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MESA-TEMPE PROFIT SHARING PLAN 401k Plan overview

Plan NameMESA-TEMPE PROFIT SHARING PLAN
Plan identification number 003

MESA-TEMPE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C. has sponsored the creation of one or more 401k plans.

Company Name:MESA-TEMPE ALLERGY & ASTHMA CLINIC, P.C.
Employer identification number (EIN):860437624
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MESA-TEMPE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01EARL LABOVITZ2019-12-01
0032018-01-01EARL LABOVITZ2019-10-08
0032017-01-01
0032016-01-01

Plan Statistics for MESA-TEMPE PROFIT SHARING PLAN

401k plan membership statisitcs for MESA-TEMPE PROFIT SHARING PLAN

Measure Date Value
2019: MESA-TEMPE PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MESA-TEMPE PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MESA-TEMPE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MESA-TEMPE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on MESA-TEMPE PROFIT SHARING PLAN

Measure Date Value
2018 : MESA-TEMPE PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-158,179
Expenses. Total of all expenses incurred2018-12-31$516,000
Benefits paid (including direct rollovers)2018-12-31$496,350
Total plan assets at end of year2018-12-31$2,957,390
Total plan assets at beginning of year2018-12-31$3,631,569
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$19,650
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-158,179
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-674,179
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,957,390
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,631,569
Assets. Value of assets in partnership/joint-venture interests2018-12-31$50,000
Total contributions received or receivable from employer(s)2018-12-31$0
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$0
2017 : MESA-TEMPE PROFIT SHARING PLAN 2017 401k financial data
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$503,253
Expenses. Total of all expenses incurred2017-12-31$36,241
Benefits paid (including direct rollovers)2017-12-31$20,000
Total plan assets at end of year2017-12-31$3,631,569
Total plan assets at beginning of year2017-12-31$3,164,557
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$16,241
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$503,253
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$467,012
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,631,569
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,164,557
Assets. Value of assets in partnership/joint-venture interests2017-12-31$61,645
Total contributions received or receivable from employer(s)2017-12-31$0
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$0
2016 : MESA-TEMPE PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$3,164,557
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$3,164,557
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$3,164,557
Net income (gross income less expenses)2016-12-31$3,164,557
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,164,557
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Assets. Value of assets in partnership/joint-venture interests2016-12-31$61,654
Total contributions received or receivable from employer(s)2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0

Form 5500 Responses for MESA-TEMPE PROFIT SHARING PLAN

2019: MESA-TEMPE PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MESA-TEMPE PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MESA-TEMPE PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MESA-TEMPE PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
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 benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1012011446
Policy instance 1
Insurance contract or identification number1012011446
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-09-30
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1492032
Policy instance 2
Insurance contract or identification numberE1492032
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-09-30
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
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1012011446
Policy instance 1
Insurance contract or identification number1012011446
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,248
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
Commission paid to Insurance BrokerUSD $7,248
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISIONS
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1492032
Policy instance 2
Insurance contract or identification numberE1492032
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $945
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
Commission paid to Insurance BrokerUSD $945
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMISSIONS
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1492032
Policy instance 2
Insurance contract or identification numberE1492032
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $830
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
Commission paid to Insurance BrokerUSD $830
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER HARRIS
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1012011446
Policy instance 1
Insurance contract or identification number1012011446
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,310
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
Commission paid to Insurance BrokerUSD $7,310
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC.

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