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PRIMARY CARE PHYSICIANS OF JOL 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NamePRIMARY CARE PHYSICIANS OF JOL 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

PRIMARY CARE PHYSICIANS OF JOL 401(K) PROFIT SHARING 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
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

PRIMARY CARE PHYSICIANS OF JOL has sponsored the creation of one or more 401k plans.

Company Name:PRIMARY CARE PHYSICIANS OF JOL
Employer identification number (EIN):823096414
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMARY CARE PHYSICIANS OF JOL 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01MITI SHAH2023-07-13
0012021-01-01
0012021-01-01MITI SHAH
0012020-01-01
0012019-01-01

Financial Data on PRIMARY CARE PHYSICIANS OF JOL 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : PRIMARY CARE PHYSICIANS OF JOL 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-130
Total liabilities as of the end of the plan year2025-10-130
Total liabilities as of the beginning of the plan year2025-10-130
Total expenses incurred by plan in this plan year2025-10-130
Net assets as of the end of the plan year2025-10-131202143
Total assets as of the beginning of the plan year2025-10-13809123
Value of plan covered by a fidelity bond2025-10-13121000
Participant contributions to plan in this plan year2025-10-13226965
Value of participant loans at end of plan year2025-10-1315755
Other expenses paid from plan in this plan year2025-10-130
Other contributions to plan in this plan year2025-10-130
Other income to plan in this plan year2025-10-13166055
Plan net income in this plan year2025-10-13393020
Net assets as of the end of the plan year2025-10-131202143
Net assets as of the beginning of the plan year2025-10-13809123
Employer contributions to plan in this plan year2025-10-130
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-130
2024 : PRIMARY CARE PHYSICIANS OF JOL 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-140
Net assets as of the end of the plan year2024-10-14809123
Total assets as of the beginning of the plan year2024-10-14713000
Value of plan covered by a fidelity bond2024-10-1481000
Participant contributions to plan in this plan year2024-10-14196077
Value of participant loans at end of plan year2024-10-149078
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-14-143733
Plan net income in this plan year2024-10-1496123
Net assets as of the end of the plan year2024-10-14809123
Net assets as of the beginning of the plan year2024-10-14713000
Employer contributions to plan in this plan year2024-10-1443779
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-140
2021 : PRIMARY CARE PHYSICIANS OF JOL 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$296,361
Expenses. Total of all expenses incurred2021-12-31$54,998
Benefits paid (including direct rollovers)2021-12-31$54,128
Total plan assets at end of year2021-12-31$761,303
Total plan assets at beginning of year2021-12-31$519,940
Value of fidelity bond covering the plan2021-12-31$30,000
Total contributions received or receivable from participants2021-12-31$155,159
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$25,000
Other income received2021-12-31$116,202
Net income (gross income less expenses)2021-12-31$241,363
Net plan assets at end of year (total assets less liabilities)2021-12-31$761,303
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$519,940
Assets. Value of participant loans2021-12-31$1,175
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$870
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : PRIMARY CARE PHYSICIANS OF JOL 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$266,219
Expenses. Total of all expenses incurred2020-12-31$50,647
Benefits paid (including direct rollovers)2020-12-31$33,166
Total plan assets at end of year2020-12-31$519,940
Total plan assets at beginning of year2020-12-31$304,368
Value of fidelity bond covering the plan2020-12-31$30,000
Total contributions received or receivable from participants2020-12-31$181,824
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$84,395
Net income (gross income less expenses)2020-12-31$215,572
Net plan assets at end of year (total assets less liabilities)2020-12-31$519,940
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$304,368
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$17,029
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$452
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : PRIMARY CARE PHYSICIANS OF JOL 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$306,249
Expenses. Total of all expenses incurred2019-12-31$1,881
Benefits paid (including direct rollovers)2019-12-31$1,438
Total plan assets at end of year2019-12-31$304,368
Total plan assets at beginning of year2019-12-31$0
Value of fidelity bond covering the plan2019-12-31$2,000,000
Total contributions received or receivable from participants2019-12-31$278,489
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$27,760
Net income (gross income less expenses)2019-12-31$304,368
Net plan assets at end of year (total assets less liabilities)2019-12-31$304,368
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$443
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0

Form 5500 Responses for PRIMARY CARE PHYSICIANS OF JOL 401(K) PROFIT SHARING PLAN & TRUST

2021: PRIMARY CARE PHYSICIANS OF JOL 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PRIMARY CARE PHYSICIANS OF JOL 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PRIMARY CARE PHYSICIANS OF JOL 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01First time form 5500 has been submittedYes
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes

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