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ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN
Plan identification number 001

ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

ROBERT S. MCWILLIAM, M.D. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT S. MCWILLIAM, M.D.
Employer identification number (EIN):061329010
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01ROBERT S. MCWILLIAM, M.D. ROBERT S. MCWILLIAM, M.D.2015-03-10
0012013-01-01ROBERT S. MCWILLIAM, M.D. ROBERT S. MCWILLIAM, M.D.2014-04-01
0012012-01-01ROBERT S. MCWILLIAM, M.D. ROBERT S. MCWILLIAM, M.D.2013-10-03
0012011-01-01ROBERT S. MCWILLIAM, M.D. ROBERT S. MCWILLIAM, M.D.2012-08-18
0012009-01-01ROBERT S. MCWILLIAM, M.D. ROBERT S. MCWILLIAM, M.D.2010-08-25

Financial Data on ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$213,942
Total plan assets at end of year2017-12-31$1,050,624
Total plan assets at beginning of year2017-12-31$836,682
Value of fidelity bond covering the plan2017-12-31$120,000
Other income received2017-12-31$213,942
Net income (gross income less expenses)2017-12-31$213,942
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,050,624
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$836,682
2016 : ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$25,441
Total plan assets at end of year2016-12-31$836,682
Total plan assets at beginning of year2016-12-31$811,241
Value of fidelity bond covering the plan2016-12-31$80,000
Total contributions received or receivable from participants2016-12-31$1,525
Other income received2016-12-31$23,916
Net income (gross income less expenses)2016-12-31$25,441
Net plan assets at end of year (total assets less liabilities)2016-12-31$836,682
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$811,241
2015 : ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$24,826
Total plan assets at end of year2015-12-31$811,241
Total plan assets at beginning of year2015-12-31$786,415
Value of fidelity bond covering the plan2015-12-31$80,000
Total contributions received or receivable from participants2015-12-31$1,450
Other income received2015-12-31$23,376
Net income (gross income less expenses)2015-12-31$24,826
Net plan assets at end of year (total assets less liabilities)2015-12-31$811,241
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$786,415
2014 : ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$73,521
Total plan assets at end of year2014-12-31$786,415
Total plan assets at beginning of year2014-12-31$712,894
Value of fidelity bond covering the plan2014-12-31$80,000
Total contributions received or receivable from participants2014-12-31$6,500
Other income received2014-12-31$61,521
Net income (gross income less expenses)2014-12-31$73,521
Net plan assets at end of year (total assets less liabilities)2014-12-31$786,415
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$712,894
Total contributions received or receivable from employer(s)2014-12-31$5,500
2013 : ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$161,645
Total plan assets at end of year2013-12-31$712,894
Total plan assets at beginning of year2013-12-31$551,249
Value of fidelity bond covering the plan2013-12-31$75,000
Other income received2013-12-31$161,645
Net income (gross income less expenses)2013-12-31$161,645
Net plan assets at end of year (total assets less liabilities)2013-12-31$712,894
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$551,249
2012 : ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$84,260
Total plan assets at end of year2012-12-31$551,249
Total plan assets at beginning of year2012-12-31$466,989
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$0
Other income received2012-12-31$84,260
Net income (gross income less expenses)2012-12-31$84,260
Net plan assets at end of year (total assets less liabilities)2012-12-31$551,249
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$466,989
Total contributions received or receivable from employer(s)2012-12-31$0
2011 : ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-17,991
Total plan assets at end of year2011-12-31$466,989
Total plan assets at beginning of year2011-12-31$484,980
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$5,500
Other income received2011-12-31$-27,991
Net income (gross income less expenses)2011-12-31$-17,991
Net plan assets at end of year (total assets less liabilities)2011-12-31$466,989
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$484,980
Total contributions received or receivable from employer(s)2011-12-31$4,500
2010 : ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$80,159
Total plan assets at end of year2010-12-31$484,980
Total plan assets at beginning of year2010-12-31$404,821
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$5,500
Other income received2010-12-31$60,159
Net income (gross income less expenses)2010-12-31$80,159
Net plan assets at end of year (total assets less liabilities)2010-12-31$484,980
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$404,821
Total contributions received or receivable from employer(s)2010-12-31$14,500

Form 5500 Responses for ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN

2017: ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT S MCWILLIAM MD 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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