401k Plan data: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN plan

STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 401k Plan overview

Plan Name	STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN
Plan identification number	002

STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan covering Self-Employed individuals.
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

STEPHEN F. WETHERILL, M.D. has sponsored the creation of one or more 401k plans.

Company Name: STEPHEN F. WETHERILL, M.D.

Employer identification number (EIN): 510188577

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 STEPHEN F. WETHERILL
002 2011-01-01 STEPHEN F. WETHERILL
002 2010-01-01 STEPHEN F. WETHERILL
002 2009-01-01 STEPHEN F. WETHERILL

Plan Statistics for STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN

401k plan membership statisitcs for STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN

Measure Date Value
2016: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 1
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 0
2015: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 1
2014: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
2013: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
2012: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
2011: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
2010: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
2009: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3

Measure	Date	Value
2016: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	1
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	0
2015: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	1
2014: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
2013: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
2012: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
2011: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
2010: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
2009: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3

Financial Data on STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN

Measure	Date	Value
2016 : STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2016 401k financial data
Total income from all sources	2016-05-31	$10,852
Expenses. Total of all expenses incurred	2016-05-31	$1,893,751
Benefits paid (including direct rollovers)	2016-05-31	$1,893,751
Total plan assets at end of year	2016-05-31	$0
Total plan assets at beginning of year	2016-05-31	$1,882,899
Value of fidelity bond covering the plan	2016-05-31	$260,000
Other income received	2016-05-31	$10,852
Net income (gross income less expenses)	2016-05-31	$-1,882,899
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$1,882,899
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
2015 : STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$42,098
Expenses. Total of all expenses incurred	2015-12-31	$168,984
Benefits paid (including direct rollovers)	2015-12-31	$167,722
Total plan assets at end of year	2015-12-31	$1,882,899
Total plan assets at beginning of year	2015-12-31	$2,009,785
Value of fidelity bond covering the plan	2015-12-31	$260,000
Other income received	2015-12-31	$4,921
Net income (gross income less expenses)	2015-12-31	$-126,886
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,882,899
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,009,785
Total contributions received or receivable from employer(s)	2015-12-31	$37,177
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,262
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$62,145
Expenses. Total of all expenses incurred	2014-12-31	$7,140
Benefits paid (including direct rollovers)	2014-12-31	$6,667
Total plan assets at end of year	2014-12-31	$2,009,785
Total plan assets at beginning of year	2014-12-31	$1,954,780
Value of fidelity bond covering the plan	2014-12-31	$260,000
Other income received	2014-12-31	$19,659
Net income (gross income less expenses)	2014-12-31	$55,005
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,009,785
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,954,780
Total contributions received or receivable from employer(s)	2014-12-31	$42,486
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$473
2013 : STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$73,881
Expenses. Total of all expenses incurred	2013-12-31	$24,940
Benefits paid (including direct rollovers)	2013-12-31	$24,790
Total plan assets at end of year	2013-12-31	$1,954,780
Total plan assets at beginning of year	2013-12-31	$1,905,839
Value of fidelity bond covering the plan	2013-12-31	$260,000
Other income received	2013-12-31	$34,217
Net income (gross income less expenses)	2013-12-31	$48,941
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,954,780
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,905,839
Total contributions received or receivable from employer(s)	2013-12-31	$39,664
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$150
2012 : STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$90,953
Expenses. Total of all expenses incurred	2012-12-31	$30,150
Benefits paid (including direct rollovers)	2012-12-31	$30,000
Total plan assets at end of year	2012-12-31	$1,905,839
Total plan assets at beginning of year	2012-12-31	$1,845,036
Value of fidelity bond covering the plan	2012-12-31	$260,000
Other income received	2012-12-31	$47,127
Net income (gross income less expenses)	2012-12-31	$60,803
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,905,839
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,845,036
Total contributions received or receivable from employer(s)	2012-12-31	$43,826
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$150
2011 : STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$100,731
Expenses. Total of all expenses incurred	2011-12-31	$300
Benefits paid (including direct rollovers)	2011-12-31	$47,000
Total plan assets at end of year	2011-12-31	$1,845,036
Total plan assets at beginning of year	2011-12-31	$1,791,605
Value of fidelity bond covering the plan	2011-12-31	$260,000
Other income received	2011-12-31	$54,355
Net income (gross income less expenses)	2011-12-31	$100,431
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,845,036
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,791,605
Total contributions received or receivable from employer(s)	2011-12-31	$46,376
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$300
2010 : STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$130,790
Expenses. Total of all expenses incurred	2010-12-31	$330
Total plan assets at end of year	2010-12-31	$1,791,605
Total plan assets at beginning of year	2010-12-31	$1,661,145
Value of fidelity bond covering the plan	2010-12-31	$260,000
Other income received	2010-12-31	$84,314
Net income (gross income less expenses)	2010-12-31	$130,460
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,791,605
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,661,145
Total contributions received or receivable from employer(s)	2010-12-31	$46,476
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$330

Form 5500 Responses for STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN

2016: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: STEPHEN F. WETHERILL, M.D. DEAN WITTER REYNOLDS PROTOTYPE PS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEPHEN F. WETHERILL, M.D.
Employer identification number (EIN):	510188577
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)