401k Plan data: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN plan

PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN
Plan identification number	001

PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

PIEDMONT COLORECTAL ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name: PIEDMONT COLORECTAL ASSOCIATES, PC

Employer identification number (EIN): 582509722

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 ANJELICA ALSTON 2022-07-12
001 2020-01-01
001 2019-01-01
001 2018-01-01 ANJELICA ALSTON
001 2017-01-01 ANJELICA ALSTON
001 2016-01-01 ANJELICA ALSTON
001 2015-01-01 ANJELICA ALSTON
001 2014-01-01 ANJELICA ALSTON
001 2013-01-01 ADEL BAGH 2014-07-23
001 2012-01-01 ADEL BAGH 2013-08-26
001 2011-01-01 ADEL BAGH 2012-07-25
001 2010-01-01 ADEL BAGH
001 2009-01-01 ADEL BAGH
001 2008-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01	ANJELICA ALSTON	2022-07-12
001	2020-01-01
001	2019-01-01
001	2018-01-01	ANJELICA ALSTON
001	2017-01-01	ANJELICA ALSTON
001	2016-01-01	ANJELICA ALSTON
001	2015-01-01	ANJELICA ALSTON
001	2014-01-01	ANJELICA ALSTON
001	2013-01-01	ADEL BAGH	2014-07-23
001	2012-01-01	ADEL BAGH	2013-08-26
001	2011-01-01	ADEL BAGH	2012-07-25
001	2010-01-01	ADEL BAGH
001	2009-01-01	ADEL BAGH
001	2008-01-01

Plan Statistics for PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 15
Number of participants with account balances 2020-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 14
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 14
Number of participants with account balances 2019-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 12
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 14
Number of participants with account balances 2018-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 14
Number of participants with account balances 2017-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2010: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 10
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 14
Total participants 2010-01-01 14
Number of participants with account balances 2010-01-01 14
2009: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	15
Number of participants with account balances	2020-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	14
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	14
Number of participants with account balances	2019-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	12
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	14
Number of participants with account balances	2018-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	14
Number of participants with account balances	2017-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2010: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	10
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	14
Total participants	2010-01-01	14
Number of participants with account balances	2010-01-01	14
2009: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$409,338
Expenses. Total of all expenses incurred	2020-12-31	$191,794
Benefits paid (including direct rollovers)	2020-12-31	$182,365
Total plan assets at end of year	2020-12-31	$1,604,238
Total plan assets at beginning of year	2020-12-31	$1,386,694
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$95,754
Other income received	2020-12-31	$262,830
Net income (gross income less expenses)	2020-12-31	$217,544
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,604,238
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,386,694
Total contributions received or receivable from employer(s)	2020-12-31	$50,754
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$9,429
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$281,228
Expenses. Total of all expenses incurred	2019-12-31	$32,724
Benefits paid (including direct rollovers)	2019-12-31	$32,724
Total plan assets at end of year	2019-12-31	$1,386,694
Total plan assets at beginning of year	2019-12-31	$1,138,190
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$113,965
Other income received	2019-12-31	$121,115
Net income (gross income less expenses)	2019-12-31	$248,504
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,386,694
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,138,190
Total contributions received or receivable from employer(s)	2019-12-31	$46,148
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$104,941
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,138,190
Total plan assets at beginning of year	2018-12-31	$1,033,249
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$56,690
Other income received	2018-12-31	$-56,071
Net income (gross income less expenses)	2018-12-31	$104,941
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,138,190
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,033,249
Total contributions received or receivable from employer(s)	2018-12-31	$104,322
2017 : PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$214,738
Expenses. Total of all expenses incurred	2017-12-31	$22,868
Benefits paid (including direct rollovers)	2017-12-31	$22,868
Total plan assets at end of year	2017-12-31	$1,033,249
Total plan assets at beginning of year	2017-12-31	$841,379
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$59,200
Other income received	2017-12-31	$113,299
Net income (gross income less expenses)	2017-12-31	$191,870
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,033,249
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$841,379
Total contributions received or receivable from employer(s)	2017-12-31	$42,239
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$53,439
Expenses. Total of all expenses incurred	2016-12-31	$12,906
Benefits paid (including direct rollovers)	2016-12-31	$12,906
Total plan assets at end of year	2016-12-31	$841,379
Total plan assets at beginning of year	2016-12-31	$800,846
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$12,470
Contributions received from other sources (not participants or employers)	2016-12-31	$2,780
Other income received	2016-12-31	$-1,847
Net income (gross income less expenses)	2016-12-31	$40,533
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$841,379
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$800,846
Total contributions received or receivable from employer(s)	2016-12-31	$40,036
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$136,423
Expenses. Total of all expenses incurred	2015-12-31	$909
Benefits paid (including direct rollovers)	2015-12-31	$909
Total plan assets at end of year	2015-12-31	$800,846
Total plan assets at beginning of year	2015-12-31	$665,332
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$14,750
Contributions received from other sources (not participants or employers)	2015-12-31	$1,548
Other income received	2015-12-31	$-10,087
Net income (gross income less expenses)	2015-12-31	$135,514
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$800,846
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$665,332
Total contributions received or receivable from employer(s)	2015-12-31	$130,212
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$50,123
Expenses. Total of all expenses incurred	2014-12-31	$364,178
Benefits paid (including direct rollovers)	2014-12-31	$363,883
Total plan assets at end of year	2014-12-31	$665,332
Total plan assets at beginning of year	2014-12-31	$979,387
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$17,208
Other income received	2014-12-31	$-7,085
Net income (gross income less expenses)	2014-12-31	$-314,055
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$665,332
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$979,387
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$16,567
Total contributions received or receivable from employer(s)	2014-12-31	$40,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$295
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2010 : PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$135,873
Expenses. Total of all expenses incurred	2010-12-31	$10,447
Total plan assets at end of year	2010-12-31	$759,313
Total plan assets at beginning of year	2010-12-31	$633,887
Other income received	2010-12-31	$51,308
Net income (gross income less expenses)	2010-12-31	$125,426
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$759,313
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$633,887
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$9,414
Total contributions received or receivable from employer(s)	2010-12-31	$84,565
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$10,447

Form 5500 Responses for PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

2020: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2010: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: PIEDMONT COLORECTAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824608

Policy instance

Insurance contract or identification number	GA-824608
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $874
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $739
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	RETIREMENT STRATEGIES, INC.

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-50-JY43

Policy instance

Insurance contract or identification number	GAP-50-JY43
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $208
Total amount of fees paid to insurance company	USD $289
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type 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 $208
Amount paid for insurance broker fees	289
Insurance broker organization code?	4
Insurance broker name	MAX ROSENBERG

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-54-JY42

Policy instance

Insurance contract or identification number	GAP-54-JY42
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,270
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,270
Insurance broker organization code?	4
Insurance broker name	MAX ROSENBERG

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Company Name:	PIEDMONT COLORECTAL ASSOCIATES, PC
Employer identification number (EIN):	582509722
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)