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CHARLES J. WAISBREN PROFIT SHARING PLAN 401k Plan overview

Plan NameCHARLES J. WAISBREN PROFIT SHARING PLAN
Plan identification number 001

CHARLES J. WAISBREN PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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(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.
  • Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.
  • 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

CHARLES J. WAISBREN, M.D., S.C. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES J. WAISBREN, M.D., S.C.
Employer identification number (EIN):391483447
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 J. WAISBREN PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-06-01
0012014-06-01
0012013-06-01
0012012-06-01CHARLES WAISBREN
0012011-06-01CHARLES WAISBREN
0012009-06-01CHARLES WAISBREN

Plan Statistics for CHARLES J. WAISBREN PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLES J. WAISBREN PROFIT SHARING PLAN

Measure Date Value
2014: CHARLES J. WAISBREN PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-0115
Total number of active participants reported on line 7a of the Form 55002014-06-010
Total of all active and inactive participants2014-06-010
Total participants2014-06-010
Number of participants with account balances2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-010
2013: CHARLES J. WAISBREN PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-0114
Total number of active participants reported on line 7a of the Form 55002013-06-0115
Total of all active and inactive participants2013-06-0115
Total participants2013-06-0115
Number of participants with account balances2013-06-0115
2012: CHARLES J. WAISBREN PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-0114
Total number of active participants reported on line 7a of the Form 55002012-06-0114
Total of all active and inactive participants2012-06-0114
Total participants2012-06-0114
Number of participants with account balances2012-06-0114
2011: CHARLES J. WAISBREN PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-0115
Total number of active participants reported on line 7a of the Form 55002011-06-0114
Total of all active and inactive participants2011-06-0114
Total participants2011-06-0114
Number of participants with account balances2011-06-0114
2009: CHARLES J. WAISBREN PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-0111
Total number of active participants reported on line 7a of the Form 55002009-06-0115
Total of all active and inactive participants2009-06-0115
Total participants2009-06-0115
Number of participants with account balances2009-06-0115

Financial Data on CHARLES J. WAISBREN PROFIT SHARING PLAN

Measure Date Value
2015 : CHARLES J. WAISBREN PROFIT SHARING PLAN 2015 401k financial data
Expenses. Total of all expenses incurred2015-05-31$1,762,438
Benefits paid (including direct rollovers)2015-05-31$1,762,438
Total plan assets at end of year2015-05-31$0
Total plan assets at beginning of year2015-05-31$1,762,438
Net income (gross income less expenses)2015-05-31$-1,762,438
Net plan assets at end of year (total assets less liabilities)2015-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-05-31$1,762,438
2014 : CHARLES J. WAISBREN PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$26,514
Expenses. Total of all expenses incurred2014-12-31$1,788,952
Benefits paid (including direct rollovers)2014-12-31$1,788,952
Total plan assets at end of year2014-12-31$0
Total plan assets at beginning of year2014-12-31$1,762,438
Other income received2014-12-31$26,514
Net income (gross income less expenses)2014-12-31$-1,762,438
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,762,438
Total income from all sources2014-05-31$280,426
Total plan assets at end of year2014-05-31$1,762,438
Total plan assets at beginning of year2014-05-31$1,482,012
Value of fidelity bond covering the plan2014-05-31$97,500
Contributions received from other sources (not participants or employers)2014-05-31$68,780
Other income received2014-05-31$136,512
Net income (gross income less expenses)2014-05-31$280,426
Net plan assets at end of year (total assets less liabilities)2014-05-31$1,762,438
Net plan assets at beginning of year (total assets less liabilities)2014-05-31$1,482,012
Total contributions received or receivable from employer(s)2014-05-31$75,134
2013 : CHARLES J. WAISBREN PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-05-31$245,804
Total plan assets at end of year2013-05-31$1,482,012
Total plan assets at beginning of year2013-05-31$1,236,208
Value of fidelity bond covering the plan2013-05-31$97,500
Other income received2013-05-31$174,298
Net income (gross income less expenses)2013-05-31$245,804
Net plan assets at end of year (total assets less liabilities)2013-05-31$1,482,012
Net plan assets at beginning of year (total assets less liabilities)2013-05-31$1,236,208
Total contributions received or receivable from employer(s)2013-05-31$71,506
2012 : CHARLES J. WAISBREN PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-05-31$34,378
Expenses. Total of all expenses incurred2012-05-31$6,836
Benefits paid (including direct rollovers)2012-05-31$6,836
Total plan assets at end of year2012-05-31$1,236,208
Total plan assets at beginning of year2012-05-31$1,208,666
Value of fidelity bond covering the plan2012-05-31$97,500
Other income received2012-05-31$-38,170
Net income (gross income less expenses)2012-05-31$27,542
Net plan assets at end of year (total assets less liabilities)2012-05-31$1,236,208
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$1,208,666
Total contributions received or receivable from employer(s)2012-05-31$72,548
2011 : CHARLES J. WAISBREN PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-05-31$232,070
Expenses. Total of all expenses incurred2011-05-31$6,944
Benefits paid (including direct rollovers)2011-05-31$6,944
Total plan assets at end of year2011-05-31$1,208,666
Total plan assets at beginning of year2011-05-31$983,540
Value of fidelity bond covering the plan2011-05-31$97,500
Other income received2011-05-31$160,991
Net income (gross income less expenses)2011-05-31$225,126
Net plan assets at end of year (total assets less liabilities)2011-05-31$1,208,666
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$983,540
Total contributions received or receivable from employer(s)2011-05-31$71,079

Form 5500 Responses for CHARLES J. WAISBREN PROFIT SHARING PLAN

2014: CHARLES J. WAISBREN PROFIT SHARING PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01This submission is the final filingYes
2014-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: CHARLES J. WAISBREN PROFIT SHARING PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: CHARLES J. WAISBREN PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: CHARLES J. WAISBREN PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2009: CHARLES J. WAISBREN PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01This submission is the final filingNo
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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