401k Plan data: CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN plan

CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN
Plan identification number	001

CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Life insurance

401k Sponsoring company profile

CANODY PEDIATRICS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: CANODY PEDIATRICS, P.A.

Employer identification number (EIN): 593740257

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

Additional information about CANODY PEDIATRICS, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2001-08-22

Company Identification Number: P01000083090

Legal Registered Office Address: 4712 N. ARMENIA AVE.

TAMPA

33603

More information about CANODY PEDIATRICS, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 CHRISTINA J CANODY CHRISTINA J CANODY 2013-10-03
001 2011-01-01 JAN SMITH JAN SMITH 2012-03-08
001 2009-01-01 JAN T. SMITH JAN T. SMITH 2010-07-05

Plan Statistics for CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN

Measure Date Value
2012: CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
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 2
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
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	2
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN

Measure	Date	Value
2012 : CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$266,870
Expenses. Total of all expenses incurred	2012-12-31	$3,326,859
Benefits paid (including direct rollovers)	2012-12-31	$3,315,184
Total plan assets at end of year	2012-12-31	$758,893
Total plan assets at beginning of year	2012-12-31	$3,818,882
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$29,267
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$216,988
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-3,059,989
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$758,893
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,818,882
Total contributions received or receivable from employer(s)	2012-12-31	$20,615
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$11,675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$289,187
Expenses. Total of all expenses incurred	2011-12-31	$176,330
Benefits paid (including direct rollovers)	2011-12-31	$147,864
Total plan assets at end of year	2011-12-31	$3,818,882
Total plan assets at beginning of year	2011-12-31	$3,706,025
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$60,701
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$168,462
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$112,857
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,818,882
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,706,025
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$60,024
Value of certain deemed distributions of participant loans	2011-12-31	$17,123
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$11,343
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$474,441
Expenses. Total of all expenses incurred	2010-12-31	$10,282
Benefits paid (including direct rollovers)	2010-12-31	$10,282
Total plan assets at end of year	2010-12-31	$3,706,025
Total plan assets at beginning of year	2010-12-31	$3,241,866
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$56,947
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$357,118
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$464,159
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,706,025
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,241,866
Assets. Value of participant loans	2010-12-31	$16,905
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$60,376
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN

2012: CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CANODY PEDIATRICS, P.A. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

57805

Policy instance

Insurance contract or identification number	57805
Number of Individuals Covered	5
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,339
Total amount of fees paid to insurance company	USD $906
Are there contracts with allocated funds for individual policies?	Yes
Life Insurance Welfare Benefit	Yes
Commission paid to Insurance Broker	USD $1,054
Amount paid for insurance broker fees	870
Additional information about fees paid to insurance broker	SERVICING FEES
Insurance broker organization code?	3
Insurance broker name	TEAGUE FINANCIAL GROUP, INC.

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

57805

Policy instance

Insurance contract or identification number	57805
Number of Individuals Covered	7
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $132
Total amount of fees paid to insurance company	USD $1,501
Are there contracts with allocated funds for individual policies?	Yes
Life Insurance Welfare Benefit	Yes

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

57805

Policy instance

Insurance contract or identification number	57805
Number of Individuals Covered	9
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $130
Total amount of fees paid to insurance company	USD $1,835
Are there contracts with allocated funds for individual policies?	Yes
Life Insurance Welfare Benefit	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 $130
Amount paid for insurance broker fees	1835
Additional information about fees paid to insurance broker	SERVICING PRODUCT
Insurance broker organization code?	3
Insurance broker name	GERALD R MANN

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Company Name:	CANODY PEDIATRICS, P.A.
Employer identification number (EIN):	593740257
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2001-08-22
Company Identification Number:	P01000083090
Legal Registered Office Address:	4712 N. ARMENIA AVE. TAMPA 33603

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	CHRISTINA J CANODY	CHRISTINA J CANODY	2013-10-03
001	2011-01-01	JAN SMITH	JAN SMITH	2012-03-08
001	2009-01-01	JAN T. SMITH	JAN T. SMITH	2010-07-05