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NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN 401k Plan overview

Plan NameNORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN
Plan identification number 001

NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) 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.
  • 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

NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES PA has sponsored the creation of one or more 401k plans.

Company Name:NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES PA
Employer identification number (EIN):593114490
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES PA

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1992-04-01
Company Identification Number: V26005
Legal Registered Office Address: 915 WEST MONROE ST

JACKSONVILLE

32204

More information about NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES PA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) 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
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01DAVID MAYER
0012017-01-01
0012016-01-01DAVID MAYER2017-10-12
0012015-01-01DAVID MAYER2016-07-27
0012014-01-01JOHN PURCELL2015-10-13 JOHN PURCELL2015-10-13
0012013-01-01JOHN PURCELL2014-07-23 JOHN PURCELL2014-07-23
0012012-01-01JOHN PURCELL2013-07-22 JOHN PURCELL2013-07-22
0012011-01-01JOHN A PURCELL MD2012-10-15 JOHN A PURCELL MD2012-10-15
0012010-01-01JOHN PURCELL2011-07-26 JOHN PURCELL2011-07-26

Plan Statistics for NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN

401k plan membership statisitcs for NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN

Measure Date Value
2022: NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01164
Total number of active participants reported on line 7a of the Form 55002022-01-01141
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01144
Number of participants with account balances2022-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01149
Total number of active participants reported on line 7a of the Form 55002021-01-01160
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01164
Number of participants with account balances2021-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01151
Total number of active participants reported on line 7a of the Form 55002020-01-01139
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01149
Number of participants with account balances2020-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01134
Total number of active participants reported on line 7a of the Form 55002019-01-01130
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01151
Number of participants with account balances2019-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01151
Total number of active participants reported on line 7a of the Form 55002018-01-01117
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01134
Total participants2018-01-01134
Number of participants with account balances2018-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01135
Total number of active participants reported on line 7a of the Form 55002017-01-01138
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01151
Number of participants with account balances2017-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011

Financial Data on NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN

Measure Date Value
2022 : NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,171,281
Total of all expenses incurred2022-12-31$416,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$349,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$593,098
Value of total assets at end of year2022-12-31$9,277,333
Value of total assets at beginning of year2022-12-31$10,864,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$67,241
Total interest from all sources2022-12-31$1,887
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$280,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$280,422
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$593,098
Participant contributions at end of year2022-12-31$25,154
Participant contributions at beginning of year2022-12-31$45,016
Other income not declared elsewhere2022-12-31$8,803
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,587,659
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,277,333
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,864,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,937,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,303,016
Interest on participant loans2022-12-31$1,887
Value of interest in common/collective trusts at end of year2022-12-31$128,700
Value of interest in common/collective trusts at beginning of year2022-12-31$14,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$185,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$502,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$502,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,055,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$349,137
Contract administrator fees2022-12-31$67,241
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SALTMARSH CLEAVELAND & GUND
Accountancy firm EIN2022-12-31592922469
2021 : NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$22,947
Total income from all sources (including contributions)2021-12-31$2,189,297
Total of all expenses incurred2021-12-31$937,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$827,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$545,871
Value of total assets at end of year2021-12-31$10,864,992
Value of total assets at beginning of year2021-12-31$9,636,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$109,973
Total interest from all sources2021-12-31$1,739
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$482,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$482,410
Administrative expenses professional fees incurred2021-12-31$40,382
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$545,871
Participant contributions at end of year2021-12-31$45,016
Participant contributions at beginning of year2021-12-31$34,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$22,947
Other income not declared elsewhere2021-12-31$13,253
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$52,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,251,699
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,864,992
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,613,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,303,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,089,484
Interest on participant loans2021-12-31$1,739
Value of interest in common/collective trusts at end of year2021-12-31$14,383
Value of interest in common/collective trusts at beginning of year2021-12-31$22,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$502,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$437,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$437,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,146,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$827,625
Contract administrator fees2021-12-31$69,591
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$861,700
Total unrealized appreciation/depreciation of assets2020-12-31$861,700
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$22,947
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,727
Total income from all sources (including contributions)2020-12-31$1,717,973
Total of all expenses incurred2020-12-31$475,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$374,294
Expenses. Certain deemed distributions of participant loans2020-12-31$37,218
Value of total corrective distributions2020-12-31$8,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$468,447
Value of total assets at end of year2020-12-31$9,636,240
Value of total assets at beginning of year2020-12-31$8,377,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$55,736
Total interest from all sources2020-12-31$4,052
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$209,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$209,913
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$468,447
Participant contributions at end of year2020-12-31$34,745
Participant contributions at beginning of year2020-12-31$70,554
Participant contributions at beginning of year2020-12-31$7,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$22,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$6,727
Other income not declared elsewhere2020-12-31$1,061
Total non interest bearing cash at end of year2020-12-31$52,106
Total non interest bearing cash at beginning of year2020-12-31$87,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,242,487
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,613,293
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,370,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,089,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,066,396
Interest on participant loans2020-12-31$2,704
Value of interest in common/collective trusts at end of year2020-12-31$22,705
Value of interest in common/collective trusts at beginning of year2020-12-31$17,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$437,200
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$126,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$126,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$172,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$374,294
Contract administrator fees2020-12-31$55,736
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA LLP
Accountancy firm EIN2020-12-31135381590
2019 : NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$913,598
Total unrealized appreciation/depreciation of assets2019-12-31$913,598
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,727
Total income from all sources (including contributions)2019-12-31$1,877,730
Total of all expenses incurred2019-12-31$469,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$362,095
Expenses. Certain deemed distributions of participant loans2019-12-31$15,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$475,110
Value of total assets at end of year2019-12-31$8,377,533
Value of total assets at beginning of year2019-12-31$6,962,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$92,319
Total interest from all sources2019-12-31$6,166
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$227,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$227,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$475,110
Participant contributions at end of year2019-12-31$70,554
Participant contributions at beginning of year2019-12-31$86,121
Participant contributions at end of year2019-12-31$7,909
Participant contributions at beginning of year2019-12-31$32,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,727
Other income not declared elsewhere2019-12-31$11,151
Total non interest bearing cash at end of year2019-12-31$87,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,407,890
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,370,806
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,962,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,066,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,548,542
Interest on participant loans2019-12-31$3,722
Value of interest in common/collective trusts at end of year2019-12-31$17,922
Value of interest in common/collective trusts at beginning of year2019-12-31$25,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$126,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$270,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$270,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$244,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$362,095
Contract administrator fees2019-12-31$92,319
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA LLP
Accountancy firm EIN2019-12-31135381590
2018 : NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-55,848
Total of all expenses incurred2018-12-31$257,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$194,380
Expenses. Certain deemed distributions of participant loans2018-12-31$9,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$503,302
Value of total assets at end of year2018-12-31$6,962,916
Value of total assets at beginning of year2018-12-31$7,276,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$53,157
Total interest from all sources2018-12-31$6,713
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$275,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$275,060
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$485,566
Participant contributions at end of year2018-12-31$86,121
Participant contributions at beginning of year2018-12-31$66,599
Participant contributions at end of year2018-12-31$32,597
Participant contributions at beginning of year2018-12-31$3,025
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,743
Other income not declared elsewhere2018-12-31$1,787
Total non interest bearing cash at beginning of year2018-12-31$88,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-313,115
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,962,916
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,276,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$53,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,548,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,820,959
Interest on participant loans2018-12-31$3,482
Value of interest in common/collective trusts at end of year2018-12-31$25,159
Value of interest in common/collective trusts at beginning of year2018-12-31$23,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$270,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$272,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$272,485
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-843,168
Net investment gain or loss from common/collective trusts2018-12-31$458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$15,993
Employer contributions (assets) at beginning of year2018-12-31$125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$194,380
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA LLP
Accountancy firm EIN2018-12-31135381590
2017 : NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,332,591
Total of all expenses incurred2017-12-31$238,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$191,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$437,660
Value of total assets at end of year2017-12-31$7,272,881
Value of total assets at beginning of year2017-12-31$6,178,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$47,057
Total interest from all sources2017-12-31$3,425
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$240,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$240,659
Administrative expenses professional fees incurred2017-12-31$47,057
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$425,105
Participant contributions at end of year2017-12-31$66,599
Participant contributions at beginning of year2017-12-31$65,238
Participant contributions at end of year2017-12-31$3,025
Other income not declared elsewhere2017-12-31$1,988
Total non interest bearing cash at end of year2017-12-31$88,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,093,919
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,272,881
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,178,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,890,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,937,571
Interest on participant loans2017-12-31$2,016
Value of interest in common/collective trusts at end of year2017-12-31$23,995
Value of interest in common/collective trusts at beginning of year2017-12-31$21,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$291,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$154,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$154,436
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$650,817
Net investment gain or loss from common/collective trusts2017-12-31$30
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$12,555
Employer contributions (assets) at end of year2017-12-31$125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$191,615
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA LLP
Accountancy firm EIN2017-12-31135381590

Form 5500 Responses for NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN

2022: NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) 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: NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) 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: NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) 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: NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTHEAST FLORIDA ENDOCRINE AND DIABETES ASSOCIATES, P.A. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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