LINCOLN OB-GYN, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LINCOLN OB-GYN, P.C. EMPLOYEES PROFIT SHARING PLAN
401k plan membership statisitcs for LINCOLN OB-GYN, P.C. EMPLOYEES PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2014: LINCOLN OB-GYN, P.C. EMPLOYEES PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-02-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 20 |
| Number of retired or separated participants receiving benefits | 2014-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-02-01 | 2 |
| Total of all active and inactive participants | 2014-02-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-02-01 | 0 |
| Total participants | 2014-02-01 | 22 |
| Number of participants with account balances | 2014-02-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-02-01 | 1 |
| 2013: LINCOLN OB-GYN, P.C. EMPLOYEES PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-02-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 20 |
| Number of retired or separated participants receiving benefits | 2013-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-02-01 | 2 |
| Total of all active and inactive participants | 2013-02-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-02-01 | 0 |
| Total participants | 2013-02-01 | 22 |
| Number of participants with account balances | 2013-02-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-02-01 | 1 |
| 2012: LINCOLN OB-GYN, P.C. EMPLOYEES PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-02-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 23 |
| Number of retired or separated participants receiving benefits | 2012-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-02-01 | 1 |
| Total of all active and inactive participants | 2012-02-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-02-01 | 0 |
| Total participants | 2012-02-01 | 24 |
| Number of participants with account balances | 2012-02-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-02-01 | 0 |
| 2011: LINCOLN OB-GYN, P.C. EMPLOYEES PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-02-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-02-01 | 19 |
| Number of retired or separated participants receiving benefits | 2011-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-02-01 | 1 |
| Total of all active and inactive participants | 2011-02-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-02-01 | 0 |
| Total participants | 2011-02-01 | 20 |
| Number of participants with account balances | 2011-02-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-02-01 | 0 |
| 2010: LINCOLN OB-GYN, P.C. EMPLOYEES PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-02-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-02-01 | 24 |
| Number of retired or separated participants receiving benefits | 2010-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-02-01 | 1 |
| Total of all active and inactive participants | 2010-02-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-02-01 | 0 |
| Total participants | 2010-02-01 | 25 |
| Number of participants with account balances | 2010-02-01 | 20 |
| 2009: LINCOLN OB-GYN, P.C. EMPLOYEES PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-02-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 24 |
| Number of retired or separated participants receiving benefits | 2009-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-02-01 | 1 |
| Total of all active and inactive participants | 2009-02-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-02-01 | 0 |
| Total participants | 2009-02-01 | 25 |
| Number of participants with account balances | 2009-02-01 | 20 |
| Measure | Date | Value |
|---|
| 2015 : LINCOLN OB-GYN, P.C. EMPLOYEES PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-01-31 | $586,971 |
| Expenses. Total of all expenses incurred | 2015-01-31 | $691,896 |
| Benefits paid (including direct rollovers) | 2015-01-31 | $687,764 |
| Total plan assets at end of year | 2015-01-31 | $5,061,425 |
| Total plan assets at beginning of year | 2015-01-31 | $5,166,350 |
| Value of fidelity bond covering the plan | 2015-01-31 | $500,000 |
| Other income received | 2015-01-31 | $428,466 |
| Net income (gross income less expenses) | 2015-01-31 | $-104,925 |
| Net plan assets at end of year (total assets less liabilities) | 2015-01-31 | $5,061,425 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-01-31 | $5,166,350 |
| Total contributions received or receivable from employer(s) | 2015-01-31 | $158,505 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-01-31 | $4,132 |
| 2014 : LINCOLN OB-GYN, P.C. EMPLOYEES PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-01-31 | $758,351 |
| Expenses. Total of all expenses incurred | 2014-01-31 | $613,425 |
| Benefits paid (including direct rollovers) | 2014-01-31 | $609,227 |
| Total plan assets at end of year | 2014-01-31 | $5,166,350 |
| Total plan assets at beginning of year | 2014-01-31 | $5,021,424 |
| Value of fidelity bond covering the plan | 2014-01-31 | $500,000 |
| Other income received | 2014-01-31 | $658,351 |
| Net income (gross income less expenses) | 2014-01-31 | $144,926 |
| Net plan assets at end of year (total assets less liabilities) | 2014-01-31 | $5,166,350 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-01-31 | $5,021,424 |
| Assets. Value of participant loans | 2014-01-31 | $8,012 |
| Total contributions received or receivable from employer(s) | 2014-01-31 | $100,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-01-31 | $4,198 |
| 2013 : LINCOLN OB-GYN, P.C. EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-01-31 | $-104,019 |
| Expenses. Total of all expenses incurred | 2013-01-31 | $393,313 |
| Benefits paid (including direct rollovers) | 2013-01-31 | $389,110 |
| Total plan assets at end of year | 2013-01-31 | $5,021,424 |
| Total plan assets at beginning of year | 2013-01-31 | $5,518,756 |
| Value of fidelity bond covering the plan | 2013-01-31 | $500,000 |
| Other income received | 2013-01-31 | $-204,019 |
| Net income (gross income less expenses) | 2013-01-31 | $-497,332 |
| Net plan assets at end of year (total assets less liabilities) | 2013-01-31 | $5,021,424 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-01-31 | $5,518,756 |
| Assets. Value of participant loans | 2013-01-31 | $9,851 |
| Total contributions received or receivable from employer(s) | 2013-01-31 | $100,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-01-31 | $4,203 |
| 2012 : LINCOLN OB-GYN, P.C. EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-01-31 | $321,292 |
| Expenses. Total of all expenses incurred | 2012-01-31 | $559,551 |
| Benefits paid (including direct rollovers) | 2012-01-31 | $555,511 |
| Total plan assets at end of year | 2012-01-31 | $5,518,756 |
| Total plan assets at beginning of year | 2012-01-31 | $5,757,015 |
| Value of fidelity bond covering the plan | 2012-01-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2012-01-31 | $650,000 |
| Other income received | 2012-01-31 | $74,512 |
| Net income (gross income less expenses) | 2012-01-31 | $-238,259 |
| Net plan assets at end of year (total assets less liabilities) | 2012-01-31 | $5,518,756 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-01-31 | $5,757,015 |
| Assets. Value of participant loans | 2012-01-31 | $7,103 |
| Total contributions received or receivable from employer(s) | 2012-01-31 | $246,780 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-01-31 | $4,040 |
| 2011 : LINCOLN OB-GYN, P.C. EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-01-31 | $858,441 |
| Expenses. Total of all expenses incurred | 2011-01-31 | $4,463 |
| Benefits paid (including direct rollovers) | 2011-01-31 | $744 |
| Total plan assets at end of year | 2011-01-31 | $5,757,015 |
| Total plan assets at beginning of year | 2011-01-31 | $4,903,037 |
| Value of fidelity bond covering the plan | 2011-01-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2011-01-31 | $650,000 |
| Other income received | 2011-01-31 | $623,551 |
| Net income (gross income less expenses) | 2011-01-31 | $853,978 |
| Net plan assets at end of year (total assets less liabilities) | 2011-01-31 | $5,757,015 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-01-31 | $4,903,037 |
| Assets. Value of participant loans | 2011-01-31 | $8,991 |
| Total contributions received or receivable from employer(s) | 2011-01-31 | $234,890 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-01-31 | $3,719 |
| 2014: LINCOLN OB-GYN, P.C. EMPLOYEES PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-02-01 | Type of plan entity | Single employer plan |
| 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: LINCOLN OB-GYN, P.C. EMPLOYEES PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-02-01 | Type of plan entity | Single employer plan |
| 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: LINCOLN OB-GYN, P.C. EMPLOYEES PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-02-01 | Type of plan entity | Single employer plan |
| 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: LINCOLN OB-GYN, P.C. EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-02-01 | Type of plan entity | Single employer plan |
| 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: LINCOLN OB-GYN, P.C. EMPLOYEES PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-02-01 | Type of plan entity | Single employer plan |
| 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: LINCOLN OB-GYN, P.C. EMPLOYEES PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-02-01 | Type of plan entity | Single employer plan |
| 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 |
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 70712862 |
| Policy instance | 2 |
| Insurance contract or identification number | 70712862 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-02-01 | | Insurance policy end date | 2015-01-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 4 | | Insurance broker name | ANN ARBOR ANNUITY EXCHANGE LLC |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 433946 |
| Policy instance | 1 |
| Insurance contract or identification number | 433946 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2014-02-01 | | Insurance policy end date | 2015-01-31 | | Total amount of commissions paid to insurance broker | USD $8,862 | | Total amount of fees paid to insurance company | USD $466 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 $8,862 | | Amount paid for insurance broker fees | 466 | | Additional information about fees paid to insurance broker | REFERRAL SERVICE FEE | | Insurance broker organization code? | 3 | | Insurance broker name | SAGEPOINT FINANCIAL INC |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 433946 |
| Policy instance | 1 |
| Insurance contract or identification number | 433946 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2013-02-01 | | Insurance policy end date | 2014-01-31 | | Total amount of commissions paid to insurance broker | USD $8,384 | | Total amount of fees paid to insurance company | USD $93 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 $5,983 | | Amount paid for insurance broker fees | 93 | | Additional information about fees paid to insurance broker | REFERRAL SERVICE FEE | | Insurance broker organization code? | 3 | | Insurance broker name | SAGEPOINT FINANCIAL INC |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 70712862 |
| Policy instance | 2 |
| Insurance contract or identification number | 70712862 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-02-01 | | Insurance policy end date | 2014-01-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 4 | | Insurance broker name | ANN ARBOR ANNUITY EXCHANGE LLC |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 433946 |
| Policy instance | 1 |
| Insurance contract or identification number | 433946 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2012-02-01 | | Insurance policy end date | 2013-01-31 | | Total amount of commissions paid to insurance broker | USD $6,943 | | Total amount of fees paid to insurance company | USD $80 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 $6,943 | | Amount paid for insurance broker fees | 80 | | Additional information about fees paid to insurance broker | REFERRAL SERVICE FEE | | Insurance broker name | RANDALL L. RAYMOND |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 70712862 |
| Policy instance | 2 |
| Insurance contract or identification number | 70712862 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-02-01 | | Insurance policy end date | 2013-01-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 4 | | Insurance broker name | ANN ARBOR ANNUITY EXCHANGE LLC |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 433946 |
| Policy instance | 1 |
| Insurance contract or identification number | 433946 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2011-02-01 | | Insurance policy end date | 2012-01-31 | | Total amount of commissions paid to insurance broker | USD $6,471 | | Total amount of fees paid to insurance company | USD $80 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | 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 number | 70712862 |
| Policy instance | 2 |
| Insurance contract or identification number | 70712862 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-02-01 | | Insurance policy end date | 2012-01-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 4-33946 |
| Policy instance | 1 |
| Insurance contract or identification number | 4-33946 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2010-02-01 | | Insurance policy end date | 2011-01-31 | | Total amount of commissions paid to insurance broker | USD $6,141 | | Total amount of fees paid to insurance company | USD $64 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 $6,141 | | Amount paid for insurance broker fees | 64 | | Additional information about fees paid to insurance broker | REFERRAL SERVICE FEE | | Insurance broker organization code? | 3 | | Insurance broker name | RANDALL L. RAYMOND |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 70712862 |
| Policy instance | 2 |
| Insurance contract or identification number | 70712862 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-02-01 | | Insurance policy end date | 2011-01-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | ANN ARBOR ANNUITY EXCHANGE LLC |
|
