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BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN
Plan identification number 001

BALLARD PEDIATRIC CLINIC, INC., PS 401(K) 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

BALLARD PEDIATRIC CLINIC, INC., PS has sponsored the creation of one or more 401k plans.

Company Name:BALLARD PEDIATRIC CLINIC, INC., PS
Employer identification number (EIN):911463239
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JANINE PETERSON
0012016-01-01JANINE PETERSON
0012015-01-01JANINE PETERSON2016-03-22 JANINE PETERSON2016-03-22
0012014-01-01TIMOTHY HALL2015-09-22 TIMOTHY HALL2015-09-22
0012013-01-01TIMOTHY HALL2014-10-08 TIMOTHY HALL2014-10-08
0012012-01-01TIMOTHY HALL2013-08-06 TIMOTHY HALL2013-08-06
0012011-01-01JANINE PETERSON2012-10-10 JANINE PETERSON2012-10-10
0012010-01-01ROBERT TELZROW2011-09-29 ROBERT TELZROW2011-09-29

Plan Statistics for BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0144
Total number of active participants reported on line 7a of the Form 55002022-01-0150
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-0156
Total participants2022-01-0156
Number of participants with account balances2022-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0140
Total number of active participants reported on line 7a of the Form 55002021-01-0142
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-0144
Total participants2021-01-0144
Number of participants with account balances2021-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0133
Total number of active participants reported on line 7a of the Form 55002020-01-0137
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0140
Total participants2020-01-0140
Number of participants with account balances2020-01-0135
2019: BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0133
Total number of active participants reported on line 7a of the Form 55002019-01-0133
Total of all active and inactive participants2019-01-0133
Total participants2019-01-0133
Number of participants with account balances2019-01-0129
2018: BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0132
Total number of active participants reported on line 7a of the Form 55002018-01-0133
Total of all active and inactive participants2018-01-0133
Total participants2018-01-0133
Number of participants with account balances2018-01-0129
2017: BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0127
Total number of active participants reported on line 7a of the Form 55002017-01-0132
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 participants2017-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0132
Number of participants with account balances2017-01-0128
2016: BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0128
Total number of active participants reported on line 7a of the Form 55002016-01-0127
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 participants2016-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0127
Number of participants with account balances2016-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,708,303
Expenses. Total of all expenses incurred2022-12-31$154,886
Benefits paid (including direct rollovers)2022-12-31$154,548
Total plan assets at end of year2022-12-31$9,981,865
Total plan assets at beginning of year2022-12-31$11,845,054
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$177,548
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-2,091,421
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,863,189
Net plan assets at end of year (total assets less liabilities)2022-12-31$9,981,865
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$11,845,054
Assets. Value of participant loans2022-12-31$124,294
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$205,570
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$338
2021 : BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,984,698
Expenses. Total of all expenses incurred2021-12-31$71,642
Benefits paid (including direct rollovers)2021-12-31$71,567
Total plan assets at end of year2021-12-31$11,845,054
Total plan assets at beginning of year2021-12-31$9,931,998
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$275,335
Assets. Value of loans (other than to participants)2021-12-31$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$1,455,231
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,913,056
Net plan assets at end of year (total assets less liabilities)2021-12-31$11,845,054
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$9,931,998
Assets. Value of participant loans2021-12-31$1,398
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$254,132
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$75
2020 : BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,928,716
Expenses. Total of all expenses incurred2020-12-31$548,359
Benefits paid (including direct rollovers)2020-12-31$548,265
Total plan assets at end of year2020-12-31$9,931,998
Total plan assets at beginning of year2020-12-31$8,551,641
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$325,193
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$11,327
Other income received2020-12-31$1,313,762
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,380,357
Net plan assets at end of year (total assets less liabilities)2020-12-31$9,931,998
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,551,641
Assets. Value of participant loans2020-12-31$11,033
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$278,434
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$94
2019 : BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,106,878
Expenses. Total of all expenses incurred2019-12-31$120,046
Benefits paid (including direct rollovers)2019-12-31$119,877
Total plan assets at end of year2019-12-31$8,551,641
Total plan assets at beginning of year2019-12-31$6,564,809
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$273,013
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$48,418
Other income received2019-12-31$1,502,344
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,986,832
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,551,641
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,564,809
Assets. Value of participant loans2019-12-31$46,526
Total contributions received or receivable from employer(s)2019-12-31$283,103
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$169
2018 : BALLARD PEDIATRIC CLINIC, INC., PS 401(K) 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$561,366
Expenses. Total of all expenses incurred2018-12-31$1,352,151
Benefits paid (including direct rollovers)2018-12-31$1,351,538
Total plan assets at end of year2018-12-31$6,564,809
Total plan assets at beginning of year2018-12-31$7,355,594
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$270,753
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$447,378
Other income received2018-12-31$-436,015
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-790,785
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,564,809
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,355,594
Assets. Value of participant loans2018-12-31$40,491
Total contributions received or receivable from employer(s)2018-12-31$279,250
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$613
2017 : BALLARD PEDIATRIC CLINIC, INC., PS 401(K) 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$1,514,388
Expenses. Total of all expenses incurred2017-12-31$508
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$7,355,594
Total plan assets at beginning of year2017-12-31$5,841,714
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$272,155
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$972,769
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,513,880
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,355,594
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,841,714
Assets. Value of participant loans2017-12-31$50,585
Total contributions received or receivable from employer(s)2017-12-31$269,464
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$383
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$125
2016 : BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$706,639
Expenses. Total of all expenses incurred2016-12-31$235,215
Benefits paid (including direct rollovers)2016-12-31$230,089
Total plan assets at end of year2016-12-31$5,841,714
Total plan assets at beginning of year2016-12-31$5,370,290
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$151,687
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$264,847
Other income received2016-12-31$180,895
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$471,424
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,841,714
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,370,290
Assets. Value of participant loans2016-12-31$33,345
Total contributions received or receivable from employer(s)2016-12-31$109,210
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$5,126

Form 5500 Responses for BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN

2022: BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BALLARD PEDIATRIC CLINIC, INC., PS 401(K) 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: BALLARD PEDIATRIC CLINIC, INC., PS 401(K) 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
2016: BALLARD PEDIATRIC CLINIC, INC., PS 401(K) PROFIT SHARING 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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