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JAMES R. WALL MD PC PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES R. WALL MD PC PROFIT SHARING PLAN
Plan identification number 002

JAMES R. WALL MD PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 R. WALL, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:JAMES R. WALL, M.D., P.C.
Employer identification number (EIN):232179708
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 R. WALL MD PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-01-01
0022013-01-01
0022012-01-01JAMES R. WALL
0022011-01-01JAMES R. WALL
0022009-01-01JAMES R. WALL

Financial Data on JAMES R. WALL MD PC PROFIT SHARING PLAN

Measure Date Value
2014 : JAMES R. WALL MD PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-07-31$16,611
Expenses. Total of all expenses incurred2014-07-31$2,122,329
Benefits paid (including direct rollovers)2014-07-31$2,122,329
Total plan assets at beginning of year2014-07-31$2,105,718
Value of fidelity bond covering the plan2014-07-31$225,000
Other income received2014-07-31$16,611
Net income (gross income less expenses)2014-07-31$-2,105,718
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$2,105,718
2013 : JAMES R. WALL MD PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$266,680
Total plan assets at end of year2013-12-31$2,105,718
Total plan assets at beginning of year2013-12-31$1,839,038
Value of fidelity bond covering the plan2013-12-31$225,000
Other income received2013-12-31$266,680
Net income (gross income less expenses)2013-12-31$266,680
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,105,718
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,839,038
2012 : JAMES R. WALL MD PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$170,800
Expenses. Total of all expenses incurred2012-12-31$99
Total plan assets at end of year2012-12-31$1,839,038
Total plan assets at beginning of year2012-12-31$1,668,337
Expenses. Other expenses not covered elsewhere2012-12-31$99
Other income received2012-12-31$170,800
Net income (gross income less expenses)2012-12-31$170,701
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,839,038
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,668,337
2011 : JAMES R. WALL MD PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-75,374
Total plan assets at end of year2011-12-31$1,668,337
Total plan assets at beginning of year2011-12-31$1,743,711
Other income received2011-12-31$-75,374
Net income (gross income less expenses)2011-12-31$-75,374
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,668,337
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,743,711
2010 : JAMES R. WALL MD PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$145,057
Total plan assets at end of year2010-12-31$1,743,711
Total plan assets at beginning of year2010-12-31$1,598,654
Other income received2010-12-31$145,057
Net income (gross income less expenses)2010-12-31$145,057
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,743,711
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,598,654

Form 5500 Responses for JAMES R. WALL MD PC PROFIT SHARING PLAN

2014: JAMES R. WALL MD PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES R. WALL MD PC 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 R. WALL MD PC 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: JAMES R. WALL MD PC 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: JAMES R. WALL MD PC 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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