401k Plan data: PRESBYTERIAN EAR INSTITUTE 403(B) PLAN plan

PRESBYTERIAN EAR INSTITUTE 403(B) PLAN 401k Plan overview

Plan Name	PRESBYTERIAN EAR INSTITUTE 403(B) PLAN
Plan identification number	001

PRESBYTERIAN EAR INSTITUTE 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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(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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

PRESBYTERIAN EAR INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: PRESBYTERIAN EAR INSTITUTE

Employer identification number (EIN): 850373591

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESBYTERIAN EAR INSTITUTE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SARAH HAYWOOD 2023-08-18 SARAH HAYWOOD 2023-08-18
001 2021-01-01 SARAH HAYWOOD 2022-05-10 SARAH HAYWOOD 2022-05-10
001 2020-01-01 SARAH HAYWOOD 2021-09-23 SARAH HAYWOOD 2021-09-23
001 2019-01-01 SARAH HAYWOOD 2020-09-14 SARAH HAYWOOD 2020-09-14
001 2018-01-01 SARAH HAYWOOD 2019-10-15 SARAH HAYWOOD 2019-10-15
001 2017-01-01 KIM JOHNSON 2018-10-09 KIM JOHNSON 2018-10-09
001 2016-01-01 JILL MORRIS 2017-09-29 JILL MORRIS 2017-09-29
001 2015-01-01 HEATHER WHITE 2016-07-26 HEATHER WHITE 2016-07-26
001 2014-01-01 HEATHER WHITE 2015-06-30 HEATHER WHITE 2015-06-30
001 2013-01-01 HEATHER WHITE 2014-05-22 HEATHER WHITE 2014-05-22
001 2012-01-01 HEATHER WHITE 2013-07-30 HEATHER WHITE 2013-07-30
001 2011-01-01 HEATHER WHITE 2013-07-30 HEATHER WHITE 2013-07-30
001 2010-01-01 HEATHER WHITE 2013-07-30 HEATHER WHITE 2013-07-30
001 2008-01-01 HEATHER WHITE HEATHER WHITE 2013-07-30
001 2007-01-01 HEATHER WHITE HEATHER WHITE 2013-07-30
001 2006-01-01 HEATHER WHITE HEATHER WHITE 2013-07-30
001 2005-01-01 HEATHER WHITE HEATHER WHITE 2013-07-30
001 2004-01-01 HEATHER WHITE HEATHER WHITE 2013-07-30
001 2003-01-01 HEATHER WHITE HEATHER WHITE 2013-07-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	SARAH HAYWOOD	2023-08-18	SARAH HAYWOOD	2023-08-18
001	2021-01-01	SARAH HAYWOOD	2022-05-10	SARAH HAYWOOD	2022-05-10
001	2020-01-01	SARAH HAYWOOD	2021-09-23	SARAH HAYWOOD	2021-09-23
001	2019-01-01	SARAH HAYWOOD	2020-09-14	SARAH HAYWOOD	2020-09-14
001	2018-01-01	SARAH HAYWOOD	2019-10-15	SARAH HAYWOOD	2019-10-15
001	2017-01-01	KIM JOHNSON	2018-10-09	KIM JOHNSON	2018-10-09
001	2016-01-01	JILL MORRIS	2017-09-29	JILL MORRIS	2017-09-29
001	2015-01-01	HEATHER WHITE	2016-07-26	HEATHER WHITE	2016-07-26
001	2014-01-01	HEATHER WHITE	2015-06-30	HEATHER WHITE	2015-06-30
001	2013-01-01	HEATHER WHITE	2014-05-22	HEATHER WHITE	2014-05-22
001	2012-01-01	HEATHER WHITE	2013-07-30	HEATHER WHITE	2013-07-30
001	2011-01-01	HEATHER WHITE	2013-07-30	HEATHER WHITE	2013-07-30
001	2010-01-01	HEATHER WHITE	2013-07-30	HEATHER WHITE	2013-07-30
001	2008-01-01	HEATHER WHITE		HEATHER WHITE	2013-07-30
001	2007-01-01	HEATHER WHITE		HEATHER WHITE	2013-07-30
001	2006-01-01	HEATHER WHITE		HEATHER WHITE	2013-07-30
001	2005-01-01	HEATHER WHITE		HEATHER WHITE	2013-07-30
001	2004-01-01	HEATHER WHITE		HEATHER WHITE	2013-07-30
001	2003-01-01	HEATHER WHITE		HEATHER WHITE	2013-07-30

Plan Statistics for PRESBYTERIAN EAR INSTITUTE 403(B) PLAN

401k plan membership statisitcs for PRESBYTERIAN EAR INSTITUTE 403(B) PLAN

Measure Date Value
2008: PRESBYTERIAN EAR INSTITUTE 403(B) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 0
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 0
Number of participants with account balances 2008-01-01 0
2007: PRESBYTERIAN EAR INSTITUTE 403(B) PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 0
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 0
Total of all active and inactive participants 2007-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 0
Number of participants with account balances 2007-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0
2006: PRESBYTERIAN EAR INSTITUTE 403(B) PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 0
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 0
Total of all active and inactive participants 2006-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 0
Number of participants with account balances 2006-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 0
2005: PRESBYTERIAN EAR INSTITUTE 403(B) PLAN 2005 401k membership
Total participants, beginning-of-year 2005-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2005-01-01 0
Number of retired or separated participants receiving benefits 2005-01-01 0
Number of other retired or separated participants entitled to future benefits 2005-01-01 0
Total of all active and inactive participants 2005-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2005-01-01 0
Total participants 2005-01-01 0
Number of participants with account balances 2005-01-01 0
2004: PRESBYTERIAN EAR INSTITUTE 403(B) PLAN 2004 401k membership
Total participants, beginning-of-year 2004-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2004-01-01 0
Number of other retired or separated participants entitled to future benefits 2004-01-01 0
Total of all active and inactive participants 2004-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2004-01-01 0
Total participants 2004-01-01 0
Number of participants with account balances 2004-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2004-01-01 0
2003: PRESBYTERIAN EAR INSTITUTE 403(B) PLAN 2003 401k membership
Total participants, beginning-of-year 2003-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2003-01-01 0
Number of retired or separated participants receiving benefits 2003-01-01 0
Number of other retired or separated participants entitled to future benefits 2003-01-01 0
Total of all active and inactive participants 2003-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2003-01-01 0
Total participants 2003-01-01 0
Number of participants with account balances 2003-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2003-01-01 0

Measure	Date	Value
2008: PRESBYTERIAN EAR INSTITUTE 403(B) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	0
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	0
Number of participants with account balances	2008-01-01	0
2007: PRESBYTERIAN EAR INSTITUTE 403(B) PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	0
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	0
Total of all active and inactive participants	2007-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	0
Number of participants with account balances	2007-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0
2006: PRESBYTERIAN EAR INSTITUTE 403(B) PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	0
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	0
Total of all active and inactive participants	2006-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	0
Number of participants with account balances	2006-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	0
2005: PRESBYTERIAN EAR INSTITUTE 403(B) PLAN 2005 401k membership
Total participants, beginning-of-year	2005-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2005-01-01	0
Number of retired or separated participants receiving benefits	2005-01-01	0
Number of other retired or separated participants entitled to future benefits	2005-01-01	0
Total of all active and inactive participants	2005-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2005-01-01	0
Total participants	2005-01-01	0
Number of participants with account balances	2005-01-01	0
2004: PRESBYTERIAN EAR INSTITUTE 403(B) PLAN 2004 401k membership
Total participants, beginning-of-year	2004-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2004-01-01	0
Number of other retired or separated participants entitled to future benefits	2004-01-01	0
Total of all active and inactive participants	2004-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2004-01-01	0
Total participants	2004-01-01	0
Number of participants with account balances	2004-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2004-01-01	0
2003: PRESBYTERIAN EAR INSTITUTE 403(B) PLAN 2003 401k membership
Total participants, beginning-of-year	2003-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2003-01-01	0
Number of retired or separated participants receiving benefits	2003-01-01	0
Number of other retired or separated participants entitled to future benefits	2003-01-01	0
Total of all active and inactive participants	2003-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2003-01-01	0
Total participants	2003-01-01	0
Number of participants with account balances	2003-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2003-01-01	0

Form 5500 Responses for PRESBYTERIAN EAR INSTITUTE 403(B) PLAN

2008: PRESBYTERIAN EAR INSTITUTE 403(B) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2007: PRESBYTERIAN EAR INSTITUTE 403(B) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2006: PRESBYTERIAN EAR INSTITUTE 403(B) PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2005: PRESBYTERIAN EAR INSTITUTE 403(B) PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2004: PRESBYTERIAN EAR INSTITUTE 403(B) PLAN 2004 form 5500 responses
2004-01-01	Type of plan entity	Single employer plan
2004-01-01	Submission has been amended	No
2004-01-01	This submission is the final filing	No
2004-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-01-01	Plan is a collectively bargained plan	No
2003: PRESBYTERIAN EAR INSTITUTE 403(B) PLAN 2003 form 5500 responses
2003-01-01	Type of plan entity	Single employer plan
2003-01-01	First time form 5500 has been submitted	Yes
2003-01-01	Submission has been amended	No
2003-01-01	This submission is the final filing	No
2003-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-01-01	Plan is a collectively bargained plan	No

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Company Name:	PRESBYTERIAN EAR INSTITUTE
Employer identification number (EIN):	850373591
NAIC Classification:	611000