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SUMMIT MEDICAL CLINIC, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSUMMIT MEDICAL CLINIC, PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

SUMMIT MEDICAL CLINIC, PC 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.

401k Sponsoring company profile

SUMMIT MEDICAL CLINIC, P.C. has sponsored the creation of one or more 401k plans.

Company Name:SUMMIT MEDICAL CLINIC, P.C.
Employer identification number (EIN):841336364
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about SUMMIT MEDICAL CLINIC, P.C.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1996-04-12
Company Identification Number: 19961050564
Legal Registered Office Address: 1380 E. FILLMORE STREET
SUITE 100
COLORADO SPRINGS
United States of America (USA)
80907

More information about SUMMIT MEDICAL CLINIC, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT MEDICAL CLINIC, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NEELAM CHOPRA2024-09-27 PRATHEEP ARORA2024-09-27
0012022-01-01PRATHEEP ARORA2023-09-25 PRATHEEP ARORA2023-09-25
0012021-01-01PRATHEEP ARORA2022-09-14 PRATHEEP ARORA2022-09-14
0012020-01-01PRATHEEP ARORA2021-09-21 PRATHEEP ARORA2021-09-21
0012019-01-01PRATHEEP ARORA2020-09-30 PRATHEEP ARORA2020-09-30
0012018-01-01PRATHEEP ARORA2019-07-23 PRATHEEP ARORA2019-07-23
0012017-01-01PRATHEEP ARORA2018-10-10 PRATHEEP ARORA2018-10-10
0012016-01-01PRATHEEP ARORA2017-10-12 PRATHEEP ARORA2017-10-12
0012015-01-01PRATHEEP ARORA2016-09-19 PRATHEEP ARORA2016-09-19
0012014-01-01GEOFF BRADSHAW
0012013-01-01GEOFF BRADSHAW
0012012-01-01GEOFF BRADSHAW
0012011-01-01GEOFF BRADSHAW
0012009-01-01ASHLEY A WIECHMANN

Financial Data on SUMMIT MEDICAL CLINIC, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : SUMMIT MEDICAL CLINIC, PC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-080
Total expenses incurred by plan in this plan year2025-08-0827050
Net assets as of the end of the plan year2025-08-081480421
Total assets as of the beginning of the plan year2025-08-081272136
Participant contributions to plan in this plan year2025-08-0884320
Other contributions to plan in this plan year2025-08-080
Other income to plan in this plan year2025-08-08138075
Plan net income in this plan year2025-08-08208285
Net assets as of the end of the plan year2025-08-081480421
Net assets as of the beginning of the plan year2025-08-081272136
Employer contributions to plan in this plan year2025-08-0812940
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-0820097
2024 : SUMMIT MEDICAL CLINIC, PC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-300
Net assets as of the end of the plan year2024-09-301272136
Total assets as of the beginning of the plan year2024-09-301040539
Participant contributions to plan in this plan year2024-09-30103295
Other income to plan in this plan year2024-09-30113286
Plan net income in this plan year2024-09-30231597
Net assets as of the end of the plan year2024-09-301272136
Net assets as of the beginning of the plan year2024-09-301040539
Employer contributions to plan in this plan year2024-09-3015016
2022 : SUMMIT MEDICAL CLINIC, PC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-1410733
Net assets as of the end of the plan year2022-09-141116907
Total assets as of the beginning of the plan year2022-09-14882635
Participant contributions to plan in this plan year2022-09-1488624
Other contributions to plan in this plan year2022-09-141176
Other income to plan in this plan year2022-09-14139935
Plan net income in this plan year2022-09-14234272
Net assets as of the end of the plan year2022-09-141116907
Net assets as of the beginning of the plan year2022-09-14882635
Employer contributions to plan in this plan year2022-09-1415270
Fees paid to broker by Benefit Provider2022-09-144372
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-149839
2014 : SUMMIT MEDICAL CLINIC, PC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$72,761
Expenses. Total of all expenses incurred2014-12-31$942
Benefits paid (including direct rollovers)2014-12-31$942
Total plan assets at end of year2014-12-31$401,480
Total plan assets at beginning of year2014-12-31$329,661
Total contributions received or receivable from participants2014-12-31$51,676
Other income received2014-12-31$6,975
Net income (gross income less expenses)2014-12-31$71,819
Net plan assets at end of year (total assets less liabilities)2014-12-31$401,480
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$329,661
Assets. Value of participant loans2014-12-31$42,810
Total contributions received or receivable from employer(s)2014-12-31$14,110
2013 : SUMMIT MEDICAL CLINIC, PC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$72,098
Expenses. Total of all expenses incurred2013-12-31$1,621
Total plan assets at end of year2013-12-31$329,661
Total plan assets at beginning of year2013-12-31$259,184
Total contributions received or receivable from participants2013-12-31$45,773
Expenses. Other expenses not covered elsewhere2013-12-31$1,621
Other income received2013-12-31$14,880
Net income (gross income less expenses)2013-12-31$70,477
Net plan assets at end of year (total assets less liabilities)2013-12-31$329,661
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$259,184
Assets. Value of participant loans2013-12-31$54,685
Total contributions received or receivable from employer(s)2013-12-31$11,445
2012 : SUMMIT MEDICAL CLINIC, PC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$57,086
Expenses. Total of all expenses incurred2012-12-31$12,189
Benefits paid (including direct rollovers)2012-12-31$9,147
Total plan assets at end of year2012-12-31$259,184
Total plan assets at beginning of year2012-12-31$214,287
Total contributions received or receivable from participants2012-12-31$44,337
Other income received2012-12-31$3,464
Net income (gross income less expenses)2012-12-31$44,897
Net plan assets at end of year (total assets less liabilities)2012-12-31$259,184
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$214,287
Total contributions received or receivable from employer(s)2012-12-31$9,285
Value of certain deemed distributions of participant loans2012-12-31$1,840
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,202
2011 : SUMMIT MEDICAL CLINIC, PC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$49,305
Expenses. Total of all expenses incurred2011-12-31$2,009
Benefits paid (including direct rollovers)2011-12-31$1,784
Total plan assets at end of year2011-12-31$214,287
Total plan assets at beginning of year2011-12-31$166,991
Total contributions received or receivable from participants2011-12-31$36,600
Expenses. Other expenses not covered elsewhere2011-12-31$225
Other income received2011-12-31$247
Net income (gross income less expenses)2011-12-31$47,296
Net plan assets at end of year (total assets less liabilities)2011-12-31$214,287
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$166,991
Total contributions received or receivable from employer(s)2011-12-31$12,458
2010 : SUMMIT MEDICAL CLINIC, PC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$818
Total income from all sources2010-12-31$53,395
Expenses. Total of all expenses incurred2010-12-31$363
Total plan assets at end of year2010-12-31$166,991
Total plan assets at beginning of year2010-12-31$113,141
Total contributions received or receivable from participants2010-12-31$36,600
Expenses. Other expenses not covered elsewhere2010-12-31$363
Other income received2010-12-31$1,437
Net income (gross income less expenses)2010-12-31$53,032
Net plan assets at end of year (total assets less liabilities)2010-12-31$166,991
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$113,141
Assets. Value of participant loans2010-12-31$3,891
Total contributions received or receivable from employer(s)2010-12-31$15,358

Form 5500 Responses for SUMMIT MEDICAL CLINIC, PC 401(K) PROFIT SHARING PLAN

2014: SUMMIT MEDICAL CLINIC, PC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUMMIT MEDICAL CLINIC, PC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUMMIT MEDICAL CLINIC, PC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUMMIT MEDICAL CLINIC, PC 401(K) PROFIT SHARING PLAN 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: SUMMIT MEDICAL CLINIC, PC 401(K) PROFIT SHARING PLAN 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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