Benefits paid (including direct rollovers)	2014-12-31	$11,575
Total plan assets at end of year	2014-12-31	$2,265,101
Total plan assets at beginning of year	2014-12-31	$1,776,274
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$72,024
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$127,582
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$488,827
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,265,101
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,776,274
Assets. Value of participant loans	2014-12-31	$4,049
Total contributions received or receivable from employer(s)	2014-12-31	$300,921
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$125
2013 : PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
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	$568,883
Expenses. Total of all expenses incurred	2013-12-31	$553,980
Benefits paid (including direct rollovers)	2013-12-31	$553,980
Total plan assets at end of year	2013-12-31	$1,776,274
Total plan assets at beginning of year	2013-12-31	$1,761,371
Value of fidelity bond covering the plan	2013-12-31	$400,000
Total contributions received or receivable from participants	2013-12-31	$161,041
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$90,079
Other income received	2013-12-31	$317,763
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$14,903
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,776,274
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,761,371
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2010 : PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$370,026
Expenses. Total of all expenses incurred	2010-12-31	$5,959
Benefits paid (including direct rollovers)	2010-12-31	$5,859
Total plan assets at end of year	2010-12-31	$1,055,281
Total plan assets at beginning of year	2010-12-31	$691,214
Value of fidelity bond covering the plan	2010-12-31	$69,000
Total contributions received or receivable from participants	2010-12-31	$100,022
Expenses. Other expenses not covered elsewhere	2010-12-31	$100
Contributions received from other sources (not participants or employers)	2010-12-31	$7,509
Other income received	2010-12-31	$100,548
Net income (gross income less expenses)	2010-12-31	$364,067
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,055,281
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$691,214
Total contributions received or receivable from employer(s)	2010-12-31	$161,947
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST

2019: PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 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: PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 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
2010: PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PEDIATRIC PARTNERS, P. A. 401K PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	GH2355
Policy instance	1

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Company Name:	PEDIATRIC PARTNERS, P.A.
Employer identification number (EIN):	742818140
NAIC Classification:	621491
NAIC Description:	HMO Medical Centers

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1984-05-25
Company Identification Number:	H05195
Legal Registered Office Address:	820 SOUTH BLVD TAMPA 33606