401k Plan data: DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN plan

DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN
Plan identification number	002

DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

DAVID W WALLS DO has sponsored the creation of one or more 401k plans.

Company Name: DAVID W WALLS DO

Employer identification number (EIN): 548642742

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 DAVID W. WALLS, D.O. DAVID W. WALLS, D.O. 2013-10-08
002 2011-01-01 DAVID W. WALLS, D.O. DAVID W. WALLS, D.O. 2013-10-08
002 2009-01-01 PENSION FILERS
002 2007-01-01 PENSION FILERS
002 2006-01-01 PENSION FILERS

Financial Data on DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN

Measure	Date	Value
2017 : DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$10,918
Expenses. Total of all expenses incurred	2017-12-31	$28,181
Benefits paid (including direct rollovers)	2017-12-31	$28,101
Total plan assets at end of year	2017-12-31	$656,231
Total plan assets at beginning of year	2017-12-31	$673,494
Value of fidelity bond covering the plan	2017-12-31	$175,000
Total contributions received or receivable from participants	2017-12-31	$0
Assets. Value of loans (other than to participants)	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$10,918
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-17,263
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$656,231
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$673,494
Total contributions received or receivable from employer(s)	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$80
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$28,663
Expenses. Total of all expenses incurred	2016-12-31	$26,179
Benefits paid (including direct rollovers)	2016-12-31	$26,179
Total plan assets at end of year	2016-12-31	$673,494
Total plan assets at beginning of year	2016-12-31	$671,010
Value of fidelity bond covering the plan	2016-12-31	$175,000
Total contributions received or receivable from participants	2016-12-31	$0
Assets. Value of loans (other than to participants)	2016-12-31	$55,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$28,663
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$2,484
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$673,494
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$671,010
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$22,496
Expenses. Total of all expenses incurred	2015-12-31	$25,433
Benefits paid (including direct rollovers)	2015-12-31	$25,433
Total plan assets at end of year	2015-12-31	$671,010
Total plan assets at beginning of year	2015-12-31	$673,947
Value of fidelity bond covering the plan	2015-12-31	$175,000
Total contributions received or receivable from participants	2015-12-31	$0
Assets. Value of loans (other than to participants)	2015-12-31	$55,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-4,996
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-2,937
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$671,010
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$673,947
Total contributions received or receivable from employer(s)	2015-12-31	$27,492
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$35,333
Expenses. Total of all expenses incurred	2014-12-31	$24,157
Benefits paid (including direct rollovers)	2014-12-31	$24,157
Total plan assets at end of year	2014-12-31	$673,947
Total plan assets at beginning of year	2014-12-31	$662,771
Value of fidelity bond covering the plan	2014-12-31	$175,000
Assets. Value of loans (other than to participants)	2014-12-31	$55,000
Other income received	2014-12-31	$-13,274
Net income (gross income less expenses)	2014-12-31	$11,176
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$673,947
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$662,771
Total contributions received or receivable from employer(s)	2014-12-31	$48,607
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$46,869
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$662,771
Total plan assets at beginning of year	2013-12-31	$615,902
Value of fidelity bond covering the plan	2013-12-31	$175,000
Assets. Value of loans (other than to participants)	2013-12-31	$55,000
Other income received	2013-12-31	$790
Net income (gross income less expenses)	2013-12-31	$46,869
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$662,771
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$615,902
Total contributions received or receivable from employer(s)	2013-12-31	$46,079
2012 : DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$41,697
Expenses. Total of all expenses incurred	2012-12-31	$1,970
Benefits paid (including direct rollovers)	2012-12-31	$1,970
Total plan assets at end of year	2012-12-31	$615,902
Total plan assets at beginning of year	2012-12-31	$576,175
Value of fidelity bond covering the plan	2012-12-31	$175,000
Assets. Value of loans (other than to participants)	2012-12-31	$55,000
Other income received	2012-12-31	$1,336
Net income (gross income less expenses)	2012-12-31	$39,727
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$615,902
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$576,175
Total contributions received or receivable from employer(s)	2012-12-31	$40,361
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$27,441
Expenses. Total of all expenses incurred	2011-12-31	$31,847
Benefits paid (including direct rollovers)	2011-12-31	$31,847
Total plan assets at end of year	2011-12-31	$578,942
Total plan assets at beginning of year	2011-12-31	$583,348
Value of fidelity bond covering the plan	2011-12-31	$175,000
Assets. Value of loans (other than to participants)	2011-12-31	$55,000
Other income received	2011-12-31	$1,541
Net income (gross income less expenses)	2011-12-31	$-4,406
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$578,942
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$583,348
Total contributions received or receivable from employer(s)	2011-12-31	$25,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$37,096
Total plan assets at end of year	2010-12-31	$583,348
Total plan assets at beginning of year	2010-12-31	$546,252
Value of fidelity bond covering the plan	2010-12-31	$175,000
Assets. Value of loans (other than to participants)	2010-12-31	$55,000
Other income received	2010-12-31	$2,096
Net income (gross income less expenses)	2010-12-31	$37,096
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$583,348
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$546,252
Total contributions received or receivable from employer(s)	2010-12-31	$35,000
2008 : DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$4,691
Total plan assets at end of year	2008-12-31	$543,405
Total plan assets at beginning of year	2008-12-31	$538,714
Value of fidelity bond covering the plan	2008-12-31	$175,000
Assets. Value of loans (other than to participants)	2008-12-31	$55,000
Other income received	2008-12-31	$4,691
Net income (gross income less expenses)	2008-12-31	$4,691
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$543,405
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$538,714
2007 : DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources	2007-12-31	$41,613
Total plan assets at end of year	2007-12-31	$538,714
Total plan assets at beginning of year	2007-12-31	$497,101
Value of fidelity bond covering the plan	2007-12-31	$175,000
Assets. Value of loans (other than to participants)	2007-12-31	$55,000
Other income received	2007-12-31	$6,613
Net income (gross income less expenses)	2007-12-31	$41,613
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$538,714
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$497,101
Total contributions received or receivable from employer(s)	2007-12-31	$35,000
2006 : DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2006 401k financial data
Total income from all sources	2006-12-31	$-81,339
Total plan assets at end of year	2006-12-31	$497,101
Total plan assets at beginning of year	2006-12-31	$578,440
Value of fidelity bond covering the plan	2006-12-31	$175,000
Assets. Value of loans (other than to participants)	2006-12-31	$55,000
Other income received	2006-12-31	$-108,339
Net income (gross income less expenses)	2006-12-31	$-81,339
Net plan assets at end of year (total assets less liabilities)	2006-12-31	$497,101
Net plan assets at beginning of year (total assets less liabilities)	2006-12-31	$578,440
Total contributions received or receivable from employer(s)	2006-12-31	$27,000

Form 5500 Responses for DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN

2017: DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING 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	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: DAVID W WALLS DO SELF-EMPLOYED PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVID W WALLS DO
Employer identification number (EIN):	548642742
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)