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DAVID R. CARROLL, MD PLLC 401(K) PLAN 401k Plan overview

Plan NameDAVID R. CARROLL, MD PLLC 401(K) PLAN
Plan identification number 001

DAVID R. CARROLL, MD PLLC 401(K) 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 CARROLL, M.D.,PLLC has sponsored the creation of one or more 401k plans.

Company Name:DAVID CARROLL, M.D.,PLLC
Employer identification number (EIN):203540507
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 R. CARROLL, MD PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHELLE CAMPBELL2023-10-16
0012021-01-01MICHELLE CAMPBELL2022-09-26
0012020-01-01MICHELLE CAMPBELL2021-08-09
0012019-01-01MICHELLE CAMPBELL2020-07-07
0012018-01-01MICHELLE CAMPBELL2019-07-17
0012017-01-01MICHELLE CAMPBELL2018-07-03
0012016-01-01MICHELLE CAMPBELL2017-06-29
0012015-01-01MICHELLE CAMPBELL2016-09-29
0012014-01-01MICHELLE CAMPBELL2015-07-21
0012013-01-01MICHELLE CAMPBELL2014-07-31
0012012-01-01DAVID CARROLL
0012011-01-01DAVID CARROLL
0012009-01-01DAVID CARROLL

Plan Statistics for DAVID R. CARROLL, MD PLLC 401(K) PLAN

401k plan membership statisitcs for DAVID R. CARROLL, MD PLLC 401(K) PLAN

Measure Date Value
2012: DAVID R. CARROLL, MD PLLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0117
Number of participants with account balances2012-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DAVID R. CARROLL, MD PLLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DAVID R. CARROLL, MD PLLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DAVID R. CARROLL, MD PLLC 401(K) PLAN

Measure Date Value
2012 : DAVID R. CARROLL, MD PLLC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$142,485
Expenses. Total of all expenses incurred2012-12-31$1,852
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$808,866
Total plan assets at beginning of year2012-12-31$668,233
Value of fidelity bond covering the plan2012-12-31$70,000
Total contributions received or receivable from participants2012-12-31$70,196
Expenses. Other expenses not covered elsewhere2012-12-31$1,852
Other income received2012-12-31$60,946
Net income (gross income less expenses)2012-12-31$140,633
Net plan assets at end of year (total assets less liabilities)2012-12-31$808,866
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$668,233
Total contributions received or receivable from employer(s)2012-12-31$11,343
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : DAVID R. CARROLL, MD PLLC 401(K) PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$674
Total income from all sources2011-12-31$44,263
Expenses. Total of all expenses incurred2011-12-31$1,670
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$668,233
Total plan assets at beginning of year2011-12-31$626,314
Total contributions received or receivable from participants2011-12-31$49,984
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-18,162
Net income (gross income less expenses)2011-12-31$42,593
Net plan assets at end of year (total assets less liabilities)2011-12-31$668,233
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$625,640
Total contributions received or receivable from employer(s)2011-12-31$12,441
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$1,670
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DAVID R. CARROLL, MD PLLC 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$674
Total plan liabilities at beginning of year2010-12-31$1,245
Total income from all sources2010-12-31$113,270
Expenses. Total of all expenses incurred2010-12-31$9,180
Benefits paid (including direct rollovers)2010-12-31$7,825
Total plan assets at end of year2010-12-31$626,314
Total plan assets at beginning of year2010-12-31$522,795
Total contributions received or receivable from participants2010-12-31$39,842
Expenses. Other expenses not covered elsewhere2010-12-31$1,355
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$48,977
Net income (gross income less expenses)2010-12-31$104,090
Net plan assets at end of year (total assets less liabilities)2010-12-31$625,640
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$521,550
Total contributions received or receivable from employer(s)2010-12-31$24,451
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : DAVID R. CARROLL, MD PLLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DAVID R. CARROLL, MD PLLC 401(K) PLAN

2012: DAVID R. CARROLL, MD PLLC 401(K) 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: DAVID R. CARROLL, MD PLLC 401(K) 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: DAVID R. CARROLL, MD PLLC 401(K) 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

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