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| Plan Name | NANCY CHAO LICHON, M.D., S.C. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | NANCY CHAO LICHON, M.D., S.C. |
| Employer identification number (EIN): | 363311248 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2018-07-01 | NANCY LICHON | 2018-10-28 | NANCY LICHON | 2018-10-28 |
| 002 | 2017-07-01 | NANCY LICHON | 2018-10-19 | NANCY LICHON | 2018-10-19 |
| 002 | 2016-07-01 | NANCY LICHON | 2017-12-18 | NANCY LICHON | 2017-12-18 |
| 002 | 2015-07-01 | NANCY LICHON | 2017-02-15 | NANCY LICHON | 2017-02-15 |
| 002 | 2014-07-01 | NANCY LICHON | 2016-02-29 | NANCY LICHON | 2016-02-29 |
| 002 | 2013-07-01 | NANCY LICHON | 2015-03-02 | NANCY LICHON | 2015-03-02 |
| 002 | 2012-07-01 | NANCY LICHON | 2014-02-02 | NANCY LICHON | 2014-02-02 |
| 002 | 2011-07-01 | NANCY LICHON | NANCY LICHON | 2013-02-13 | |
| 002 | 2010-07-01 | NANCY LICHON | 2012-04-02 | NANCY LICHON | 2012-04-02 |
| Measure | Date | Value |
|---|---|---|
| 2012 : NANCY CHAO LICHON, M.D., S.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
| Total plan liabilities at beginning of year | 2012-06-30 | $957 |
| Total income from all sources | 2012-06-30 | $22,836 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $75,482 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $75,482 |
| Total plan assets at end of year | 2012-06-30 | $2,707,457 |
| Total plan assets at beginning of year | 2012-06-30 | $2,761,060 |
| Value of fidelity bond covering the plan | 2012-06-30 | $300,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $24,645 |
| Other income received | 2012-06-30 | $-44,691 |
| Net income (gross income less expenses) | 2012-06-30 | $-52,646 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $2,707,457 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $2,760,103 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-06-30 | $14,070 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $42,882 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| 2011: NANCY CHAO LICHON, M.D., S.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
|---|---|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
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