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SHARP TREATMENT OF SOUTH BAY, INC 401(K) PLAN 401k Plan overview

Plan NameSHARP TREATMENT OF SOUTH BAY, INC 401(K) PLAN
Plan identification number 001

SHARP TREATMENT OF SOUTH BAY, INC 401(K) 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SHARP TREATMENT OF SOUTH BAY, INC has sponsored the creation of one or more 401k plans.

Company Name:SHARP TREATMENT OF SOUTH BAY, INC
Employer identification number (EIN):205019888
NAIC Classification:621310
NAIC Description:Offices of Chiropractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHARP TREATMENT OF SOUTH BAY, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01ANDREW MORRIS2021-09-07
0012020-01-01ANDREW MORRIS2021-09-07
0012019-01-01ANDREW MORRIS2020-08-19
0012018-01-01
0012018-01-01ANDREW MORRIS2019-10-04
0012018-01-01ANDREW MORRIS2019-10-04
0012017-01-01ANDREW MORRIS2018-10-09
0012016-01-01ANDREW MORRIS2017-10-10
0012015-01-01ANDREW MORRIS2016-10-14
0012014-01-01ANDREW MORRIS2015-10-09
0012013-01-01ANDREW MORRIS2014-09-29
0012012-01-01ANDREW MORRIS2013-10-11
0012011-01-01ANDREW MORRIS
0012009-01-01ANDREW MORRIS

Financial Data on SHARP TREATMENT OF SOUTH BAY, INC 401(K) PLAN

Measure Date Value
2011 : SHARP TREATMENT OF SOUTH BAY, INC 401(K) PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$84,442
Expenses. Total of all expenses incurred2011-12-31$3,394
Benefits paid (including direct rollovers)2011-12-31$2,853
Total plan assets at end of year2011-12-31$685,874
Total plan assets at beginning of year2011-12-31$604,826
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$56,483
Other income received2011-12-31$-26,851
Net income (gross income less expenses)2011-12-31$81,048
Net plan assets at end of year (total assets less liabilities)2011-12-31$685,874
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$604,826
Assets. Value of participant loans2011-12-31$17,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$56,110
Total contributions received or receivable from employer(s)2011-12-31$54,810
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$541
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SHARP TREATMENT OF SOUTH BAY, INC 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$295,453
Expenses. Total of all expenses incurred2010-12-31$4,358
Benefits paid (including direct rollovers)2010-12-31$3,808
Total plan assets at end of year2010-12-31$604,826
Total plan assets at beginning of year2010-12-31$313,731
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$59,821
Other income received2010-12-31$57,259
Net income (gross income less expenses)2010-12-31$291,095
Net plan assets at end of year (total assets less liabilities)2010-12-31$604,826
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$313,731
Total contributions received or receivable from employer(s)2010-12-31$178,373
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for SHARP TREATMENT OF SOUTH BAY, INC 401(K) PLAN

2011: SHARP TREATMENT OF SOUTH BAY, INC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SHARP TREATMENT OF SOUTH BAY, INC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877719
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877719
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number942979
Policy instance 2

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