?>
Logo

UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameUNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNION INTERNAL MEDICINE GROUP, P.A. has sponsored the creation of one or more 401k plans.

Company Name:UNION INTERNAL MEDICINE GROUP, P.A.
Employer identification number (EIN):221978640
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01NICHOLAS DEFILIPPIS2023-10-09 NICHOLAS DEFILIPPIS2023-10-09
0012021-01-01NICHOLAS DEFILIPPIS2022-07-12
0012020-01-01NICHOLAS DEFILIPPIS2021-09-09
0012019-01-01NICHOLAS DEFILIPPIS2020-09-04 NICHOLAS DEFILIPPIS2020-09-04
0012018-01-01NICHOLAS DEFILIPPIS2019-04-26 NICHOLAS DEFILIPPIS2019-04-26
0012017-01-01NICHOLAS DEFILIPPIS2018-03-29
0012017-01-01NICHOLAS DEFILIPPIS2018-11-28
0012016-01-01NICHOLAS DEFILIPPIS2017-06-13
0012015-01-01NICHOLAS DEFILIPPIS2016-04-27
0012014-01-01NICHOLAS DEFILIPPIS
0012013-01-01NICHOLAS DEFILIPPIS
0012012-01-01NICHOLAS DEFILIPPIS
0012011-01-01NICHOLAS DEFILIPPIS
0012009-01-01NICHOLAS DEFILIPPIS NICHOLAS DEFILIPPIS2010-04-19

Plan Statistics for UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0112
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0112
Number of participants with account balances2014-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112
Number of participants with account balances2013-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113
Total number of active participants reported on line 7a of the Form 55002012-01-0112
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0112
Number of participants with account balances2012-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0113
Number of participants with account balances2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$527,615
Expenses. Total of all expenses incurred2014-12-31$10,096
Total plan assets at end of year2014-12-31$5,356,420
Total plan assets at beginning of year2014-12-31$4,838,901
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$128,265
Expenses. Other expenses not covered elsewhere2014-12-31$10,096
Other income received2014-12-31$283,548
Net income (gross income less expenses)2014-12-31$517,519
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,356,420
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,838,901
Total contributions received or receivable from employer(s)2014-12-31$115,802
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$918,666
Expenses. Total of all expenses incurred2013-12-31$12,179
Total plan assets at end of year2013-12-31$4,838,901
Total plan assets at beginning of year2013-12-31$3,932,414
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$127,670
Expenses. Other expenses not covered elsewhere2013-12-31$12,179
Other income received2013-12-31$677,659
Net income (gross income less expenses)2013-12-31$906,487
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,838,901
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,932,414
Total contributions received or receivable from employer(s)2013-12-31$113,337
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$636,032
Expenses. Total of all expenses incurred2012-12-31$12,994
Benefits paid (including direct rollovers)2012-12-31$1,668
Total plan assets at end of year2012-12-31$3,932,414
Total plan assets at beginning of year2012-12-31$3,309,376
Total contributions received or receivable from participants2012-12-31$122,189
Expenses. Other expenses not covered elsewhere2012-12-31$11,326
Other income received2012-12-31$403,057
Net income (gross income less expenses)2012-12-31$623,038
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,932,414
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,309,376
Total contributions received or receivable from employer(s)2012-12-31$110,786
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$229,643
Expenses. Total of all expenses incurred2011-12-31$8,036
Benefits paid (including direct rollovers)2011-12-31$2,588
Total plan assets at end of year2011-12-31$3,309,376
Total plan assets at beginning of year2011-12-31$3,087,769
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$113,588
Expenses. Other expenses not covered elsewhere2011-12-31$5,448
Other income received2011-12-31$10,596
Net income (gross income less expenses)2011-12-31$221,607
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,309,376
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,087,769
Total contributions received or receivable from employer(s)2011-12-31$105,459
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$520,743
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$3,087,769
Total plan assets at beginning of year2010-12-31$2,567,026
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$108,350
Other income received2010-12-31$307,124
Net income (gross income less expenses)2010-12-31$520,743
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,087,769
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,567,026
Total contributions received or receivable from employer(s)2010-12-31$105,269
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING 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 UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN

2014: UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNION INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberC2498
Policy instance 1
Insurance contract or identification numberC2498
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,853
Total amount of fees paid to insurance companyUSD $3,526
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,711
Amount paid for insurance broker fees3256
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameJOSEPH MICHAEL SAVINO
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberC2498
Policy instance 1
Insurance contract or identification numberC2498
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $19,200
Total amount of fees paid to insurance companyUSD $3,939
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,000
Amount paid for insurance broker fees3536
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameJOSEPH MICHAEL SAVINO

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3