?>
Logo

ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN
Plan identification number 001

ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Life insurance

401k Sponsoring company profile

ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ARKANSAS ALLERGY & ASTHMA CLINIC, P.A.
Employer identification number (EIN):710412027
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01DEREK SHERWOOD2021-11-29
0012020-01-01DEREK SHERWOOD2021-06-29 EDDIE SHIELDS2021-06-29
0012019-01-01DEREK SHERWOOD2020-07-02 EDDIE SHIELDS, M.D.2020-07-02
0012018-01-01
0012017-01-01PAMELA WELLS-MILLER
0012016-01-01EDDIE SHIELDS MD2017-08-31
0012015-01-01EDDIE SHIELDS MD2016-07-13
0012014-01-01EDDIE SHIELDS MD2015-10-02
0012013-01-01EDDIE SHIELDS MD2014-10-13
0012012-01-01EDDIE SHIELDS MD EDDIE SHIELDS MD2013-05-29
0012011-01-01EDDIE SHIELDS MD EDDIE SHIELDS MD2012-10-01
0012009-01-01PAUL FISER

Plan Statistics for ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN

Measure Date Value
2018: ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0131
Total number of active participants reported on line 7a of the Form 55002018-01-0122
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0128
Number of participants with account balances2018-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0134
Total number of active participants reported on line 7a of the Form 55002017-01-0124
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0131
Number of participants with account balances2017-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2012: ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0139
Total number of active participants reported on line 7a of the Form 55002012-01-0138
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0150
Number of participants with account balances2012-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0152
Total number of active participants reported on line 7a of the Form 55002011-01-0140
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-0154
Total participants2011-01-0154
Number of participants with account balances2011-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0140
Total number of active participants reported on line 7a of the Form 55002009-01-0143
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0149
Total participants2009-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN

Measure Date Value
2018 : ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$27,036
Expenses. Total of all expenses incurred2018-12-31$78,215
Benefits paid (including direct rollovers)2018-12-31$47,035
Total plan assets at end of year2018-12-31$4,738,291
Total plan assets at beginning of year2018-12-31$4,789,470
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$111,177
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-242,632
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-51,179
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,738,291
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,789,470
Assets. Value of participant loans2018-12-31$12,157
Total contributions received or receivable from employer(s)2018-12-31$158,491
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$31,180
2017 : ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$768,030
Expenses. Total of all expenses incurred2017-12-31$19,773
Benefits paid (including direct rollovers)2017-12-31$10,614
Total plan assets at end of year2017-12-31$4,789,470
Total plan assets at beginning of year2017-12-31$4,041,213
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$114,407
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$653,439
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$748,257
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,789,470
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,041,213
Assets. Value of participant loans2017-12-31$18,220
Total contributions received or receivable from employer(s)2017-12-31$184
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$9,159
2012 : ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$778,621
Expenses. Total of all expenses incurred2012-12-31$1,622,969
Benefits paid (including direct rollovers)2012-12-31$1,622,969
Total plan assets at end of year2012-12-31$3,529,687
Total plan assets at beginning of year2012-12-31$4,374,035
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$125,329
Other income received2012-12-31$436,819
Net income (gross income less expenses)2012-12-31$-844,348
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,529,687
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,374,035
Assets. Value of participant loans2012-12-31$29,421
Total contributions received or receivable from employer(s)2012-12-31$216,473
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$360,703
Expenses. Total of all expenses incurred2011-12-31$94,020
Benefits paid (including direct rollovers)2011-12-31$66,125
Total plan assets at end of year2011-12-31$4,374,035
Total plan assets at beginning of year2011-12-31$4,107,352
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$153,986
Other income received2011-12-31$-32,445
Net income (gross income less expenses)2011-12-31$266,683
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,374,035
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,107,352
Assets. Value of participant loans2011-12-31$27,643
Total contributions received or receivable from employer(s)2011-12-31$239,162
Value of certain deemed distributions of participant loans2011-12-31$11,052
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$16,843
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$787,100
Expenses. Total of all expenses incurred2010-12-31$30,483
Benefits paid (including direct rollovers)2010-12-31$21,768
Total plan assets at end of year2010-12-31$4,107,352
Total plan assets at beginning of year2010-12-31$3,350,735
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$156,832
Expenses. Other expenses not covered elsewhere2010-12-31$8,715
Other income received2010-12-31$400,377
Net income (gross income less expenses)2010-12-31$756,617
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,107,352
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,350,735
Assets. Value of participant loans2010-12-31$31,119
Total contributions received or receivable from employer(s)2010-12-31$229,891
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN

2018: ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2012: ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ARKANSAS ALLERGY & ASTHMA CLINIC, P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan 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 number91856
Policy instance 2
Insurance contract or identification number91856
Number of Individuals Covered45
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,558
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $14,424
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
Insurance broker namePENSION PLAN ADMINISTRATION, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91856
Policy instance 2
Insurance contract or identification number91856
Number of Individuals Covered46
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $16,223
Total amount of fees paid to insurance companyUSD $0
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91856
Policy instance 1
Insurance contract or identification number91856
Number of Individuals Covered47
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $12,975
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3