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JAMES J. OTTO, III M.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES J. OTTO, III M.D. PROFIT SHARING PLAN
Plan identification number 001

JAMES J. OTTO, III M.D. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

JAMES J. OTTO, III M.D. has sponsored the creation of one or more 401k plans.

Company Name:JAMES J. OTTO, III M.D.
Employer identification number (EIN):141810845
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES J. OTTO, III M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JAMES J OTTO
0012011-01-01JAMES J OTTO
0012010-01-01JAMES J OTTO
0012009-01-01JAMES J OTTO

Plan Statistics for JAMES J. OTTO, III M.D. PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES J. OTTO, III M.D. PROFIT SHARING PLAN

Measure Date Value
2016: JAMES J. OTTO, III M.D. 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 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-011
2015: JAMES J. OTTO, III M.D. 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
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: JAMES J. OTTO, III M.D. 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
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: JAMES J. OTTO, III M.D. 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
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: JAMES J. OTTO, III M.D. 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
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: JAMES J. OTTO, III M.D. 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
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2010: JAMES J. OTTO, III M.D. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: JAMES J. OTTO, III M.D. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on JAMES J. OTTO, III M.D. PROFIT SHARING PLAN

Measure Date Value
2016 : JAMES J. OTTO, III M.D. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$47,447
Expenses. Total of all expenses incurred2016-12-31$98,627
Benefits paid (including direct rollovers)2016-12-31$98,627
Total plan assets at end of year2016-12-31$669,926
Total plan assets at beginning of year2016-12-31$721,106
Other income received2016-12-31$47,447
Net income (gross income less expenses)2016-12-31$-51,180
Net plan assets at end of year (total assets less liabilities)2016-12-31$669,926
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$721,106
2015 : JAMES J. OTTO, III M.D. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$2,019
Expenses. Total of all expenses incurred2015-12-31$164,000
Benefits paid (including direct rollovers)2015-12-31$164,000
Total plan assets at end of year2015-12-31$721,106
Total plan assets at beginning of year2015-12-31$883,087
Other income received2015-12-31$-31,363
Net income (gross income less expenses)2015-12-31$-161,981
Net plan assets at end of year (total assets less liabilities)2015-12-31$721,106
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$883,087
Assets. Value of participant loans2015-12-31$50,000
Total contributions received or receivable from employer(s)2015-12-31$33,382
2014 : JAMES J. OTTO, III M.D. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$72,697
Expenses. Total of all expenses incurred2014-12-31$150,000
Benefits paid (including direct rollovers)2014-12-31$150,000
Total plan assets at end of year2014-12-31$883,087
Total plan assets at beginning of year2014-12-31$960,390
Other income received2014-12-31$26,376
Net income (gross income less expenses)2014-12-31$-77,303
Net plan assets at end of year (total assets less liabilities)2014-12-31$883,087
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$960,390
Assets. Value of participant loans2014-12-31$50,000
Total contributions received or receivable from employer(s)2014-12-31$46,321
2013 : JAMES J. OTTO, III M.D. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$229,978
Expenses. Total of all expenses incurred2013-12-31$163,000
Benefits paid (including direct rollovers)2013-12-31$163,000
Total plan assets at end of year2013-12-31$960,390
Total plan assets at beginning of year2013-12-31$893,412
Other income received2013-12-31$184,457
Net income (gross income less expenses)2013-12-31$66,978
Net plan assets at end of year (total assets less liabilities)2013-12-31$960,390
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$893,412
Total contributions received or receivable from employer(s)2013-12-31$45,521
2012 : JAMES J. OTTO, III M.D. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$178,134
Total plan assets at end of year2012-12-31$893,412
Total plan assets at beginning of year2012-12-31$715,278
Other income received2012-12-31$133,413
Net income (gross income less expenses)2012-12-31$178,134
Net plan assets at end of year (total assets less liabilities)2012-12-31$893,412
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$715,278
Total contributions received or receivable from employer(s)2012-12-31$44,721
2011 : JAMES J. OTTO, III M.D. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$39,498
Total plan assets at end of year2011-12-31$715,278
Total plan assets at beginning of year2011-12-31$675,780
Other income received2011-12-31$19,777
Net income (gross income less expenses)2011-12-31$39,498
Net plan assets at end of year (total assets less liabilities)2011-12-31$715,278
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$675,780
Total contributions received or receivable from employer(s)2011-12-31$19,721
2010 : JAMES J. OTTO, III M.D. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$158,115
Total plan assets at end of year2010-12-31$675,780
Total plan assets at beginning of year2010-12-31$517,665
Other income received2010-12-31$114,089
Net income (gross income less expenses)2010-12-31$158,115
Net plan assets at end of year (total assets less liabilities)2010-12-31$675,780
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$517,665
Total contributions received or receivable from employer(s)2010-12-31$44,026

Form 5500 Responses for JAMES J. OTTO, III M.D. PROFIT SHARING PLAN

2016: JAMES J. OTTO, III M.D. 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: JAMES J. OTTO, III M.D. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES J. OTTO, III M.D. 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: JAMES J. OTTO, III M.D. 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: JAMES J. OTTO, III M.D. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES J. OTTO, III M.D. 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
2010: JAMES J. OTTO, III M.D. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JAMES J. OTTO, III M.D. 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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