WILLIAM J PHELAN MD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM J PHELAN MD RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : WILLIAM J PHELAN MD RETIREMENT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-04-28 | 428 |
| Total expenses incurred by plan in this plan year | 2025-04-28 | 204873 |
| Net assets as of the end of the plan year | 2025-04-28 | 1831676 |
| Total assets as of the beginning of the plan year | 2025-04-28 | 1799271 |
| Value of plan covered by a fidelity bond | 2025-04-28 | 100000 |
| Participant contributions to plan in this plan year | 2025-04-28 | 33260 |
| Other income to plan in this plan year | 2025-04-28 | 150195 |
| Plan net income in this plan year | 2025-04-28 | 31977 |
| Net assets as of the end of the plan year | 2025-04-28 | 1831248 |
| Net assets as of the beginning of the plan year | 2025-04-28 | 1799271 |
| Employer contributions to plan in this plan year | 2025-04-28 | 53395 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-28 | 10200 |
| 2024 : WILLIAM J PHELAN MD RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-08 | 47136 |
| Net assets as of the end of the plan year | 2024-10-08 | 1799271 |
| Total assets as of the beginning of the plan year | 2024-10-08 | 1585045 |
| Value of plan covered by a fidelity bond | 2024-10-08 | 100000 |
| Participant contributions to plan in this plan year | 2024-10-08 | 34265 |
| Other income to plan in this plan year | 2024-10-08 | 174193 |
| Plan net income in this plan year | 2024-10-08 | 214226 |
| Net assets as of the end of the plan year | 2024-10-08 | 1799271 |
| Net assets as of the beginning of the plan year | 2024-10-08 | 1585045 |
| Employer contributions to plan in this plan year | 2024-10-08 | 52904 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-08 | 8623 |
| 2016 : WILLIAM J PHELAN MD RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $149,005 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $13,975 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,781 |
| Total plan assets at end of year | 2016-12-31 | $1,324,755 |
| Total plan assets at beginning of year | 2016-12-31 | $1,189,725 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $34,526 |
| Other income received | 2016-12-31 | $63,905 |
| Net income (gross income less expenses) | 2016-12-31 | $135,030 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,324,755 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,189,725 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $50,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $50,574 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $12,194 |
| 2015 : WILLIAM J PHELAN MD RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $68,671 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $11,330 |
| Total plan assets at end of year | 2015-12-31 | $1,189,725 |
| Total plan assets at beginning of year | 2015-12-31 | $1,132,384 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $32,992 |
| Other income received | 2015-12-31 | $-14,735 |
| Net income (gross income less expenses) | 2015-12-31 | $57,341 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,189,725 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,132,384 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $50,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $50,414 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $11,330 |
| 2014 : WILLIAM J PHELAN MD RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $105,647 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $9,811 |
| Total plan assets at end of year | 2014-12-31 | $1,132,384 |
| Total plan assets at beginning of year | 2014-12-31 | $1,036,548 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $31,798 |
| Other income received | 2014-12-31 | $30,873 |
| Net income (gross income less expenses) | 2014-12-31 | $95,836 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,132,384 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,036,548 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $50,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $42,976 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $9,811 |
| 2016: WILLIAM J PHELAN MD RETIREMENT PLAN 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 |
| 2015: WILLIAM J PHELAN MD RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WILLIAM J PHELAN MD RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
