401k Plan data: NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN plan

NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 401k Plan overview

Plan Name	NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN
Plan identification number	002

NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

NEPHROLOGY ASSOCIATES MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name: NEPHROLOGY ASSOCIATES MEDICAL GROUP

Employer identification number (EIN): 911834757

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 ERIC CHEUNG 2023-10-04
002 2021-01-01 ERIC CHEUNG 2022-10-03
002 2020-01-01 BEN FRITZ 2021-09-28
002 2019-01-01 BEN FRITZ 2020-09-28
002 2018-01-01
002 2017-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01 JAMES S. ROBERTSON, M.D. 2016-07-01
002 2014-01-01 JAMES S. ROBERTSON, M.D.
002 2013-01-01 JAMES S. ROBERTSON, M.D.
002 2012-01-01 DESMOND J. SHAPIRO, M.D.
002 2011-01-01 DESMOND J. SHAPIRO, M.D.
002 2010-01-01 DESMOND J. SHAPIRO, M.D.
002 2009-01-01 DESMOND J. SHAPIRO, M.D.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	ERIC CHEUNG	2023-10-04
002	2021-01-01	ERIC CHEUNG	2022-10-03
002	2020-01-01	BEN FRITZ	2021-09-28
002	2019-01-01	BEN FRITZ	2020-09-28
002	2018-01-01
002	2017-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01	JAMES S. ROBERTSON, M.D.	2016-07-01
002	2014-01-01	JAMES S. ROBERTSON, M.D.
002	2013-01-01	JAMES S. ROBERTSON, M.D.
002	2012-01-01	DESMOND J. SHAPIRO, M.D.
002	2011-01-01	DESMOND J. SHAPIRO, M.D.
002	2010-01-01	DESMOND J. SHAPIRO, M.D.
002	2009-01-01	DESMOND J. SHAPIRO, M.D.

Plan Statistics for NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN

401k plan membership statisitcs for NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN

Measure Date Value
2014: NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN

Measure	Date	Value
2014 : NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$300,159
Expenses. Total of all expenses incurred	2014-12-31	$3,501,609
Benefits paid (including direct rollovers)	2014-12-31	$3,485,151
Total plan assets at end of year	2014-12-31	$1,978,194
Total plan assets at beginning of year	2014-12-31	$5,179,644
Value of fidelity bond covering the plan	2014-12-31	$1,250,000
Other income received	2014-12-31	$161,097
Net income (gross income less expenses)	2014-12-31	$-3,201,450
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,978,194
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,179,644
Assets. Value of participant loans	2014-12-31	$39,264
Assets. Value of real-estate (other than employer real property)	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$139,062
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$16,458
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$138,000
2013 : NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$771,833
Expenses. Total of all expenses incurred	2013-12-31	$9,753
Total plan assets at end of year	2013-12-31	$5,179,644
Total plan assets at beginning of year	2013-12-31	$4,417,564
Value of fidelity bond covering the plan	2013-12-31	$1,250,000
Assets. Value of loans (other than to participants)	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$3,077
Other income received	2013-12-31	$583,676
Net income (gross income less expenses)	2013-12-31	$762,080
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,179,644
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,417,564
Assets. Value of participant loans	2013-12-31	$48,499
Assets. Value of real-estate (other than employer real property)	2013-12-31	$138,000
Total contributions received or receivable from employer(s)	2013-12-31	$188,157
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,676
2012 : NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$339,489
Expenses. Total of all expenses incurred	2012-12-31	$3,363
Total plan assets at end of year	2012-12-31	$4,417,564
Total plan assets at beginning of year	2012-12-31	$4,081,438
Value of fidelity bond covering the plan	2012-12-31	$1,250,000
Assets. Value of loans (other than to participants)	2012-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$3,363
Other income received	2012-12-31	$155,855
Net income (gross income less expenses)	2012-12-31	$336,126
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,417,564
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,081,438
Assets. Value of real-estate (other than employer real property)	2012-12-31	$45,000
Total contributions received or receivable from employer(s)	2012-12-31	$183,634
2011 : NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$168,567
Expenses. Total of all expenses incurred	2011-12-31	$116,540
Benefits paid (including direct rollovers)	2011-12-31	$114,619
Total plan assets at end of year	2011-12-31	$4,081,438
Total plan assets at beginning of year	2011-12-31	$4,029,411
Value of fidelity bond covering the plan	2011-12-31	$1,250,000
Assets. Value of loans (other than to participants)	2011-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,921
Other income received	2011-12-31	$2,444
Net income (gross income less expenses)	2011-12-31	$52,027
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,081,438
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,029,411
Assets. Value of real-estate (other than employer real property)	2011-12-31	$150,000
Total contributions received or receivable from employer(s)	2011-12-31	$166,123
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$431,155
Expenses. Total of all expenses incurred	2010-12-31	$1,733
Total plan assets at end of year	2010-12-31	$4,029,411
Total plan assets at beginning of year	2010-12-31	$3,599,989
Value of fidelity bond covering the plan	2010-12-31	$1,250,000
Assets. Value of loans (other than to participants)	2010-12-31	$449,462
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,733
Other income received	2010-12-31	$267,820
Net income (gross income less expenses)	2010-12-31	$429,422
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,029,411
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,599,989
Assets. Value of real-estate (other than employer real property)	2010-12-31	$200,000
Total contributions received or receivable from employer(s)	2010-12-31	$163,335

Form 5500 Responses for NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN

2014: NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NEPHROLOGY ASSOCIATES MEDICAL GROUP PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NEPHROLOGY ASSOCIATES MEDICAL GROUP
Employer identification number (EIN):	911834757
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)