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

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

COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN Benefits

401k Plan TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JOHN CHAPMAN2023-10-11 JOHN CHAPMAN2023-10-11
0022021-01-01JOHN CHAPMAN2022-08-10 JOHN CHAPMAN2022-08-10
0022020-01-01JOHN CHAPMAN2021-09-15 JOHN CHAPMAN2021-09-15
0022019-01-01JOHN CHAPMAN2020-08-28 JOHN CHAPMAN2020-08-28
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01JOHN CHAPMAN JOHN CHAPMAN2013-07-03
0022011-01-01JOHN CHAPMAN JOHN CHAPMAN2012-06-06
0022010-01-01GARY C. LINN GARY C. LINN2011-08-11
0022009-01-01GARY C. LINN GARY C. LINN2010-08-10

Plan Statistics for COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN

401k plan membership statisitcs for COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN

Measure Date Value
2022: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0117
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-011
Total participants2022-01-011
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0117
Total number of active participants reported on line 7a of the Form 55002021-01-0115
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0117
Number of participants with account balances2021-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0129
Total number of active participants reported on line 7a of the Form 55002020-01-0111
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0117
Number of participants with account balances2020-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0127
Total number of active participants reported on line 7a of the Form 55002019-01-0113
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0126
Number of participants with account balances2019-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0126
Total number of active participants reported on line 7a of the Form 55002018-01-0115
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0125
Number of participants with account balances2018-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0125
Total number of active participants reported on line 7a of the Form 55002017-01-0117
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0125
Number of participants with account balances2017-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0123
Total number of active participants reported on line 7a of the Form 55002016-01-0116
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0124
Number of participants with account balances2016-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0124
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0120
Number of participants with account balances2015-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0124
Total number of active participants reported on line 7a of the Form 55002014-01-0115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0124
Number of participants with account balances2014-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0124
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0124
Number of participants with account balances2013-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0127
Total number of active participants reported on line 7a of the Form 55002012-01-0120
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0124
Number of participants with account balances2012-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0123
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0122
Number of participants with account balances2011-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0122
Total number of active participants reported on line 7a of the Form 55002010-01-0117
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0123
Number of participants with account balances2010-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0131
Total number of active participants reported on line 7a of the Form 55002009-01-0115
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0120
Number of participants with account balances2009-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

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 year2022-12-31$0
Total income from all sources2022-12-31$-610,681
Expenses. Total of all expenses incurred2022-12-31$2,370,752
Benefits paid (including direct rollovers)2022-12-31$2,370,752
Total plan assets at end of year2022-12-31$620,260
Total plan assets at beginning of year2022-12-31$3,601,693
Value of fidelity bond covering the plan2022-12-31$500,000
Other income received2022-12-31$-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 loans2022-12-31$0
2021 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2021 401k financial data
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$562,186
Expenses. Total of all expenses incurred2021-12-31$706,360
Benefits paid (including direct rollovers)2021-12-31$706,360
Total plan assets at end of year2021-12-31$3,601,693
Total plan assets at beginning of year2021-12-31$3,745,867
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$72,694
Other income received2021-12-31$392,732
Net income (gross income less expenses)2021-12-31$-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 loans2021-12-31$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 securities2021-12-31$0
2020 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$560,756
Expenses. Total of all expenses incurred2020-12-31$149,231
Benefits paid (including direct rollovers)2020-12-31$135,000
Total plan assets at end of year2020-12-31$3,745,867
Total plan assets at beginning of year2020-12-31$3,334,342
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$81,164
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$3,343
Other income received2020-12-31$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 loans2020-12-31$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 securities2020-12-31$0
2019 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$659,267
Expenses. Total of all expenses incurred2019-12-31$7,757
Benefits paid (including direct rollovers)2019-12-31$7,757
Total plan assets at end of year2019-12-31$3,334,342
Total plan assets at beginning of year2019-12-31$2,682,832
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$79,061
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$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 loans2019-12-31$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 securities2019-12-31$0
2018 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$94,412
Expenses. Total of all expenses incurred2018-12-31$45,567
Benefits paid (including direct rollovers)2018-12-31$29,213
Total plan assets at end of year2018-12-31$2,682,832
Total plan assets at beginning of year2018-12-31$2,633,987
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$79,799
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-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 loans2018-12-31$16,665
Total contributions received or receivable from employer(s)2018-12-31$156,510
Value of certain deemed distributions of participant loans2018-12-31$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 securities2018-12-31$0
2017 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$558,772
Expenses. Total of all expenses incurred2017-12-31$390,726
Benefits paid (including direct rollovers)2017-12-31$376,641
Total plan assets at end of year2017-12-31$2,633,987
Total plan assets at beginning of year2017-12-31$2,465,941
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$73,777
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$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 loans2017-12-31$9,903
Total contributions received or receivable from employer(s)2017-12-31$161,342
Value of certain deemed distributions of participant loans2017-12-31$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 securities2017-12-31$0
2016 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$321,300
Expenses. Total of all expenses incurred2016-12-31$16,567
Benefits paid (including direct rollovers)2016-12-31$16,567
Total plan assets at end of year2016-12-31$2,465,941
Total plan assets at beginning of year2016-12-31$2,161,208
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$66,987
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$8,636
Other income received2016-12-31$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 loans2016-12-31$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 securities2016-12-31$0
2015 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) 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$123,058
Expenses. Total of all expenses incurred2015-12-31$126,324
Benefits paid (including direct rollovers)2015-12-31$114,071
Total plan assets at end of year2015-12-31$2,161,208
Total plan assets at beginning of year2015-12-31$2,164,474
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$59,012
Expenses. Other expenses not covered elsewhere2015-12-31$12,253
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-39,736
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-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 loans2015-12-31$5,906
Total contributions received or receivable from employer(s)2015-12-31$103,782
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$323,679
Expenses. Total of all expenses incurred2014-12-31$364,673
Benefits paid (including direct rollovers)2014-12-31$360,609
Total plan assets at end of year2014-12-31$2,164,474
Total plan assets at beginning of year2014-12-31$2,205,468
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$58,327
Expenses. Other expenses not covered elsewhere2014-12-31$4,064
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$126,082
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-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 loans2014-12-31$1,944
Total contributions received or receivable from employer(s)2014-12-31$139,270
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 securities2014-12-31$0
2013 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$532,419
Expenses. Total of all expenses incurred2013-12-31$44,595
Benefits paid (including direct rollovers)2013-12-31$44,106
Total plan assets at end of year2013-12-31$2,205,468
Total plan assets at beginning of year2013-12-31$1,717,644
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$83,205
Expenses. Other expenses not covered elsewhere2013-12-31$489
Contributions received from other sources (not participants or employers)2013-12-31$14,211
Other income received2013-12-31$290,699
Noncash contributions received2013-12-31$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 loans2013-12-31$0
Value of corrective distributions2013-12-31$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 securities2013-12-31$0
2012 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$619,597
Expenses. Total of all expenses incurred2012-12-31$3,014,522
Benefits paid (including direct rollovers)2012-12-31$3,007,089
Total plan assets at end of year2012-12-31$1,717,644
Total plan assets at beginning of year2012-12-31$4,112,569
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$80,305
Expenses. Other expenses not covered elsewhere2012-12-31$7,433
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$386,351
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-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 loans2012-12-31$0
Value of corrective distributions2012-12-31$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 securities2012-12-31$0
2011 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-14,013
Expenses. Total of all expenses incurred2011-12-31$296,701
Benefits paid (including direct rollovers)2011-12-31$287,629
Total plan assets at end of year2011-12-31$4,112,569
Total plan assets at beginning of year2011-12-31$4,423,283
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$79,775
Expenses. Other expenses not covered elsewhere2011-12-31$9,072
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-214,153
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-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 loans2011-12-31$0
Value of corrective distributions2011-12-31$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 securities2011-12-31$0
2010 : COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
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$703,260
Expenses. Total of all expenses incurred2010-12-31$40,351
Benefits paid (including direct rollovers)2010-12-31$16,959
Total plan assets at end of year2010-12-31$4,423,283
Total plan assets at beginning of year2010-12-31$3,760,374
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$71,565
Expenses. Other expenses not covered elsewhere2010-12-31$23,392
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$492,403
Noncash contributions received2010-12-31$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 loans2010-12-31$0
Value of corrective distributions2010-12-31$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 securities2010-12-31$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 securities2009-12-31$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
2022-01-01Type 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 - TrustYes
2021: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) 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 - TrustYes
2020: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) 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 - TrustYes
2019: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) 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 - TrustYes
2018: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) 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 - TrustYes
2017: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) 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 - TrustYes
2016: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) 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 - TrustYes
2015: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) 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 - TrustYes
2014: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COASTAL UROLOGY ASSOCIATES, P.A. 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 - TrustYes
2010: COASTAL UROLOGY ASSOCIATES, P.A. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COASTAL UROLOGY ASSOCIATES, P.A. 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 funding arrangement – TrustYes
2009-01-01Plan 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 numberPHS210
Policy instance 1
Insurance contract or identification numberPHS210
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $555
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $555
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS210
Policy instance 1
Insurance contract or identification numberPHS210
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,736
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,736
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS210
Policy instance 1
Insurance contract or identification numberPHS210
Number of Individuals Covered12
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,757
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,757
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS210
Policy instance 1
Insurance contract or identification numberPHS210
Number of Individuals Covered21
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,842
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,842
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS210
Policy instance 1
Insurance contract or identification numberPHS210
Number of Individuals Covered20
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,785
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,785
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS210
Policy instance 1
Insurance contract or identification numberPHS210
Number of Individuals Covered20
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,765
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,765
Insurance broker organization code?3
Insurance broker nameCETERA FINANCIAL SPECIALISTS LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS210
Policy instance 1
Insurance contract or identification numberPHS210
Number of Individuals Covered25
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,401
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,401
Insurance broker organization code?3
Insurance broker nameCETERA FINANCIAL SPECIALISTS LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS210
Policy instance 1
Insurance contract or identification numberPHS210
Number of Individuals Covered24
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,839
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,839
Insurance broker organization code?3
Insurance broker nameCETERA FINANCIAL SPECIALISTS LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS210
Policy instance 1
Insurance contract or identification numberPHS210
Number of Individuals Covered24
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,129
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,129
Insurance broker organization code?3
Insurance broker nameCETERA FINANCIAL SPECIALISTS LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS210
Policy instance 1
Insurance contract or identification numberPHS210
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,507
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,507
Insurance broker organization code?3
Insurance broker nameCETERA FINANCIAL SPECIALISTS LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS210
Policy instance 1
Insurance contract or identification numberPHS210
Number of Individuals Covered22
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,997
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS210
Policy instance 1
Insurance contract or identification numberPHS210
Number of Individuals Covered17
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,461
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $74
Insurance broker organization code?3
Insurance broker nameGENWORTH FINANCIAL SECURITIES

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