?>
Logo

WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN
Plan identification number 001

WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

WILLIAM D. ERTAG, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM D. ERTAG, M.D., P.A.
Employer identification number (EIN):010732394
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about WILLIAM D. ERTAG, M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2002-06-18
Company Identification Number: P02000067315
Legal Registered Office Address: 720 GOODLETTE ROAD NORTH

NAPLES

34102

More information about WILLIAM D. ERTAG, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01WILLIAM ERTAG
0012016-01-01WILLIAM ERTAG
0012015-01-01WILLIAM ERTAG
0012014-01-01WILLIAM ERTAG
0012013-01-01WILLIAM ERTAG
0012012-01-01WILLIAM ERTAG
0012011-01-01WILLIAM ERTAG
0012009-01-01WILLIAM ERTAG

Plan Statistics for WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2018: WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
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 participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
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 participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-011
2014: WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2018 : WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-26,243
Expenses. Total of all expenses incurred2018-12-31$149,121
Benefits paid (including direct rollovers)2018-12-31$146,838
Total plan assets at end of year2018-12-31$358,117
Total plan assets at beginning of year2018-12-31$533,481
Expenses. Other expenses not covered elsewhere2018-12-31$2,283
Other income received2018-12-31$-26,243
Net income (gross income less expenses)2018-12-31$-175,364
Net plan assets at end of year (total assets less liabilities)2018-12-31$358,117
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$533,481
2017 : WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$27,542
Expenses. Total of all expenses incurred2017-12-31$36,742
Benefits paid (including direct rollovers)2017-12-31$34,263
Total plan assets at end of year2017-12-31$533,481
Total plan assets at beginning of year2017-12-31$542,681
Expenses. Other expenses not covered elsewhere2017-12-31$2,479
Other income received2017-12-31$27,542
Net income (gross income less expenses)2017-12-31$-9,200
Net plan assets at end of year (total assets less liabilities)2017-12-31$533,481
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$542,681
Assets. Value of real-estate (other than employer real property)2017-12-31$85,000
2016 : WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$-75,024
Expenses. Total of all expenses incurred2016-12-31$68,124
Benefits paid (including direct rollovers)2016-12-31$64,876
Total plan assets at end of year2016-12-31$542,681
Total plan assets at beginning of year2016-12-31$685,829
Expenses. Other expenses not covered elsewhere2016-12-31$3,248
Other income received2016-12-31$-75,024
Net income (gross income less expenses)2016-12-31$-143,148
Net plan assets at end of year (total assets less liabilities)2016-12-31$542,681
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$685,829
Assets. Value of real-estate (other than employer real property)2016-12-31$84,750
2015 : WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$5,552
Expenses. Total of all expenses incurred2015-12-31$66,010
Benefits paid (including direct rollovers)2015-12-31$62,015
Total plan assets at end of year2015-12-31$685,829
Total plan assets at beginning of year2015-12-31$746,287
Value of fidelity bond covering the plan2015-12-31$550,000
Other income received2015-12-31$5,552
Net income (gross income less expenses)2015-12-31$-60,458
Net plan assets at end of year (total assets less liabilities)2015-12-31$685,829
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$746,287
Assets. Value of real-estate (other than employer real property)2015-12-31$184,750
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,995
2014 : WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$29,471
Expenses. Total of all expenses incurred2014-12-31$68,346
Benefits paid (including direct rollovers)2014-12-31$63,697
Total plan assets at end of year2014-12-31$746,287
Total plan assets at beginning of year2014-12-31$785,162
Value of fidelity bond covering the plan2014-12-31$550,000
Other income received2014-12-31$29,471
Net income (gross income less expenses)2014-12-31$-38,875
Net plan assets at end of year (total assets less liabilities)2014-12-31$746,287
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$785,162
Assets. Value of real-estate (other than employer real property)2014-12-31$165,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,649
2013 : WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$66,375
Expenses. Total of all expenses incurred2013-12-31$174,659
Benefits paid (including direct rollovers)2013-12-31$159,161
Total plan assets at end of year2013-12-31$785,162
Total plan assets at beginning of year2013-12-31$893,446
Value of fidelity bond covering the plan2013-12-31$550,000
Other income received2013-12-31$66,375
Net income (gross income less expenses)2013-12-31$-108,284
Net plan assets at end of year (total assets less liabilities)2013-12-31$785,162
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$893,446
Assets. Value of real-estate (other than employer real property)2013-12-31$65,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$15,498
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$-981
Expenses. Total of all expenses incurred2012-12-31$90,918
Benefits paid (including direct rollovers)2012-12-31$81,789
Total plan assets at end of year2012-12-31$893,446
Total plan assets at beginning of year2012-12-31$985,345
Value of fidelity bond covering the plan2012-12-31$550,000
Total contributions received or receivable from participants2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$-981
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-91,899
Net plan assets at end of year (total assets less liabilities)2012-12-31$893,446
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$985,345
Assets. Value of real-estate (other than employer real property)2012-12-31$65,000
Total contributions received or receivable from employer(s)2012-12-31$0
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$9,129
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-172,947
Expenses. Total of all expenses incurred2011-12-31$78,733
Benefits paid (including direct rollovers)2011-12-31$72,776
Total plan assets at end of year2011-12-31$985,345
Total plan assets at beginning of year2011-12-31$1,237,025
Value of fidelity bond covering the plan2011-12-31$550,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-172,947
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-251,680
Net plan assets at end of year (total assets less liabilities)2011-12-31$985,345
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,237,025
Assets. Value of real-estate (other than employer real property)2011-12-31$255,275
Total contributions received or receivable from employer(s)2011-12-31$0
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$5,957
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$-123,053
Expenses. Total of all expenses incurred2010-12-31$193,562
Benefits paid (including direct rollovers)2010-12-31$187,000
Total plan assets at end of year2010-12-31$1,237,025
Total plan assets at beginning of year2010-12-31$1,553,640
Value of fidelity bond covering the plan2010-12-31$550,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$-123,053
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-316,615
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,237,025
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,553,640
Assets. Value of real-estate (other than employer real property)2010-12-31$391,500
Total contributions received or receivable from employer(s)2010-12-31$0
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$6,562

Form 5500 Responses for WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING PLAN

2018: WILLIAM D. ERTAG, M.D., P.A. 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: WILLIAM D. ERTAG, M.D., P.A. 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: WILLIAM D. ERTAG, M.D., P.A. 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
2015: WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM D. ERTAG, M.D., P.A. PROFIT SHARING 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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