?>
Logo

LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameLOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN
Plan identification number 001

LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING 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.
  • 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

LOMA VISTA GENERAL & FAMILY PRACTICE has sponsored the creation of one or more 401k plans.

Company Name:LOMA VISTA GENERAL & FAMILY PRACTICE
Employer identification number (EIN):840620378
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-10-01M. LEE SCHMUCKER M. LEE SCHMUCKER2017-11-15
0012015-10-01M. LEE SCHMUCKER M. LEE SCHMUCKER2016-12-28
0012014-10-01M. LEE SCHMUCKER M. LEE SCHMUCKER2015-11-23
0012013-10-01M. LEE SCHMUCKER M. LEE SCHMUCKER2014-10-22
0012012-10-01M. LEE SCHMUCKER M. LEE SCHMUCKER2013-12-18
0012011-10-01M. LEE SCHMUCKER M. LEE SCHMUCKER2012-10-31

Plan Statistics for LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN

Measure Date Value
2016: LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-0122
Total number of active participants reported on line 7a of the Form 55002016-10-010
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-010
Number of participants with account balances2016-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0126
Total number of active participants reported on line 7a of the Form 55002015-10-0121
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-011
Total of all active and inactive participants2015-10-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0122
Number of participants with account balances2015-10-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0125
Total number of active participants reported on line 7a of the Form 55002014-10-0118
Number of retired or separated participants receiving benefits2014-10-014
Number of other retired or separated participants entitled to future benefits2014-10-011
Total of all active and inactive participants2014-10-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0123
Number of participants with account balances2014-10-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-012
2013: LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0123
Total number of active participants reported on line 7a of the Form 55002013-10-0123
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-012
Total of all active and inactive participants2013-10-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0125
Number of participants with account balances2013-10-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0121
Total number of active participants reported on line 7a of the Form 55002012-10-0120
Number of retired or separated participants receiving benefits2012-10-011
Number of other retired or separated participants entitled to future benefits2012-10-011
Total of all active and inactive participants2012-10-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0122
Number of participants with account balances2012-10-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0120
Total number of active participants reported on line 7a of the Form 55002011-10-0119
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-011
Total of all active and inactive participants2011-10-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0120
Number of participants with account balances2011-10-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010

Financial Data on LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN

Measure Date Value
2017 : LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-09-30$83,042
Expenses. Total of all expenses incurred2017-09-30$674,699
Benefits paid (including direct rollovers)2017-09-30$674,699
Total plan assets at end of year2017-09-30$0
Total plan assets at beginning of year2017-09-30$591,657
Value of fidelity bond covering the plan2017-09-30$245,000
Total contributions received or receivable from participants2017-09-30$15,010
Other income received2017-09-30$62,422
Net income (gross income less expenses)2017-09-30$-591,657
Net plan assets at end of year (total assets less liabilities)2017-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$591,657
Total contributions received or receivable from employer(s)2017-09-30$5,610
2016 : LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-09-30$108,895
Expenses. Total of all expenses incurred2016-09-30$1,603
Benefits paid (including direct rollovers)2016-09-30$1,603
Total plan assets at end of year2016-09-30$591,657
Total plan assets at beginning of year2016-09-30$484,365
Value of fidelity bond covering the plan2016-09-30$245,000
Total contributions received or receivable from participants2016-09-30$20,430
Other income received2016-09-30$51,401
Net income (gross income less expenses)2016-09-30$107,292
Net plan assets at end of year (total assets less liabilities)2016-09-30$591,657
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$484,365
Total contributions received or receivable from employer(s)2016-09-30$37,064
2015 : LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-09-30$52,319
Expenses. Total of all expenses incurred2015-09-30$145,582
Benefits paid (including direct rollovers)2015-09-30$145,582
Total plan assets at end of year2015-09-30$484,365
Total plan assets at beginning of year2015-09-30$577,628
Value of fidelity bond covering the plan2015-09-30$245,000
Total contributions received or receivable from participants2015-09-30$35,315
Other income received2015-09-30$-18,517
Net income (gross income less expenses)2015-09-30$-93,263
Net plan assets at end of year (total assets less liabilities)2015-09-30$484,365
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$577,628
Total contributions received or receivable from employer(s)2015-09-30$35,521
2014 : LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-09-30$123,689
Expenses. Total of all expenses incurred2014-09-30$56,630
Benefits paid (including direct rollovers)2014-09-30$56,630
Total plan assets at end of year2014-09-30$577,628
Total plan assets at beginning of year2014-09-30$510,569
Value of fidelity bond covering the plan2014-09-30$245,000
Total contributions received or receivable from participants2014-09-30$39,915
Other income received2014-09-30$40,774
Net income (gross income less expenses)2014-09-30$67,059
Net plan assets at end of year (total assets less liabilities)2014-09-30$577,628
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$510,569
Total contributions received or receivable from employer(s)2014-09-30$43,000
2013 : LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-09-30$139,273
Expenses. Total of all expenses incurred2013-09-30$107,084
Benefits paid (including direct rollovers)2013-09-30$107,084
Total plan assets at end of year2013-09-30$510,569
Total plan assets at beginning of year2013-09-30$478,380
Value of fidelity bond covering the plan2013-09-30$245,000
Total contributions received or receivable from participants2013-09-30$38,718
Other income received2013-09-30$57,555
Net income (gross income less expenses)2013-09-30$32,189
Net plan assets at end of year (total assets less liabilities)2013-09-30$510,569
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$478,380
Total contributions received or receivable from employer(s)2013-09-30$43,000
2012 : LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-09-30$110,887
Expenses. Total of all expenses incurred2012-09-30$12,543
Benefits paid (including direct rollovers)2012-09-30$12,543
Total plan assets at end of year2012-09-30$478,380
Total plan assets at beginning of year2012-09-30$380,036
Value of fidelity bond covering the plan2012-09-30$245,000
Total contributions received or receivable from participants2012-09-30$2,020
Other income received2012-09-30$38,867
Net income (gross income less expenses)2012-09-30$98,344
Net plan assets at end of year (total assets less liabilities)2012-09-30$478,380
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$380,036
Total contributions received or receivable from employer(s)2012-09-30$70,000

Form 5500 Responses for LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN

2016: LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01This submission is the final filingYes
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: LOMA VISTA GENERAL AND FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number945175-01
Policy instance 1
Insurance contract or identification number945175-01
Number of Individuals Covered11
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $2,534
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,534
Insurance broker organization code?3
Insurance broker nameRANDALL MOORE/CETERA ADVISORS LLC
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number945175-01
Policy instance 1
Insurance contract or identification number945175-01
Number of Individuals Covered9
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $2,832
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $914
Insurance broker organization code?3
Insurance broker nameRANDALL MOORE/CETERA ADVISORS LLC
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number945175-01
Policy instance 1
Insurance contract or identification number945175-01
Number of Individuals Covered15
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $2,699
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,699
Insurance broker organization code?3
Insurance broker nameRANDY MOORE/NEW ENGLAND SECURITIES
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number945175-01
Policy instance 1
Insurance contract or identification number945175-01
Number of Individuals Covered15
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $2,209
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,209
Insurance broker organization code?4
Insurance broker nameRANDY MOORE/NEW ENGLAND SECURITIES
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number945175-01
Policy instance 1
Insurance contract or identification number945175-01
Number of Individuals Covered15
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $816
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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