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DONALD D. FRASER, M.D. SAFE HARBOR 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDONALD D. FRASER, M.D. SAFE HARBOR 401(K) PROFIT SHARING PLAN
Plan identification number 002

DONALD D. FRASER, M.D. SAFE HARBOR 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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(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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

DONALD D. FRASER, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:DONALD D. FRASER, M.D., P.A.
Employer identification number (EIN):561994157
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONALD D. FRASER, M.D. SAFE HARBOR 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01DONALD FRASER2016-06-05 DONALD FRASER2016-06-05
0022015-01-01DONALD FRASER2016-02-16 DONALD FRASER2016-02-16
0022014-01-01DONALD FRASER2015-06-07 DONALD FRASER2015-06-07
0022013-01-01DONALD FRASER2014-06-10 DONALD FRASER2014-06-10
0022012-01-01DONALD FRASER
0022011-01-01DONALD FRASER
0022009-01-01DONALD FRASER

Financial Data on DONALD D. FRASER, M.D. SAFE HARBOR 401(K) PROFIT SHARING PLAN

Measure Date Value
2012 : DONALD D. FRASER, M.D. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$234,378
Expenses. Total of all expenses incurred2012-12-31$647,741
Benefits paid (including direct rollovers)2012-12-31$647,741
Total plan assets at end of year2012-12-31$1,589,763
Total plan assets at beginning of year2012-12-31$2,003,126
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$49,301
Other income received2012-12-31$185,077
Net income (gross income less expenses)2012-12-31$-413,363
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,589,763
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,003,126
2011 : DONALD D. FRASER, M.D. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$156,795
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$2,003,126
Total plan assets at beginning of year2011-12-31$1,846,331
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$47,724
Other income received2011-12-31$36,903
Net income (gross income less expenses)2011-12-31$156,795
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,003,126
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,846,331
Total contributions received or receivable from employer(s)2011-12-31$72,168
2010 : DONALD D. FRASER, M.D. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$294,382
Expenses. Total of all expenses incurred2010-12-31$374
Benefits paid (including direct rollovers)2010-12-31$374
Total plan assets at end of year2010-12-31$1,846,331
Total plan assets at beginning of year2010-12-31$1,552,323
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$47,720
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$175,388
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$294,008
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,846,331
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,552,323
Total contributions received or receivable from employer(s)2010-12-31$71,274
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for DONALD D. FRASER, M.D. SAFE HARBOR 401(K) PROFIT SHARING PLAN

2012: DONALD D. FRASER, M.D. SAFE HARBOR 401(K) PROFIT SHARING PLAN 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: DONALD D. FRASER, M.D. SAFE HARBOR 401(K) PROFIT SHARING PLAN 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
2009: DONALD D. FRASER, M.D. SAFE HARBOR 401(K) PROFIT SHARING PLAN 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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