?>
Logo

CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 401k Plan overview

Plan NameCAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN
Plan identification number 001

CAROLINA PEDIATRICS OF THE TRIAD, PA 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CAROLINA PEDIATRICS OF THE TRIAD has sponsored the creation of one or more 401k plans.

Company Name:CAROLINA PEDIATRICS OF THE TRIAD
Employer identification number (EIN):561567536
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01KELLIE VENABLE
0012017-01-01KELLIE VENABLE
0012016-01-01KELLIE VENABLE
0012016-01-01KELLIE VENABLE
0012015-01-01KELLIE VENABLE
0012014-01-01KELLIE VENABLE
0012014-01-01KELLIE VENABLE
0012014-01-01KELLIE VENABLE
0012013-01-01KELLIE VENABLE
0012012-01-01KELLIE VENABLE
0012012-01-01KELLIE VENABLE
0012011-01-01KELLIE VENABLE
0012009-01-01PETER J JAROSAK, MD PETER J JAROSAK, MD2010-07-22

Plan Statistics for CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN

401k plan membership statisitcs for CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN

Measure Date Value
2022: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0149
Total number of active participants reported on line 7a of the Form 55002022-01-0142
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0147
Number of participants with account balances2022-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0156
Total number of active participants reported on line 7a of the Form 55002021-01-0141
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0149
Number of participants with account balances2021-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0159
Total number of active participants reported on line 7a of the Form 55002020-01-0149
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-0156
Total participants2020-01-0156
Number of participants with account balances2020-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0154
Total number of active participants reported on line 7a of the Form 55002019-01-0143
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0157
Number of participants with account balances2019-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0154
Total number of active participants reported on line 7a of the Form 55002018-01-0148
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0150
Number of participants with account balances2018-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0151
Total number of active participants reported on line 7a of the Form 55002017-01-0145
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0152
Total participants2017-01-0152
Number of participants with account balances2017-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0147
Total number of active participants reported on line 7a of the Form 55002016-01-0143
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0147
Total participants2016-01-0147
Number of participants with account balances2016-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0152
Total number of active participants reported on line 7a of the Form 55002015-01-0145
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0147
Number of participants with account balances2015-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0151
Total number of active participants reported on line 7a of the Form 55002014-01-0142
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0152
Number of participants with account balances2014-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0152
Total number of active participants reported on line 7a of the Form 55002013-01-0143
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0151
Number of participants with account balances2013-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0154
Total number of active participants reported on line 7a of the Form 55002012-01-0146
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0152
Number of participants with account balances2012-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0148
Total number of active participants reported on line 7a of the Form 55002011-01-0143
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0149
Total participants2011-01-0149
Number of participants with account balances2011-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0150
Total number of active participants reported on line 7a of the Form 55002009-01-0145
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0151
Number of participants with account balances2009-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN

Measure Date Value
2022 : CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-1,084,747
Expenses. Total of all expenses incurred2022-12-31$2,477,513
Benefits paid (including direct rollovers)2022-12-31$2,426,847
Total plan assets at end of year2022-12-31$7,511,748
Total plan assets at beginning of year2022-12-31$11,074,008
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$274,491
Contributions received from other sources (not participants or employers)2022-12-31$698
Other income received2022-12-31$-1,626,796
Net income (gross income less expenses)2022-12-31$-3,562,260
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,511,748
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$11,074,008
Total contributions received or receivable from employer(s)2022-12-31$266,860
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$50,666
2021 : CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,708,461
Expenses. Total of all expenses incurred2021-12-31$187,680
Benefits paid (including direct rollovers)2021-12-31$134,614
Total plan assets at end of year2021-12-31$11,074,008
Total plan assets at beginning of year2021-12-31$9,553,227
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$204,477
Other income received2021-12-31$1,230,751
Net income (gross income less expenses)2021-12-31$1,520,781
Net plan assets at end of year (total assets less liabilities)2021-12-31$11,074,008
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$9,553,227
Assets. Value of real-estate (other than employer real property)2021-12-31$114,921
Total contributions received or receivable from employer(s)2021-12-31$273,233
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$53,066
2020 : CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,406,200
Expenses. Total of all expenses incurred2020-12-31$275,371
Benefits paid (including direct rollovers)2020-12-31$228,855
Total plan assets at end of year2020-12-31$9,557,239
Total plan assets at beginning of year2020-12-31$8,426,410
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$182,939
Other income received2020-12-31$1,010,769
Net income (gross income less expenses)2020-12-31$1,130,829
Net plan assets at end of year (total assets less liabilities)2020-12-31$9,557,239
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,426,410
Assets. Value of real-estate (other than employer real property)2020-12-31$114,349
Total contributions received or receivable from employer(s)2020-12-31$212,492
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$46,516
2019 : CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,827,614
Expenses. Total of all expenses incurred2019-12-31$320,787
Benefits paid (including direct rollovers)2019-12-31$275,607
Total plan assets at end of year2019-12-31$8,426,410
Total plan assets at beginning of year2019-12-31$6,919,583
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$186,654
Contributions received from other sources (not participants or employers)2019-12-31$29,801
Other income received2019-12-31$1,380,850
Net income (gross income less expenses)2019-12-31$1,506,827
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,426,410
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,919,583
Assets. Value of real-estate (other than employer real property)2019-12-31$113,004
Total contributions received or receivable from employer(s)2019-12-31$230,309
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$45,180
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$116,406
Expenses. Total of all expenses incurred2018-12-31$544,209
Total plan assets at end of year2018-12-31$6,919,583
Total plan assets at beginning of year2018-12-31$7,347,386
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$229,895
Other income received2018-12-31$-383,180
Net income (gross income less expenses)2018-12-31$-427,803
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,919,583
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,347,386
Assets. Value of real-estate (other than employer real property)2018-12-31$111,809
Total contributions received or receivable from employer(s)2018-12-31$269,691
Value of certain deemed distributions of participant loans2018-12-31$494,985
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$49,224
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,462,961
Expenses. Total of all expenses incurred2017-12-31$162,286
Benefits paid (including direct rollovers)2017-12-31$117,200
Total plan assets at end of year2017-12-31$7,347,386
Total plan assets at beginning of year2017-12-31$6,046,711
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$218,007
Other income received2017-12-31$949,065
Net income (gross income less expenses)2017-12-31$1,300,675
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,347,386
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,046,711
Assets. Value of real-estate (other than employer real property)2017-12-31$110,358
Total contributions received or receivable from employer(s)2017-12-31$295,889
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$45,086
2016 : CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$920,770
Expenses. Total of all expenses incurred2016-12-31$198,032
Benefits paid (including direct rollovers)2016-12-31$159,478
Total plan assets at end of year2016-12-31$6,048,026
Total plan assets at beginning of year2016-12-31$5,325,288
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$216,145
Other income received2016-12-31$370,557
Net income (gross income less expenses)2016-12-31$722,738
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,048,026
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,325,288
Assets. Value of real-estate (other than employer real property)2016-12-31$108,856
Total contributions received or receivable from employer(s)2016-12-31$334,068
Value of corrective distributions2016-12-31$3,084
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$35,470
2015 : CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$404,223
Expenses. Total of all expenses incurred2015-12-31$231,470
Benefits paid (including direct rollovers)2015-12-31$195,251
Total plan assets at end of year2015-12-31$5,325,288
Total plan assets at beginning of year2015-12-31$5,152,535
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$210,121
Other income received2015-12-31$-103,415
Net income (gross income less expenses)2015-12-31$172,753
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,325,288
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,152,535
Assets. Value of assets in partnership/joint-venture interests2015-12-31$120,750
Total contributions received or receivable from employer(s)2015-12-31$297,517
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$36,219
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$766,805
Expenses. Total of all expenses incurred2014-12-31$210,650
Benefits paid (including direct rollovers)2014-12-31$178,342
Total plan assets at end of year2014-12-31$5,167,221
Total plan assets at beginning of year2014-12-31$4,611,066
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$205,063
Other income received2014-12-31$266,586
Net income (gross income less expenses)2014-12-31$556,155
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,167,221
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,611,066
Assets. Value of assets in partnership/joint-venture interests2014-12-31$100,000
Assets. Value of real-estate (other than employer real property)2014-12-31$100,000
Total contributions received or receivable from employer(s)2014-12-31$295,156
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$32,308
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,110,757
Expenses. Total of all expenses incurred2013-12-31$2,052,897
Benefits paid (including direct rollovers)2013-12-31$2,022,844
Total plan assets at end of year2013-12-31$4,612,114
Total plan assets at beginning of year2013-12-31$5,554,254
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$225,022
Contributions received from other sources (not participants or employers)2013-12-31$110
Other income received2013-12-31$598,209
Net income (gross income less expenses)2013-12-31$-942,140
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,612,114
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,554,254
Assets. Value of assets in partnership/joint-venture interests2013-12-31$100,000
Assets. Value of employer real property2013-12-31$100,000
Total contributions received or receivable from employer(s)2013-12-31$287,416
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$30,053
2012 : CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,017,601
Expenses. Total of all expenses incurred2012-12-31$112,981
Benefits paid (including direct rollovers)2012-12-31$76,747
Total plan assets at end of year2012-12-31$5,554,254
Total plan assets at beginning of year2012-12-31$4,649,634
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$198,687
Other income received2012-12-31$485,812
Net income (gross income less expenses)2012-12-31$904,620
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,554,254
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,649,634
Assets. Value of assets in partnership/joint-venture interests2012-12-31$110,000
Assets. Value of real-estate (other than employer real property)2012-12-31$110,000
Total contributions received or receivable from employer(s)2012-12-31$333,102
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$36,234
2011 : CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$5,628
Total income from all sources2011-12-31$294,783
Expenses. Total of all expenses incurred2011-12-31$125,819
Benefits paid (including direct rollovers)2011-12-31$98,138
Total plan assets at end of year2011-12-31$4,649,634
Total plan assets at beginning of year2011-12-31$4,486,298
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$186,200
Expenses. Other expenses not covered elsewhere2011-12-31$56
Other income received2011-12-31$-144,258
Net income (gross income less expenses)2011-12-31$168,964
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,649,634
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,480,670
Assets. Value of assets in partnership/joint-venture interests2011-12-31$100,000
Assets. Value of real-estate (other than employer real property)2011-12-31$100,000
Total contributions received or receivable from employer(s)2011-12-31$252,841
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$27,625
2010 : CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$5,628
Total income from all sources2010-12-31$746,906
Expenses. Total of all expenses incurred2010-12-31$434,003
Benefits paid (including direct rollovers)2010-12-31$405,474
Total plan assets at end of year2010-12-31$4,486,298
Total plan assets at beginning of year2010-12-31$4,167,767
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$177,510
Other income received2010-12-31$404,825
Net income (gross income less expenses)2010-12-31$312,903
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,480,670
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,167,767
Assets. Value of real-estate (other than employer real property)2010-12-31$100,000
Total contributions received or receivable from employer(s)2010-12-31$164,571
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$28,529
2009 : CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN

2022: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: CAROLINA PEDIATRICS OF THE TRIAD, PA PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
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

CONSECO ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60682 )
Policy contract numberON554429
Policy instance 2
Insurance contract or identification numberON554429
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
ALLSTATE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60186 )
Policy contract numberPA00070036140
Policy instance 1
Insurance contract or identification numberPA00070036140
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
ALLSTATE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60186 )
Policy contract numberPA00070036140
Policy instance 1
Insurance contract or identification numberPA00070036140
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
CONSECO ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60682 )
Policy contract numberON554429
Policy instance 2
Insurance contract or identification numberON554429
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
ALLSTATE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60186 )
Policy contract numberPA00070036140
Policy instance 1
Insurance contract or identification numberPA00070036140
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
CONSECO ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60682 )
Policy contract numberON554429
Policy instance 2
Insurance contract or identification numberON554429
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
ALLSTATE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60186 )
Policy contract numberPA00070036140
Policy instance 1
Insurance contract or identification numberPA00070036140
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONSECO ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60682 )
Policy contract numberON554429
Policy instance 2
Insurance contract or identification numberON554429
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONSECO ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60682 )
Policy contract numberON554429
Policy instance 2
Insurance contract or identification numberON554429
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLSTATE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60186 )
Policy contract numberPA00070036140
Policy instance 1
Insurance contract or identification numberPA00070036140
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLSTATE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60186 )
Policy contract numberPA00070036140
Policy instance 1
Insurance contract or identification numberPA00070036140
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
CONSECO ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60682 )
Policy contract numberON554429
Policy instance 2
Insurance contract or identification numberON554429
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3