401k Plan data: COLO-RECTAL ASSOCIATES PROFIT SHARING PLAN plan

COLO-RECTAL ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan Name	COLO-RECTAL ASSOCIATES PROFIT SHARING PLAN
Plan identification number	001

COLO-RECTAL ASSOCIATES PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COLO-RECTAL ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: COLO-RECTAL ASSOCIATES

Employer identification number (EIN): 251207077

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLO-RECTAL ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-07-01 JAMES BARAN 2020-09-02
001 2019-07-01 JAMES BARAN 2020-09-01
001 2018-07-01 JAMES BARAN 2020-04-01
001 2017-07-01 JAMES BARAN 2019-03-27
001 2016-07-01 JAMES BARAN 2018-04-05
001 2015-07-01 JAMES BARAN 2017-01-23
001 2014-07-01 JAMES BARAN 2016-04-15
001 2013-07-01 JAMES BARAN 2015-04-14
001 2012-07-01 JAMES BARAN 2014-03-27
001 2011-07-01 JAMES BARAN
001 2009-07-01 BRADLEY A. LEVINSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-07-01	JAMES BARAN	2020-09-02
001	2019-07-01	JAMES BARAN	2020-09-01
001	2018-07-01	JAMES BARAN	2020-04-01
001	2017-07-01	JAMES BARAN	2019-03-27
001	2016-07-01	JAMES BARAN	2018-04-05
001	2015-07-01	JAMES BARAN	2017-01-23
001	2014-07-01	JAMES BARAN	2016-04-15
001	2013-07-01	JAMES BARAN	2015-04-14
001	2012-07-01	JAMES BARAN	2014-03-27
001	2011-07-01	JAMES BARAN
001	2009-07-01	BRADLEY A. LEVINSON

Plan Statistics for COLO-RECTAL ASSOCIATES PROFIT SHARING PLAN

401k plan membership statisitcs for COLO-RECTAL ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2011: COLO-RECTAL ASSOCIATES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 4
Number of retired or separated participants receiving benefits 2011-07-01 1
Number of other retired or separated participants entitled to future benefits 2011-07-01 6
Total of all active and inactive participants 2011-07-01 11
Total participants 2011-07-01 11
Number of participants with account balances 2011-07-01 11
2009: COLO-RECTAL ASSOCIATES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 7
Number of retired or separated participants receiving benefits 2009-07-01 1
Number of other retired or separated participants entitled to future benefits 2009-07-01 3
Total of all active and inactive participants 2009-07-01 11
Total participants 2009-07-01 11
Number of participants with account balances 2009-07-01 11

Measure	Date	Value
2011: COLO-RECTAL ASSOCIATES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	4
Number of retired or separated participants receiving benefits	2011-07-01	1
Number of other retired or separated participants entitled to future benefits	2011-07-01	6
Total of all active and inactive participants	2011-07-01	11
Total participants	2011-07-01	11
Number of participants with account balances	2011-07-01	11
2009: COLO-RECTAL ASSOCIATES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	7
Number of retired or separated participants receiving benefits	2009-07-01	1
Number of other retired or separated participants entitled to future benefits	2009-07-01	3
Total of all active and inactive participants	2009-07-01	11
Total participants	2009-07-01	11
Number of participants with account balances	2009-07-01	11

Financial Data on COLO-RECTAL ASSOCIATES PROFIT SHARING PLAN

Measure	Date	Value
2012 : COLO-RECTAL ASSOCIATES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$107,866
Expenses. Total of all expenses incurred	2012-06-30	$107,427
Benefits paid (including direct rollovers)	2012-06-30	$81,041
Total plan assets at end of year	2012-06-30	$2,361,326
Total plan assets at beginning of year	2012-06-30	$2,360,887
Value of fidelity bond covering the plan	2012-06-30	$250,000
Total contributions received or receivable from participants	2012-06-30	$20,574
Other income received	2012-06-30	$86,793
Net income (gross income less expenses)	2012-06-30	$439
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$2,361,326
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$2,360,887
Total contributions received or receivable from employer(s)	2012-06-30	$499
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$26,386
2011 : COLO-RECTAL ASSOCIATES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$370,244
Expenses. Total of all expenses incurred	2011-06-30	$68,417
Benefits paid (including direct rollovers)	2011-06-30	$49,129
Total plan assets at end of year	2011-06-30	$2,360,887
Total plan assets at beginning of year	2011-06-30	$2,059,060
Value of fidelity bond covering the plan	2011-06-30	$250,000
Total contributions received or receivable from participants	2011-06-30	$34,368
Other income received	2011-06-30	$330,876
Net income (gross income less expenses)	2011-06-30	$301,827
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$2,360,887
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$2,059,060
Assets. Value of participant loans	2011-06-30	$4,204
Total contributions received or receivable from employer(s)	2011-06-30	$5,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$19,288

Form 5500 Responses for COLO-RECTAL ASSOCIATES PROFIT SHARING PLAN

2011: COLO-RECTAL ASSOCIATES PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: COLO-RECTAL ASSOCIATES PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GENWORTH LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 63401 )

Policy contract number

P0000698

Policy instance

Insurance contract or identification number	P0000698
Number of Individuals Covered	1
Insurance policy start date	2011-10-01
Insurance policy end date	2012-11-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GENWORTH LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 63401 )

Policy contract number

P0000698

Policy instance

Insurance contract or identification number	P0000698
Number of Individuals Covered	1
Insurance policy start date	2010-10-01
Insurance policy end date	2011-11-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	COLO-RECTAL ASSOCIATES
Employer identification number (EIN):	251207077
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)