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THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 401k Plan overview

Plan NameTHE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC
Plan identification number 001

THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC Benefits

401k Plan TypeDefined 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.
  • 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

THE PATHOLOGY GROUP OF NW FLORIDA PLLC has sponsored the creation of one or more 401k plans.

Company Name:THE PATHOLOGY GROUP OF NW FLORIDA PLLC
Employer identification number (EIN):800294054
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01NORTH J. DAVIS MD2023-10-12
0012021-01-01NORTH J. DAVIS MD2022-10-17
0012020-01-01NORTH J. DAVIS MD2021-09-29
0012019-01-01NORTH J. DAVIS MD2020-08-06
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01NORTH DAVIS, MD2014-10-03 NORTH DAVIS, MD2014-10-03
0012012-01-01NORTH DAVIS, MD2013-07-30
0012011-01-01NORTH DAVIS, MD NORTH DAVIS, MD2012-06-08
0012009-01-01WENDY S. MORELAND, MD WENDY S. MORELAND, MD2010-07-12

Plan Statistics for THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC

401k plan membership statisitcs for THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC

Measure Date Value
2022: THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2022 401k membership
Total participants, beginning-of-year2022-01-0113
Total number of active participants reported on line 7a of the Form 55002022-01-018
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0112
Number of participants with account balances2022-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2021 401k membership
Total participants, beginning-of-year2021-01-0113
Total number of active participants reported on line 7a of the Form 55002021-01-0111
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0113
Number of participants with account balances2021-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2020 401k membership
Total participants, beginning-of-year2020-01-0114
Total number of active participants reported on line 7a of the Form 55002020-01-0111
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0113
Number of participants with account balances2020-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2019 401k membership
Total participants, beginning-of-year2019-01-0115
Total number of active participants reported on line 7a of the Form 55002019-01-0112
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0114
Number of participants with account balances2019-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2018 401k membership
Total participants, beginning-of-year2018-01-0116
Total number of active participants reported on line 7a of the Form 55002018-01-0112
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0115
Number of participants with account balances2018-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2017 401k membership
Total participants, beginning-of-year2017-01-0117
Total number of active participants reported on line 7a of the Form 55002017-01-0114
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0116
Number of participants with account balances2017-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2011: THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0116
Number of participants with account balances2011-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0113
Number of participants with account balances2009-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC

Measure Date Value
2022 : THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2022 401k financial data
Total income from all sources2022-12-31$-122,994
Expenses. Total of all expenses incurred2022-12-31$44,890
Benefits paid (including direct rollovers)2022-12-31$22,165
Total plan assets at end of year2022-12-31$3,585,734
Total plan assets at beginning of year2022-12-31$3,753,618
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$72,279
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-195,273
Net income (gross income less expenses)2022-12-31$-167,884
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,585,734
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,753,618
Assets. Value of participant loans2022-12-31$20,363
Assets. Value of real-estate (other than employer real property)2022-12-31$150,983
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$22,725
2021 : THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2021 401k financial data
Total income from all sources2021-12-31$414,651
Expenses. Total of all expenses incurred2021-12-31$21,222
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$3,753,618
Total plan assets at beginning of year2021-12-31$3,360,189
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$84,608
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$330,043
Net income (gross income less expenses)2021-12-31$393,429
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,753,618
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,360,189
Assets. Value of participant loans2021-12-31$40,788
Assets. Value of real-estate (other than employer real property)2021-12-31$150,983
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$21,222
2020 : THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2020 401k financial data
Total income from all sources2020-12-31$480,206
Expenses. Total of all expenses incurred2020-12-31$20,993
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$3,360,189
Total plan assets at beginning of year2020-12-31$2,900,976
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$78,284
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$340,558
Net income (gross income less expenses)2020-12-31$459,213
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,360,189
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,900,976
Assets. Value of participant loans2020-12-31$23,200
Assets. Value of real-estate (other than employer real property)2020-12-31$180,846
Total contributions received or receivable from employer(s)2020-12-31$61,364
Value of certain deemed distributions of participant loans2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$20,993
2019 : THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2019 401k financial data
Total income from all sources2019-12-31$535,186
Expenses. Total of all expenses incurred2019-12-31$237,785
Benefits paid (including direct rollovers)2019-12-31$221,254
Total plan assets at end of year2019-12-31$2,900,976
Total plan assets at beginning of year2019-12-31$2,603,575
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$58,781
Other income received2019-12-31$449,484
Net income (gross income less expenses)2019-12-31$297,401
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,900,976
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,603,575
Assets. Value of participant loans2019-12-31$25,962
Assets. Value of real-estate (other than employer real property)2019-12-31$180,846
Total contributions received or receivable from employer(s)2019-12-31$26,921
Value of certain deemed distributions of participant loans2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$16,531
2018 : THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2018 401k financial data
Total income from all sources2018-12-31$1,346
Expenses. Total of all expenses incurred2018-12-31$252,687
Benefits paid (including direct rollovers)2018-12-31$236,019
Total plan assets at end of year2018-12-31$2,603,575
Total plan assets at beginning of year2018-12-31$2,854,916
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$88,217
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-128,821
Net income (gross income less expenses)2018-12-31$-251,341
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,603,575
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,854,916
Assets. Value of participant loans2018-12-31$10,494
Assets. Value of real-estate (other than employer real property)2018-12-31$180,846
Total contributions received or receivable from employer(s)2018-12-31$41,950
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$16,668
2017 : THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2017 401k financial data
Total income from all sources2017-12-31$392,373
Expenses. Total of all expenses incurred2017-12-31$15,043
Benefits paid (including direct rollovers)2017-12-31$862
Total plan assets at end of year2017-12-31$2,854,916
Total plan assets at beginning of year2017-12-31$2,477,586
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$92,675
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$256,951
Net income (gross income less expenses)2017-12-31$377,330
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,854,916
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,477,586
Assets. Value of participant loans2017-12-31$42,773
Assets. Value of real-estate (other than employer real property)2017-12-31$180,846
Total contributions received or receivable from employer(s)2017-12-31$42,747
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$14,181
2011 : THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2011 401k financial data
Total income from all sources2011-12-31$146,549
Expenses. Total of all expenses incurred2011-12-31$1,080,245
Benefits paid (including direct rollovers)2011-12-31$1,071,061
Total plan assets at end of year2011-12-31$1,619,686
Total plan assets at beginning of year2011-12-31$2,553,382
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$48,799
Expenses. Other expenses not covered elsewhere2011-12-31$15
Other income received2011-12-31$-13,968
Net income (gross income less expenses)2011-12-31$-933,696
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,619,686
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,553,382
Assets. Value of participant loans2011-12-31$44,098
Total contributions received or receivable from employer(s)2011-12-31$111,718
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$9,169
2010 : THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2010 401k financial data
Total income from all sources2010-12-31$473,296
Expenses. Total of all expenses incurred2010-12-31$36,174
Benefits paid (including direct rollovers)2010-12-31$27,625
Total plan assets at end of year2010-12-31$2,553,382
Total plan assets at beginning of year2010-12-31$2,116,260
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$61,982
Assets. Value of loans (other than to participants)2010-12-31$11,386
Other income received2010-12-31$286,445
Net income (gross income less expenses)2010-12-31$437,122
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,553,382
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,116,260
Assets. Value of participant loans2010-12-31$63,917
Total contributions received or receivable from employer(s)2010-12-31$124,869
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$8,549

Form 5500 Responses for THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC

2022: THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2011: THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE PATHOLOGY GROUP OF NORTHWEST FLORIDA PLLC 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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