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THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameTHOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST
Plan identification number 001

THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

DR. THOMAS J. ZWEIFEL, SC has sponsored the creation of one or more 401k plans.

Company Name:DR. THOMAS J. ZWEIFEL, SC
Employer identification number (EIN):391360586
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01THOMAS J. ZWEIFEL D.O.
0012014-01-01THOMAS J. ZWEIFEL D.O.
0012013-01-01THOMAS J. ZWEIFEL D.O.
0012012-01-01THOMAS J. ZWEIFEL D.O.
0012011-01-01THOMAS J. ZWEIFEL D.O.
0012010-01-01THOMAS J ZWEIFEL D.O. THOMAS J ZWEIFEL D.O.2011-07-12
0012009-01-01THOMAS ZWEIFEL THOMAS ZWEIFEL2010-09-21

Plan Statistics for THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST

401k plan membership statisitcs for THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST

Measure Date Value
2015: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
2010: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST

Measure Date Value
2015 : THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$34,034
Expenses. Total of all expenses incurred2015-12-31$1,398,232
Benefits paid (including direct rollovers)2015-12-31$1,386,458
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$1,364,198
Value of fidelity bond covering the plan2015-12-31$125,000
Other income received2015-12-31$34,034
Net income (gross income less expenses)2015-12-31$-1,364,198
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,364,198
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$11,774
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$177,841
Expenses. Total of all expenses incurred2014-12-31$1,853,649
Benefits paid (including direct rollovers)2014-12-31$1,842,964
Total plan assets at end of year2014-12-31$1,364,198
Total plan assets at beginning of year2014-12-31$3,040,006
Value of fidelity bond covering the plan2014-12-31$125,000
Other income received2014-12-31$177,841
Net income (gross income less expenses)2014-12-31$-1,675,808
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,364,198
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,040,006
Assets. Value of participant loans2014-12-31$12,906
Assets. Value of assets in partnership/joint-venture interests2014-12-31$204,774
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$10,685
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$507,818
Expenses. Total of all expenses incurred2013-12-31$9,126
Total plan assets at end of year2013-12-31$3,040,006
Total plan assets at beginning of year2013-12-31$2,541,314
Value of fidelity bond covering the plan2013-12-31$125,000
Total contributions received or receivable from participants2013-12-31$10,350
Other income received2013-12-31$488,582
Net income (gross income less expenses)2013-12-31$498,692
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,040,006
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,541,314
Assets. Value of participant loans2013-12-31$12,906
Assets. Value of assets in partnership/joint-venture interests2013-12-31$2,004,771
Total contributions received or receivable from employer(s)2013-12-31$8,886
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$9,126
2012 : THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$129,524
Expenses. Total of all expenses incurred2012-12-31$7,180
Total plan assets at end of year2012-12-31$2,541,314
Total plan assets at beginning of year2012-12-31$2,418,970
Value of fidelity bond covering the plan2012-12-31$125,000
Total contributions received or receivable from participants2012-12-31$22,760
Other income received2012-12-31$89,764
Net income (gross income less expenses)2012-12-31$122,344
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,541,314
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,418,970
Assets. Value of participant loans2012-12-31$16,583
Assets. Value of assets in partnership/joint-venture interests2012-12-31$1,724,242
Total contributions received or receivable from employer(s)2012-12-31$17,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,180
2011 : THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$1,987
Expenses. Total of all expenses incurred2011-12-31$6,232
Total plan assets at end of year2011-12-31$2,418,970
Total plan assets at beginning of year2011-12-31$2,423,215
Value of fidelity bond covering the plan2011-12-31$125,000
Total contributions received or receivable from participants2011-12-31$3,972
Other income received2011-12-31$-22,985
Net income (gross income less expenses)2011-12-31$-4,245
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,418,970
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,423,215
Assets. Value of participant loans2011-12-31$19,911
Assets. Value of assets in partnership/joint-venture interests2011-12-31$1,712,878
Total contributions received or receivable from employer(s)2011-12-31$21,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$6,232
2010 : THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$287,149
Expenses. Total of all expenses incurred2010-12-31$4,958
Total plan assets at end of year2010-12-31$2,423,215
Total plan assets at beginning of year2010-12-31$2,141,024
Value of fidelity bond covering the plan2010-12-31$125,000
Total contributions received or receivable from participants2010-12-31$3,928
Other income received2010-12-31$257,221
Net income (gross income less expenses)2010-12-31$282,191
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,423,215
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,141,024
Assets. Value of participant loans2010-12-31$22,924
Assets. Value of assets in partnership/joint-venture interests2010-12-31$1,778,649
Total contributions received or receivable from employer(s)2010-12-31$26,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4,958
2009 : THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST

2015: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 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 filingYes
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: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 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: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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