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MEMPHIS MID-SOUTH OB/GYN ALLIANCE, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameMEMPHIS MID-SOUTH OB/GYN ALLIANCE, P.C. PROFIT SHARING PLAN
Plan identification number 001

MEMPHIS MID-SOUTH OB/GYN ALLIANCE, P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

MEMPHIS MID-SOUTH OB/GYN ALLIANCE, P.C. has sponsored the creation of one or more 401k plans.

Company Name:MEMPHIS MID-SOUTH OB/GYN ALLIANCE, P.C.
Employer identification number (EIN):621204096
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEMPHIS MID-SOUTH OB/GYN ALLIANCE, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-04-01
0012015-04-01
0012014-04-01
0012013-04-01
0012012-04-01LESTER GRAVES LESTER GRAVES2013-12-12
0012011-04-01LESTER R. GRAVES JR,2013-01-10 LESTER R. GRAVES JR,2013-01-10
0012010-04-01LESTER GRAVES2012-01-10 LESTER GRAVES2012-01-10

Plan Statistics for MEMPHIS MID-SOUTH OB/GYN ALLIANCE, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for MEMPHIS MID-SOUTH OB/GYN ALLIANCE, P.C. PROFIT SHARING PLAN

Measure Date Value
2013: MEMPHIS MID-SOUTH OB/GYN ALLIANCE, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-0129
Total number of active participants reported on line 7a of the Form 55002013-04-0121
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-018
Total of all active and inactive participants2013-04-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-0129
Number of participants with account balances2013-04-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: MEMPHIS MID-SOUTH OB/GYN ALLIANCE, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-0129
Total number of active participants reported on line 7a of the Form 55002012-04-0126
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-011
Total of all active and inactive participants2012-04-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-0127
Number of participants with account balances2012-04-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010

Financial Data on MEMPHIS MID-SOUTH OB/GYN ALLIANCE, P.C. PROFIT SHARING PLAN

Measure Date Value
2014 : MEMPHIS MID-SOUTH OB/GYN ALLIANCE, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-03-31$3,262,951
Expenses. Total of all expenses incurred2014-03-31$7,939,453
Benefits paid (including direct rollovers)2014-03-31$7,939,453
Total plan assets at end of year2014-03-31$14,147,015
Total plan assets at beginning of year2014-03-31$18,823,517
Value of fidelity bond covering the plan2014-03-31$600,000
Total contributions received or receivable from participants2014-03-31$19,840
Expenses. Other expenses not covered elsewhere2014-03-31$0
Contributions received from other sources (not participants or employers)2014-03-31$0
Other income received2014-03-31$3,243,111
Net income (gross income less expenses)2014-03-31$-4,676,502
Net plan assets at end of year (total assets less liabilities)2014-03-31$14,147,015
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$18,823,517
Assets. Value of participant loans2014-03-31$44,882
Total contributions received or receivable from employer(s)2014-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
2013 : MEMPHIS MID-SOUTH OB/GYN ALLIANCE, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-03-31$2,102,739
Expenses. Total of all expenses incurred2013-03-31$727,481
Benefits paid (including direct rollovers)2013-03-31$727,167
Total plan assets at end of year2013-03-31$18,823,517
Total plan assets at beginning of year2013-03-31$17,448,259
Value of fidelity bond covering the plan2013-03-31$600,000
Total contributions received or receivable from participants2013-03-31$26,367
Expenses. Other expenses not covered elsewhere2013-03-31$0
Contributions received from other sources (not participants or employers)2013-03-31$0
Other income received2013-03-31$2,076,372
Net income (gross income less expenses)2013-03-31$1,375,258
Net plan assets at end of year (total assets less liabilities)2013-03-31$18,823,517
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$17,448,259
Assets. Value of participant loans2013-03-31$58,271
Total contributions received or receivable from employer(s)2013-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$314
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0

Form 5500 Responses for MEMPHIS MID-SOUTH OB/GYN ALLIANCE, P.C. PROFIT SHARING PLAN

2013: MEMPHIS MID-SOUTH OB/GYN ALLIANCE, P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: MEMPHIS MID-SOUTH OB/GYN ALLIANCE, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94-498-672
Policy instance 6
Insurance contract or identification number94-498-672
Number of Individuals Covered1
Insurance policy start date2013-03-31
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberC31922021P
Policy instance 5
Insurance contract or identification numberC31922021P
Insurance policy start date2013-03-01
Insurance policy end date2014-03-01
Are there contracts with allocated funds for individual policies?Yes
Insurance broker organization code?3
Insurance broker nameDENBY BRANDON ORGANIZATION, INC.
AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberC31920527P
Policy instance 4
Insurance contract or identification numberC31920527P
Insurance policy start date2013-03-28
Insurance policy end date2014-03-28
Are there contracts with allocated funds for individual policies?Yes
Insurance broker organization code?3
Insurance broker nameBRANDON ORGANIZATION, INC.
AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberC31920526P
Policy instance 3
Insurance contract or identification numberC31920526P
Insurance policy start date2013-03-29
Insurance policy end date2014-03-29
Are there contracts with allocated funds for individual policies?Yes
Insurance broker organization code?3
Insurance broker nameDENBY BRANDON ORGANIZATION, INC.
OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 )
Policy contract number56452188
Policy instance 2
Insurance contract or identification number56452188
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Are there contracts with allocated funds for individual policies?Yes
Insurance broker organization code?3
Insurance broker nameDENBY BRANDON ORGANIZATION
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number0039547000
Policy instance 1
Insurance contract or identification number0039547000
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Are there contracts with allocated funds for individual policies?Yes
Insurance broker organization code?3
Insurance broker nameDENBY BRANDON ORGANIZATIONS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 6
Number of Individuals Covered1
Insurance policy start date2012-03-31
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberC31922021P
Policy instance 5
Insurance contract or identification numberC31922021P
Number of Individuals Covered1
Insurance policy start date2012-03-01
Insurance policy end date2013-03-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDENBY BRANDON ORGANIZATION, INC.
AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberC31920527P
Policy instance 4
Insurance contract or identification numberC31920527P
Number of Individuals Covered1
Insurance policy start date2012-03-28
Insurance policy end date2013-03-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBRANDON ORGANIZATION, INC.
AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberC31920526P
Policy instance 3
Insurance contract or identification numberC31920526P
Number of Individuals Covered1
Insurance policy start date2012-03-29
Insurance policy end date2013-03-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDENBY BRANDON ORGANIZATION, INC.
OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 )
Policy contract number56452188
Policy instance 2
Insurance contract or identification number56452188
Number of Individuals Covered1
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDENBY BRANDON ORGANIZATION
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number0039547000
Policy instance 1
Insurance contract or identification number0039547000
Number of Individuals Covered1
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDENBY BRANDON ORGANIZATIONS

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