401k Plan data: CHILDREN'S MEDICAL GROUP 401(K) PLAN plan

CHILDREN'S MEDICAL GROUP 401(K) PLAN 401k Plan overview

Plan Name	CHILDREN'S MEDICAL GROUP 401(K) PLAN
Plan identification number	002

CHILDREN'S MEDICAL GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

CHILDRENS MEDICAL GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name: CHILDRENS MEDICAL GROUP LLC

Employer identification number (EIN): 061040678

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILDREN'S MEDICAL GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 CRAIG SUMMERS 2023-07-18
002 2021-01-01 CRAIG SUMMERS 2022-07-11
002 2020-01-01 CRAIG SUMMERS 2021-03-24
002 2019-01-01 CRAIG SUMMERS 2020-09-16
002 2018-01-01 CRAIG SUMMERS 2019-04-07
002 2017-01-01 CRAIG SUMMERS 2018-04-05
002 2016-01-01 CRAIG SUMMERS 2017-03-08
002 2015-01-01 CRAIG SUMMERS 2016-10-12
002 2014-01-01 CRAIG SUMMERS
002 2013-01-01 CRAIG SUMMERS
002 2012-01-01 CRAIG SUMMERS
002 2011-01-01 CRAIG SUMMERS
002 2010-01-01 CRAIG SUMMERS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	CRAIG SUMMERS	2023-07-18
002	2021-01-01	CRAIG SUMMERS	2022-07-11
002	2020-01-01	CRAIG SUMMERS	2021-03-24
002	2019-01-01	CRAIG SUMMERS	2020-09-16
002	2018-01-01	CRAIG SUMMERS	2019-04-07
002	2017-01-01	CRAIG SUMMERS	2018-04-05
002	2016-01-01	CRAIG SUMMERS	2017-03-08
002	2015-01-01	CRAIG SUMMERS	2016-10-12
002	2014-01-01	CRAIG SUMMERS
002	2013-01-01	CRAIG SUMMERS
002	2012-01-01	CRAIG SUMMERS
002	2011-01-01	CRAIG SUMMERS
002	2010-01-01	CRAIG SUMMERS

Plan Statistics for CHILDREN'S MEDICAL GROUP 401(K) PLAN

401k plan membership statisitcs for CHILDREN'S MEDICAL GROUP 401(K) PLAN

Measure Date Value
2014: CHILDREN'S MEDICAL GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 22
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 7
Total of all active and inactive participants 2014-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 29
Number of participants with account balances 2014-01-01 29
2013: CHILDREN'S MEDICAL GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 23
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 5
Total of all active and inactive participants 2013-01-01 28
Total participants 2013-01-01 28
Number of participants with account balances 2013-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CHILDREN'S MEDICAL GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 24
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 6
Total of all active and inactive participants 2012-01-01 30
Total participants 2012-01-01 30
Number of participants with account balances 2012-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CHILDREN'S MEDICAL GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 25
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 6
Total of all active and inactive participants 2011-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 31
Number of participants with account balances 2011-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CHILDREN'S MEDICAL GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 23
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 7
Total of all active and inactive participants 2010-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 30
Number of participants with account balances 2010-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2014: CHILDREN'S MEDICAL GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	22
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	7
Total of all active and inactive participants	2014-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	29
Number of participants with account balances	2014-01-01	29
2013: CHILDREN'S MEDICAL GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	23
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	5
Total of all active and inactive participants	2013-01-01	28
Total participants	2013-01-01	28
Number of participants with account balances	2013-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CHILDREN'S MEDICAL GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	24
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	6
Total of all active and inactive participants	2012-01-01	30
Total participants	2012-01-01	30
Number of participants with account balances	2012-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CHILDREN'S MEDICAL GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	25
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	6
Total of all active and inactive participants	2011-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	31
Number of participants with account balances	2011-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CHILDREN'S MEDICAL GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	23
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	7
Total of all active and inactive participants	2010-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	30
Number of participants with account balances	2010-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on CHILDREN'S MEDICAL GROUP 401(K) PLAN

Measure	Date	Value
2014 : CHILDREN'S MEDICAL GROUP 401(K) PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$259,144
Expenses. Total of all expenses incurred	2014-12-31	$97,549
Benefits paid (including direct rollovers)	2014-12-31	$97,549
Total plan assets at end of year	2014-12-31	$2,212,942
Total plan assets at beginning of year	2014-12-31	$2,051,347
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$116,034
Other income received	2014-12-31	$121,398
Net income (gross income less expenses)	2014-12-31	$161,595
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,212,942
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,051,347
Assets. Value of participant loans	2014-12-31	$10,667
Total contributions received or receivable from employer(s)	2014-12-31	$21,712
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CHILDREN'S MEDICAL GROUP 401(K) 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	$424,971
Expenses. Total of all expenses incurred	2013-12-31	$85,358
Benefits paid (including direct rollovers)	2013-12-31	$83,485
Total plan assets at end of year	2013-12-31	$2,051,347
Total plan assets at beginning of year	2013-12-31	$1,711,734
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$112,816
Other income received	2013-12-31	$312,155
Net income (gross income less expenses)	2013-12-31	$339,613
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,051,347
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,711,734
Assets. Value of participant loans	2013-12-31	$32,194
Total contributions received or receivable from employer(s)	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,873
2012 : CHILDREN'S MEDICAL GROUP 401(K) 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	$310,362
Expenses. Total of all expenses incurred	2012-12-31	$214,210
Benefits paid (including direct rollovers)	2012-12-31	$214,210
Total plan assets at end of year	2012-12-31	$1,711,734
Total plan assets at beginning of year	2012-12-31	$1,615,582
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$111,398
Other income received	2012-12-31	$198,964
Net income (gross income less expenses)	2012-12-31	$96,152
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,711,734
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,615,582
Assets. Value of participant loans	2012-12-31	$30,149
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CHILDREN'S MEDICAL GROUP 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
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	$59,871
Expenses. Total of all expenses incurred	2011-12-31	$3,533
Benefits paid (including direct rollovers)	2011-12-31	$3,159
Total plan assets at end of year	2011-12-31	$1,615,582
Total plan assets at beginning of year	2011-12-31	$1,559,244
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$118,116
Expenses. Other expenses not covered elsewhere	2011-12-31	$374
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-58,245
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$56,338
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,615,582
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,559,244
Assets. Value of participant loans	2011-12-31	$33,805
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CHILDREN'S MEDICAL GROUP 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$267,611
Expenses. Total of all expenses incurred	2010-12-31	$73,776
Benefits paid (including direct rollovers)	2010-12-31	$73,542
Total plan assets at end of year	2010-12-31	$1,559,244
Total plan assets at beginning of year	2010-12-31	$1,365,409
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$132,970
Expenses. Other expenses not covered elsewhere	2010-12-31	$234
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$134,641
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$193,835
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,559,244
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,365,409
Assets. Value of participant loans	2010-12-31	$29,216
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for CHILDREN'S MEDICAL GROUP 401(K) PLAN

2014: CHILDREN'S MEDICAL GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CHILDREN'S MEDICAL GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CHILDREN'S MEDICAL GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CHILDREN'S MEDICAL GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CHILDREN'S MEDICAL GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953 & 459893

Policy instance

Insurance contract or identification number	613953 & 459893
Number of Individuals Covered	29
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $43
Total amount of fees paid to insurance company	USD $29
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $43
Insurance broker organization code?	3
Amount paid for insurance broker fees	16
Additional information about fees paid to insurance broker	REFERRAL/SERVICE
Insurance broker name	MERRILL LYNCH PIERCE FENNER & SMITH

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA803475

Policy instance

Insurance contract or identification number	GA803475
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $3,939
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,939
Insurance broker organization code?	4
Insurance broker name	MERRILL LYNCH LIFE AGENCY

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953 & 459893

Policy instance

Insurance contract or identification number	613953 & 459893
Number of Individuals Covered	27
Insurance policy start date	2013-07-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $13,812
Total amount of fees paid to insurance company	USD $1,450
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,812
Amount paid for insurance broker fees	27
Additional information about fees paid to insurance broker	REFERRAL/SERVICE
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH PIERCE FENNER & SMITH

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA803475

Policy instance

Insurance contract or identification number	GA803475
Number of Individuals Covered	29
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $4,980
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,980
Insurance broker organization code?	4
Insurance broker name	MERRILL LYNCH LIFE AGENCY

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA803475

Policy instance

Insurance contract or identification number	GA803475
Number of Individuals Covered	29
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $4,672
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA803475

Policy instance

Insurance contract or identification number	GA803475
Number of Individuals Covered	29
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $3,980
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CHILDRENS MEDICAL GROUP LLC
Employer identification number (EIN):	061040678
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)