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CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 401k Plan overview

Plan NameCHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN
Plan identification number 002

CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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

THUNDER BAY EMERGENCY PHYSICIANS, PC has sponsored the creation of one or more 401k plans.

Company Name:THUNDER BAY EMERGENCY PHYSICIANS, PC
Employer identification number (EIN):383398436
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01CHRISTOPHER RANCONT
0022023-01-01
0022023-01-01CHRISTOPHER RANCONT
0022022-01-01
0022022-01-01CHRISTOPHER RANCONT
0022021-01-01
0022021-01-01CHRISTOPHER RANCONT
0022020-01-01
0022019-01-01
0022018-01-01BEVIN CLAYTON, DO
0022017-01-01BEVIN CLAYTON, DO
0022016-01-01BEVIN CLAYTON, DO
0022015-01-01BEVIN CLAYTON, DO
0022014-01-01BEVIN CLAYTON, DO
0022013-01-01DAVID LARKIN
0022012-01-01DAVID LARKIN
0022011-01-01SHANNA M JOHNSON SHANNA M JOHNSON2012-10-02
0022010-01-01SHANNA M JOHNSON SHANNA M JOHNSON2011-07-21
0022009-01-01DAVID BLUMENTHAL DAVID BLUMENTHAL2010-06-17

Financial Data on CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN

Measure Date Value
2023 : CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$383,401
Expenses. Total of all expenses incurred2023-12-31$3,238
Total plan assets at end of year2023-12-31$1,682,425
Total plan assets at beginning of year2023-12-31$1,302,262
Value of fidelity bond covering the plan2023-12-31$450,000
Total contributions received or receivable from participants2023-12-31$30,000
Other income received2023-12-31$311,806
Net income (gross income less expenses)2023-12-31$380,163
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,682,425
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,302,262
Total contributions received or receivable from employer(s)2023-12-31$41,595
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$3,238
2022 : CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-155,497
Expenses. Total of all expenses incurred2022-12-31$6,051
Total plan assets at end of year2022-12-31$1,302,262
Total plan assets at beginning of year2022-12-31$1,463,810
Value of fidelity bond covering the plan2022-12-31$450,000
Total contributions received or receivable from participants2022-12-31$54,000
Other income received2022-12-31$-284,059
Net income (gross income less expenses)2022-12-31$-161,548
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,302,262
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,463,810
Total contributions received or receivable from employer(s)2022-12-31$74,562
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$6,051
2021 : CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$480,947
Expenses. Total of all expenses incurred2021-12-31$1,516,284
Benefits paid (including direct rollovers)2021-12-31$1,503,495
Total plan assets at end of year2021-12-31$1,463,810
Total plan assets at beginning of year2021-12-31$2,499,147
Value of fidelity bond covering the plan2021-12-31$450,000
Total contributions received or receivable from participants2021-12-31$39,704
Other income received2021-12-31$369,656
Net income (gross income less expenses)2021-12-31$-1,035,337
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,463,810
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,499,147
Total contributions received or receivable from employer(s)2021-12-31$71,587
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$12,789
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$288,100
Expenses. Total of all expenses incurred2020-12-31$167,596
Benefits paid (including direct rollovers)2020-12-31$158,416
Total plan assets at end of year2020-12-31$2,499,147
Total plan assets at beginning of year2020-12-31$2,378,643
Value of fidelity bond covering the plan2020-12-31$450,000
Total contributions received or receivable from participants2020-12-31$45,500
Other income received2020-12-31$171,993
Net income (gross income less expenses)2020-12-31$120,504
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,499,147
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,378,643
Total contributions received or receivable from employer(s)2020-12-31$70,607
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$9,180
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$1,168,759
Total income from all sources2019-12-31$367,005
Expenses. Total of all expenses incurred2019-12-31$94,834
Benefits paid (including direct rollovers)2019-12-31$92,459
Total plan assets at end of year2019-12-31$2,378,643
Total plan assets at beginning of year2019-12-31$937,713
Value of fidelity bond covering the plan2019-12-31$450,000
Total contributions received or receivable from participants2019-12-31$44,000
Other income received2019-12-31$246,289
Net income (gross income less expenses)2019-12-31$272,171
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,378,643
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$937,713
Total contributions received or receivable from employer(s)2019-12-31$76,716
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$22,832
Expenses. Total of all expenses incurred2018-12-31$300,658
Benefits paid (including direct rollovers)2018-12-31$298,741
Total plan assets at end of year2018-12-31$937,713
Total plan assets at beginning of year2018-12-31$1,215,539
Value of fidelity bond covering the plan2018-12-31$450,000
Other income received2018-12-31$-59,668
Net income (gross income less expenses)2018-12-31$-277,826
Net plan assets at end of year (total assets less liabilities)2018-12-31$937,713
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,215,539
Total contributions received or receivable from employer(s)2018-12-31$82,500
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,917
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$151,829
Expenses. Total of all expenses incurred2017-12-31$100,850
Benefits paid (including direct rollovers)2017-12-31$100,000
Total plan assets at end of year2017-12-31$1,215,539
Total plan assets at beginning of year2017-12-31$1,164,560
Value of fidelity bond covering the plan2017-12-31$450,000
Other income received2017-12-31$70,829
Net income (gross income less expenses)2017-12-31$50,979
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,215,539
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,164,560
Total contributions received or receivable from employer(s)2017-12-31$81,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$850
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$70,427
Expenses. Total of all expenses incurred2016-12-31$649,405
Benefits paid (including direct rollovers)2016-12-31$648,674
Total plan assets at end of year2016-12-31$1,164,560
Total plan assets at beginning of year2016-12-31$1,743,538
Value of fidelity bond covering the plan2016-12-31$450,000
Other income received2016-12-31$-19,583
Net income (gross income less expenses)2016-12-31$-578,978
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,164,560
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,743,538
Total contributions received or receivable from employer(s)2016-12-31$90,010
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$731
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$151,569
Expenses. Total of all expenses incurred2015-12-31$270,068
Benefits paid (including direct rollovers)2015-12-31$265,083
Total plan assets at end of year2015-12-31$1,743,538
Total plan assets at beginning of year2015-12-31$1,862,037
Value of fidelity bond covering the plan2015-12-31$450,000
Other income received2015-12-31$21,594
Net income (gross income less expenses)2015-12-31$-118,499
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,743,538
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,862,037
Total contributions received or receivable from employer(s)2015-12-31$129,975
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,985
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$-43,701
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$1,862,037
Total plan assets at beginning of year2014-12-31$1,905,738
Value of fidelity bond covering the plan2014-12-31$450,000
Other income received2014-12-31$-178,435
Net income (gross income less expenses)2014-12-31$-43,701
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,862,037
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,905,738
Total contributions received or receivable from employer(s)2014-12-31$134,734
2013 : CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$574,494
Expenses. Total of all expenses incurred2013-12-31$387,985
Benefits paid (including direct rollovers)2013-12-31$380,659
Total plan assets at end of year2013-12-31$1,905,738
Total plan assets at beginning of year2013-12-31$1,719,229
Expenses. Other expenses not covered elsewhere2013-12-31$7,326
Other income received2013-12-31$429,081
Net income (gross income less expenses)2013-12-31$186,509
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,905,738
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,719,229
Total contributions received or receivable from employer(s)2013-12-31$145,413
2012 : CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$245,397
Expenses. Total of all expenses incurred2012-12-31$2,937
Total plan assets at end of year2012-12-31$1,719,229
Total plan assets at beginning of year2012-12-31$1,476,769
Expenses. Other expenses not covered elsewhere2012-12-31$2,937
Other income received2012-12-31$100,415
Net income (gross income less expenses)2012-12-31$242,460
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,719,229
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,476,769
Total contributions received or receivable from employer(s)2012-12-31$144,982
2011 : CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$-136,804
Total income from all sources2011-12-31$215,459
Expenses. Total of all expenses incurred2011-12-31$35,000
Benefits paid (including direct rollovers)2011-12-31$35,000
Total plan assets at end of year2011-12-31$1,476,769
Total plan assets at beginning of year2011-12-31$1,433,114
Other income received2011-12-31$62,402
Net income (gross income less expenses)2011-12-31$180,459
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,476,769
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,433,114
Total contributions received or receivable from employer(s)2011-12-31$153,057
2010 : CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$283,983
Expenses. Total of all expenses incurred2010-12-31$80,133
Benefits paid (including direct rollovers)2010-12-31$79,244
Total plan assets at end of year2010-12-31$1,433,114
Total plan assets at beginning of year2010-12-31$1,229,264
Expenses. Other expenses not covered elsewhere2010-12-31$889
Other income received2010-12-31$109,788
Net income (gross income less expenses)2010-12-31$203,850
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,433,114
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,229,264
Total contributions received or receivable from employer(s)2010-12-31$174,195

Form 5500 Responses for CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN

2023: CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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: CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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: CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP 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
2019: CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHARLES SCHWAB & CO INC THUNDER BAY EMERGENCY PHYSICIANS QRP PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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