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UTA CHARLES SCHWAB & CO INC WILLIAM C CRELIN MD PROFIT SHARING COMBO ACCOUNT 401k Plan overview

Plan NameUTA CHARLES SCHWAB & CO INC WILLIAM C CRELIN MD PROFIT SHARING COMBO ACCOUNT
Plan identification number 001

UTA CHARLES SCHWAB & CO INC WILLIAM C CRELIN MD PROFIT SHARING COMBO ACCOUNT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing

401k Sponsoring company profile

WILLIAM C CRELIN MD has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM C CRELIN MD
Employer identification number (EIN):391665805
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UTA CHARLES SCHWAB & CO INC WILLIAM C CRELIN MD PROFIT SHARING COMBO ACCOUNT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01
0012013-01-01
0012012-01-01KENNETH ARONSON2013-05-15
0012011-01-01KENNETH ARONSON
0012010-01-01KENNETH ARONSON
0012009-01-01KENNETH ARONSON

Financial Data on UTA CHARLES SCHWAB & CO INC WILLIAM C CRELIN MD PROFIT SHARING COMBO ACCOUNT

Measure Date Value
2011 : UTA CHARLES SCHWAB & CO INC WILLIAM C CRELIN MD PROFIT SHARING COMBO ACCOUNT 2011 401k financial data
Total income from all sources2011-12-31$23,989
Total plan assets at end of year2011-12-31$415,313
Total plan assets at beginning of year2011-12-31$402,241
Value of fidelity bond covering the plan2011-12-31$50,000
Contributions received from other sources (not participants or employers)2011-12-31$864
Other income received2011-12-31$12,125
Net income (gross income less expenses)2011-12-31$23,989
Net plan assets at end of year (total assets less liabilities)2011-12-31$415,313
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$402,241
Total contributions received or receivable from employer(s)2011-12-31$11,000
2010 : UTA CHARLES SCHWAB & CO INC WILLIAM C CRELIN MD PROFIT SHARING COMBO ACCOUNT 2010 401k financial data
Total income from all sources2010-12-31$30,467
Total plan assets at end of year2010-12-31$402,241
Total plan assets at beginning of year2010-12-31$338,744
Value of fidelity bond covering the plan2010-12-31$50,000
Other income received2010-12-31$10,331
Net income (gross income less expenses)2010-12-31$30,467
Net plan assets at end of year (total assets less liabilities)2010-12-31$402,241
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$338,744
Total contributions received or receivable from employer(s)2010-12-31$20,136

Form 5500 Responses for UTA CHARLES SCHWAB & CO INC WILLIAM C CRELIN MD PROFIT SHARING COMBO ACCOUNT

2011: UTA CHARLES SCHWAB & CO INC WILLIAM C CRELIN MD PROFIT SHARING COMBO ACCOUNT 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: UTA CHARLES SCHWAB & CO INC WILLIAM C CRELIN MD PROFIT SHARING COMBO ACCOUNT 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: UTA CHARLES SCHWAB & CO INC WILLIAM C CRELIN MD PROFIT SHARING COMBO ACCOUNT 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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