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JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJOHN W. BAKER II PROFIT SHARING PLAN AND TRUST
Plan identification number 002

JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST Benefits

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

401k Sponsoring company profile

JOHN W. BAKER, II PHD has sponsored the creation of one or more 401k plans.

Company Name:JOHN W. BAKER, II PHD
Employer identification number (EIN):222739841
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01LUDWIG BACH
0022014-01-01LUDWIG BACH
0022013-01-01LUDWIG BACH
0022012-01-01LUDWIG BACH
0022011-01-01LUDWIG BACH
0022009-01-01LUDWIG BACH

Plan Statistics for JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015: JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015 : JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$17,176
Expenses. Total of all expenses incurred2015-12-31$1,516,451
Benefits paid (including direct rollovers)2015-12-31$1,507,678
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$1,499,275
Other income received2015-12-31$17,176
Net income (gross income less expenses)2015-12-31$-1,499,275
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,499,275
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$8,773
2014 : JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$105,642
Expenses. Total of all expenses incurred2014-12-31$83,273
Benefits paid (including direct rollovers)2014-12-31$62,055
Total plan assets at end of year2014-12-31$1,499,275
Total plan assets at beginning of year2014-12-31$1,476,906
Other income received2014-12-31$61,311
Net income (gross income less expenses)2014-12-31$22,369
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,499,275
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,476,906
Total contributions received or receivable from employer(s)2014-12-31$44,331
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$21,218
2013 : JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$168,547
Expenses. Total of all expenses incurred2013-12-31$75,318
Benefits paid (including direct rollovers)2013-12-31$56,019
Total plan assets at end of year2013-12-31$1,476,906
Total plan assets at beginning of year2013-12-31$1,383,677
Other income received2013-12-31$119,576
Net income (gross income less expenses)2013-12-31$93,229
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,476,906
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,383,677
Total contributions received or receivable from employer(s)2013-12-31$48,971
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$19,299
2012 : JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$206,475
Expenses. Total of all expenses incurred2012-12-31$61,209
Benefits paid (including direct rollovers)2012-12-31$48,375
Total plan assets at end of year2012-12-31$1,383,677
Total plan assets at beginning of year2012-12-31$1,238,411
Total contributions received or receivable from participants2012-12-31$10,000
Other income received2012-12-31$150,975
Net income (gross income less expenses)2012-12-31$145,266
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,383,677
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,238,411
Total contributions received or receivable from employer(s)2012-12-31$45,500
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$12,834
2011 : JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$76,225
Expenses. Total of all expenses incurred2011-12-31$57,209
Benefits paid (including direct rollovers)2011-12-31$46,015
Total plan assets at end of year2011-12-31$1,238,411
Total plan assets at beginning of year2011-12-31$1,219,395
Total contributions received or receivable from participants2011-12-31$10,000
Other income received2011-12-31$24,043
Net income (gross income less expenses)2011-12-31$19,016
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,238,411
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,219,395
Total contributions received or receivable from employer(s)2011-12-31$42,182
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$11,194
2010 : JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$155,588
Expenses. Total of all expenses incurred2010-12-31$51,142
Benefits paid (including direct rollovers)2010-12-31$40,692
Total plan assets at end of year2010-12-31$1,219,395
Total plan assets at beginning of year2010-12-31$1,114,949
Total contributions received or receivable from participants2010-12-31$10,000
Other income received2010-12-31$101,815
Net income (gross income less expenses)2010-12-31$104,446
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,219,395
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,114,949
Total contributions received or receivable from employer(s)2010-12-31$43,773
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$10,450

Form 5500 Responses for JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST

2015: JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST 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: JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST 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: JOHN W. BAKER II PROFIT SHARING PLAN AND TRUST 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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