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AFFILIATED PATHOLOGISTS, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameAFFILIATED PATHOLOGISTS, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

AFFILIATED PATHOLOGISTS, P.A. 401(K) 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.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AFFILIATED PATHOLOGISTS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:AFFILIATED PATHOLOGISTS, P.A.
Employer identification number (EIN):751465559
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AFFILIATED PATHOLOGISTS, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01REBECCA SAGER2024-07-01
0012022-01-01REBECCA SAGER2023-07-18
0012021-01-01MELANIE KAHN2022-06-02
0012020-01-01MELANIE KAHN2021-04-26
0012019-01-01MELANIE KAHN2020-04-28
0012018-01-01MELANIE KAHN2019-04-18
0012017-01-01MELANIE KAHN2018-05-23
0012016-01-01MELANIE KAHN2017-04-26
0012015-01-01MELANIE KAHN2016-07-27
0012014-01-01MELANIE KAHN2015-07-15
0012013-01-01MELANIE KAHN2014-06-17
0012012-01-01MELANIE KAHN2013-08-22
0012011-01-01SHARON WAKE MELANIE KAHN MD2012-06-26
0012010-01-01SHARON WAKE2011-10-10 MELANIE KAHN MD2011-10-10

Financial Data on AFFILIATED PATHOLOGISTS, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : AFFILIATED PATHOLOGISTS, P.A. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-111739347
Net assets as of the end of the plan year2025-08-11842678
Total assets as of the beginning of the plan year2025-08-112383790
Value of plan covered by a fidelity bond2025-08-11238379
Participant contributions to plan in this plan year2025-08-1125782
Value of participant loans at end of plan year2025-08-1143756
Other contributions to plan in this plan year2025-08-110
Other income to plan in this plan year2025-08-11159930
Plan net income in this plan year2025-08-11-1541112
Net assets as of the end of the plan year2025-08-11842678
Net assets as of the beginning of the plan year2025-08-112383790
Value of contributions failed to transmitted timely2025-08-110
Employer contributions to plan in this plan year2025-08-1112523
Fees paid to broker by Benefit Provider2025-08-115636
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-110
2024 : AFFILIATED PATHOLOGISTS, P.A. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-011513227
Net assets as of the end of the plan year2024-07-012383790
Total assets as of the beginning of the plan year2024-07-013504856
Value of plan covered by a fidelity bond2024-07-01350486
Participant contributions to plan in this plan year2024-07-0126612
Other contributions to plan in this plan year2024-07-010
Other income to plan in this plan year2024-07-01365549
Plan net income in this plan year2024-07-01-1121066
Net assets as of the end of the plan year2024-07-012383790
Net assets as of the beginning of the plan year2024-07-013504856
Employer contributions to plan in this plan year2024-07-010
Fees paid to broker by Benefit Provider2024-07-0111636
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0122422
2022 : AFFILIATED PATHOLOGISTS, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-0248777
Net assets as of the end of the plan year2022-06-024115733
Total assets as of the beginning of the plan year2022-06-023591727
Value of plan covered by a fidelity bond2022-06-02250000
Participant contributions to plan in this plan year2022-06-02108184
Other income to plan in this plan year2022-06-02419020
Plan net income in this plan year2022-06-02524006
Net assets as of the end of the plan year2022-06-024115733
Net assets as of the beginning of the plan year2022-06-023591727
Employer contributions to plan in this plan year2022-06-0245579
Fees paid to broker by Benefit Provider2022-06-0217494
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-0234462
2011 : AFFILIATED PATHOLOGISTS, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$153,765
Expenses. Total of all expenses incurred2011-12-31$131,641
Benefits paid (including direct rollovers)2011-12-31$131,031
Total plan assets at end of year2011-12-31$1,172,481
Total plan assets at beginning of year2011-12-31$1,150,357
Value of fidelity bond covering the plan2011-12-31$125,000
Total contributions received or receivable from participants2011-12-31$122,073
Expenses. Other expenses not covered elsewhere2011-12-31$210
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-37,205
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$22,124
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,172,481
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,150,357
Total contributions received or receivable from employer(s)2011-12-31$68,897
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$400

Form 5500 Responses for AFFILIATED PATHOLOGISTS, P.A. 401(K) PROFIT SHARING PLAN

2011: AFFILIATED PATHOLOGISTS, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90815
Policy instance 1

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