MONTGOMERY RHEUMATOLOGY ASSOC.,P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN
401k plan membership statisitcs for MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-06-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2022-06-01 | 3 |
| Total of all active and inactive participants | 2022-06-01 | 9 |
| Total participants | 2022-06-01 | 9 |
| Number of participants with account balances | 2022-06-01 | 9 |
| 2021: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 3 |
| Total of all active and inactive participants | 2021-06-01 | 13 |
| Total participants | 2021-06-01 | 13 |
| Number of participants with account balances | 2021-06-01 | 13 |
| 2020: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2020-06-01 | 6 |
| Total of all active and inactive participants | 2020-06-01 | 18 |
| Total participants | 2020-06-01 | 18 |
| Number of participants with account balances | 2020-06-01 | 18 |
| 2019: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2019-06-01 | 6 |
| Total of all active and inactive participants | 2019-06-01 | 18 |
| Total participants | 2019-06-01 | 18 |
| Number of participants with account balances | 2019-06-01 | 18 |
| 2018: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2018-06-01 | 5 |
| Total of all active and inactive participants | 2018-06-01 | 17 |
| Total participants | 2018-06-01 | 17 |
| Number of participants with account balances | 2018-06-01 | 17 |
| 2017: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2017-06-01 | 6 |
| Total of all active and inactive participants | 2017-06-01 | 19 |
| Total participants | 2017-06-01 | 19 |
| Number of participants with account balances | 2017-06-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-06-01 | 1 |
| 2016: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2016-06-01 | 5 |
| Total of all active and inactive participants | 2016-06-01 | 19 |
| Total participants | 2016-06-01 | 19 |
| Number of participants with account balances | 2016-06-01 | 19 |
| 2015: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2015-06-01 | 5 |
| Total of all active and inactive participants | 2015-06-01 | 19 |
| Total participants | 2015-06-01 | 19 |
| Number of participants with account balances | 2015-06-01 | 19 |
| 2014: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 6 |
| Total of all active and inactive participants | 2014-06-01 | 21 |
| Total participants | 2014-06-01 | 21 |
| Number of participants with account balances | 2014-06-01 | 21 |
| 2013: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 4 |
| Total of all active and inactive participants | 2013-06-01 | 19 |
| Total participants | 2013-06-01 | 19 |
| Number of participants with account balances | 2013-06-01 | 19 |
| 2012: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 16 |
| Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 3 |
| Total of all active and inactive participants | 2012-06-01 | 19 |
| Total participants | 2012-06-01 | 19 |
| Number of participants with account balances | 2012-06-01 | 19 |
| 2011: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 17 |
| Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 4 |
| Total of all active and inactive participants | 2011-06-01 | 21 |
| Total participants | 2011-06-01 | 21 |
| Number of participants with account balances | 2011-06-01 | 21 |
| 2009: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 4 |
| Total of all active and inactive participants | 2009-06-01 | 22 |
| Total participants | 2009-06-01 | 22 |
| Number of participants with account balances | 2009-06-01 | 22 |
| Measure | Date | Value |
|---|
| 2023 : MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-05-31 | $1,525,315 |
| Expenses. Total of all expenses incurred | 2023-05-31 | $1,554,931 |
| Benefits paid (including direct rollovers) | 2023-05-31 | $1,529,590 |
| Total plan assets at end of year | 2023-05-31 | $9,843,129 |
| Total plan assets at beginning of year | 2023-05-31 | $9,872,745 |
| Value of fidelity bond covering the plan | 2023-05-31 | $650,000 |
| Other income received | 2023-05-31 | $1,525,315 |
| Net income (gross income less expenses) | 2023-05-31 | $-29,616 |
| Net plan assets at end of year (total assets less liabilities) | 2023-05-31 | $9,843,129 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-05-31 | $9,872,745 |
| Assets. Value of participant loans | 2023-05-31 | $6,845 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-05-31 | $25,341 |
| 2022 : MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-05-31 | $-199,101 |
| Expenses. Total of all expenses incurred | 2022-05-31 | $666,074 |
| Benefits paid (including direct rollovers) | 2022-05-31 | $632,005 |
| Total plan assets at end of year | 2022-05-31 | $9,872,745 |
| Total plan assets at beginning of year | 2022-05-31 | $10,737,920 |
| Value of fidelity bond covering the plan | 2022-05-31 | $650,000 |
| Other income received | 2022-05-31 | $-199,101 |
| Net income (gross income less expenses) | 2022-05-31 | $-865,175 |
| Net plan assets at end of year (total assets less liabilities) | 2022-05-31 | $9,872,745 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-05-31 | $10,737,920 |
| Assets. Value of participant loans | 2022-05-31 | $11,976 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-05-31 | $34,069 |
| 2021 : MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-05-31 | $2,502,240 |
| Expenses. Total of all expenses incurred | 2021-05-31 | $261,590 |
| Benefits paid (including direct rollovers) | 2021-05-31 | $231,710 |
| Total plan assets at end of year | 2021-05-31 | $10,737,920 |
| Total plan assets at beginning of year | 2021-05-31 | $8,497,270 |
| Value of fidelity bond covering the plan | 2021-05-31 | $650,000 |
| Other income received | 2021-05-31 | $2,502,240 |
| Net income (gross income less expenses) | 2021-05-31 | $2,240,650 |
| Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $10,737,920 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $8,497,270 |
| Assets. Value of participant loans | 2021-05-31 | $17,400 |
| Total contributions received or receivable from employer(s) | 2021-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-05-31 | $29,880 |
| 2020 : MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-05-31 | $1,547,231 |
| Expenses. Total of all expenses incurred | 2020-05-31 | $715,789 |
| Benefits paid (including direct rollovers) | 2020-05-31 | $692,366 |
| Total plan assets at end of year | 2020-05-31 | $8,497,270 |
| Total plan assets at beginning of year | 2020-05-31 | $7,665,828 |
| Value of fidelity bond covering the plan | 2020-05-31 | $650,000 |
| Other income received | 2020-05-31 | $1,434,231 |
| Net income (gross income less expenses) | 2020-05-31 | $831,442 |
| Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $8,497,270 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $7,665,828 |
| Assets. Value of participant loans | 2020-05-31 | $21,979 |
| Total contributions received or receivable from employer(s) | 2020-05-31 | $113,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-05-31 | $23,423 |
| 2019 : MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-05-31 | $-373,448 |
| Expenses. Total of all expenses incurred | 2019-05-31 | $377,753 |
| Benefits paid (including direct rollovers) | 2019-05-31 | $352,775 |
| Total plan assets at end of year | 2019-05-31 | $7,665,828 |
| Total plan assets at beginning of year | 2019-05-31 | $8,417,029 |
| Value of fidelity bond covering the plan | 2019-05-31 | $500,000 |
| Other income received | 2019-05-31 | $-545,248 |
| Net income (gross income less expenses) | 2019-05-31 | $-751,201 |
| Net plan assets at end of year (total assets less liabilities) | 2019-05-31 | $7,665,828 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-05-31 | $8,417,029 |
| Assets. Value of participant loans | 2019-05-31 | $26,268 |
| Total contributions received or receivable from employer(s) | 2019-05-31 | $171,800 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-05-31 | $24,978 |
| 2018 : MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-05-31 | $1,171,065 |
| Expenses. Total of all expenses incurred | 2018-05-31 | $130,033 |
| Benefits paid (including direct rollovers) | 2018-05-31 | $105,057 |
| Total plan assets at end of year | 2018-05-31 | $8,417,029 |
| Total plan assets at beginning of year | 2018-05-31 | $7,375,997 |
| Value of fidelity bond covering the plan | 2018-05-31 | $500,000 |
| Other income received | 2018-05-31 | $989,802 |
| Net income (gross income less expenses) | 2018-05-31 | $1,041,032 |
| Net plan assets at end of year (total assets less liabilities) | 2018-05-31 | $8,417,029 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-05-31 | $7,375,997 |
| Assets. Value of participant loans | 2018-05-31 | $32,066 |
| Total contributions received or receivable from employer(s) | 2018-05-31 | $181,263 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-05-31 | $24,976 |
| 2017 : MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-05-31 | $1,203,114 |
| Expenses. Total of all expenses incurred | 2017-05-31 | $221,274 |
| Benefits paid (including direct rollovers) | 2017-05-31 | $198,321 |
| Total plan assets at end of year | 2017-05-31 | $7,375,997 |
| Total plan assets at beginning of year | 2017-05-31 | $6,394,157 |
| Value of fidelity bond covering the plan | 2017-05-31 | $500,000 |
| Other income received | 2017-05-31 | $1,016,591 |
| Net income (gross income less expenses) | 2017-05-31 | $981,840 |
| Net plan assets at end of year (total assets less liabilities) | 2017-05-31 | $7,375,997 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-05-31 | $6,394,157 |
| Total contributions received or receivable from employer(s) | 2017-05-31 | $186,523 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-05-31 | $22,953 |
| 2016 : MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-05-31 | $218,757 |
| Expenses. Total of all expenses incurred | 2016-05-31 | $144,209 |
| Benefits paid (including direct rollovers) | 2016-05-31 | $123,932 |
| Total plan assets at end of year | 2016-05-31 | $6,394,157 |
| Total plan assets at beginning of year | 2016-05-31 | $6,319,609 |
| Value of fidelity bond covering the plan | 2016-05-31 | $500,000 |
| Other income received | 2016-05-31 | $34,969 |
| Net income (gross income less expenses) | 2016-05-31 | $74,548 |
| Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $6,394,157 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $6,319,609 |
| Total contributions received or receivable from employer(s) | 2016-05-31 | $183,788 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-05-31 | $20,277 |
| 2015 : MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-05-31 | $232,704 |
| Expenses. Total of all expenses incurred | 2015-05-31 | $81,795 |
| Benefits paid (including direct rollovers) | 2015-05-31 | $65,225 |
| Total plan assets at end of year | 2015-05-31 | $6,319,609 |
| Total plan assets at beginning of year | 2015-05-31 | $6,168,700 |
| Value of fidelity bond covering the plan | 2015-05-31 | $500,000 |
| Other income received | 2015-05-31 | $47,135 |
| Net income (gross income less expenses) | 2015-05-31 | $150,909 |
| Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $6,319,609 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $6,168,700 |
| Total contributions received or receivable from employer(s) | 2015-05-31 | $185,569 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-05-31 | $16,570 |
| 2014 : MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-05-31 | $580,028 |
| Expenses. Total of all expenses incurred | 2014-05-31 | $56,205 |
| Benefits paid (including direct rollovers) | 2014-05-31 | $39,632 |
| Total plan assets at end of year | 2014-05-31 | $6,168,700 |
| Total plan assets at beginning of year | 2014-05-31 | $5,644,877 |
| Value of fidelity bond covering the plan | 2014-05-31 | $650,000 |
| Other income received | 2014-05-31 | $395,734 |
| Net income (gross income less expenses) | 2014-05-31 | $523,823 |
| Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $6,168,700 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $5,644,877 |
| Total contributions received or receivable from employer(s) | 2014-05-31 | $184,294 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-05-31 | $16,573 |
| 2013 : MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-05-31 | $735,271 |
| Expenses. Total of all expenses incurred | 2013-05-31 | $141,194 |
| Benefits paid (including direct rollovers) | 2013-05-31 | $124,470 |
| Total plan assets at end of year | 2013-05-31 | $5,644,877 |
| Total plan assets at beginning of year | 2013-05-31 | $5,050,800 |
| Value of fidelity bond covering the plan | 2013-05-31 | $600,000 |
| Other income received | 2013-05-31 | $547,671 |
| Net income (gross income less expenses) | 2013-05-31 | $594,077 |
| Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $5,644,877 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $5,050,800 |
| Total contributions received or receivable from employer(s) | 2013-05-31 | $187,600 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-05-31 | $16,724 |
| 2012 : MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-05-31 | $52,458 |
| Expenses. Total of all expenses incurred | 2012-05-31 | $24,045 |
| Benefits paid (including direct rollovers) | 2012-05-31 | $8,730 |
| Total plan assets at end of year | 2012-05-31 | $5,050,800 |
| Total plan assets at beginning of year | 2012-05-31 | $5,022,387 |
| Value of fidelity bond covering the plan | 2012-05-31 | $550,000 |
| Other income received | 2012-05-31 | $-135,660 |
| Net income (gross income less expenses) | 2012-05-31 | $28,413 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $5,050,800 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $5,022,387 |
| Total contributions received or receivable from employer(s) | 2012-05-31 | $188,118 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-05-31 | $15,315 |
| 2011 : MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-05-31 | $756,992 |
| Expenses. Total of all expenses incurred | 2011-05-31 | $78,085 |
| Benefits paid (including direct rollovers) | 2011-05-31 | $63,902 |
| Total plan assets at end of year | 2011-05-31 | $5,022,387 |
| Total plan assets at beginning of year | 2011-05-31 | $4,343,480 |
| Value of fidelity bond covering the plan | 2011-05-31 | $450,000 |
| Other income received | 2011-05-31 | $569,393 |
| Net income (gross income less expenses) | 2011-05-31 | $678,907 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $5,022,387 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $4,343,480 |
| Total contributions received or receivable from employer(s) | 2011-05-31 | $187,599 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-05-31 | $14,183 |
| 2022: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Plan funding arrangement – Insurance | Yes |
| 2022-06-01 | Plan funding arrangement – Trust | Yes |
| 2022-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-06-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Plan funding arrangement – Insurance | Yes |
| 2021-06-01 | Plan funding arrangement – Trust | Yes |
| 2021-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-06-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | Plan funding arrangement – Insurance | Yes |
| 2020-06-01 | Plan funding arrangement – Trust | Yes |
| 2020-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-06-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | Plan funding arrangement – Insurance | Yes |
| 2019-06-01 | Plan funding arrangement – Trust | Yes |
| 2019-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-06-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | Plan funding arrangement – Insurance | Yes |
| 2018-06-01 | Plan funding arrangement – Trust | Yes |
| 2018-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-06-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | Plan funding arrangement – Insurance | Yes |
| 2017-06-01 | Plan funding arrangement – Trust | Yes |
| 2017-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-06-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | Plan funding arrangement – Insurance | Yes |
| 2016-06-01 | Plan funding arrangement – Trust | Yes |
| 2016-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-06-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-06-01 | Type of plan entity | Single employer plan |
| 2015-06-01 | Plan funding arrangement – Insurance | Yes |
| 2015-06-01 | Plan funding arrangement – Trust | Yes |
| 2015-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-06-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | Plan funding arrangement – Insurance | Yes |
| 2014-06-01 | Plan funding arrangement – Trust | Yes |
| 2014-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-06-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-06-01 | Type of plan entity | Single employer plan |
| 2013-06-01 | Plan funding arrangement – Insurance | Yes |
| 2013-06-01 | Plan funding arrangement – Trust | Yes |
| 2013-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-06-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Plan funding arrangement – Insurance | Yes |
| 2012-06-01 | Plan funding arrangement – Trust | Yes |
| 2012-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-06-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Plan funding arrangement – Insurance | Yes |
| 2011-06-01 | Plan funding arrangement – Trust | Yes |
| 2011-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-06-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MONTGOMERY RHEUMATOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | Plan funding arrangement – Insurance | Yes |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 23097114 |
| Policy instance | 1 |
| Insurance contract or identification number | 23097114 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $49 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 49 | | Additional information about fees paid to insurance broker | PERSISTENCY FEES & OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 23097114 |
| Policy instance | 1 |
| Insurance contract or identification number | 23097114 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $49 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 49 | | Additional information about fees paid to insurance broker | PERSISTENCY FEES & OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | A3660 |
| Policy instance | 2 |
| Insurance contract or identification number | A3660 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 23097114 |
| Policy instance | 1 |
| Insurance contract or identification number | 23097114 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $49 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 49 | | Additional information about fees paid to insurance broker | PERSISTENCY FEES & OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 23097114 |
| Policy instance | 1 |
| Insurance contract or identification number | 23097114 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | A3660 |
| Policy instance | 2 |
| Insurance contract or identification number | A3660 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 125095LK2 |
| Policy instance | 3 |
| Insurance contract or identification number | 125095LK2 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $3,839 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,839 | | Insurance broker organization code? | 3 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 125095LK2 |
| Policy instance | 3 |
| Insurance contract or identification number | 125095LK2 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $3,013 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,013 | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | A3660 |
| Policy instance | 2 |
| Insurance contract or identification number | A3660 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 25761 |
| Policy instance | 1 |
| Insurance contract or identification number | 25761 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 125095LK2 |
| Policy instance | 3 |
| Insurance contract or identification number | 125095LK2 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $2,773 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,773 | | Insurance broker organization code? | 3 | | Insurance broker name | BBVA COMPASS INS AGENCY INC |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | A3660 |
| Policy instance | 2 |
| Insurance contract or identification number | A3660 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 25761 |
| Policy instance | 1 |
| Insurance contract or identification number | 25761 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 125095LK2 |
| Policy instance | 3 |
| Insurance contract or identification number | 125095LK2 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | A3660 |
| Policy instance | 2 |
| Insurance contract or identification number | A3660 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 25761 |
| Policy instance | 1 |
| Insurance contract or identification number | 25761 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $111 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 111 | | Additional information about fees paid to insurance broker | PERSISTENCY FEES & OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID B. MILLER |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 125095LK2 |
| Policy instance | 3 |
| Insurance contract or identification number | 125095LK2 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $2,247 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 $2,247 | | Insurance broker organization code? | 3 | | Insurance broker name | PATTI K. BARNES - BBVA COMPASS |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | A3660 |
| Policy instance | 2 |
| Insurance contract or identification number | A3660 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 25761 |
| Policy instance | 1 |
| Insurance contract or identification number | 25761 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $111 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 | | Amount paid for insurance broker fees | 111 | | Additional information about fees paid to insurance broker | PERSISTENCY FEES & OTHER COMPENSATIONPERSISTENCY & OTHER FEES | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID B. MILLER |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 25761 |
| Policy instance | 1 |
| Insurance contract or identification number | 25761 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | A3660 |
| Policy instance | 2 |
| Insurance contract or identification number | A3660 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 | | Insurance broker organization code? | 3 | | Insurance broker name | STEVEN WALLACE SELF |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | A3660 |
| Policy instance | 2 |
| Insurance contract or identification number | A3660 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 | | Insurance broker organization code? | 3 | | Insurance broker name | STEVEN WALLACE SELF |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 25761 |
| Policy instance | 1 |
| Insurance contract or identification number | 25761 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 25761 |
| Policy instance | 1 |
| Insurance contract or identification number | 25761 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | A3660 |
| Policy instance | 2 |
| Insurance contract or identification number | A3660 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $2,964 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 25761 |
| Policy instance | 1 |
| Insurance contract or identification number | 25761 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 |
|
