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ACADEMY OF MEDICAL ECONOMICS PROFIT SHARING PLAN 401k Plan overview

Plan NameACADEMY OF MEDICAL ECONOMICS PROFIT SHARING PLAN
Plan identification number 003

ACADEMY OF MEDICAL ECONOMICS 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.
  • 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

ACADEMY OF MEDICAL ECONOMICS has sponsored the creation of one or more 401k plans.

Company Name:ACADEMY OF MEDICAL ECONOMICS
Employer identification number (EIN):943138681
NAIC Classification:523900

Additional information about ACADEMY OF MEDICAL ECONOMICS

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1518600

More information about ACADEMY OF MEDICAL ECONOMICS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACADEMY OF MEDICAL ECONOMICS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-04-01DAVID M NEUBAUER2025-01-10 DAVID M NEUBAUER2025-01-10
0032022-04-01DAVID M NEUBAUER2024-01-12 DAVID M NEUBAUER2024-01-12
0032021-04-01DAVID M NEUBAUER2023-01-10 DAVID M NEUBAUER2023-01-10
0032020-04-01
0032019-04-01
0032018-04-01
0032017-04-01DAVID NEUBAUER2018-09-12
0032016-04-01DAVID NEUBAUER2017-09-11
0032015-04-01DAVID NEUBAUER2016-10-07
0032014-04-01DAVID NEUBAUER2015-10-15
0032013-04-01DAVID NEUBAUER2014-10-01
0032012-04-01DAVID NEUBAUER2013-10-11
0032011-04-01DAVID NEUBAUER2012-10-29 DAVID NEUBAUER2012-10-29
0032010-04-01DAVID NEUBAUER2011-10-31 DAVID NEUBAUER2011-10-31

Financial Data on ACADEMY OF MEDICAL ECONOMICS PROFIT SHARING PLAN

Measure Date Value
2025 : ACADEMY OF MEDICAL ECONOMICS PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-01-100
Total liabilities as of the end of the plan year2025-01-100
Total liabilities as of the beginning of the plan year2025-01-100
Total expenses incurred by plan in this plan year2025-01-100
Net assets as of the end of the plan year2025-01-10477526
Total assets as of the beginning of the plan year2025-01-10424660
Value of plan covered by a fidelity bond2025-01-101800000
Participant contributions to plan in this plan year2025-01-100
Other expenses paid from plan in this plan year2025-01-100
Other contributions to plan in this plan year2025-01-100
Other income to plan in this plan year2025-01-1031866
Plan net income in this plan year2025-01-1052866
Net assets as of the end of the plan year2025-01-10477526
Net assets as of the beginning of the plan year2025-01-10424660
Employer contributions to plan in this plan year2025-01-1021000
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-100
2021 : ACADEMY OF MEDICAL ECONOMICS PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-03-31$0
Total plan liabilities at beginning of year2021-03-31$600,000
Total income from all sources2021-03-31$107,095
Expenses. Total of all expenses incurred2021-03-31$516,662
Benefits paid (including direct rollovers)2021-03-31$492,000
Total plan assets at end of year2021-03-31$300,825
Total plan assets at beginning of year2021-03-31$1,310,392
Value of fidelity bond covering the plan2021-03-31$1,800,000
Total contributions received or receivable from participants2021-03-31$0
Expenses. Other expenses not covered elsewhere2021-03-31$0
Contributions received from other sources (not participants or employers)2021-03-31$100,000
Other income received2021-03-31$-62,265
Noncash contributions received2021-03-31$0
Net income (gross income less expenses)2021-03-31$-409,567
Net plan assets at end of year (total assets less liabilities)2021-03-31$300,825
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$710,392
Assets. Value of real-estate (other than employer real property)2021-03-31$0
Total contributions received or receivable from employer(s)2021-03-31$69,360
Value of certain deemed distributions of participant loans2021-03-31$0
Value of corrective distributions2021-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-03-31$24,662
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$492,000
2020 : ACADEMY OF MEDICAL ECONOMICS PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-03-31$600,000
Total plan liabilities at beginning of year2020-03-31$600,000
Total income from all sources2020-03-31$-378,407
Expenses. Total of all expenses incurred2020-03-31$10,112
Benefits paid (including direct rollovers)2020-03-31$10,000
Total plan assets at end of year2020-03-31$1,310,392
Total plan assets at beginning of year2020-03-31$1,698,911
Value of fidelity bond covering the plan2020-03-31$1,800,000
Total contributions received or receivable from participants2020-03-31$0
Contributions received from other sources (not participants or employers)2020-03-31$0
Other income received2020-03-31$-427,407
Noncash contributions received2020-03-31$0
Net income (gross income less expenses)2020-03-31$-388,519
Net plan assets at end of year (total assets less liabilities)2020-03-31$710,392
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$1,098,911
Assets. Value of real-estate (other than employer real property)2020-03-31$1,200,000
Total contributions received or receivable from employer(s)2020-03-31$49,000
Value of certain deemed distributions of participant loans2020-03-31$0
Value of corrective distributions2020-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-03-31$112
2019 : ACADEMY OF MEDICAL ECONOMICS PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-03-31$0
Total plan liabilities at end of year2019-03-31$600,000
Total plan liabilities at beginning of year2019-03-31$0
Total income from all sources2019-03-31$106,198
Expenses. Total of all expenses incurred2019-03-31$90,759
Benefits paid (including direct rollovers)2019-03-31$0
Total plan assets at end of year2019-03-31$1,698,911
Total plan assets at beginning of year2019-03-31$1,083,472
Value of fidelity bond covering the plan2019-03-31$1,630,000
Total contributions received or receivable from participants2019-03-31$0
Expenses. Other expenses not covered elsewhere2019-03-31$90,759
Contributions received from other sources (not participants or employers)2019-03-31$0
Other income received2019-03-31$57,698
Noncash contributions received2019-03-31$0
Net income (gross income less expenses)2019-03-31$15,439
Net plan assets at end of year (total assets less liabilities)2019-03-31$1,098,911
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$1,083,472
Assets. Value of real-estate (other than employer real property)2019-03-31$1,575,000
Total contributions received or receivable from employer(s)2019-03-31$48,500
Value of certain deemed distributions of participant loans2019-03-31$0
Value of corrective distributions2019-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-03-31$0

Form 5500 Responses for ACADEMY OF MEDICAL ECONOMICS PROFIT SHARING PLAN

2020: ACADEMY OF MEDICAL ECONOMICS PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: ACADEMY OF MEDICAL ECONOMICS PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: ACADEMY OF MEDICAL ECONOMICS PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51050360
Policy instance 1
PACIFIC LIFE (National Association of Insurance Commissioners NAIC id number: 1 )
Policy contract numberVF2423790
Policy instance 2
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51050360
Policy instance 1
PACIFIC LIFE (National Association of Insurance Commissioners NAIC id number: 1 )
Policy contract numberVF2423790
Policy instance 2
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF52423790
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51050360
Policy instance 2
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF52375640
Policy instance 3

Potentially related plans

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