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PARKWAY PATHOLOGY GROUP PROFIT SHARING PLAN 401k Plan overview

Plan NamePARKWAY PATHOLOGY GROUP PROFIT SHARING PLAN
Plan identification number 001

PARKWAY PATHOLOGY GROUP PROFIT SHARING PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PARKWAY PATHOLOGY GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:PARKWAY PATHOLOGY GROUP, INC.
Employer identification number (EIN):431540883
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARKWAY PATHOLOGY GROUP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LAURA K. BAALMANN2023-06-13 LAURA K. BAALMANN2023-06-13
0012021-01-01LAURA K BAALMANN, M.D.2022-06-20 LAURA K BAALMANN, M.D.2022-06-20
0012020-01-01LAURA K. BAALMANN2021-07-26 LAURA K. BAALMANN2021-07-26
0012019-01-01LAURA K BAALMANN2020-06-30 LAURA K BAALMANN2020-06-30
0012018-01-01LAURA K BAALMANN2019-09-26 LAURA K BAALMANN2019-09-26
0012017-01-01LAURA K. BAALMANN, M.D.2018-10-03
0012016-01-01LAURA K. BAALMANN, M.D.2017-05-10
0012015-01-01LAURA K. BAALMANN, M.D.2016-09-15
0012014-01-01LAURA BAALMANN2015-07-10
0012013-01-01LAURA BAALMANN2014-07-29
0012012-01-01LAURA BAALMANN2013-10-08
0012011-01-01CHARLES W. FERRIS, JR. MD
0012009-01-01CHARLES W. FERRIS, JR. MD
0012009-01-01CHARLES W. FERRIS, JR. MD

Plan Statistics for PARKWAY PATHOLOGY GROUP PROFIT SHARING PLAN

401k plan membership statisitcs for PARKWAY PATHOLOGY GROUP PROFIT SHARING PLAN

Measure Date Value
2011: PARKWAY PATHOLOGY GROUP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0111
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
2009: PARKWAY PATHOLOGY GROUP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0112
Total participants2009-01-0112
Number of participants with account balances2009-01-0112

Financial Data on PARKWAY PATHOLOGY GROUP PROFIT SHARING PLAN

Measure Date Value
2011 : PARKWAY PATHOLOGY GROUP PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$56,101
Expenses. Total of all expenses incurred2011-12-31$155,305
Benefits paid (including direct rollovers)2011-12-31$118,553
Total plan assets at end of year2011-12-31$4,949,981
Total plan assets at beginning of year2011-12-31$5,049,185
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$-220,664
Net income (gross income less expenses)2011-12-31$-99,204
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,949,981
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,049,185
Total contributions received or receivable from employer(s)2011-12-31$276,765
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$36,752
2010 : PARKWAY PATHOLOGY GROUP PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$714,723
Expenses. Total of all expenses incurred2010-12-31$171,724
Benefits paid (including direct rollovers)2010-12-31$161,112
Total plan assets at end of year2010-12-31$5,049,185
Total plan assets at beginning of year2010-12-31$4,506,186
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$448,986
Net income (gross income less expenses)2010-12-31$542,999
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,049,185
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,506,186
Total contributions received or receivable from employer(s)2010-12-31$265,737
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$10,612

Form 5500 Responses for PARKWAY PATHOLOGY GROUP PROFIT SHARING PLAN

2011: PARKWAY PATHOLOGY GROUP PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PARKWAY PATHOLOGY GROUP PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAG14162
Policy instance 6
Insurance contract or identification numberDAG14162
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDA926017
Policy instance 5
Insurance contract or identification numberDA926017
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90425 )
Policy contract number2420042
Policy instance 4
Insurance contract or identification number2420042
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,614
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number711238472
Policy instance 3
Insurance contract or identification number711238472
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,178
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number711238474
Policy instance 2
Insurance contract or identification number711238474
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,895
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberUS532514
Policy instance 1
Insurance contract or identification numberUS532514
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAG14162
Policy instance 6
Insurance contract or identification numberDAG14162
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDA926017
Policy instance 5
Insurance contract or identification numberDA926017
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90425 )
Policy contract number2420042
Policy instance 4
Insurance contract or identification number2420042
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,942
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number711238472
Policy instance 3
Insurance contract or identification number711238472
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $117
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number711238474
Policy instance 2
Insurance contract or identification number711238474
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $102
Total amount of fees paid to insurance companyUSD $30
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberUS532514
Policy instance 1
Insurance contract or identification numberUS532514
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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