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RICHARD A. WANDZEL D.O., P.C. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameRICHARD A. WANDZEL D.O., P.C. PROFIT SHARING PLAN & TRUST
Plan identification number 001

RICHARD A. WANDZEL D.O., P.C. PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing

401k Sponsoring company profile

RICHARD A. WANDZEL D.O.,P.C. has sponsored the creation of one or more 401k plans.

Company Name:RICHARD A. WANDZEL D.O.,P.C.
Employer identification number (EIN):382680239
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD A. WANDZEL D.O., P.C. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01DR. RICHARD WANDZEL2023-07-11 DR. RICHARD WANDZEL2023-07-11
0012021-07-01DR. RICHARD WANDZEL2022-07-26
0012020-07-01DR. RICHARD WANDZEL2021-08-15 DR. RICHARD WANDZEL2021-08-15
0012019-07-01DR. RICHARD WANDZEL2020-10-01 DR. RICHARD WANDZEL2020-10-01
0012018-07-01DR. RICHARD WANDZEL2019-08-01 DR. RICHARD WANDZEL2019-08-01
0012017-07-01DR. RICHARD WANDZEL2018-09-26 DR. RICHARD WANDZEL2018-09-26
0012016-07-01DR. RICHARD WANDZEL2017-09-15 DR. RICHARD WANDZEL2017-09-15
0012015-07-01DR. RICHARD WANDZEL2016-08-23 DR. RICHARD WANDZEL2016-08-23
0012014-07-01DR. RICHARD WANDZEL2015-08-20 DR. RICHARD WANDZEL2015-08-20
0012013-07-01DR. RICHARD WANDZEL2014-09-09 DR. RICHARD WANDZEL2014-09-09
0012012-07-01DR. RICHARD WANDZEL DR. RICHARD WANDZEL2013-10-16
0012011-07-01DR. RICHARD WANDZEL DR. RICHARD WANDZEL2012-09-27
0012009-07-01DR. RICHARD WANDZEL DR. RICHARD WANDZEL2010-09-21

Plan Statistics for RICHARD A. WANDZEL D.O., P.C. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for RICHARD A. WANDZEL D.O., P.C. PROFIT SHARING PLAN & TRUST

Measure Date Value
2012: RICHARD A. WANDZEL D.O., P.C. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-012
Total number of active participants reported on line 7a of the Form 55002012-07-012
Total of all active and inactive participants2012-07-012
Total participants2012-07-012
Number of participants with account balances2012-07-012
2011: RICHARD A. WANDZEL D.O., P.C. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-012
Total number of active participants reported on line 7a of the Form 55002011-07-012
Total of all active and inactive participants2011-07-012
Total participants2011-07-012
Number of participants with account balances2011-07-012
2009: RICHARD A. WANDZEL D.O., P.C. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-012
Total number of active participants reported on line 7a of the Form 55002009-07-012
Total of all active and inactive participants2009-07-012
Total participants2009-07-012
Number of participants with account balances2009-07-012

Financial Data on RICHARD A. WANDZEL D.O., P.C. PROFIT SHARING PLAN & TRUST

Measure Date Value
2013 : RICHARD A. WANDZEL D.O., P.C. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-06-30$-22,480
Total plan assets at end of year2013-06-30$611,255
Total plan assets at beginning of year2013-06-30$633,735
Other income received2013-06-30$-22,480
Net income (gross income less expenses)2013-06-30$-22,480
Net plan assets at end of year (total assets less liabilities)2013-06-30$611,255
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$633,735
2012 : RICHARD A. WANDZEL D.O., P.C. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-06-30$6,744
Total plan assets at end of year2012-06-30$633,735
Total plan assets at beginning of year2012-06-30$626,991
Other income received2012-06-30$6,744
Net income (gross income less expenses)2012-06-30$6,744
Net plan assets at end of year (total assets less liabilities)2012-06-30$633,735
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$626,991
2011 : RICHARD A. WANDZEL D.O., P.C. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-06-30$100,082
Total plan assets at end of year2011-06-30$626,991
Total plan assets at beginning of year2011-06-30$526,909
Other income received2011-06-30$100,082
Net income (gross income less expenses)2011-06-30$100,082
Net plan assets at end of year (total assets less liabilities)2011-06-30$626,991
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$526,909

Form 5500 Responses for RICHARD A. WANDZEL D.O., P.C. PROFIT SHARING PLAN & TRUST

2012: RICHARD A. WANDZEL D.O., P.C. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: RICHARD A. WANDZEL D.O., P.C. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: RICHARD A. WANDZEL D.O., P.C. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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