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| Plan Name | CARLISLE DIGESTIVE DISEASE ASSOCIATES, LTD EMPLOYEE BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | CARLISLE DIGESTIVE DISEASE ASSOC LTD AND CARLISLE ENDOSCOPY CTR LTD |
| Employer identification number (EIN): | 251603995 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2019-01-01 | ||||
| 501 | 2018-05-01 |
| Measure | Date | Value |
|---|---|---|
| 2019: CARLISLE DIGESTIVE DISEASE ASSOCIATES, LTD EMPLOYEE BENEFIT PLAN 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 32 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 32 |
| 2018: CARLISLE DIGESTIVE DISEASE ASSOCIATES, LTD EMPLOYEE BENEFIT PLAN 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-05-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 30 |
| Number of retired or separated participants receiving benefits | 2018-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-05-01 | 0 |
| Total of all active and inactive participants | 2018-05-01 | 30 |
| Measure | Date | Value |
|---|---|---|
| 2019 : CARLISLE DIGESTIVE DISEASE ASSOCIATES, LTD EMPLOYEE BENEFIT PLAN 2019 401k financial data | ||
| Total plan liabilities at end of year | 2019-12-31 | $22,384 |
| Total plan liabilities at beginning of year | 2019-12-31 | $4,867 |
| Total income from all sources | 2019-12-31 | $382,681 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $425,357 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $245,369 |
| Total plan assets at end of year | 2019-12-31 | $43,437 |
| Total plan assets at beginning of year | 2019-12-31 | $68,596 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $63,087 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $155,320 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $163 |
| Net income (gross income less expenses) | 2019-12-31 | $-42,676 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $21,053 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $63,729 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $319,431 |
| Value of corrective distributions | 2019-12-31 | $12,700 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $11,968 |
| 2018 : CARLISLE DIGESTIVE DISEASE ASSOCIATES, LTD EMPLOYEE BENEFIT PLAN 2018 401k financial data | ||
| Total plan liabilities at end of year | 2018-12-31 | $4,867 |
| Total income from all sources | 2018-12-31 | $284,185 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $220,456 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $106,739 |
| Total plan assets at end of year | 2018-12-31 | $68,596 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $26,855 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $106,005 |
| Other income received | 2018-12-31 | $40 |
| Net income (gross income less expenses) | 2018-12-31 | $63,729 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $63,729 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $257,290 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $7,712 |
| 2019: CARLISLE DIGESTIVE DISEASE ASSOCIATES, LTD EMPLOYEE BENEFIT 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 – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: CARLISLE DIGESTIVE DISEASE ASSOCIATES, LTD EMPLOYEE BENEFIT PLAN 2018 form 5500 responses | ||
| 2018-05-01 | Type of plan entity | Single employer plan |
| 2018-05-01 | First time form 5500 has been submitted | Yes |
| 2018-05-01 | Submission has been amended | No |
| 2018-05-01 | This submission is the final filing | No |
| 2018-05-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-05-01 | Plan is a collectively bargained plan | No |
| 2018-05-01 | Plan funding arrangement – Insurance | Yes |
| 2018-05-01 | Plan funding arrangement – Trust | Yes |
| 2018-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-05-01 | Plan benefit arrangement - Trust | Yes |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | VERIS | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 51341 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | VERIS | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 51341 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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