401k Plan data: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST plan

SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST
Plan identification number	002

SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined 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
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC

Employer identification number (EIN): 362960158

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-02-01 MUHAMMAD TABRIZ 2024-11-13 MUHAMMAD TABRIZ 2024-11-13
002 2022-02-01 MUHAMMAD TABRIZ 2023-11-12 MUHAMMAD TABRIZ 2023-11-12
002 2021-02-01
002 2021-02-01 MUHAMMAD TABRIZ, MD
002 2020-02-01
002 2019-02-01
002 2017-01-01 JOHN ANDREONI, MD JOHN ANDREONI, MD 2018-11-15
002 2016-02-01
002 2015-02-01
002 2014-02-01 JOHN ANDREONI, MD
002 2013-02-01 JOHN ANDREONI, MD
002 2012-02-01 B. RAMAKRISHNA, MD
002 2011-02-01 B. RAMAKRISHNA, MD
002 2010-02-01 B. RAMAKRISHNA, MD
002 2009-02-01 B. RAMAKRISHNA, MD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-02-01	MUHAMMAD TABRIZ	2024-11-13	MUHAMMAD TABRIZ	2024-11-13
002	2022-02-01	MUHAMMAD TABRIZ	2023-11-12	MUHAMMAD TABRIZ	2023-11-12
002	2021-02-01
002	2021-02-01	MUHAMMAD TABRIZ, MD
002	2020-02-01
002	2019-02-01
002	2017-01-01	JOHN ANDREONI, MD		JOHN ANDREONI, MD	2018-11-15
002	2016-02-01
002	2015-02-01
002	2014-02-01	JOHN ANDREONI, MD
002	2013-02-01	JOHN ANDREONI, MD
002	2012-02-01	B. RAMAKRISHNA, MD
002	2011-02-01	B. RAMAKRISHNA, MD
002	2010-02-01	B. RAMAKRISHNA, MD
002	2009-02-01	B. RAMAKRISHNA, MD

Plan Statistics for SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST

Measure Date Value
2024: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-11-13 14
Total number of particpants at end of year 2024-11-13 14
Number of Participants With Account Balances 2024-11-13 14
2021: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-02-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-02-01 10
Number of other retired or separated participants entitled to future benefits 2021-02-01 2
Total of all active and inactive participants 2021-02-01 12
Total participants 2021-02-01 12
Number of participants with account balances 2021-02-01 12
2020: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-02-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-02-01 9
Total of all active and inactive participants 2020-02-01 9
Total participants 2020-02-01 9
Number of participants with account balances 2020-02-01 9
2019: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-02-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 9
Number of other retired or separated participants entitled to future benefits 2019-02-01 1
Total of all active and inactive participants 2019-02-01 10
Total participants 2019-02-01 10
Number of participants with account balances 2019-02-01 10
2017: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 10
2016: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-02-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 10
Number of retired or separated participants receiving benefits 2016-02-01 0
Number of other retired or separated participants entitled to future benefits 2016-02-01 0
Total of all active and inactive participants 2016-02-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 0
Total participants 2016-02-01 10
Number of participants with account balances 2016-02-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-02-01 0
2015: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-02-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 10
Number of retired or separated participants receiving benefits 2015-02-01 0
Number of other retired or separated participants entitled to future benefits 2015-02-01 0
Total of all active and inactive participants 2015-02-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 0
Total participants 2015-02-01 10
Number of participants with account balances 2015-02-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 0
2014: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-02-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 9
Number of retired or separated participants receiving benefits 2014-02-01 0
Number of other retired or separated participants entitled to future benefits 2014-02-01 0
Total of all active and inactive participants 2014-02-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 0
Total participants 2014-02-01 9
Number of participants with account balances 2014-02-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 0
2013: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-02-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 10
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 0
Total of all active and inactive participants 2013-02-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 10
Number of participants with account balances 2013-02-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-02-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 10
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 1
Total of all active and inactive participants 2012-02-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 11
Number of participants with account balances 2012-02-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-02-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 11
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 1
Total of all active and inactive participants 2011-02-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 12
Number of participants with account balances 2011-02-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0
2010: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-02-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-02-01 10
Number of retired or separated participants receiving benefits 2010-02-01 0
Number of other retired or separated participants entitled to future benefits 2010-02-01 1
Total of all active and inactive participants 2010-02-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-02-01 0
Total participants 2010-02-01 11
Number of participants with account balances 2010-02-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-02-01 0
2009: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-02-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 11
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 0
Total of all active and inactive participants 2009-02-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 11
Number of participants with account balances 2009-02-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 0

Measure	Date	Value
2024: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-11-13	14
Total number of particpants at end of year	2024-11-13	14
Number of Participants With Account Balances	2024-11-13	14
2021: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-02-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-02-01	10
Number of other retired or separated participants entitled to future benefits	2021-02-01	2
Total of all active and inactive participants	2021-02-01	12
Total participants	2021-02-01	12
Number of participants with account balances	2021-02-01	12
2020: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-02-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-02-01	9
Total of all active and inactive participants	2020-02-01	9
Total participants	2020-02-01	9
Number of participants with account balances	2020-02-01	9
2019: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-02-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	9
Number of other retired or separated participants entitled to future benefits	2019-02-01	1
Total of all active and inactive participants	2019-02-01	10
Total participants	2019-02-01	10
Number of participants with account balances	2019-02-01	10
2017: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	10
2016: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-02-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	10
Number of retired or separated participants receiving benefits	2016-02-01	0
Number of other retired or separated participants entitled to future benefits	2016-02-01	0
Total of all active and inactive participants	2016-02-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	0
Total participants	2016-02-01	10
Number of participants with account balances	2016-02-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-02-01	0
2015: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-02-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	10
Number of retired or separated participants receiving benefits	2015-02-01	0
Number of other retired or separated participants entitled to future benefits	2015-02-01	0
Total of all active and inactive participants	2015-02-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	0
Total participants	2015-02-01	10
Number of participants with account balances	2015-02-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	0
2014: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-02-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	9
Number of retired or separated participants receiving benefits	2014-02-01	0
Number of other retired or separated participants entitled to future benefits	2014-02-01	0
Total of all active and inactive participants	2014-02-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	0
Total participants	2014-02-01	9
Number of participants with account balances	2014-02-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	0
2013: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-02-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	10
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	0
Total of all active and inactive participants	2013-02-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	10
Number of participants with account balances	2013-02-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-02-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	10
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	1
Total of all active and inactive participants	2012-02-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	11
Number of participants with account balances	2012-02-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-02-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	11
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	1
Total of all active and inactive participants	2011-02-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	12
Number of participants with account balances	2011-02-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0
2010: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-02-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-02-01	10
Number of retired or separated participants receiving benefits	2010-02-01	0
Number of other retired or separated participants entitled to future benefits	2010-02-01	1
Total of all active and inactive participants	2010-02-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-02-01	0
Total participants	2010-02-01	11
Number of participants with account balances	2010-02-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-02-01	0
2009: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-02-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	11
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	0
Total of all active and inactive participants	2009-02-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	11
Number of participants with account balances	2009-02-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	0

Financial Data on SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2024 : SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total liabilities as of the end of the plan year	2024-11-13	3938
Total expenses incurred by plan in this plan year	2024-11-13	1525760
Net assets as of the end of the plan year	2024-11-13	5425422
Total assets as of the beginning of the plan year	2024-11-13	5626499
Value of plan covered by a fidelity bond	2024-11-13	500000
Participant contributions to plan in this plan year	2024-11-13	216000
Other expenses paid from plan in this plan year	2024-11-13	0
Other contributions to plan in this plan year	2024-11-13	0
Other income to plan in this plan year	2024-11-13	737903
Plan net income in this plan year	2024-11-13	-205015
Net assets as of the end of the plan year	2024-11-13	5421484
Net assets as of the beginning of the plan year	2024-11-13	5626499
Value of contributions failed to transmitted timely	2024-11-13	30100
Employer contributions to plan in this plan year	2024-11-13	366842
Expensese paid to adminstrative service provicers from plan in this plan year	2024-11-13	41539
2022 : SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-01-31	$1,063,753
Expenses. Total of all expenses incurred	2022-01-31	$2,251,609
Benefits paid (including direct rollovers)	2022-01-31	$2,188,021
Total plan assets at end of year	2022-01-31	$5,763,143
Total plan assets at beginning of year	2022-01-31	$6,950,999
Value of fidelity bond covering the plan	2022-01-31	$500,000
Total contributions received or receivable from participants	2022-01-31	$195,444
Expenses. Other expenses not covered elsewhere	2022-01-31	$63,588
Other income received	2022-01-31	$593,388
Net income (gross income less expenses)	2022-01-31	$-1,187,856
Net plan assets at end of year (total assets less liabilities)	2022-01-31	$5,763,143
Net plan assets at beginning of year (total assets less liabilities)	2022-01-31	$6,950,999
Total contributions received or receivable from employer(s)	2022-01-31	$274,921
2021 : SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-01-31	$1,319,421
Expenses. Total of all expenses incurred	2021-01-31	$1,045,966
Benefits paid (including direct rollovers)	2021-01-31	$984,103
Total plan assets at end of year	2021-01-31	$6,950,999
Total plan assets at beginning of year	2021-01-31	$6,677,544
Value of fidelity bond covering the plan	2021-01-31	$500,000
Total contributions received or receivable from participants	2021-01-31	$154,700
Expenses. Other expenses not covered elsewhere	2021-01-31	$61,863
Other income received	2021-01-31	$923,453
Net income (gross income less expenses)	2021-01-31	$273,455
Net plan assets at end of year (total assets less liabilities)	2021-01-31	$6,950,999
Net plan assets at beginning of year (total assets less liabilities)	2021-01-31	$6,677,544
Total contributions received or receivable from employer(s)	2021-01-31	$241,268
Funding deficiency by the employer to the plan for this plan year	2021-01-31	$0
Minimum employer required contribution for this plan year	2021-01-31	$0
Amount contributed by the employer to the plan for this plan year	2021-01-31	$0
2020 : SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-01-31	$1,171,826
Expenses. Total of all expenses incurred	2020-01-31	$51,990
Total plan assets at end of year	2020-01-31	$6,677,544
Total plan assets at beginning of year	2020-01-31	$5,557,708
Value of fidelity bond covering the plan	2020-01-31	$500,000
Total contributions received or receivable from participants	2020-01-31	$143,750
Expenses. Other expenses not covered elsewhere	2020-01-31	$51,990
Other income received	2020-01-31	$753,041
Net income (gross income less expenses)	2020-01-31	$1,119,836
Net plan assets at end of year (total assets less liabilities)	2020-01-31	$6,677,544
Net plan assets at beginning of year (total assets less liabilities)	2020-01-31	$5,557,708
Total contributions received or receivable from employer(s)	2020-01-31	$275,035
2019 : SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2019 401k financial data
Funding deficiency by the employer to the plan for this plan year	2019-01-31	$0
Minimum employer required contribution for this plan year	2019-01-31	$0
Amount contributed by the employer to the plan for this plan year	2019-01-31	$0
2017 : SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$1,163,969
Expenses. Total of all expenses incurred	2017-12-31	$36,642
Benefits paid (including direct rollovers)	2017-12-31	$1,005
Total plan assets at end of year	2017-12-31	$5,328,105
Total plan assets at beginning of year	2017-12-31	$4,200,778
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$136,900
Expenses. Other expenses not covered elsewhere	2017-12-31	$35,637
Other income received	2017-12-31	$786,134
Net income (gross income less expenses)	2017-12-31	$1,127,327
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,328,105
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,200,778
Assets. Value of participant loans	2017-12-31	$21,286
Total contributions received or receivable from employer(s)	2017-12-31	$240,935
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
Total income from all sources	2017-01-31	$1,008,268
Expenses. Total of all expenses incurred	2017-01-31	$2,624,975
Benefits paid (including direct rollovers)	2017-01-31	$2,588,046
Total plan assets at end of year	2017-01-31	$4,200,778
Total plan assets at beginning of year	2017-01-31	$5,817,485
Value of fidelity bond covering the plan	2017-01-31	$500,000
Total contributions received or receivable from participants	2017-01-31	$118,100
Expenses. Other expenses not covered elsewhere	2017-01-31	$36,929
Other income received	2017-01-31	$660,596
Net income (gross income less expenses)	2017-01-31	$-1,616,707
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$4,200,778
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$5,817,485
Assets. Value of participant loans	2017-01-31	$31,270
Total contributions received or receivable from employer(s)	2017-01-31	$229,572
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-01-31	$0
2016 : SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-01-31	$147,619
Expenses. Total of all expenses incurred	2016-01-31	$56,358
Total plan assets at end of year	2016-01-31	$5,817,485
Total plan assets at beginning of year	2016-01-31	$5,726,224
Value of fidelity bond covering the plan	2016-01-31	$500,000
Total contributions received or receivable from participants	2016-01-31	$136,300
Expenses. Other expenses not covered elsewhere	2016-01-31	$56,358
Other income received	2016-01-31	$-248,247
Net income (gross income less expenses)	2016-01-31	$91,261
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$5,817,485
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$5,726,224
Assets. Value of participant loans	2016-01-31	$41,086
Total contributions received or receivable from employer(s)	2016-01-31	$259,566
2015 : SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total plan liabilities at beginning of year	2015-01-31	$0
Total income from all sources	2015-01-31	$644,642
Expenses. Total of all expenses incurred	2015-01-31	$84,343
Benefits paid (including direct rollovers)	2015-01-31	$23,006
Total plan assets at end of year	2015-01-31	$5,726,224
Total plan assets at beginning of year	2015-01-31	$5,165,925
Value of fidelity bond covering the plan	2015-01-31	$500,000
Total contributions received or receivable from participants	2015-01-31	$115,764
Expenses. Other expenses not covered elsewhere	2015-01-31	$61,337
Other income received	2015-01-31	$307,503
Net income (gross income less expenses)	2015-01-31	$560,299
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$5,726,224
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$5,165,925
Assets. Value of participant loans	2015-01-31	$0
Total contributions received or receivable from employer(s)	2015-01-31	$221,375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-01-31	$0
2014 : SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-01-31	$0
Total income from all sources	2014-01-31	$596,409
Expenses. Total of all expenses incurred	2014-01-31	$576,997
Benefits paid (including direct rollovers)	2014-01-31	$527,447
Total plan assets at end of year	2014-01-31	$5,165,925
Total plan assets at beginning of year	2014-01-31	$5,146,513
Value of fidelity bond covering the plan	2014-01-31	$500,000
Total contributions received or receivable from participants	2014-01-31	$113,200
Expenses. Other expenses not covered elsewhere	2014-01-31	$49,550
Other income received	2014-01-31	$265,774
Net income (gross income less expenses)	2014-01-31	$19,412
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$5,165,925
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$5,146,513
Assets. Value of participant loans	2014-01-31	$635
Total contributions received or receivable from employer(s)	2014-01-31	$217,435
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
2013 : SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total plan liabilities at beginning of year	2013-01-31	$0
Total income from all sources	2013-01-31	$641,644
Expenses. Total of all expenses incurred	2013-01-31	$65,476
Benefits paid (including direct rollovers)	2013-01-31	$34,725
Total plan assets at end of year	2013-01-31	$5,146,513
Total plan assets at beginning of year	2013-01-31	$4,570,345
Value of fidelity bond covering the plan	2013-01-31	$500,000
Total contributions received or receivable from participants	2013-01-31	$111,100
Expenses. Other expenses not covered elsewhere	2013-01-31	$30,751
Other income received	2013-01-31	$288,296
Net income (gross income less expenses)	2013-01-31	$576,168
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$5,146,513
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$4,570,345
Assets. Value of participant loans	2013-01-31	$3,880
Total contributions received or receivable from employer(s)	2013-01-31	$242,248
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-31	$0
2012 : SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-01-31	$0
Total income from all sources	2012-01-31	$690,441
Expenses. Total of all expenses incurred	2012-01-31	$1,583
Total plan assets at end of year	2012-01-31	$4,570,345
Total plan assets at beginning of year	2012-01-31	$3,881,487
Value of fidelity bond covering the plan	2012-01-31	$300,000
Total contributions received or receivable from participants	2012-01-31	$126,135
Expenses. Other expenses not covered elsewhere	2012-01-31	$1,583
Other income received	2012-01-31	$320,327
Net income (gross income less expenses)	2012-01-31	$688,858
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$4,570,345
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$3,881,487
Total contributions received or receivable from employer(s)	2012-01-31	$243,979
2011 : SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total plan liabilities at beginning of year	2011-01-31	$0
Total income from all sources	2011-01-31	$652,515
Expenses. Total of all expenses incurred	2011-01-31	$1,150
Total plan assets at end of year	2011-01-31	$3,881,487
Total plan assets at beginning of year	2011-01-31	$3,230,122
Value of fidelity bond covering the plan	2011-01-31	$300,000
Total contributions received or receivable from participants	2011-01-31	$119,245
Expenses. Other expenses not covered elsewhere	2011-01-31	$1,150
Other income received	2011-01-31	$292,148
Net income (gross income less expenses)	2011-01-31	$651,365
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$3,881,487
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$3,230,122
Total contributions received or receivable from employer(s)	2011-01-31	$241,122

Form 5500 Responses for SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST

2021: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-02-01	Type of plan entity	Single employer plan
2021-02-01	Plan funding arrangement – Trust	Yes
2021-02-01	Plan benefit arrangement - Trust	Yes
2020: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-02-01	Type of plan entity	Single employer plan
2020-02-01	Plan funding arrangement – Trust	Yes
2020-02-01	Plan benefit arrangement - Trust	Yes
2019: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2017: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Submission has been amended	No
2016-02-01	This submission is the final filing	No
2016-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-02-01	Plan is a collectively bargained plan	No
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Submission has been amended	No
2015-02-01	This submission is the final filing	No
2015-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-02-01	Plan is a collectively bargained plan	No
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Submission has been amended	No
2014-02-01	This submission is the final filing	No
2014-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-02-01	Plan is a collectively bargained plan	No
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2010: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-02-01	Type of plan entity	Single employer plan
2010-02-01	Submission has been amended	No
2010-02-01	This submission is the final filing	No
2010-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-02-01	Plan is a collectively bargained plan	No
2010-02-01	Plan funding arrangement – Trust	Yes
2010-02-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number	9200035871
Policy instance	1
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number	9200035871
Policy instance	1

Potentially related plans

SOUTHWEST INFECTIOUS DISEASE ASSOCIATES 401K PLAN [EIN = 363792031]

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Company Name:	SOUTHWEST INFECTIOUS DISEASE & INTERNAL MEDICINE, SC
Employer identification number (EIN):	362960158
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)