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ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 401k Plan overview

Plan NameALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN
Plan identification number 001

ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

ALABAMA INFECTIOUS DISEASE CENTER, has sponsored the creation of one or more 401k plans.

Company Name:ALABAMA INFECTIOUS DISEASE CENTER,
Employer identification number (EIN):631283028
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01MIKE SEGARS, CPA
0012017-01-01MIKE SEGARS, CPA
0012016-01-01MIKE SEGARS, CPA
0012015-01-01MIKE SEGARS, CPA
0012014-01-01ALI A. HASSON2015-10-14
0012013-01-01DR. ALI HASSOUN2014-09-17
0012012-01-01DR. ALI HASSOUN2013-10-11
0012011-01-01DR. ALI HASSOUN2012-08-15
0012010-01-01DR. ALI HASSOUN2011-09-12

Plan Statistics for ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN

401k plan membership statisitcs for ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN

Measure Date Value
2023: ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-017
Total number of active participants reported on line 7a of the Form 55002023-01-015
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-015
Number of participants with account balances2023-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016
Total number of active participants reported on line 7a of the Form 55002022-01-016
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-017
Number of participants with account balances2022-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-016
Number of participants with account balances2021-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016
Number of participants with account balances2020-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Number of participants with account balances2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN

Measure Date Value
2023 : ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2023 401k financial data
Total income from all sources2023-12-31$563,983
Expenses. Total of all expenses incurred2023-12-31$58,384
Benefits paid (including direct rollovers)2023-12-31$58,384
Total plan assets at end of year2023-12-31$2,086,423
Total plan assets at beginning of year2023-12-31$1,580,824
Value of fidelity bond covering the plan2023-12-31$250,000
Total contributions received or receivable from participants2023-12-31$83,764
Other income received2023-12-31$440,040
Net income (gross income less expenses)2023-12-31$505,599
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,086,423
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,580,824
Total contributions received or receivable from employer(s)2023-12-31$40,179
2022 : ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-272,212
Expenses. Total of all expenses incurred2022-12-31$1,118
Total plan assets at end of year2022-12-31$1,580,824
Total plan assets at beginning of year2022-12-31$1,854,154
Value of fidelity bond covering the plan2022-12-31$200,000
Total contributions received or receivable from participants2022-12-31$58,435
Other income received2022-12-31$-359,228
Net income (gross income less expenses)2022-12-31$-273,330
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,580,824
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,854,154
Total contributions received or receivable from employer(s)2022-12-31$28,581
Value of corrective distributions2022-12-31$1,118
2021 : ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$377,761
Expenses. Total of all expenses incurred2021-12-31$102,360
Benefits paid (including direct rollovers)2021-12-31$102,360
Total plan assets at end of year2021-12-31$1,854,154
Total plan assets at beginning of year2021-12-31$1,578,753
Value of fidelity bond covering the plan2021-12-31$200,000
Total contributions received or receivable from participants2021-12-31$55,835
Other income received2021-12-31$292,166
Net income (gross income less expenses)2021-12-31$275,401
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,854,154
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,578,753
Total contributions received or receivable from employer(s)2021-12-31$29,760
2020 : ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$345,428
Total plan assets at end of year2020-12-31$1,578,753
Total plan assets at beginning of year2020-12-31$1,233,325
Value of fidelity bond covering the plan2020-12-31$160,000
Total contributions received or receivable from participants2020-12-31$52,535
Other income received2020-12-31$264,702
Net income (gross income less expenses)2020-12-31$345,428
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,578,753
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,233,325
Total contributions received or receivable from employer(s)2020-12-31$28,191
2019 : ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$352,306
Total plan assets at end of year2019-12-31$1,233,325
Total plan assets at beginning of year2019-12-31$881,019
Value of fidelity bond covering the plan2019-12-31$130,000
Total contributions received or receivable from participants2019-12-31$50,768
Contributions received from other sources (not participants or employers)2019-12-31$1,689
Other income received2019-12-31$272,798
Net income (gross income less expenses)2019-12-31$352,306
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,233,325
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$881,019
Total contributions received or receivable from employer(s)2019-12-31$27,051
2018 : ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-21,918
Total plan assets at end of year2018-12-31$881,019
Total plan assets at beginning of year2018-12-31$902,937
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$58,753
Other income received2018-12-31$-113,367
Net income (gross income less expenses)2018-12-31$-21,918
Net plan assets at end of year (total assets less liabilities)2018-12-31$881,019
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$902,937
Total contributions received or receivable from employer(s)2018-12-31$32,696
2017 : ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$204,343
Total plan assets at end of year2017-12-31$902,937
Total plan assets at beginning of year2017-12-31$698,594
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$55,929
Other income received2017-12-31$115,549
Net income (gross income less expenses)2017-12-31$204,343
Net plan assets at end of year (total assets less liabilities)2017-12-31$902,937
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$698,594
Total contributions received or receivable from employer(s)2017-12-31$32,865
2016 : ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$123,272
Total plan assets at end of year2016-12-31$698,594
Total plan assets at beginning of year2016-12-31$575,322
Value of fidelity bond covering the plan2016-12-31$70,000
Total contributions received or receivable from participants2016-12-31$54,616
Other income received2016-12-31$37,043
Net income (gross income less expenses)2016-12-31$123,272
Net plan assets at end of year (total assets less liabilities)2016-12-31$698,594
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$575,322
Total contributions received or receivable from employer(s)2016-12-31$31,613
2015 : ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$63,565
Expenses. Total of all expenses incurred2015-12-31$7,879
Benefits paid (including direct rollovers)2015-12-31$7,879
Total plan assets at end of year2015-12-31$575,322
Total plan assets at beginning of year2015-12-31$519,636
Value of fidelity bond covering the plan2015-12-31$60,000
Total contributions received or receivable from participants2015-12-31$52,043
Other income received2015-12-31$-18,569
Net income (gross income less expenses)2015-12-31$55,686
Net plan assets at end of year (total assets less liabilities)2015-12-31$575,322
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$519,636
Total contributions received or receivable from employer(s)2015-12-31$30,091

Form 5500 Responses for ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN

2023: ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALABAMA INFECTIOUS DISEASE CENTER, PC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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