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PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 401k Plan overview

Plan NamePULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN
Plan identification number 002

PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PULMONARY SPECIALISTS OF TYLER, PA has sponsored the creation of one or more 401k plans.

Company Name:PULMONARY SPECIALISTS OF TYLER, PA
Employer identification number (EIN):752154420
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01G. DAVID GASS, MD2022-10-10 G. DAVID GASS, MD2022-10-10
0022020-01-01DAVID JONES, MD2021-09-23 DAVID JONES, MD2021-09-23
0022019-01-01DAVID JONES, MD2020-10-07 DAVID JONES, MD2020-10-07
0022018-01-01DAVID JONES, MD2019-10-09 DAVID JONES, MD2019-10-09
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01DAVID JONES, MD DAVID JONES, MD2013-10-11
0022011-01-01DAVID JONES, MD DAVID JONES, MD2012-10-10
0022009-01-01DAVID JONES DAVID JONES2010-10-11

Plan Statistics for PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN

401k plan membership statisitcs for PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN

Measure Date Value
2021: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0117
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0153
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0117
Number of participants with account balances2020-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0161
Total number of active participants reported on line 7a of the Form 55002019-01-018
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0143
Number of participants with account balances2019-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0162
Total number of active participants reported on line 7a of the Form 55002018-01-0148
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0160
Number of participants with account balances2018-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0159
Total number of active participants reported on line 7a of the Form 55002017-01-0143
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0160
Number of participants with account balances2017-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0167
Total number of active participants reported on line 7a of the Form 55002016-01-0144
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0157
Number of participants with account balances2016-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0168
Total number of active participants reported on line 7a of the Form 55002015-01-0146
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0164
Number of participants with account balances2015-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0165
Total number of active participants reported on line 7a of the Form 55002014-01-0142
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-0162
Total participants2014-01-0162
Number of participants with account balances2014-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0173
Total number of active participants reported on line 7a of the Form 55002013-01-0141
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0164
Number of participants with account balances2013-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0185
Total number of active participants reported on line 7a of the Form 55002012-01-0143
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0168
Number of participants with account balances2012-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0197
Total number of active participants reported on line 7a of the Form 55002011-01-0158
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0186
Number of participants with account balances2011-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0163
Total number of active participants reported on line 7a of the Form 55002009-01-0162
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0178
Number of participants with account balances2009-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN

Measure Date Value
2021 : PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$1,751
Total plan liabilities at beginning of year2021-12-31$1,938
Total income from all sources2021-12-31$150,288
Expenses. Total of all expenses incurred2021-12-31$4,551,434
Benefits paid (including direct rollovers)2021-12-31$4,549,033
Total plan assets at end of year2021-12-31$1,334,736
Total plan assets at beginning of year2021-12-31$5,736,069
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$150,288
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-4,401,146
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,332,985
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,734,131
Assets. Value of assets in partnership/joint-venture interests2021-12-31$90,372
Assets. Value of real-estate (other than employer real property)2021-12-31$569,000
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,401
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$1,938
Total plan liabilities at beginning of year2020-12-31$1,938
Total income from all sources2020-12-31$841,730
Expenses. Total of all expenses incurred2020-12-31$1,804,857
Benefits paid (including direct rollovers)2020-12-31$1,804,518
Total plan assets at end of year2020-12-31$5,736,069
Total plan assets at beginning of year2020-12-31$6,699,196
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$7,344
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$827,042
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-963,127
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,734,131
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,697,258
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$134,276
Assets. Value of real-estate (other than employer real property)2020-12-31$569,000
Total contributions received or receivable from employer(s)2020-12-31$7,344
Value of certain deemed distributions of participant loans2020-12-31$339
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$1,938
Total plan liabilities at beginning of year2019-12-31$1,938
Total income from all sources2019-12-31$957,288
Expenses. Total of all expenses incurred2019-12-31$1,189,577
Benefits paid (including direct rollovers)2019-12-31$1,186,606
Total plan assets at end of year2019-12-31$6,699,196
Total plan assets at beginning of year2019-12-31$6,931,485
Value of fidelity bond covering the plan2019-12-31$500,000
Assets. Value of tangible personal property2019-12-31$40,000
Total contributions received or receivable from participants2019-12-31$194,705
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$651,962
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-232,289
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,697,258
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,929,547
Assets. Value of participant loans2019-12-31$66,728
Assets. Value of assets in partnership/joint-venture interests2019-12-31$209,989
Assets. Value of real-estate (other than employer real property)2019-12-31$569,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$83,070
Total contributions received or receivable from employer(s)2019-12-31$110,621
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,971
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$1,938
Total plan liabilities at beginning of year2018-12-31$3,092
Total income from all sources2018-12-31$-219,750
Expenses. Total of all expenses incurred2018-12-31$571,167
Benefits paid (including direct rollovers)2018-12-31$567,455
Total plan assets at end of year2018-12-31$6,931,485
Total plan assets at beginning of year2018-12-31$7,723,556
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$179,572
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-528,322
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-790,917
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,929,547
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,720,464
Assets. Value of participant loans2018-12-31$103,582
Assets. Value of assets in partnership/joint-venture interests2018-12-31$533,003
Assets. Value of real-estate (other than employer real property)2018-12-31$530,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$112,333
Total contributions received or receivable from employer(s)2018-12-31$129,000
Value of certain deemed distributions of participant loans2018-12-31$977
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,735
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$3,092
Total plan liabilities at beginning of year2017-12-31$3,221
Total income from all sources2017-12-31$1,095,597
Expenses. Total of all expenses incurred2017-12-31$184,735
Benefits paid (including direct rollovers)2017-12-31$177,884
Total plan assets at end of year2017-12-31$7,723,556
Total plan assets at beginning of year2017-12-31$6,812,823
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$192,668
Expenses. Other expenses not covered elsewhere2017-12-31$4,333
Contributions received from other sources (not participants or employers)2017-12-31$35,535
Other income received2017-12-31$717,061
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$910,862
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,720,464
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,809,602
Assets. Value of participant loans2017-12-31$158,665
Assets. Value of assets in partnership/joint-venture interests2017-12-31$545,230
Assets. Value of real-estate (other than employer real property)2017-12-31$530,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$174,502
Total contributions received or receivable from employer(s)2017-12-31$150,333
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,518
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$3,221
Total plan liabilities at beginning of year2016-12-31$1,937
Total income from all sources2016-12-31$777,028
Expenses. Total of all expenses incurred2016-12-31$172,738
Benefits paid (including direct rollovers)2016-12-31$170,414
Total plan assets at end of year2016-12-31$6,812,823
Total plan assets at beginning of year2016-12-31$6,207,249
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$188,589
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$17,775
Other income received2016-12-31$425,925
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$604,290
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,809,602
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,205,312
Assets. Value of participant loans2016-12-31$172,113
Assets. Value of assets in partnership/joint-venture interests2016-12-31$348,648
Assets. Value of real-estate (other than employer real property)2016-12-31$530,000
Total contributions received or receivable from employer(s)2016-12-31$144,739
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,324
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$1,937
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-24,814
Expenses. Total of all expenses incurred2015-12-31$135,538
Benefits paid (including direct rollovers)2015-12-31$134,722
Total plan assets at end of year2015-12-31$6,207,249
Total plan assets at beginning of year2015-12-31$6,365,664
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$193,427
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-363,504
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-160,352
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,205,312
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,365,664
Assets. Value of participant loans2015-12-31$137,955
Assets. Value of assets in partnership/joint-venture interests2015-12-31$452,090
Assets. Value of real-estate (other than employer real property)2015-12-31$630,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$923
Total contributions received or receivable from employer(s)2015-12-31$145,263
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$816
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-575,468
Expenses. Total of all expenses incurred2014-12-31$1,406,823
Benefits paid (including direct rollovers)2014-12-31$1,399,707
Total plan assets at end of year2014-12-31$6,365,664
Total plan assets at beginning of year2014-12-31$8,347,955
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$164,846
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-873,646
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-1,982,291
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,365,664
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$8,347,955
Assets. Value of participant loans2014-12-31$161,132
Assets. Value of assets in partnership/joint-venture interests2014-12-31$400,000
Assets. Value of real-estate (other than employer real property)2014-12-31$355,800
Total contributions received or receivable from employer(s)2014-12-31$133,332
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,116
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,760,921
Expenses. Total of all expenses incurred2013-12-31$1,403,557
Benefits paid (including direct rollovers)2013-12-31$1,387,129
Total plan assets at end of year2013-12-31$8,347,955
Total plan assets at beginning of year2013-12-31$7,990,591
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$184,972
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,434,525
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$357,364
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,347,955
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,990,591
Assets. Value of participant loans2013-12-31$140,747
Assets. Value of assets in partnership/joint-venture interests2013-12-31$400,000
Assets. Value of real-estate (other than employer real property)2013-12-31$355,800
Total contributions received or receivable from employer(s)2013-12-31$141,424
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$16,428
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$2,360
Total plan liabilities at beginning of year2012-12-31$41,467
Total income from all sources2012-12-31$287,153
Expenses. Total of all expenses incurred2012-12-31$861,971
Benefits paid (including direct rollovers)2012-12-31$843,214
Total plan assets at end of year2012-12-31$7,992,951
Total plan assets at beginning of year2012-12-31$8,606,876
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$181,268
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$11,715
Other income received2012-12-31$-50,100
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-574,818
Net plan assets at end of year (total assets less liabilities)2012-12-31$7,990,591
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$8,565,409
Assets. Value of participant loans2012-12-31$158,173
Assets. Value of assets in partnership/joint-venture interests2012-12-31$100,000
Assets. Value of real-estate (other than employer real property)2012-12-31$355,800
Total contributions received or receivable from employer(s)2012-12-31$144,270
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$18,757
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$41,467
Total plan liabilities at beginning of year2011-12-31$39,440
Total income from all sources2011-12-31$724,096
Expenses. Total of all expenses incurred2011-12-31$331,671
Benefits paid (including direct rollovers)2011-12-31$295,330
Total plan assets at end of year2011-12-31$8,606,876
Total plan assets at beginning of year2011-12-31$8,212,424
Value of fidelity bond covering the plan2011-12-31$800,000
Total contributions received or receivable from participants2011-12-31$349,029
Expenses. Other expenses not covered elsewhere2011-12-31$6,130
Contributions received from other sources (not participants or employers)2011-12-31$122,585
Other income received2011-12-31$-30,637
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$392,425
Net plan assets at end of year (total assets less liabilities)2011-12-31$8,565,409
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$8,172,984
Assets. Value of participant loans2011-12-31$200,861
Assets. Value of real-estate (other than employer real property)2011-12-31$355,800
Total contributions received or receivable from employer(s)2011-12-31$283,119
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$30,211
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$39,440
Total plan liabilities at beginning of year2010-12-31$50,000
Total income from all sources2010-12-31$2,334,026
Expenses. Total of all expenses incurred2010-12-31$947,138
Benefits paid (including direct rollovers)2010-12-31$904,937
Total plan assets at end of year2010-12-31$8,212,424
Total plan assets at beginning of year2010-12-31$6,836,096
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$308,831
Contributions received from other sources (not participants or employers)2010-12-31$9,433
Other income received2010-12-31$1,795,601
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$1,386,888
Net plan assets at end of year (total assets less liabilities)2010-12-31$8,172,984
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,786,096
Assets. Value of participant loans2010-12-31$155,875
Assets. Value of real-estate (other than employer real property)2010-12-31$756,130
Total contributions received or receivable from employer(s)2010-12-31$220,161
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$42,201
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT 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 PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN

2021: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT 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: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT 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: PULMONARY SPECIALISTS OF TYLER, PA 401(K) RETIREMENT 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 number69346
Policy instance 1
Insurance contract or identification number69346
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,342
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2342
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69346
Policy instance 1
Insurance contract or identification number69346
Number of Individuals Covered17
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69346
Policy instance 1
Insurance contract or identification number69346
Number of Individuals Covered50
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69346
Policy instance 1
Insurance contract or identification number69346
Number of Individuals Covered50
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69346
Policy instance 1
Insurance contract or identification number69346
Number of Individuals Covered58
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?1
Insurance broker nameEDWARD JONES & COMPANY

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