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PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NamePULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN
Plan identification number 001

PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • 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

PULMONARY CONSULTANTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PULMONARY CONSULTANTS, INC.
Employer identification number (EIN):431041604
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about PULMONARY CONSULTANTS, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1979-06-29
Company Identification Number: 538069
Legal Registered Office Address: 10496 MONTGOMERY ROAD
-
CINCINNATI
United States of America (USA)
45242

More information about PULMONARY CONSULTANTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-02-01
0012022-02-01
0012021-02-01
0012020-02-01
0012019-02-01
0012018-02-01
0012017-02-01
0012016-02-01
0012015-02-01
0012014-02-01KIM JACOBS
0012013-02-01KIM JACOBS
0012012-02-01KIM JACOBS KIM JACOBS2013-11-14
0012011-02-01KIM JACOBS KIM JACOBS2012-11-14
0012010-02-01KIM JACOBS KIM JACOBS2011-08-25
0012009-02-01KIM L JACOBS KIM L JACOBS2010-11-12

Financial Data on PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN

Measure Date Value
2025 : PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-051661510
Net assets as of the end of the plan year2025-05-0527612927
Total assets as of the beginning of the plan year2025-05-0525287012
Value of plan covered by a fidelity bond2025-05-05500000
Participant contributions to plan in this plan year2025-05-05313898
Other income to plan in this plan year2025-05-053536320
Plan net income in this plan year2025-05-052325915
Net assets as of the end of the plan year2025-05-0527612927
Net assets as of the beginning of the plan year2025-05-0525287012
Employer contributions to plan in this plan year2025-05-05137207
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-05170845
2024 : PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-11-15710734
Net assets as of the end of the plan year2024-11-1525287012
Total assets as of the beginning of the plan year2024-11-1523246334
Value of plan covered by a fidelity bond2024-11-15500000
Participant contributions to plan in this plan year2024-11-15310847
Other income to plan in this plan year2024-11-152305748
Plan net income in this plan year2024-11-152040678
Net assets as of the end of the plan year2024-11-1525287012
Net assets as of the beginning of the plan year2024-11-1523246334
Employer contributions to plan in this plan year2024-11-15134817
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-15143122
2022 : PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-11-152359770
Net assets as of the end of the plan year2022-11-1524944637
Total assets as of the beginning of the plan year2022-11-1524571428
Value of plan covered by a fidelity bond2022-11-15500000
Participant contributions to plan in this plan year2022-11-15274398
Other income to plan in this plan year2022-11-152330384
Plan net income in this plan year2022-11-15373209
Net assets as of the end of the plan year2022-11-1524944637
Net assets as of the beginning of the plan year2022-11-1524571428
Employer contributions to plan in this plan year2022-11-15128197
Expensese paid to adminstrative service provicers from plan in this plan year2022-11-15144334
2016 : PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-01-31$-536,782
Expenses. Total of all expenses incurred2016-01-31$175,991
Benefits paid (including direct rollovers)2016-01-31$101,595
Total plan assets at end of year2016-01-31$16,563,475
Total plan assets at beginning of year2016-01-31$17,276,248
Value of fidelity bond covering the plan2016-01-31$500,000
Total contributions received or receivable from participants2016-01-31$227,676
Contributions received from other sources (not participants or employers)2016-01-31$30,215
Other income received2016-01-31$-894,942
Net income (gross income less expenses)2016-01-31$-712,773
Net plan assets at end of year (total assets less liabilities)2016-01-31$16,563,475
Net plan assets at beginning of year (total assets less liabilities)2016-01-31$17,276,248
Total contributions received or receivable from employer(s)2016-01-31$100,269
Expenses. Administrative service providers (salaries,fees and commissions)2016-01-31$74,396
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-01-31$0
2015 : PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-01-31$1,438,907
Expenses. Total of all expenses incurred2015-01-31$266,009
Benefits paid (including direct rollovers)2015-01-31$191,926
Total plan assets at end of year2015-01-31$17,276,248
Total plan assets at beginning of year2015-01-31$16,103,350
Value of fidelity bond covering the plan2015-01-31$500,000
Total contributions received or receivable from participants2015-01-31$194,650
Other income received2015-01-31$1,151,836
Net income (gross income less expenses)2015-01-31$1,172,898
Net plan assets at end of year (total assets less liabilities)2015-01-31$17,276,248
Net plan assets at beginning of year (total assets less liabilities)2015-01-31$16,103,350
Assets. Value of assets in partnership/joint-venture interests2015-01-31$0
Total contributions received or receivable from employer(s)2015-01-31$92,421
Expenses. Administrative service providers (salaries,fees and commissions)2015-01-31$74,083
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-01-31$0
2014 : PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-01-31$1,330,976
Expenses. Total of all expenses incurred2014-01-31$152,517
Benefits paid (including direct rollovers)2014-01-31$83,832
Total plan assets at end of year2014-01-31$16,103,350
Total plan assets at beginning of year2014-01-31$14,924,891
Value of fidelity bond covering the plan2014-01-31$500,000
Total contributions received or receivable from participants2014-01-31$172,782
Other income received2014-01-31$1,072,288
Net income (gross income less expenses)2014-01-31$1,178,459
Net plan assets at end of year (total assets less liabilities)2014-01-31$16,103,350
Net plan assets at beginning of year (total assets less liabilities)2014-01-31$14,924,891
Assets. Value of assets in partnership/joint-venture interests2014-01-31$453,973
Total contributions received or receivable from employer(s)2014-01-31$85,906
Expenses. Administrative service providers (salaries,fees and commissions)2014-01-31$68,685
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-01-31$0
2013 : PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-01-31$1,793,816
Expenses. Total of all expenses incurred2013-01-31$105,453
Benefits paid (including direct rollovers)2013-01-31$46,693
Total plan assets at end of year2013-01-31$14,924,891
Total plan assets at beginning of year2013-01-31$13,236,528
Value of fidelity bond covering the plan2013-01-31$500,000
Total contributions received or receivable from participants2013-01-31$201,123
Other income received2013-01-31$1,494,128
Net income (gross income less expenses)2013-01-31$1,688,363
Net plan assets at end of year (total assets less liabilities)2013-01-31$14,924,891
Net plan assets at beginning of year (total assets less liabilities)2013-01-31$13,236,528
Assets. Value of assets in partnership/joint-venture interests2013-01-31$421,824
Total contributions received or receivable from employer(s)2013-01-31$98,565
Expenses. Administrative service providers (salaries,fees and commissions)2013-01-31$58,760
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-01-31$0
2012 : PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-01-31$999,432
Expenses. Total of all expenses incurred2012-01-31$220,488
Benefits paid (including direct rollovers)2012-01-31$172,915
Total plan assets at end of year2012-01-31$13,236,528
Total plan assets at beginning of year2012-01-31$12,457,584
Value of fidelity bond covering the plan2012-01-31$500,000
Total contributions received or receivable from participants2012-01-31$182,954
Other income received2012-01-31$493,527
Net income (gross income less expenses)2012-01-31$778,944
Net plan assets at end of year (total assets less liabilities)2012-01-31$13,236,528
Net plan assets at beginning of year (total assets less liabilities)2012-01-31$12,457,584
Assets. Value of assets in partnership/joint-venture interests2012-01-31$303,350
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-01-31$1,062
Total contributions received or receivable from employer(s)2012-01-31$322,951
Expenses. Administrative service providers (salaries,fees and commissions)2012-01-31$47,573
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-01-31$0
2011 : PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-01-31$2,031,006
Expenses. Total of all expenses incurred2011-01-31$172,065
Benefits paid (including direct rollovers)2011-01-31$135,902
Total plan assets at end of year2011-01-31$12,457,584
Total plan assets at beginning of year2011-01-31$10,598,643
Value of fidelity bond covering the plan2011-01-31$500,000
Total contributions received or receivable from participants2011-01-31$183,399
Other income received2011-01-31$1,557,632
Net income (gross income less expenses)2011-01-31$1,858,941
Net plan assets at end of year (total assets less liabilities)2011-01-31$12,457,584
Net plan assets at beginning of year (total assets less liabilities)2011-01-31$10,598,643
Assets. Value of assets in partnership/joint-venture interests2011-01-31$516,002
Total contributions received or receivable from employer(s)2011-01-31$289,975
Value of corrective distributions2011-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-01-31$36,163
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-31$0
2010 : PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-31$0

Form 5500 Responses for PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN

2015: PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Submission has been amendedNo
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planNo
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement – InsuranceYes
2015-02-01Plan benefit arrangement - TrustYes
2014: PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Submission has been amendedNo
2014-02-01This submission is the final filingNo
2014-02-01This return/report is a short plan year return/report (less than 12 months)No
2014-02-01Plan is a collectively bargained planNo
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement – InsuranceYes
2014-02-01Plan benefit arrangement - TrustYes
2013: PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planNo
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement – InsuranceYes
2013-02-01Plan benefit arrangement - TrustYes
2012: PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement – InsuranceYes
2012-02-01Plan benefit arrangement - TrustYes
2011: PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement – InsuranceYes
2011-02-01Plan benefit arrangement - TrustYes
2010: PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Submission has been amendedNo
2010-02-01This submission is the final filingNo
2010-02-01This return/report is a short plan year return/report (less than 12 months)No
2010-02-01Plan is a collectively bargained planNo
2010-02-01Plan funding arrangement – InsuranceYes
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement – InsuranceYes
2010-02-01Plan benefit arrangement - TrustYes
2009: PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement – InsuranceYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60751-1
Policy instance 1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number11196766
Policy instance 3
OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 )
Policy contract numberPT3204
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60751-1
Policy instance 1
OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 )
Policy contract numberPT3204
Policy instance 2
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number11196766
Policy instance 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60751-1
Policy instance 1
OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 )
Policy contract numberPT3204
Policy instance 2
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number11196766
Policy instance 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60751-1
Policy instance 1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number11196766
Policy instance 3
OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 )
Policy contract numberPT3204
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60751-1
Policy instance 1
OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 )
Policy contract numberPT3204
Policy instance 2
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number11196766
Policy instance 3
NATIONWIDE LIFE AND ANNUITY COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 70750 )
Policy contract numberPT 080170
Policy instance 1
OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 )
Policy contract numberPT3204
Policy instance 2
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number11196766
Policy instance 3

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