?>
Logo

CAROLINA OB/GYN 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameCAROLINA OB/GYN 401K PROFIT SHARING PLAN
Plan identification number 001

CAROLINA OB/GYN 401K 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAROLINA OB/GYN PARTNERSHIP D/B/A CAROLINA OBGYN has sponsored the creation of one or more 401k plans.

Company Name:CAROLINA OB/GYN PARTNERSHIP D/B/A CAROLINA OBGYN
Employer identification number (EIN):571004111
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 OB/GYN 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012008-01-01GAYLE S. RICHMOND

Plan Statistics for CAROLINA OB/GYN 401K PROFIT SHARING PLAN

401k plan membership statisitcs for CAROLINA OB/GYN 401K PROFIT SHARING PLAN

Measure Date Value
2025: CAROLINA OB/GYN 401K PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1546
Total number of particpants at end of year2025-10-1530
Number of Participants With Account Balances2025-10-1530
2024: CAROLINA OB/GYN 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0850
Total number of particpants at end of year2024-10-0846
Number of Participants With Account Balances2024-10-0843
2008: CAROLINA OB/GYN 401K PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0135
Total number of active participants reported on line 7a of the Form 55002008-01-0122
Number of other retired or separated participants entitled to future benefits2008-01-0117
Total of all active and inactive participants2008-01-0139
Total participants2008-01-0139
Number of participants with account balances2008-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-011

Financial Data on CAROLINA OB/GYN 401K PROFIT SHARING PLAN

Measure Date Value
2025 : CAROLINA OB/GYN 401K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-151812206
Net assets as of the end of the plan year2025-10-154320714
Total assets as of the beginning of the plan year2025-10-155465038
Value of participant loans at end of plan year2025-10-150
Other income to plan in this plan year2025-10-15667882
Plan net income in this plan year2025-10-15-1144324
Net assets as of the end of the plan year2025-10-154320714
Net assets as of the beginning of the plan year2025-10-155465038
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1525812
2024 : CAROLINA OB/GYN 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-08114342
Net assets as of the end of the plan year2024-10-085465038
Total assets as of the beginning of the plan year2024-10-084699075
Participant contributions to plan in this plan year2024-10-08117251
Value of participant loans at end of plan year2024-10-0812415
Other income to plan in this plan year2024-10-08679072
Plan net income in this plan year2024-10-08765963
Net assets as of the end of the plan year2024-10-085465038
Net assets as of the beginning of the plan year2024-10-084699075
Employer contributions to plan in this plan year2024-10-0883982
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0844191
2008 : CAROLINA OB/GYN 401K PROFIT SHARING PLAN 2008 401k financial data
Total plan liabilities at end of year2008-12-31$20,543
Total income from all sources2008-12-31$-362,149
Expenses. Total of all expenses incurred2008-12-31$100,080
Benefits paid (including direct rollovers)2008-12-31$84,240
Total plan assets at end of year2008-12-31$1,694,948
Total plan assets at beginning of year2008-12-31$2,136,634
Value of fidelity bond covering the plan2008-12-31$500,000
Total contributions received or receivable from participants2008-12-31$39,620
Contributions received from other sources (not participants or employers)2008-12-31$312,749
Other income received2008-12-31$-798,215
Net income (gross income less expenses)2008-12-31$-462,229
Net plan assets at end of year (total assets less liabilities)2008-12-31$1,674,405
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$2,136,634
Assets. Value of participant loans2008-12-31$640
Assets. Value of real-estate (other than employer real property)2008-12-31$595,000
Total contributions received or receivable from employer(s)2008-12-31$83,697
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$15,840
2007 : CAROLINA OB/GYN 401K PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources2007-12-31$112,914
Expenses. Total of all expenses incurred2007-12-31$159,343
Benefits paid (including direct rollovers)2007-12-31$149,032
Total plan assets at end of year2007-12-31$2,136,634
Total plan assets at beginning of year2007-12-31$2,183,063
Value of fidelity bond covering the plan2007-12-31$500,000
Total contributions received or receivable from participants2007-12-31$42,429
Other income received2007-12-31$-22,584
Net income (gross income less expenses)2007-12-31$-46,429
Net plan assets at end of year (total assets less liabilities)2007-12-31$2,136,634
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$2,183,063
Assets. Value of participant loans2007-12-31$24,329
Assets. Value of real-estate (other than employer real property)2007-12-31$546,525
Total contributions received or receivable from employer(s)2007-12-31$93,069
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$10,311
2006 : CAROLINA OB/GYN 401K PROFIT SHARING PLAN 2006 401k financial data
Total plan liabilities at beginning of year2006-12-31$196,803
Total income from all sources2006-12-31$444,136
Expenses. Total of all expenses incurred2006-12-31$32,541
Benefits paid (including direct rollovers)2006-12-31$14,420
Total plan assets at end of year2006-12-31$2,183,063
Total plan assets at beginning of year2006-12-31$1,968,271
Value of fidelity bond covering the plan2006-12-31$500,000
Total contributions received or receivable from participants2006-12-31$51,573
Expenses. Other expenses not covered elsewhere2006-12-31$8,082
Other income received2006-12-31$272,098
Net income (gross income less expenses)2006-12-31$411,595
Net plan assets at end of year (total assets less liabilities)2006-12-31$2,183,063
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$1,771,468
Assets. Value of participant loans2006-12-31$32,056
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 year2006-12-31$17,920
Assets. Value of real-estate (other than employer real property)2006-12-31$677,677
Total contributions received or receivable from employer(s)2006-12-31$120,465
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$10,039
2005 : CAROLINA OB/GYN 401K PROFIT SHARING PLAN 2005 401k financial data
Total plan liabilities at end of year2005-12-31$196,803
Total plan liabilities at beginning of year2005-12-31$284,926
Total income from all sources2005-12-31$444,542
Expenses. Total of all expenses incurred2005-12-31$31,148
Benefits paid (including direct rollovers)2005-12-31$15,664
Total plan assets at end of year2005-12-31$1,968,271
Total plan assets at beginning of year2005-12-31$1,643,000
Value of fidelity bond covering the plan2005-12-31$200,000
Total contributions received or receivable from participants2005-12-31$52,433
Expenses. Other expenses not covered elsewhere2005-12-31$12,863
Other income received2005-12-31$234,778
Net income (gross income less expenses)2005-12-31$413,394
Net plan assets at end of year (total assets less liabilities)2005-12-31$1,771,468
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$1,358,074
Assets. Value of participant loans2005-12-31$24,764
Assets. Value of real-estate (other than employer real property)2005-12-31$683,125
Total contributions received or receivable from employer(s)2005-12-31$157,331
Expenses. Administrative service providers (salaries,fees and commissions)2005-12-31$2,621

Form 5500 Responses for CAROLINA OB/GYN 401K PROFIT SHARING PLAN

2008: CAROLINA OB/GYN 401K PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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