| Plan Name | PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-02-01 | ||||
| 001 | 2022-02-01 | ||||
| 001 | 2021-02-01 | ||||
| 001 | 2020-02-01 | ||||
| 001 | 2019-02-01 | ||||
| 001 | 2018-02-01 | ||||
| 001 | 2017-02-01 | ||||
| 001 | 2016-02-01 | ||||
| 001 | 2015-02-01 | ||||
| 001 | 2014-02-01 | KIM JACOBS | |||
| 001 | 2013-02-01 | KIM JACOBS | |||
| 001 | 2012-02-01 | KIM JACOBS | KIM JACOBS | 2013-11-14 | |
| 001 | 2011-02-01 | KIM JACOBS | KIM JACOBS | 2012-11-14 | |
| 001 | 2010-02-01 | KIM JACOBS | KIM JACOBS | 2011-08-25 | |
| 001 | 2009-02-01 | KIM L JACOBS | KIM L JACOBS | 2010-11-12 |
| Measure | Date | Value |
|---|---|---|
| 2025 : PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-05-05 | 1661510 |
| Net assets as of the end of the plan year | 2025-05-05 | 27612927 |
| Total assets as of the beginning of the plan year | 2025-05-05 | 25287012 |
| Value of plan covered by a fidelity bond | 2025-05-05 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-05 | 313898 |
| Other income to plan in this plan year | 2025-05-05 | 3536320 |
| Plan net income in this plan year | 2025-05-05 | 2325915 |
| Net assets as of the end of the plan year | 2025-05-05 | 27612927 |
| Net assets as of the beginning of the plan year | 2025-05-05 | 25287012 |
| Employer contributions to plan in this plan year | 2025-05-05 | 137207 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-05 | 170845 |
| 2024 : PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-11-15 | 710734 |
| Net assets as of the end of the plan year | 2024-11-15 | 25287012 |
| Total assets as of the beginning of the plan year | 2024-11-15 | 23246334 |
| Value of plan covered by a fidelity bond | 2024-11-15 | 500000 |
| Participant contributions to plan in this plan year | 2024-11-15 | 310847 |
| Other income to plan in this plan year | 2024-11-15 | 2305748 |
| Plan net income in this plan year | 2024-11-15 | 2040678 |
| Net assets as of the end of the plan year | 2024-11-15 | 25287012 |
| Net assets as of the beginning of the plan year | 2024-11-15 | 23246334 |
| Employer contributions to plan in this plan year | 2024-11-15 | 134817 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-15 | 143122 |
| 2022 : PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-11-15 | 2359770 |
| Net assets as of the end of the plan year | 2022-11-15 | 24944637 |
| Total assets as of the beginning of the plan year | 2022-11-15 | 24571428 |
| Value of plan covered by a fidelity bond | 2022-11-15 | 500000 |
| Participant contributions to plan in this plan year | 2022-11-15 | 274398 |
| Other income to plan in this plan year | 2022-11-15 | 2330384 |
| Plan net income in this plan year | 2022-11-15 | 373209 |
| Net assets as of the end of the plan year | 2022-11-15 | 24944637 |
| Net assets as of the beginning of the plan year | 2022-11-15 | 24571428 |
| Employer contributions to plan in this plan year | 2022-11-15 | 128197 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-11-15 | 144334 |
| 2016 : PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-01-31 | $-536,782 |
| Expenses. Total of all expenses incurred | 2016-01-31 | $175,991 |
| Benefits paid (including direct rollovers) | 2016-01-31 | $101,595 |
| Total plan assets at end of year | 2016-01-31 | $16,563,475 |
| Total plan assets at beginning of year | 2016-01-31 | $17,276,248 |
| Value of fidelity bond covering the plan | 2016-01-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-01-31 | $227,676 |
| Contributions received from other sources (not participants or employers) | 2016-01-31 | $30,215 |
| Other income received | 2016-01-31 | $-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 securities | 2016-01-31 | $0 |
| 2015 : PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-01-31 | $1,438,907 |
| Expenses. Total of all expenses incurred | 2015-01-31 | $266,009 |
| Benefits paid (including direct rollovers) | 2015-01-31 | $191,926 |
| Total plan assets at end of year | 2015-01-31 | $17,276,248 |
| Total plan assets at beginning of year | 2015-01-31 | $16,103,350 |
| Value of fidelity bond covering the plan | 2015-01-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-01-31 | $194,650 |
| Other income received | 2015-01-31 | $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 interests | 2015-01-31 | $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 securities | 2015-01-31 | $0 |
| 2014 : PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-01-31 | $1,330,976 |
| Expenses. Total of all expenses incurred | 2014-01-31 | $152,517 |
| Benefits paid (including direct rollovers) | 2014-01-31 | $83,832 |
| Total plan assets at end of year | 2014-01-31 | $16,103,350 |
| Total plan assets at beginning of year | 2014-01-31 | $14,924,891 |
| Value of fidelity bond covering the plan | 2014-01-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-01-31 | $172,782 |
| Other income received | 2014-01-31 | $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 interests | 2014-01-31 | $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 securities | 2014-01-31 | $0 |
| 2013 : PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-01-31 | $1,793,816 |
| Expenses. Total of all expenses incurred | 2013-01-31 | $105,453 |
| Benefits paid (including direct rollovers) | 2013-01-31 | $46,693 |
| Total plan assets at end of year | 2013-01-31 | $14,924,891 |
| Total plan assets at beginning of year | 2013-01-31 | $13,236,528 |
| Value of fidelity bond covering the plan | 2013-01-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-01-31 | $201,123 |
| Other income received | 2013-01-31 | $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 interests | 2013-01-31 | $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 securities | 2013-01-31 | $0 |
| 2012 : PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-01-31 | $999,432 |
| Expenses. Total of all expenses incurred | 2012-01-31 | $220,488 |
| Benefits paid (including direct rollovers) | 2012-01-31 | $172,915 |
| Total plan assets at end of year | 2012-01-31 | $13,236,528 |
| Total plan assets at beginning of year | 2012-01-31 | $12,457,584 |
| Value of fidelity bond covering the plan | 2012-01-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-01-31 | $182,954 |
| Other income received | 2012-01-31 | $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 interests | 2012-01-31 | $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 2510.3-102 | 2012-01-31 | $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 securities | 2012-01-31 | $0 |
| 2011 : PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-01-31 | $2,031,006 |
| Expenses. Total of all expenses incurred | 2011-01-31 | $172,065 |
| Benefits paid (including direct rollovers) | 2011-01-31 | $135,902 |
| Total plan assets at end of year | 2011-01-31 | $12,457,584 |
| Total plan assets at beginning of year | 2011-01-31 | $10,598,643 |
| Value of fidelity bond covering the plan | 2011-01-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-01-31 | $183,399 |
| Other income received | 2011-01-31 | $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 interests | 2011-01-31 | $516,002 |
| Total contributions received or receivable from employer(s) | 2011-01-31 | $289,975 |
| Value of corrective distributions | 2011-01-31 | $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 securities | 2011-01-31 | $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 securities | 2010-01-31 | $0 |
| 2015: PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2015-02-01 | Plan funding arrangement – Trust | Yes |
| 2015-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-02-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2014-02-01 | Plan funding arrangement – Trust | Yes |
| 2014-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-02-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2013-02-01 | Plan funding arrangement – Trust | Yes |
| 2013-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-02-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2012-02-01 | Plan funding arrangement – Trust | Yes |
| 2012-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-02-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2011-02-01 | Plan funding arrangement – Trust | Yes |
| 2011-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-02-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2010-02-01 | Plan funding arrangement – Trust | Yes |
| 2010-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-02-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PULMONARY CONSULTANTS, INC. PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2009-02-01 | Plan funding arrangement – Trust | Yes |
| 2009-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-02-01 | Plan benefit arrangement - Trust | Yes |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | MR 60751-1 |
| Policy instance | 1 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) | |
| Policy contract number | 11196766 |
| Policy instance | 3 |
| OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 ) | |
| Policy contract number | PT3204 |
| Policy instance | 2 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | MR 60751-1 |
| Policy instance | 1 |
| OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 ) | |
| Policy contract number | PT3204 |
| Policy instance | 2 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) | |
| Policy contract number | 11196766 |
| Policy instance | 3 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | MR 60751-1 |
| Policy instance | 1 |
| OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 ) | |
| Policy contract number | PT3204 |
| Policy instance | 2 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) | |
| Policy contract number | 11196766 |
| Policy instance | 3 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | MR 60751-1 |
| Policy instance | 1 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) | |
| Policy contract number | 11196766 |
| Policy instance | 3 |
| OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 ) | |
| Policy contract number | PT3204 |
| Policy instance | 2 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | MR 60751-1 |
| Policy instance | 1 |
| OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 ) | |
| Policy contract number | PT3204 |
| Policy instance | 2 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) | |
| Policy contract number | 11196766 |
| Policy instance | 3 |
| NATIONWIDE LIFE AND ANNUITY COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 70750 ) | |
| Policy contract number | PT 080170 |
| Policy instance | 1 |
| OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 ) | |
| Policy contract number | PT3204 |
| Policy instance | 2 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) | |
| Policy contract number | 11196766 |
| Policy instance | 3 |