401k Plan data: DAVID M BASS M.D, P.C. 401K PLAN plan

DAVID M BASS M.D, P.C. 401K PLAN 401k Plan overview

Plan Name	DAVID M BASS M.D, P.C. 401K PLAN
Plan identification number	003

DAVID M BASS M.D, P.C. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

DAVID M. BASS M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: DAVID M. BASS M.D., P.C.

Employer identification number (EIN): 061002434

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID M BASS M.D, P.C. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2024-06-01 DAVID M BASS MD
003 2023-06-01
003 2023-06-01 DAVID M BASS MD
003 2022-06-01
003 2022-06-01 DAVID M BASS MD
003 2021-06-01
003 2021-06-01 DAVID M BASS MD
003 2020-06-01
003 2019-06-01
003 2018-06-01
003 2017-06-01 DAVID M BASS MD
003 2016-06-01 DAVID M BASS MD
003 2015-06-01 DAVID M BASS MD
003 2014-06-01 DAVID M BASS MD
003 2013-06-01 DAVID M BASS MD
003 2012-06-01 DAVID M BASS MD
003 2011-06-01 DAVID M BASS MD

Financial Data on DAVID M BASS M.D, P.C. 401K PLAN

Measure	Date	Value
2024 : DAVID M BASS M.D, P.C. 401K PLAN 2024 401k financial data
Total income from all sources	2024-05-31	$320,227
Expenses. Total of all expenses incurred	2024-05-31	$71,820
Benefits paid (including direct rollovers)	2024-05-31	$71,820
Total plan assets at end of year	2024-05-31	$1,790,856
Total plan assets at beginning of year	2024-05-31	$1,542,449
Other income received	2024-05-31	$314,892
Net income (gross income less expenses)	2024-05-31	$248,407
Net plan assets at end of year (total assets less liabilities)	2024-05-31	$1,790,856
Net plan assets at beginning of year (total assets less liabilities)	2024-05-31	$1,542,449
Total contributions received or receivable from employer(s)	2024-05-31	$5,335
2023 : DAVID M BASS M.D, P.C. 401K PLAN 2023 401k financial data
Total income from all sources	2023-05-31	$896
Expenses. Total of all expenses incurred	2023-05-31	$72,600
Benefits paid (including direct rollovers)	2023-05-31	$72,600
Total plan assets at end of year	2023-05-31	$1,542,449
Total plan assets at beginning of year	2023-05-31	$1,614,153
Other income received	2023-05-31	$-2,652
Net income (gross income less expenses)	2023-05-31	$-71,704
Net plan assets at end of year (total assets less liabilities)	2023-05-31	$1,542,449
Net plan assets at beginning of year (total assets less liabilities)	2023-05-31	$1,614,153
Total contributions received or receivable from employer(s)	2023-05-31	$3,548
2022 : DAVID M BASS M.D, P.C. 401K PLAN 2022 401k financial data
Total income from all sources	2022-05-31	$-96,677
Expenses. Total of all expenses incurred	2022-05-31	$84,200
Benefits paid (including direct rollovers)	2022-05-31	$84,200
Total plan assets at end of year	2022-05-31	$1,614,153
Total plan assets at beginning of year	2022-05-31	$1,795,030
Other income received	2022-05-31	$-106,677
Net income (gross income less expenses)	2022-05-31	$-180,877
Net plan assets at end of year (total assets less liabilities)	2022-05-31	$1,614,153
Net plan assets at beginning of year (total assets less liabilities)	2022-05-31	$1,795,030
Total contributions received or receivable from employer(s)	2022-05-31	$10,000
2021 : DAVID M BASS M.D, P.C. 401K PLAN 2021 401k financial data
Total income from all sources	2021-05-31	$508,090
Total plan assets at end of year	2021-05-31	$1,795,030
Total plan assets at beginning of year	2021-05-31	$1,286,940
Other income received	2021-05-31	$498,090
Net income (gross income less expenses)	2021-05-31	$508,090
Net plan assets at end of year (total assets less liabilities)	2021-05-31	$1,795,030
Net plan assets at beginning of year (total assets less liabilities)	2021-05-31	$1,286,940
Total contributions received or receivable from employer(s)	2021-05-31	$10,000
2020 : DAVID M BASS M.D, P.C. 401K PLAN 2020 401k financial data
Total income from all sources	2020-05-31	$35,720
Expenses. Total of all expenses incurred	2020-05-31	$57,000
Benefits paid (including direct rollovers)	2020-05-31	$57,000
Total plan assets at end of year	2020-05-31	$1,286,940
Total plan assets at beginning of year	2020-05-31	$1,308,220
Other income received	2020-05-31	$25,720
Net income (gross income less expenses)	2020-05-31	$-21,280
Net plan assets at end of year (total assets less liabilities)	2020-05-31	$1,286,940
Net plan assets at beginning of year (total assets less liabilities)	2020-05-31	$1,308,220
Total contributions received or receivable from employer(s)	2020-05-31	$10,000
2019 : DAVID M BASS M.D, P.C. 401K PLAN 2019 401k financial data
Total income from all sources	2019-05-31	$-2,397
Expenses. Total of all expenses incurred	2019-05-31	$58,000
Benefits paid (including direct rollovers)	2019-05-31	$58,000
Total plan assets at end of year	2019-05-31	$1,308,220
Total plan assets at beginning of year	2019-05-31	$1,368,617
Other income received	2019-05-31	$-12,397
Net income (gross income less expenses)	2019-05-31	$-60,397
Net plan assets at end of year (total assets less liabilities)	2019-05-31	$1,308,220
Net plan assets at beginning of year (total assets less liabilities)	2019-05-31	$1,368,617
Total contributions received or receivable from employer(s)	2019-05-31	$10,000
2018 : DAVID M BASS M.D, P.C. 401K PLAN 2018 401k financial data
Total income from all sources	2018-05-31	$103,962
Expenses. Total of all expenses incurred	2018-05-31	$54,000
Benefits paid (including direct rollovers)	2018-05-31	$54,000
Total plan assets at end of year	2018-05-31	$1,368,617
Total plan assets at beginning of year	2018-05-31	$1,318,655
Other income received	2018-05-31	$93,962
Net income (gross income less expenses)	2018-05-31	$49,962
Net plan assets at end of year (total assets less liabilities)	2018-05-31	$1,368,617
Net plan assets at beginning of year (total assets less liabilities)	2018-05-31	$1,318,655
Total contributions received or receivable from employer(s)	2018-05-31	$10,000
2017 : DAVID M BASS M.D, P.C. 401K PLAN 2017 401k financial data
Total income from all sources	2017-05-31	$147,871
Expenses. Total of all expenses incurred	2017-05-31	$48,165
Benefits paid (including direct rollovers)	2017-05-31	$48,000
Total plan assets at end of year	2017-05-31	$1,318,655
Total plan assets at beginning of year	2017-05-31	$1,218,949
Other income received	2017-05-31	$137,871
Net income (gross income less expenses)	2017-05-31	$99,706
Net plan assets at end of year (total assets less liabilities)	2017-05-31	$1,318,655
Net plan assets at beginning of year (total assets less liabilities)	2017-05-31	$1,218,949
Total contributions received or receivable from employer(s)	2017-05-31	$10,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-05-31	$165
2016 : DAVID M BASS M.D, P.C. 401K PLAN 2016 401k financial data
Total income from all sources	2016-05-31	$-14,958
Expenses. Total of all expenses incurred	2016-05-31	$54,167
Benefits paid (including direct rollovers)	2016-05-31	$49,000
Total plan assets at end of year	2016-05-31	$1,218,949
Total plan assets at beginning of year	2016-05-31	$1,288,074
Other income received	2016-05-31	$-24,958
Net income (gross income less expenses)	2016-05-31	$-69,125
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$1,218,949
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$1,288,074
Total contributions received or receivable from employer(s)	2016-05-31	$10,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-05-31	$5,167
2015 : DAVID M BASS M.D, P.C. 401K PLAN 2015 401k financial data
Total income from all sources	2015-05-31	$24,520
Expenses. Total of all expenses incurred	2015-05-31	$49,000
Benefits paid (including direct rollovers)	2015-05-31	$49,000
Total plan assets at end of year	2015-05-31	$1,288,074
Total plan assets at beginning of year	2015-05-31	$1,312,554
Other income received	2015-05-31	$14,520
Net income (gross income less expenses)	2015-05-31	$-24,480
Net plan assets at end of year (total assets less liabilities)	2015-05-31	$1,288,074
Net plan assets at beginning of year (total assets less liabilities)	2015-05-31	$1,312,554
Total contributions received or receivable from employer(s)	2015-05-31	$10,000
2014 : DAVID M BASS M.D, P.C. 401K PLAN 2014 401k financial data
Total income from all sources	2014-05-31	$101,667
Expenses. Total of all expenses incurred	2014-05-31	$1,067,244
Benefits paid (including direct rollovers)	2014-05-31	$1,067,244
Total plan assets at end of year	2014-05-31	$1,312,554
Total plan assets at beginning of year	2014-05-31	$2,278,131
Other income received	2014-05-31	$91,667
Net income (gross income less expenses)	2014-05-31	$-965,577
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$1,312,554
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$2,278,131
Total contributions received or receivable from employer(s)	2014-05-31	$10,000
2013 : DAVID M BASS M.D, P.C. 401K PLAN 2013 401k financial data
Total income from all sources	2013-05-31	$190,557
Expenses. Total of all expenses incurred	2013-05-31	$54,375
Benefits paid (including direct rollovers)	2013-05-31	$54,375
Total plan assets at end of year	2013-05-31	$2,278,131
Total plan assets at beginning of year	2013-05-31	$2,197,766
Other income received	2013-05-31	$180,557
Net income (gross income less expenses)	2013-05-31	$136,182
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$2,278,131
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$2,197,766
Total contributions received or receivable from employer(s)	2013-05-31	$10,000
2012 : DAVID M BASS M.D, P.C. 401K PLAN 2012 401k financial data
Transfers to/from the plan	2012-05-31	$2,187,766
Total income from all sources	2012-05-31	$10,000
Total plan assets at end of year	2012-05-31	$2,197,766
Total plan assets at beginning of year	2012-05-31	$0
Net income (gross income less expenses)	2012-05-31	$10,000
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$2,197,766
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$0
Total contributions received or receivable from employer(s)	2012-05-31	$10,000
2011 : DAVID M BASS M.D, P.C. 401K PLAN 2011 401k financial data
Total plan assets at end of year	2011-05-31	$0
Total plan assets at beginning of year	2011-05-31	$0
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$0

Form 5500 Responses for DAVID M BASS M.D, P.C. 401K PLAN

2023: DAVID M BASS M.D, P.C. 401K PLAN 2023 form 5500 responses
2023-06-01	Type of plan entity	Single employer plan
2023-06-01	Plan funding arrangement – Trust	Yes
2023-06-01	Plan benefit arrangement - Trust	Yes
2022: DAVID M BASS M.D, P.C. 401K PLAN 2022 form 5500 responses
2022-06-01	Type of plan entity	Single employer plan
2022-06-01	Plan funding arrangement – Trust	Yes
2022-06-01	Plan benefit arrangement - Trust	Yes
2021: DAVID M BASS M.D, P.C. 401K PLAN 2021 form 5500 responses
2021-06-01	Type of plan entity	Single employer plan
2021-06-01	Plan funding arrangement – Trust	Yes
2021-06-01	Plan benefit arrangement - Trust	Yes
2020: DAVID M BASS M.D, P.C. 401K PLAN 2020 form 5500 responses
2020-06-01	Type of plan entity	Single employer plan
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes
2019: DAVID M BASS M.D, P.C. 401K PLAN 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: DAVID M BASS M.D, P.C. 401K PLAN 2018 form 5500 responses
2018-06-01	Type of plan entity	Single employer plan
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: DAVID M BASS M.D, P.C. 401K PLAN 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: DAVID M BASS M.D, P.C. 401K PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: DAVID M BASS M.D, P.C. 401K PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: DAVID M BASS M.D, P.C. 401K PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: DAVID M BASS M.D, P.C. 401K PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: DAVID M BASS M.D, P.C. 401K PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: DAVID M BASS M.D, P.C. 401K PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVID M. BASS M.D., P.C.
Employer identification number (EIN):	061002434
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator
003	2024-06-01	DAVID M BASS MD
003	2023-06-01
003	2023-06-01	DAVID M BASS MD
003	2022-06-01
003	2022-06-01	DAVID M BASS MD
003	2021-06-01
003	2021-06-01	DAVID M BASS MD
003	2020-06-01
003	2019-06-01
003	2018-06-01
003	2017-06-01	DAVID M BASS MD
003	2016-06-01	DAVID M BASS MD
003	2015-06-01	DAVID M BASS MD
003	2014-06-01	DAVID M BASS MD
003	2013-06-01	DAVID M BASS MD
003	2012-06-01	DAVID M BASS MD
003	2011-06-01	DAVID M BASS MD