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MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameMCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST
Plan identification number 002

MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

MCLEOD FAMILY MEDICINE, P.A. has sponsored the creation of one or more 401k plans.

Company Name:MCLEOD FAMILY MEDICINE, P.A.
Employer identification number (EIN):208084381
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01JOHN MCLEOD2022-07-30 JOHN MCLEOD2022-07-30
0022020-01-01JOHN MCLEOD2022-02-14 JOHN MCLEOD2022-02-14
0022018-01-01JOHN MCLEOD2022-02-12 JOHN MCLEOD2022-02-12
0022017-01-01JOHN MCLEOD2022-02-12 JOHN MCLEOD2022-02-12
0022016-01-01JOHN MCLEOD2022-02-12 JOHN MCLEOD2022-02-12
0022015-01-01JOHN MCLEOD2022-02-12 JOHN MCLEOD2022-02-12
0022014-01-01JOHN MCLEOD2022-02-12 JOHN MCLEOD2022-02-12
0022013-01-01JOHN MCLEOD2022-02-12 JOHN MCLEOD2022-02-12
0022012-01-01JOHN MCLEOD2022-02-12 JOHN MCLEOD2022-02-12
0022011-01-01JOHN MCLEOD2022-02-12 JOHN MCLEOD2022-02-12
0022010-01-01JOHN MCLEOD2022-02-12 JOHN MCLEOD2022-02-12
0022009-01-01JOHN MCLEOD2022-02-12 JOHN MCLEOD2022-02-12
0022008-01-01
0022007-01-01
0022006-01-01
0022005-01-01
0022004-01-01
0022003-01-01

Plan Statistics for MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST

Measure Date Value
2008: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-017
Total number of active participants reported on line 7a of the Form 55002008-01-016
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-014
Total of all active and inactive participants2008-01-0110
Total participants2008-01-0110
Number of participants with account balances2008-01-017
2007: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-017
Total number of active participants reported on line 7a of the Form 55002007-01-017
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-013
Total of all active and inactive participants2007-01-0110
Total participants2007-01-0110
Number of participants with account balances2007-01-017
2006: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2006 401k membership
Total participants, beginning-of-year2006-01-018
Total number of active participants reported on line 7a of the Form 55002006-01-016
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-013
Total of all active and inactive participants2006-01-019
Total participants2006-01-019
Number of participants with account balances2006-01-017
2005: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2005 401k membership
Total participants, beginning-of-year2005-01-018
Total number of active participants reported on line 7a of the Form 55002005-01-017
Total of all active and inactive participants2005-01-017
Total participants2005-01-017
Number of participants with account balances2005-01-018
2004: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2004 401k membership
Total participants, beginning-of-year2004-01-018
Total number of active participants reported on line 7a of the Form 55002004-01-018
Total of all active and inactive participants2004-01-018
Total participants2004-01-018
Number of participants with account balances2004-01-018
2003: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2003 401k membership
Total participants, beginning-of-year2003-01-010
Total number of active participants reported on line 7a of the Form 55002003-01-018
Total of all active and inactive participants2003-01-018
Total participants2003-01-018
Number of participants with account balances2003-01-018

Financial Data on MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST

Measure Date Value
2008 : MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2008 401k financial data
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-32,885
Expenses. Total of all expenses incurred2008-12-31$8,399
Benefits paid (including direct rollovers)2008-12-31$8,399
Total plan assets at end of year2008-12-31$551,545
Total plan assets at beginning of year2008-12-31$592,829
Value of fidelity bond covering the plan2008-12-31$100,000
Other income received2008-12-31$-95,866
Net income (gross income less expenses)2008-12-31$-41,284
Net plan assets at end of year (total assets less liabilities)2008-12-31$551,545
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$592,829
Total contributions received or receivable from employer(s)2008-12-31$62,981
2007 : MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2007 401k financial data
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$112,624
Expenses. Total of all expenses incurred2007-12-31$0
Total plan assets at end of year2007-12-31$592,829
Total plan assets at beginning of year2007-12-31$480,205
Value of fidelity bond covering the plan2007-12-31$100,000
Other income received2007-12-31$68,124
Net income (gross income less expenses)2007-12-31$112,624
Net plan assets at end of year (total assets less liabilities)2007-12-31$592,829
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$480,205
Total contributions received or receivable from employer(s)2007-12-31$44,500
2006 : MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2006 401k financial data
Total plan liabilities at end of year2006-12-31$0
Total plan liabilities at beginning of year2006-12-31$0
Total income from all sources2006-12-31$75,250
Expenses. Total of all expenses incurred2006-12-31$0
Total plan assets at end of year2006-12-31$482,041
Total plan assets at beginning of year2006-12-31$406,791
Value of fidelity bond covering the plan2006-12-31$100,000
Other income received2006-12-31$31,575
Net income (gross income less expenses)2006-12-31$75,250
Net plan assets at end of year (total assets less liabilities)2006-12-31$482,041
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$406,791
Total contributions received or receivable from employer(s)2006-12-31$43,675
2005 : MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2005 401k financial data
Total plan liabilities at end of year2005-12-31$0
Total plan liabilities at beginning of year2005-12-31$0
Total income from all sources2005-12-31$107,736
Expenses. Total of all expenses incurred2005-12-31$0
Total plan assets at end of year2005-12-31$406,791
Total plan assets at beginning of year2005-12-31$299,055
Value of fidelity bond covering the plan2005-12-31$100,000
Other income received2005-12-31$31,249
Net income (gross income less expenses)2005-12-31$107,736
Net plan assets at end of year (total assets less liabilities)2005-12-31$406,791
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$299,055
Total contributions received or receivable from employer(s)2005-12-31$76,487
2004 : MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2004 401k financial data
Total plan liabilities at end of year2004-12-31$0
Total plan liabilities at beginning of year2004-12-31$0
Total income from all sources2004-12-31$57,220
Expenses. Total of all expenses incurred2004-12-31$0
Total plan assets at end of year2004-12-31$299,055
Total plan assets at beginning of year2004-12-31$241,835
Value of fidelity bond covering the plan2004-12-31$100,000
Other income received2004-12-31$22,220
Net income (gross income less expenses)2004-12-31$57,220
Net plan assets at end of year (total assets less liabilities)2004-12-31$299,055
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$241,835
Total contributions received or receivable from employer(s)2004-12-31$35,000
2003 : MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2003 401k financial data
Transfers to/from the plan2003-12-31$158,362
Total plan liabilities at end of year2003-12-31$0
Total plan liabilities at beginning of year2003-12-31$0
Total income from all sources2003-12-31$83,473
Expenses. Total of all expenses incurred2003-12-31$0
Total plan assets at end of year2003-12-31$241,835
Total plan assets at beginning of year2003-12-31$0
Value of fidelity bond covering the plan2003-12-31$100,000
Other income received2003-12-31$41,632
Net income (gross income less expenses)2003-12-31$83,473
Net plan assets at end of year (total assets less liabilities)2003-12-31$241,835
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$0
Total contributions received or receivable from employer(s)2003-12-31$41,841

Form 5500 Responses for MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST

2008: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2007: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2006: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2005: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2004: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – TrustYes
2003: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01First time form 5500 has been submittedYes
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – TrustYes

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