401k Plan data: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN plan

BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

BIRMINGHAM INTERNAL MEDICINE ASSOC P.C. has sponsored the creation of one or more 401k plans.

Company Name: BIRMINGHAM INTERNAL MEDICINE ASSOC P.C.

Employer identification number (EIN): 631245407

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2019-01-01
001 2018-01-01 JOHN FARLEY
001 2017-01-01 JOHN FARLEY
001 2016-01-01 DR. JOHN FARLEY
001 2015-01-01 DR. JOHN FARLEY
001 2014-01-01 DR. JOHN FARLEY
001 2013-01-01 DR. JOHN FARLEY
001 2012-01-01 DR. JOHN FARLEY 2013-03-22
001 2011-01-01 DR. JOHN FARLEY 2012-02-16
001 2010-01-01 DR. JOHN FARLEY 2011-04-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01
001	2019-01-01
001	2018-01-01	JOHN FARLEY
001	2017-01-01	JOHN FARLEY
001	2016-01-01	DR. JOHN FARLEY
001	2015-01-01	DR. JOHN FARLEY
001	2014-01-01	DR. JOHN FARLEY
001	2013-01-01	DR. JOHN FARLEY
001	2012-01-01	DR. JOHN FARLEY	2013-03-22
001	2011-01-01	DR. JOHN FARLEY	2012-02-16
001	2010-01-01	DR. JOHN FARLEY	2011-04-11

Plan Statistics for BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
2018: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 33
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 34
Total participants 2018-01-01 34
Number of participants with account balances 2018-01-01 25
2017: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 35
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 38
Total participants 2017-01-01 38
Number of participants with account balances 2017-01-01 23
2016: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 29
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 32
Total participants 2016-01-01 32
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 16
Number of participants with account balances 2015-01-01 16
2014: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 18
Number of participants with account balances 2014-01-01 18
2013: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 19
Number of participants with account balances 2013-01-01 19

Measure	Date	Value
2019: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
2018: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	33
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	34
Total participants	2018-01-01	34
Number of participants with account balances	2018-01-01	25
2017: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	35
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	38
Total participants	2017-01-01	38
Number of participants with account balances	2017-01-01	23
2016: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	29
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	32
Total participants	2016-01-01	32
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	16
Number of participants with account balances	2015-01-01	16
2014: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	18
Number of participants with account balances	2014-01-01	18
2013: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	19
Number of participants with account balances	2013-01-01	19

Financial Data on BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2019 : BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$671,014
Expenses. Total of all expenses incurred	2019-12-31	$3,163,888
Benefits paid (including direct rollovers)	2019-12-31	$3,145,151
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$2,492,874
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$130,573
Other income received	2019-12-31	$471,906
Net income (gross income less expenses)	2019-12-31	$-2,492,874
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,492,874
Total contributions received or receivable from employer(s)	2019-12-31	$68,535
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$18,737
2018 : BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$200,742
Expenses. Total of all expenses incurred	2018-12-31	$1,318
Benefits paid (including direct rollovers)	2018-12-31	$318
Total plan assets at end of year	2018-12-31	$2,492,874
Total plan assets at beginning of year	2018-12-31	$2,293,450
Value of fidelity bond covering the plan	2018-12-31	$230,000
Total contributions received or receivable from participants	2018-12-31	$154,004
Other income received	2018-12-31	$-70,279
Net income (gross income less expenses)	2018-12-31	$199,424
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,492,874
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,293,450
Total contributions received or receivable from employer(s)	2018-12-31	$117,017
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,000
2017 : BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$503,479
Expenses. Total of all expenses incurred	2017-12-31	$1,025
Total plan assets at end of year	2017-12-31	$2,293,450
Total plan assets at beginning of year	2017-12-31	$1,790,996
Value of fidelity bond covering the plan	2017-12-31	$180,000
Total contributions received or receivable from participants	2017-12-31	$135,604
Other income received	2017-12-31	$291,049
Net income (gross income less expenses)	2017-12-31	$502,454
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,293,450
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,790,996
Total contributions received or receivable from employer(s)	2017-12-31	$76,826
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,025
2016 : BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$294,344
Expenses. Total of all expenses incurred	2016-12-31	$750
Total plan assets at end of year	2016-12-31	$1,790,996
Total plan assets at beginning of year	2016-12-31	$1,497,402
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$110,411
Other income received	2016-12-31	$122,238
Net income (gross income less expenses)	2016-12-31	$293,594
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,790,996
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,497,402
Total contributions received or receivable from employer(s)	2016-12-31	$61,695
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$750
2015 : BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$134,629
Expenses. Total of all expenses incurred	2015-12-31	$11,570
Benefits paid (including direct rollovers)	2015-12-31	$10,807
Total plan assets at end of year	2015-12-31	$1,497,402
Total plan assets at beginning of year	2015-12-31	$1,374,343
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$93,325
Other income received	2015-12-31	$-15,416
Net income (gross income less expenses)	2015-12-31	$123,059
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,497,402
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,374,343
Total contributions received or receivable from employer(s)	2015-12-31	$56,720
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$763
2014 : BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$342,740
Expenses. Total of all expenses incurred	2014-12-31	$25,196
Benefits paid (including direct rollovers)	2014-12-31	$24,321
Total plan assets at end of year	2014-12-31	$1,374,343
Total plan assets at beginning of year	2014-12-31	$1,056,799
Value of fidelity bond covering the plan	2014-12-31	$138,000
Total contributions received or receivable from participants	2014-12-31	$75,605
Contributions received from other sources (not participants or employers)	2014-12-31	$130,391
Other income received	2014-12-31	$94,220
Net income (gross income less expenses)	2014-12-31	$317,544
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,374,343
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,056,799
Total contributions received or receivable from employer(s)	2014-12-31	$42,524
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$875
2013 : BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$262,771
Expenses. Total of all expenses incurred	2013-12-31	$888
Total plan assets at end of year	2013-12-31	$1,056,799
Total plan assets at beginning of year	2013-12-31	$794,916
Value of fidelity bond covering the plan	2013-12-31	$80,000
Total contributions received or receivable from participants	2013-12-31	$59,647
Other income received	2013-12-31	$165,144
Net income (gross income less expenses)	2013-12-31	$261,883
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,056,799
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$794,916
Total contributions received or receivable from employer(s)	2013-12-31	$37,980
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$888

Form 5500 Responses for BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

2019: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BIRMINGHAM INTERNAL MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

505151

Policy instance

Insurance contract or identification number	505151
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

68322

Policy instance

Insurance contract or identification number	68322
Number of Individuals Covered	505151
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $72
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	65
Insurance broker organization code?	7

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Company Name:	BIRMINGHAM INTERNAL MEDICINE ASSOC P.C.
Employer identification number (EIN):	631245407
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)