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PEE DEE CARDIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePEE DEE CARDIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN
Plan identification number 001

PEE DEE CARDIOLOGY ASSOCIATES, PA 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

PEE DEE CARDIOLOGY ASSOCIATES, PA has sponsored the creation of one or more 401k plans.

Company Name:PEE DEE CARDIOLOGY ASSOCIATES, PA
Employer identification number (EIN):570798235
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEE DEE CARDIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01NICOLETTE NASO2014-07-30
0012012-01-01NICOLETTE NASO2013-10-07 NICOLETTE NASO2013-10-07
0012011-01-01EVANS P. HOLLAND, JR.2012-07-30
0012010-01-01JEFFREY STRINGER

Financial Data on PEE DEE CARDIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN

Measure Date Value
2010 : PEE DEE CARDIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$1,809,966
Expenses. Total of all expenses incurred2010-12-31$218,468
Benefits paid (including direct rollovers)2010-12-31$218,468
Total plan assets at end of year2010-12-31$10,097,238
Total plan assets at beginning of year2010-12-31$8,505,740
Value of fidelity bond covering the plan2010-12-31$380,000
Assets. Value of tangible personal property2010-12-31$0
Total contributions received or receivable from participants2010-12-31$285,894
Assets. Value of loans (other than to participants)2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$59,381
Other income received2010-12-31$1,015,297
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$1,591,498
Net plan assets at end of year (total assets less liabilities)2010-12-31$10,097,238
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$8,505,740
Assets. Value of participant loans2010-12-31$116,585
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2010-12-31$0
Assets. Value of assets in partnership/joint-venture interests2010-12-31$0
Assets. Value of real-estate (other than employer real property)2010-12-31$41,501
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$0
Assets. Value of employer securities2010-12-31$0
Assets. Value of employer real property2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$449,394
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for PEE DEE CARDIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN

2010: PEE DEE CARDIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number65838
Policy instance 1

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