401k Plan data: CACTUS CHILDRENS CLINIC, P.C. PROFIT SHARING PLAN plan

CACTUS CHILDRENS CLINIC, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	CACTUS CHILDRENS CLINIC, P.C. PROFIT SHARING PLAN
Plan identification number	002

CACTUS CHILDRENS CLINIC, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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

CACTUS CHILDRENS CLINIC PC has sponsored the creation of one or more 401k plans.

Company Name: CACTUS CHILDRENS CLINIC PC

Employer identification number (EIN): 860390218

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CACTUS CHILDRENS CLINIC, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2024-04-15
002 2022-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2023-05-09
002 2021-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2022-04-04
002 2020-01-01
002 2020-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2022-04-04
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 SHARON KENNEDY, APA, QPA, QKA, ERPA 2015-08-30
002 2013-01-01 SHARON KENNEDY, APA, QPA, QKA, ERPA 2014-06-19
002 2012-01-01 SHARON KENNEDY, APA, QPA, QKA, ERPA 2014-08-15
002 2011-01-01 SHARON KENNEDY, APA, QPA, QKA, ERPA 2014-08-15
002 2010-01-01 RUSSELL J. SNOW 2011-05-05
002 2009-01-01 CYNTHIA JACQUEMART, M.D. CYNTHIA JACQUEMART, M.D. 2010-07-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2024-04-15
002	2022-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2023-05-09
002	2021-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2022-04-04
002	2020-01-01
002	2020-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2022-04-04
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	SHARON KENNEDY, APA, QPA, QKA, ERPA	2015-08-30
002	2013-01-01	SHARON KENNEDY, APA, QPA, QKA, ERPA	2014-06-19
002	2012-01-01	SHARON KENNEDY, APA, QPA, QKA, ERPA	2014-08-15
002	2011-01-01	SHARON KENNEDY, APA, QPA, QKA, ERPA	2014-08-15
002	2010-01-01	RUSSELL J. SNOW	2011-05-05
002	2009-01-01	CYNTHIA JACQUEMART, M.D.		CYNTHIA JACQUEMART, M.D.	2010-07-23

Financial Data on CACTUS CHILDRENS CLINIC, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2023 : CACTUS CHILDRENS CLINIC, P.C. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$781,300
Expenses. Total of all expenses incurred	2023-12-31	$21,395
Benefits paid (including direct rollovers)	2023-12-31	$2,825
Total plan assets at end of year	2023-12-31	$3,334,703
Total plan assets at beginning of year	2023-12-31	$2,574,798
Value of fidelity bond covering the plan	2023-12-31	$500,000
Other income received	2023-12-31	$510,544
Net income (gross income less expenses)	2023-12-31	$759,905
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,334,703
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,574,798
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$1,905
Total contributions received or receivable from employer(s)	2023-12-31	$270,756
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$18,570
2022 : CACTUS CHILDRENS CLINIC, P.C. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-286,595
Expenses. Total of all expenses incurred	2022-12-31	$41,987
Benefits paid (including direct rollovers)	2022-12-31	$25,171
Total plan assets at end of year	2022-12-31	$2,574,798
Total plan assets at beginning of year	2022-12-31	$2,903,380
Value of fidelity bond covering the plan	2022-12-31	$500,000
Other income received	2022-12-31	$-530,455
Net income (gross income less expenses)	2022-12-31	$-328,582
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,574,798
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,903,380
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$2,197
Total contributions received or receivable from employer(s)	2022-12-31	$243,860
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$16,816
2021 : CACTUS CHILDRENS CLINIC, P.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$547,037
Expenses. Total of all expenses incurred	2021-12-31	$41,634
Benefits paid (including direct rollovers)	2021-12-31	$24,511
Total plan assets at end of year	2021-12-31	$2,903,380
Total plan assets at beginning of year	2021-12-31	$2,397,977
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$338,126
Net income (gross income less expenses)	2021-12-31	$505,403
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,903,380
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,397,977
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$2,332
Total contributions received or receivable from employer(s)	2021-12-31	$208,911
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$17,123
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : CACTUS CHILDRENS CLINIC, P.C. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$479,313
Expenses. Total of all expenses incurred	2020-12-31	$1,097,557
Benefits paid (including direct rollovers)	2020-12-31	$1,080,776
Total plan assets at end of year	2020-12-31	$2,397,977
Total plan assets at beginning of year	2020-12-31	$3,016,221
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$238,290
Net income (gross income less expenses)	2020-12-31	$-618,244
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,397,977
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,016,221
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$16,850
Total contributions received or receivable from employer(s)	2020-12-31	$241,023
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$16,781
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2009 : CACTUS CHILDRENS CLINIC, P.C. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CACTUS CHILDRENS CLINIC, P.C. PROFIT SHARING PLAN

2023: CACTUS CHILDRENS CLINIC, P.C. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CACTUS CHILDRENS CLINIC, P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CACTUS CHILDRENS CLINIC, P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CACTUS CHILDRENS CLINIC, P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2009: CACTUS CHILDRENS CLINIC, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CACTUS CHILDRENS CLINIC PC
Employer identification number (EIN):	860390218
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)