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LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameLIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN
Plan identification number 001

LIFESTAGES OB-GYN PLLC 401K 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.
  • 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.
  • 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

LIFESTAGES OB-GYN PLLC has sponsored the creation of one or more 401k plans.

Company Name:LIFESTAGES OB-GYN PLLC
Employer identification number (EIN):202320132
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DUSTAN HUGHES
0012023-01-01
0012023-01-01DUSTAN HUGHES
0012022-01-01
0012022-01-01DUSTAN HUGHES
0012021-01-01
0012021-01-01DUSTAN HUGHES
0012020-01-01
0012019-01-01DUSTAN HUGHES2020-10-06
0012018-01-01
0012018-01-01DUSTAN HUGHES2020-10-06
0012017-01-01DUSTAN HUGHES
0012017-01-01DUSTAN HUGHES2020-10-06
0012016-01-01DUSTAN HUGHES
0012015-01-01DUSTAN HUGHES
0012014-01-01DUSTAN HUGHES2015-10-15 DUSTAN HUGHES2015-10-15
0012013-01-01DUSTAN HUGHES2014-10-15 DUSTAN HUGHES2014-10-15
0012012-01-01DUSTAN HUGHES2013-10-14 DUSTAN HUGHES2013-10-14
0012011-01-01DUSTAN HUGHES2012-10-15 DUSTAN HUGHES2012-10-15
0012010-01-01DUSTAN HUGHES2011-08-01 DUSTAN HUGHES2011-08-01

Financial Data on LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN

Measure Date Value
2023 : LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$573,242
Expenses. Total of all expenses incurred2023-12-31$302,761
Benefits paid (including direct rollovers)2023-12-31$283,785
Total plan assets at end of year2023-12-31$3,355,915
Total plan assets at beginning of year2023-12-31$3,085,434
Value of fidelity bond covering the plan2023-12-31$180,000
Total contributions received or receivable from participants2023-12-31$74,048
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$473,859
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$270,481
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,355,915
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,085,434
Total contributions received or receivable from employer(s)2023-12-31$25,335
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$18,976
2022 : LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$544,815
Expenses. Total of all expenses incurred2022-12-31$33,011
Benefits paid (including direct rollovers)2022-12-31$17,775
Total plan assets at end of year2022-12-31$3,085,434
Total plan assets at beginning of year2022-12-31$2,573,630
Value of fidelity bond covering the plan2022-12-31$180,000
Total contributions received or receivable from participants2022-12-31$68,739
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$835,911
Other income received2022-12-31$-385,840
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$511,804
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,085,434
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,573,630
Total contributions received or receivable from employer(s)2022-12-31$26,005
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$15,236
2021 : LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$438,651
Expenses. Total of all expenses incurred2021-12-31$16,163
Benefits paid (including direct rollovers)2021-12-31$768
Total plan assets at end of year2021-12-31$2,573,630
Total plan assets at beginning of year2021-12-31$2,151,142
Value of fidelity bond covering the plan2021-12-31$180,000
Total contributions received or receivable from participants2021-12-31$66,404
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$315,860
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$422,488
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,573,630
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,151,142
Total contributions received or receivable from employer(s)2021-12-31$56,387
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$15,395
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$333,244
Expenses. Total of all expenses incurred2020-12-31$13,219
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$2,151,142
Total plan assets at beginning of year2020-12-31$1,831,117
Value of fidelity bond covering the plan2020-12-31$230,000
Total contributions received or receivable from participants2020-12-31$53,002
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$239,990
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$320,025
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,151,142
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,831,117
Total contributions received or receivable from employer(s)2020-12-31$40,252
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$13,219
2019 : LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$396,097
Expenses. Total of all expenses incurred2019-12-31$44,552
Benefits paid (including direct rollovers)2019-12-31$33,482
Total plan assets at end of year2019-12-31$1,831,117
Total plan assets at beginning of year2019-12-31$1,479,572
Value of fidelity bond covering the plan2019-12-31$230,000
Total contributions received or receivable from participants2019-12-31$55,022
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$298,956
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$351,545
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,831,117
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,479,572
Total contributions received or receivable from employer(s)2019-12-31$42,119
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$11,070
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$143,451
Expenses. Total of all expenses incurred2018-12-31$14,850
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,489,886
Total plan assets at beginning of year2018-12-31$1,361,285
Value of fidelity bond covering the plan2018-12-31$230,000
Total contributions received or receivable from participants2018-12-31$50,716
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$174,306
Other income received2018-12-31$-127,865
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$128,601
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,489,886
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,361,285
Total contributions received or receivable from employer(s)2018-12-31$46,294
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$14,850
2017 : LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$296,668
Expenses. Total of all expenses incurred2017-12-31$17,067
Benefits paid (including direct rollovers)2017-12-31$4,172
Total plan assets at end of year2017-12-31$1,361,285
Total plan assets at beginning of year2017-12-31$1,081,684
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$45,348
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$200,349
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$279,601
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,361,285
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,081,684
Total contributions received or receivable from employer(s)2017-12-31$50,971
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$12,895
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$178,514
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,081,684
Total plan assets at beginning of year2016-12-31$903,170
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$45,119
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$83,317
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$178,514
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,081,684
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$903,170
Total contributions received or receivable from employer(s)2016-12-31$50,078
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$84,901
Expenses. Total of all expenses incurred2015-12-31$9,759
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$903,170
Total plan assets at beginning of year2015-12-31$828,028
Total contributions received or receivable from participants2015-12-31$44,034
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-9,659
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$75,142
Net plan assets at end of year (total assets less liabilities)2015-12-31$903,170
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$828,028
Total contributions received or receivable from employer(s)2015-12-31$50,526
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$9,759

Form 5500 Responses for LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN

2023: LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIFESTAGES OB-GYN PLLC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860346
Policy instance 1
Insurance contract or identification number860346
Number of Individuals Covered11
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512296-000
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512296-000
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512296-000
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512296-000
Policy instance 1

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