STEVEN H PETERSON, M.D., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROFIT SHARING PLAN OF STEVEN H. PETERSON, M.D., INC.
| Measure | Date | Value |
|---|
| 2016 : PROFIT SHARING PLAN OF STEVEN H. PETERSON, M.D., INC. 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $157,938 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $237,189 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $218,627 |
| Total plan assets at end of year | 2016-12-31 | $1,901,634 |
| Total plan assets at beginning of year | 2016-12-31 | $1,980,885 |
| Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $308 |
| Other income received | 2016-12-31 | $94,273 |
| Net income (gross income less expenses) | 2016-12-31 | $-79,251 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,901,634 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,980,885 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $63,665 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $18,254 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : PROFIT SHARING PLAN OF STEVEN H. PETERSON, M.D., INC. 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $7,507 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $93,259 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $74,361 |
| Total plan assets at end of year | 2015-12-31 | $1,980,885 |
| Total plan assets at beginning of year | 2015-12-31 | $2,066,637 |
| Value of fidelity bond covering the plan | 2015-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $32 |
| Other income received | 2015-12-31 | $-59,949 |
| Net income (gross income less expenses) | 2015-12-31 | $-85,752 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,980,885 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,066,637 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $67,456 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $18,866 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : PROFIT SHARING PLAN OF STEVEN H. PETERSON, M.D., INC. 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $114,415 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $39,311 |
| Total plan assets at end of year | 2014-12-31 | $2,066,637 |
| Total plan assets at beginning of year | 2014-12-31 | $1,991,533 |
| Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $38 |
| Other income received | 2014-12-31 | $46,982 |
| Net income (gross income less expenses) | 2014-12-31 | $75,104 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,066,637 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,991,533 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $67,433 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $20,631 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $18,642 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : PROFIT SHARING PLAN OF STEVEN H. PETERSON, M.D., INC. 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $245,111 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $193,515 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $175,412 |
| Total plan assets at end of year | 2013-12-31 | $1,991,533 |
| Total plan assets at beginning of year | 2013-12-31 | $1,939,937 |
| Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $16,047 |
| Other income received | 2013-12-31 | $182,644 |
| Net income (gross income less expenses) | 2013-12-31 | $51,596 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,991,533 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,939,937 |
| Assets. Value of participant loans | 2013-12-31 | $21,952 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $62,467 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $2,056 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : PROFIT SHARING PLAN OF STEVEN H. PETERSON, M.D., INC. 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $264,364 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $69,343 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $55,577 |
| Total plan assets at end of year | 2012-12-31 | $1,939,937 |
| Total plan assets at beginning of year | 2012-12-31 | $1,744,916 |
| Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
| Other income received | 2012-12-31 | $176,825 |
| Net income (gross income less expenses) | 2012-12-31 | $195,021 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,939,937 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,744,916 |
| Assets. Value of participant loans | 2012-12-31 | $51,004 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $87,539 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $13,766 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : PROFIT SHARING PLAN OF STEVEN H. PETERSON, M.D., INC. 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $43,306 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $13,263 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $1,744,916 |
| Total plan assets at beginning of year | 2011-12-31 | $1,714,873 |
| Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $89 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-35,788 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $30,043 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,744,916 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,714,873 |
| Assets. Value of participant loans | 2011-12-31 | $65,361 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $79,094 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $13,174 |
| 2010 : PROFIT SHARING PLAN OF STEVEN H. PETERSON, M.D., INC. 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $193,966 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $9,418 |
| Total plan assets at end of year | 2010-12-31 | $1,714,873 |
| Total plan assets at beginning of year | 2010-12-31 | $1,530,325 |
| Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
| Other income received | 2010-12-31 | $125,387 |
| Net income (gross income less expenses) | 2010-12-31 | $184,548 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,714,873 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,530,325 |
| Assets. Value of participant loans | 2010-12-31 | $49,944 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $2,800 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $68,579 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $9,418 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-03-31 | $0 |
| 2016: PROFIT SHARING PLAN OF STEVEN H. PETERSON, M.D., INC. 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 – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PROFIT SHARING PLAN OF STEVEN H. PETERSON, M.D., INC. 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 – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PROFIT SHARING PLAN OF STEVEN H. PETERSON, M.D., INC. 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 – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PROFIT SHARING PLAN OF STEVEN H. PETERSON, M.D., INC. 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PROFIT SHARING PLAN OF STEVEN H. PETERSON, M.D., INC. 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PROFIT SHARING PLAN OF STEVEN H. PETERSON, M.D., INC. 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PROFIT SHARING PLAN OF STEVEN H. PETERSON, M.D., INC. 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Submission has been amended | Yes |
| 2009-04-01 | This submission is the final filing | No |
| 2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-04-01 | Plan is a collectively bargained plan | No |
| 2009-04-01 | Plan funding arrangement – Trust | Yes |
| 2009-04-01 | Plan benefit arrangement - Trust | Yes |
