CAROLINA WOMEN'S PHYSICIANS, PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CAROLINA WOMEN'S PHYSICIANS, PA 401(K) PLAN
Measure | Date | Value |
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2013: CAROLINA WOMEN'S PHYSICIANS, PA 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 8 |
Number of participants with account balances | 2013-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: CAROLINA WOMEN'S PHYSICIANS, PA 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 10 |
Number of participants with account balances | 2012-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: CAROLINA WOMEN'S PHYSICIANS, PA 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 11 |
Number of participants with account balances | 2011-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: CAROLINA WOMEN'S PHYSICIANS, PA 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 3 |
Measure | Date | Value |
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2013 : CAROLINA WOMEN'S PHYSICIANS, PA 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $149,792 |
Expenses. Total of all expenses incurred | 2013-12-31 | $9,390 |
Benefits paid (including direct rollovers) | 2013-12-31 | $9,340 |
Total plan assets at end of year | 2013-12-31 | $570,970 |
Total plan assets at beginning of year | 2013-12-31 | $430,568 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Total contributions received or receivable from participants | 2013-12-31 | $27,260 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $50 |
Other income received | 2013-12-31 | $103,694 |
Net income (gross income less expenses) | 2013-12-31 | $140,402 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $570,970 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $430,568 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $18,838 |
2012 : CAROLINA WOMEN'S PHYSICIANS, PA 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $120,673 |
Expenses. Total of all expenses incurred | 2012-12-31 | $7,981 |
Benefits paid (including direct rollovers) | 2012-12-31 | $7,931 |
Total plan assets at end of year | 2012-12-31 | $430,568 |
Total plan assets at beginning of year | 2012-12-31 | $317,876 |
Value of fidelity bond covering the plan | 2012-12-31 | $40,000 |
Total contributions received or receivable from participants | 2012-12-31 | $23,927 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $50 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $4,162 |
Other income received | 2012-12-31 | $47,584 |
Net income (gross income less expenses) | 2012-12-31 | $112,692 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $430,568 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $317,876 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $45,000 |
2011 : CAROLINA WOMEN'S PHYSICIANS, PA 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $69,135 |
Total plan assets at end of year | 2011-12-31 | $317,876 |
Total plan assets at beginning of year | 2011-12-31 | $248,741 |
Value of fidelity bond covering the plan | 2011-12-31 | $40,000 |
Total contributions received or receivable from participants | 2011-12-31 | $24,135 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $18,286 |
Other income received | 2011-12-31 | $-18,724 |
Net income (gross income less expenses) | 2011-12-31 | $69,135 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $317,876 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $248,741 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $45,438 |
2010 : CAROLINA WOMEN'S PHYSICIANS, PA 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $217,857 |
Expenses. Total of all expenses incurred | 2010-12-31 | $28,317 |
Benefits paid (including direct rollovers) | 2010-12-31 | $28,267 |
Total plan assets at end of year | 2010-12-31 | $248,741 |
Total plan assets at beginning of year | 2010-12-31 | $59,201 |
Value of fidelity bond covering the plan | 2010-12-31 | $40,000 |
Total contributions received or receivable from participants | 2010-12-31 | $23,040 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $50 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $146,111 |
Other income received | 2010-12-31 | $18,706 |
Net income (gross income less expenses) | 2010-12-31 | $189,540 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $248,741 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $59,201 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $30,000 |
2013: CAROLINA WOMEN'S PHYSICIANS, PA 401(K) PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CAROLINA WOMEN'S PHYSICIANS, PA 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CAROLINA WOMEN'S PHYSICIANS, PA 401(K) PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CAROLINA WOMEN'S PHYSICIANS, PA 401(K) PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | First time form 5500 has been submitted | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 942717-01 |
Policy instance | 1 |
Insurance contract or identification number | 942717-01 | Number of Individuals Covered | 15 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $2,753 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,956 | Insurance broker organization code? | 3 | Insurance broker name | KEVIN ZOLTEK |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 942717-01 |
Policy instance | 1 |
Insurance contract or identification number | 942717-01 | Number of Individuals Covered | 13 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $2,123 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,123 | Insurance broker organization code? | 3 | Insurance broker name | KEVIN ZOLTEK |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 942717-01 |
Policy instance | 1 |
Insurance contract or identification number | 942717-01 | Number of Individuals Covered | 11 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $1,785 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 942717-01 |
Policy instance | 1 |
Insurance contract or identification number | 942717-01 | Number of Individuals Covered | 6 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $2,449 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,449 | Insurance broker organization code? | 3 | Insurance broker name | KEVIN ZOLTEK |
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