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WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 401k Plan overview

Plan NameWEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN
Plan identification number 001

WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

WEST SHORE FAMILY PRACTICE, PC has sponsored the creation of one or more 401k plans.

Company Name:WEST SHORE FAMILY PRACTICE, PC
Employer identification number (EIN):251876400
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01LEE CAVANAUGH2020-07-28 LEE CAVANAUGH2020-07-28
0012018-01-01LEE CAVANAUGH2019-07-16 LEE CAVANAUGH2019-07-16
0012017-01-01LEE CAVANAUGH2018-07-16 LEE CAVANAUGH2018-07-16
0012016-01-01LEE CAVANAUGH2017-07-25 LEE CAVANAUGH2017-07-25
0012015-01-01LEE CAVANAUGH2016-07-27 LEE CAVANAUGH2016-07-27
0012014-01-01LEE CAVANAUGH2015-06-09
0012013-01-01LEE CAVANAUGH2014-07-30 LEE CAVANAUGH2014-07-30
0012012-01-01LEE CAVANAUGH2013-07-29 LEE CAVANAUGH2013-07-29
0012011-01-01LEE CAVANAUGH2012-07-26
0012010-01-01LEE CAVANAUGH2011-07-27

Plan Statistics for WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN

401k plan membership statisitcs for WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN

Measure Date Value
2022: WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0115
Total number of active participants reported on line 7a of the Form 55002022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-0112
Total participants2022-01-0112
Number of participants with account balances2022-01-0112
2021: WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112
Total number of active participants reported on line 7a of the Form 55002021-01-0115
Number of retired or separated participants receiving benefits2021-01-013
Total of all active and inactive participants2021-01-0118
Total participants2021-01-0118
Number of participants with account balances2021-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-0112
Number of retired or separated participants receiving benefits2020-01-011
Total of all active and inactive participants2020-01-0113
Total participants2020-01-0113
Number of participants with account balances2020-01-0112

Financial Data on WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN

Measure Date Value
2022 : WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$17,203
Expenses. Total of all expenses incurred2022-12-31$16,024
Benefits paid (including direct rollovers)2022-12-31$7,557
Total plan assets at end of year2022-12-31$941,086
Total plan assets at beginning of year2022-12-31$939,907
Value of fidelity bond covering the plan2022-12-31$100,000
Total contributions received or receivable from participants2022-12-31$51,959
Expenses. Other expenses not covered elsewhere2022-12-31$8,467
Other income received2022-12-31$-76,028
Noncash contributions received2022-12-31$8,628
Net income (gross income less expenses)2022-12-31$1,179
Net plan assets at end of year (total assets less liabilities)2022-12-31$941,086
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$939,907
Total contributions received or receivable from employer(s)2022-12-31$32,644
2021 : WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$207,199
Expenses. Total of all expenses incurred2021-12-31$17,830
Benefits paid (including direct rollovers)2021-12-31$11,197
Total plan assets at end of year2021-12-31$932,699
Total plan assets at beginning of year2021-12-31$743,330
Value of fidelity bond covering the plan2021-12-31$100,000
Total contributions received or receivable from participants2021-12-31$56,036
Expenses. Other expenses not covered elsewhere2021-12-31$17,830
Other income received2021-12-31$117,295
Net income (gross income less expenses)2021-12-31$189,369
Net plan assets at end of year (total assets less liabilities)2021-12-31$932,699
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$743,330
Total contributions received or receivable from employer(s)2021-12-31$33,868
2020 : WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$154,122
Expenses. Total of all expenses incurred2020-12-31$7,861
Benefits paid (including direct rollovers)2020-12-31$3,470
Total plan assets at end of year2020-12-31$743,330
Total plan assets at beginning of year2020-12-31$597,069
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$43,391
Expenses. Other expenses not covered elsewhere2020-12-31$4,391
Other income received2020-12-31$85,443
Net income (gross income less expenses)2020-12-31$146,261
Net plan assets at end of year (total assets less liabilities)2020-12-31$743,330
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$597,069
Total contributions received or receivable from employer(s)2020-12-31$25,288

Form 5500 Responses for WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN

2022: WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes

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