JON D REDFIELD DVM PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FREDONIA ANIMAL HOSPITAL 401(K ) PROFIT SHARING
401k plan membership statisitcs for FREDONIA ANIMAL HOSPITAL 401(K ) PROFIT SHARING
| Measure | Date | Value |
|---|
| 2017: FREDONIA ANIMAL HOSPITAL 401(K ) PROFIT SHARING 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 10 |
| Number of participants with account balances | 2017-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: FREDONIA ANIMAL HOSPITAL 401(K ) PROFIT SHARING 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 11 |
| Number of participants with account balances | 2016-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2012: FREDONIA ANIMAL HOSPITAL 401(K ) PROFIT SHARING 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 13 |
| Number of participants with account balances | 2012-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: FREDONIA ANIMAL HOSPITAL 401(K ) PROFIT SHARING 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 13 |
| Number of participants with account balances | 2011-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: FREDONIA ANIMAL HOSPITAL 401(K ) PROFIT SHARING 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
| Total of all active and inactive participants | 2010-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 15 |
| Number of participants with account balances | 2010-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2017 : FREDONIA ANIMAL HOSPITAL 401(K ) PROFIT SHARING 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $473,427 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $66,618 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $35,975 |
| Total plan assets at end of year | 2017-12-31 | $4,080,684 |
| Total plan assets at beginning of year | 2017-12-31 | $3,673,875 |
| Value of fidelity bond covering the plan | 2017-12-31 | $409,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $5,514 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $439,546 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $406,809 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,080,684 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,673,875 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $28,367 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $30,643 |
| 2016 : FREDONIA ANIMAL HOSPITAL 401(K ) PROFIT SHARING 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $276,539 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $25,975 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $3,673,875 |
| Total plan assets at beginning of year | 2016-12-31 | $3,423,311 |
| Value of fidelity bond covering the plan | 2016-12-31 | $368,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $7,143 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $238,618 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $250,564 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,673,875 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,423,311 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $30,778 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $25,975 |
| 2012 : FREDONIA ANIMAL HOSPITAL 401(K ) PROFIT SHARING 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $386,015 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $23,514 |
| Total plan assets at end of year | 2012-12-31 | $3,062,863 |
| Total plan assets at beginning of year | 2012-12-31 | $2,700,362 |
| Value of fidelity bond covering the plan | 2012-12-31 | $307,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $19,366 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $335,882 |
| Net income (gross income less expenses) | 2012-12-31 | $362,501 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,062,863 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,700,362 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $30,767 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $23,514 |
| 2011 : FREDONIA ANIMAL HOSPITAL 401(K ) PROFIT SHARING 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $55,110 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $22,292 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $208 |
| Total plan assets at end of year | 2011-12-31 | $2,700,362 |
| Total plan assets at beginning of year | 2011-12-31 | $2,667,544 |
| Value of fidelity bond covering the plan | 2011-12-31 | $271,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $23,095 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-1,921 |
| Net income (gross income less expenses) | 2011-12-31 | $32,818 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,700,362 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,667,544 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $33,936 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $22,084 |
| 2010 : FREDONIA ANIMAL HOSPITAL 401(K ) PROFIT SHARING 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $323,012 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $2,667,544 |
| Total plan assets at beginning of year | 2010-12-31 | $2,344,532 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $12,524 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $277,761 |
| Net income (gross income less expenses) | 2010-12-31 | $323,012 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,667,544 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,344,532 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $32,727 |
| 2017: FREDONIA ANIMAL HOSPITAL 401(K ) PROFIT SHARING 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: FREDONIA ANIMAL HOSPITAL 401(K ) PROFIT SHARING 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: FREDONIA ANIMAL HOSPITAL 401(K ) PROFIT SHARING 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: FREDONIA ANIMAL HOSPITAL 401(K ) PROFIT SHARING 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: FREDONIA ANIMAL HOSPITAL 401(K ) PROFIT SHARING 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 015967383 |
| Policy instance | 1 |
| Insurance contract or identification number | 015967383 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 015967383 |
| Policy instance | 1 |
| Insurance contract or identification number | 015967383 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2016-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 015967383 |
| Policy instance | 1 |
| Insurance contract or identification number | 015967383 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 015967383 |
| Policy instance | 1 |
| Insurance contract or identification number | 015967383 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 015967383 |
| Policy instance | 1 |
| Insurance contract or identification number | 015967383 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
