401k Plan data: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN plan

COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 401k Plan overview

Plan Name	COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN
Plan identification number	002

COASTAL UROLOGY ASSOCIATES, P.A. 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

COASTAL UROLOGY ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name: COASTAL UROLOGY ASSOCIATES, P.A.

Employer identification number (EIN): 221914549

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL UROLOGY ASSOCIATES, P.A. 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 JOHN CHAPMAN 2023-10-11 JOHN CHAPMAN 2023-10-11
002 2021-01-01 JOHN CHAPMAN 2022-08-10 JOHN CHAPMAN 2022-08-10
002 2020-01-01 JOHN CHAPMAN 2021-09-15 JOHN CHAPMAN 2021-09-15
002 2019-01-01 JOHN CHAPMAN 2020-08-28 JOHN CHAPMAN 2020-08-28
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 JOHN CHAPMAN JOHN CHAPMAN 2013-07-03
002 2011-01-01 JOHN CHAPMAN JOHN CHAPMAN 2012-06-06
002 2010-01-01 GARY C. LINN GARY C. LINN 2011-08-11
002 2009-01-01 GARY C. LINN GARY C. LINN 2010-08-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JOHN CHAPMAN	2023-10-11	JOHN CHAPMAN	2023-10-11
002	2021-01-01	JOHN CHAPMAN	2022-08-10	JOHN CHAPMAN	2022-08-10
002	2020-01-01	JOHN CHAPMAN	2021-09-15	JOHN CHAPMAN	2021-09-15
002	2019-01-01	JOHN CHAPMAN	2020-08-28	JOHN CHAPMAN	2020-08-28
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	JOHN CHAPMAN		JOHN CHAPMAN	2013-07-03
002	2011-01-01	JOHN CHAPMAN		JOHN CHAPMAN	2012-06-06
002	2010-01-01	GARY C. LINN		GARY C. LINN	2011-08-11
002	2009-01-01	GARY C. LINN		GARY C. LINN	2010-08-10

Financial Data on COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN

Measure	Date	Value
2022 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-610,681
Expenses. Total of all expenses incurred	2022-12-31	$2,370,752
Benefits paid (including direct rollovers)	2022-12-31	$2,370,752
Total plan assets at end of year	2022-12-31	$620,260
Total plan assets at beginning of year	2022-12-31	$3,601,693
Value of fidelity bond covering the plan	2022-12-31	$500,000
Other income received	2022-12-31	$-610,681
Net income (gross income less expenses)	2022-12-31	$-2,981,433
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$620,260
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,601,693
Assets. Value of participant loans	2022-12-31	$0
2021 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$562,186
Expenses. Total of all expenses incurred	2021-12-31	$706,360
Benefits paid (including direct rollovers)	2021-12-31	$706,360
Total plan assets at end of year	2021-12-31	$3,601,693
Total plan assets at beginning of year	2021-12-31	$3,745,867
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$72,694
Other income received	2021-12-31	$392,732
Net income (gross income less expenses)	2021-12-31	$-144,174
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,601,693
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,745,867
Assets. Value of participant loans	2021-12-31	$7,260
Total contributions received or receivable from employer(s)	2021-12-31	$96,760
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$560,756
Expenses. Total of all expenses incurred	2020-12-31	$149,231
Benefits paid (including direct rollovers)	2020-12-31	$135,000
Total plan assets at end of year	2020-12-31	$3,745,867
Total plan assets at beginning of year	2020-12-31	$3,334,342
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$81,164
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$3,343
Other income received	2020-12-31	$328,993
Net income (gross income less expenses)	2020-12-31	$411,525
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,745,867
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,334,342
Assets. Value of participant loans	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$147,256
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$14,231
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$659,267
Expenses. Total of all expenses incurred	2019-12-31	$7,757
Benefits paid (including direct rollovers)	2019-12-31	$7,757
Total plan assets at end of year	2019-12-31	$3,334,342
Total plan assets at beginning of year	2019-12-31	$2,682,832
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$79,061
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$459,992
Net income (gross income less expenses)	2019-12-31	$651,510
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,334,342
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,682,832
Assets. Value of participant loans	2019-12-31	$15,507
Total contributions received or receivable from employer(s)	2019-12-31	$120,214
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$94,412
Expenses. Total of all expenses incurred	2018-12-31	$45,567
Benefits paid (including direct rollovers)	2018-12-31	$29,213
Total plan assets at end of year	2018-12-31	$2,682,832
Total plan assets at beginning of year	2018-12-31	$2,633,987
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$79,799
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-141,897
Net income (gross income less expenses)	2018-12-31	$48,845
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,682,832
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,633,987
Assets. Value of participant loans	2018-12-31	$16,665
Total contributions received or receivable from employer(s)	2018-12-31	$156,510
Value of certain deemed distributions of participant loans	2018-12-31	$16,354
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$558,772
Expenses. Total of all expenses incurred	2017-12-31	$390,726
Benefits paid (including direct rollovers)	2017-12-31	$376,641
Total plan assets at end of year	2017-12-31	$2,633,987
Total plan assets at beginning of year	2017-12-31	$2,465,941
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$73,777
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$323,653
Net income (gross income less expenses)	2017-12-31	$168,046
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,633,987
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,465,941
Assets. Value of participant loans	2017-12-31	$9,903
Total contributions received or receivable from employer(s)	2017-12-31	$161,342
Value of certain deemed distributions of participant loans	2017-12-31	$14,085
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$321,300
Expenses. Total of all expenses incurred	2016-12-31	$16,567
Benefits paid (including direct rollovers)	2016-12-31	$16,567
Total plan assets at end of year	2016-12-31	$2,465,941
Total plan assets at beginning of year	2016-12-31	$2,161,208
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$66,987
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$8,636
Other income received	2016-12-31	$105,710
Net income (gross income less expenses)	2016-12-31	$304,733
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,465,941
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,161,208
Assets. Value of participant loans	2016-12-31	$24,035
Total contributions received or receivable from employer(s)	2016-12-31	$139,967
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$123,058
Expenses. Total of all expenses incurred	2015-12-31	$126,324
Benefits paid (including direct rollovers)	2015-12-31	$114,071
Total plan assets at end of year	2015-12-31	$2,161,208
Total plan assets at beginning of year	2015-12-31	$2,164,474
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$59,012
Expenses. Other expenses not covered elsewhere	2015-12-31	$12,253
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-39,736
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-3,266
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,161,208
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,164,474
Assets. Value of participant loans	2015-12-31	$5,906
Total contributions received or receivable from employer(s)	2015-12-31	$103,782
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$323,679
Expenses. Total of all expenses incurred	2014-12-31	$364,673
Benefits paid (including direct rollovers)	2014-12-31	$360,609
Total plan assets at end of year	2014-12-31	$2,164,474
Total plan assets at beginning of year	2014-12-31	$2,205,468
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$58,327
Expenses. Other expenses not covered elsewhere	2014-12-31	$4,064
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$126,082
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-40,994
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,164,474
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,205,468
Assets. Value of participant loans	2014-12-31	$1,944
Total contributions received or receivable from employer(s)	2014-12-31	$139,270
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
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	$532,419
Expenses. Total of all expenses incurred	2013-12-31	$44,595
Benefits paid (including direct rollovers)	2013-12-31	$44,106
Total plan assets at end of year	2013-12-31	$2,205,468
Total plan assets at beginning of year	2013-12-31	$1,717,644
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$83,205
Expenses. Other expenses not covered elsewhere	2013-12-31	$489
Contributions received from other sources (not participants or employers)	2013-12-31	$14,211
Other income received	2013-12-31	$290,699
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$487,824
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,205,468
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,717,644
Total contributions received or receivable from employer(s)	2013-12-31	$144,304
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
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	$619,597
Expenses. Total of all expenses incurred	2012-12-31	$3,014,522
Benefits paid (including direct rollovers)	2012-12-31	$3,007,089
Total plan assets at end of year	2012-12-31	$1,717,644
Total plan assets at beginning of year	2012-12-31	$4,112,569
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$80,305
Expenses. Other expenses not covered elsewhere	2012-12-31	$7,433
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$386,351
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-2,394,925
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,717,644
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,112,569
Total contributions received or receivable from employer(s)	2012-12-31	$152,941
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : COASTAL UROLOGY ASSOCIATES, P.A. 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	$-14,013
Expenses. Total of all expenses incurred	2011-12-31	$296,701
Benefits paid (including direct rollovers)	2011-12-31	$287,629
Total plan assets at end of year	2011-12-31	$4,112,569
Total plan assets at beginning of year	2011-12-31	$4,423,283
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$79,775
Expenses. Other expenses not covered elsewhere	2011-12-31	$9,072
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-214,153
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-310,714
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,112,569
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,423,283
Total contributions received or receivable from employer(s)	2011-12-31	$120,365
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 : COASTAL UROLOGY ASSOCIATES, P.A. 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	$703,260
Expenses. Total of all expenses incurred	2010-12-31	$40,351
Benefits paid (including direct rollovers)	2010-12-31	$16,959
Total plan assets at end of year	2010-12-31	$4,423,283
Total plan assets at beginning of year	2010-12-31	$3,760,374
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$71,565
Expenses. Other expenses not covered elsewhere	2010-12-31	$23,392
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$492,403
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$662,909
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,423,283
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,760,374
Total contributions received or receivable from employer(s)	2010-12-31	$139,292
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
2009 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN

2022: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHS210
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHS210
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHS210
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHS210
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHS210
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHS210
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHS210
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHS210
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHS210
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHS210
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHS210
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHS210
Policy instance	1

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Company Name:	COASTAL UROLOGY ASSOCIATES, P.A.
Employer identification number (EIN):	221914549
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)