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GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameGOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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

GOLDMAN AND MILLER CARDIOLOGY has sponsored the creation of one or more 401k plans.

Company Name:GOLDMAN AND MILLER CARDIOLOGY
Employer identification number (EIN):382166494
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LARY GOLDMAN2023-07-07
0012021-01-01LARY GOLDMAN2022-07-11
0012020-01-01
0012019-01-01LARY GOLDMAN2020-07-20
0012019-01-01
0012018-01-01LARY GOLDMAN2019-09-05
0012018-01-01
0012017-01-01LARY GOLDMAN2018-07-09
0012017-01-01
0012016-01-01LARY GOLDMAN2017-07-10
0012016-01-01
0012015-01-01LARY GOLDMAN2016-07-06
0012015-01-01
0012014-01-01
0012014-01-01LARY GOLDMAN2015-05-01
0012013-07-01LARY GOLDMAN2014-05-27
0012013-07-01
0012012-07-01LARY GOLDMAN LARY GOLDMAN2014-01-28
0012011-07-01LARY GOLDMAN
0012010-07-01LARY GOLDMAN
0012009-07-01LARY GOLDMAN

Plan Statistics for GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2020: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0116
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 benefits2020-01-015
Total of all active and inactive participants2020-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0116
Number of participants with account balances2020-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0115
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 benefits2019-01-013
Total of all active and inactive participants2019-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0116
Number of participants with account balances2019-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0114
Total number of active participants reported on line 7a of the Form 55002018-01-0112
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0115
Number of participants with account balances2018-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0111
Total number of active participants reported on line 7a of the Form 55002017-01-0111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0113
Number of participants with account balances2017-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0113
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Number of participants with account balances2016-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0113
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 benefits2015-01-012
Total of all active and inactive participants2015-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0113
Number of participants with account balances2015-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0115
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 benefits2014-01-011
Total of all active and inactive participants2014-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0113
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-0114
Total number of active participants reported on line 7a of the Form 55002013-07-0114
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0114
Number of participants with account balances2013-07-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-0114
Total number of active participants reported on line 7a of the Form 55002012-07-0114
Total of all active and inactive participants2012-07-0114
Total participants2012-07-0114
2011: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-0134
Total number of active participants reported on line 7a of the Form 55002011-07-0114
Total of all active and inactive participants2011-07-0114
Total participants2011-07-0114
Number of participants with account balances2011-07-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-015
2010: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-0137
Number of retired or separated participants receiving benefits2010-07-013
Total of all active and inactive participants2010-07-013
Total participants2010-07-013
Number of participants with account balances2010-07-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-0144
Total number of active participants reported on line 7a of the Form 55002009-07-0132
Total of all active and inactive participants2009-07-0132
Total participants2009-07-0132
Number of participants with account balances2009-07-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-013

Financial Data on GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2020 : GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$578,919
Expenses. Total of all expenses incurred2020-12-31$4,440,626
Benefits paid (including direct rollovers)2020-12-31$4,440,512
Total plan assets at end of year2020-12-31$2,043,197
Total plan assets at beginning of year2020-12-31$5,904,904
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$77,010
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$409,974
Net income (gross income less expenses)2020-12-31$-3,861,707
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,043,197
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,904,904
Assets. Value of participant loans2020-12-31$6,454
Total contributions received or receivable from employer(s)2020-12-31$91,935
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$114
2019 : GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,152,195
Expenses. Total of all expenses incurred2019-12-31$44
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$5,904,904
Total plan assets at beginning of year2019-12-31$4,752,753
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$34,551
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,032,494
Net income (gross income less expenses)2019-12-31$1,152,151
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,904,904
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,752,753
Assets. Value of participant loans2019-12-31$6,519
Total contributions received or receivable from employer(s)2019-12-31$85,150
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$44
2018 : GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-262,604
Expenses. Total of all expenses incurred2018-12-31$38
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$4,752,753
Total plan assets at beginning of year2018-12-31$5,015,395
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$133,293
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-484,454
Net income (gross income less expenses)2018-12-31$-262,642
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,752,753
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,015,395
Assets. Value of participant loans2018-12-31$7,455
Total contributions received or receivable from employer(s)2018-12-31$88,557
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$38
2015 : GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2015 401k financial data
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$158,185
Expenses. Total of all expenses incurred2015-12-31$9,653
Benefits paid (including direct rollovers)2015-12-31$7,225
Total plan assets at end of year2015-12-31$3,886,443
Total plan assets at beginning of year2015-12-31$3,737,911
Value of fidelity bond covering the plan2015-12-31$0
Total contributions received or receivable from participants2015-12-31$119,783
Contributions received from other sources (not participants or employers)2015-12-31$334
Other income received2015-12-31$-51,210
Net income (gross income less expenses)2015-12-31$148,532
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,886,443
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,737,911
Total contributions received or receivable from employer(s)2015-12-31$89,278
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$2,428
2014 : GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2014 401k financial data
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$356,770
Expenses. Total of all expenses incurred2014-12-31$39,613
Benefits paid (including direct rollovers)2014-12-31$37,332
Total plan assets at end of year2014-12-31$3,737,911
Total plan assets at beginning of year2014-12-31$3,420,754
Value of fidelity bond covering the plan2014-12-31$0
Total contributions received or receivable from participants2014-12-31$82,483
Contributions received from other sources (not participants or employers)2014-12-31$2,103
Other income received2014-12-31$186,982
Net income (gross income less expenses)2014-12-31$317,157
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,737,911
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,420,754
Total contributions received or receivable from employer(s)2014-12-31$85,202
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$2,281
2013 : GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2013 401k financial data
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$258,434
Expenses. Total of all expenses incurred2013-12-31$550
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$3,420,754
Total plan assets at beginning of year2013-12-31$3,162,870
Value of fidelity bond covering the plan2013-12-31$0
Total contributions received or receivable from participants2013-12-31$17,631
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$240,803
Net income (gross income less expenses)2013-12-31$257,884
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,420,754
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,162,870
Assets. Value of participant loans2013-12-31$761
Total contributions received or receivable from employer(s)2013-12-31$0
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$550
Total income from all sources2013-06-30$225,377
Expenses. Total of all expenses incurred2013-06-30$82,162
Benefits paid (including direct rollovers)2013-06-30$82,162
Total plan assets at end of year2013-06-30$3,162,870
Total plan assets at beginning of year2013-06-30$3,019,655
Value of fidelity bond covering the plan2013-06-30$82,500
Total contributions received or receivable from participants2013-06-30$4,828
Other income received2013-06-30$220,549
Net income (gross income less expenses)2013-06-30$143,215
Net plan assets at end of year (total assets less liabilities)2013-06-30$3,162,870
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$3,019,655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2012 401k financial data
Total income from all sources2012-06-30$-250,036
Expenses. Total of all expenses incurred2012-06-30$4,971,073
Benefits paid (including direct rollovers)2012-06-30$4,966,055
Total plan assets at end of year2012-06-30$3,019,655
Total plan assets at beginning of year2012-06-30$8,240,764
Value of fidelity bond covering the plan2012-06-30$82,500
Other income received2012-06-30$-380,185
Net income (gross income less expenses)2012-06-30$-5,221,109
Net plan assets at end of year (total assets less liabilities)2012-06-30$3,019,655
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$8,240,764
Assets. Value of participant loans2012-06-30$2,315
Total contributions received or receivable from employer(s)2012-06-30$130,149
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$5,018
2011 : GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data
Total income from all sources2011-06-30$1,274,132
Expenses. Total of all expenses incurred2011-06-30$21,579
Benefits paid (including direct rollovers)2011-06-30$6,520
Total plan assets at end of year2011-06-30$8,240,764
Total plan assets at beginning of year2011-06-30$6,988,211
Value of fidelity bond covering the plan2011-06-30$82,500
Other income received2011-06-30$1,274,132
Net income (gross income less expenses)2011-06-30$1,252,553
Net plan assets at end of year (total assets less liabilities)2011-06-30$8,240,764
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$6,988,211
Assets. Value of participant loans2011-06-30$24,667
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$15,059

Form 5500 Responses for GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST

2020: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: GOLDMAN AND MILLER CARDIOLOGY 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110245
Policy instance 1
Insurance contract or identification number110245
Number of Individuals Covered14
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,981
Total amount of fees paid to insurance companyUSD $752
Are there contracts with allocated funds for individual policies?0
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 $0
Amount paid for insurance broker fees752
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110245
Policy instance 1
Insurance contract or identification number110245
Number of Individuals Covered13
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,142
Total amount of fees paid to insurance companyUSD $670
Are there contracts with allocated funds for individual policies?0
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 $0
Amount paid for insurance broker fees22
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110245
Policy instance 1
Insurance contract or identification number110245
Number of Individuals Covered12
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,145
Total amount of fees paid to insurance companyUSD $615
Are there contracts with allocated funds for individual policies?0
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110245
Policy instance 1
Insurance contract or identification number110245
Number of Individuals Covered13
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $412
Are there contracts with allocated funds for individual policies?0
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 $0
Amount paid for insurance broker fees108
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110425
Policy instance 1
Insurance contract or identification number110425
Number of Individuals Covered14
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $709
Are there contracts with allocated funds for individual policies?0
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 $0
Amount paid for insurance broker fees709
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110245
Policy instance 1
Insurance contract or identification number110245
Number of Individuals Covered14
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,244
Total amount of fees paid to insurance companyUSD $856
Are there contracts with allocated funds for individual policies?0
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 $0
Amount paid for insurance broker fees799
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5

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