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ROBERT M. EVANS, MD-KEOGH PLAN 401k Plan overview

Plan NameROBERT M. EVANS, MD-KEOGH PLAN
Plan identification number 001

ROBERT M. EVANS, MD-KEOGH PLAN Benefits

401k Plan TypeDefined 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

ROBERT M. EVANS, MD has sponsored the creation of one or more 401k plans.

Company Name:ROBERT M. EVANS, MD
Employer identification number (EIN):581906279
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT M. EVANS, MD-KEOGH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01ROBERT M. EVANS, MD2020-07-22
0012018-01-01ROBERT M. EVANS, MD2019-07-24
0012017-01-01ROBERT M. EVANS, MD2018-06-13
0012016-01-01ROBERT M. EVANS, MD2017-07-17
0012015-01-01ROBERT M. EVANS, MD2016-06-27
0012014-01-01ROBERT M. EVANS, MD2015-06-16
0012013-01-01ROBERT M. EVANS, MD2014-09-04
0012012-01-01ROBERT M. EVANS, MD2013-08-21
0012011-01-01ROBERT M. EVANS, MD
0012010-01-01ROBERT M. EVANS, MD
0012009-01-01ROBERT M. EVANS, MD

Plan Statistics for ROBERT M. EVANS, MD-KEOGH PLAN

401k plan membership statisitcs for ROBERT M. EVANS, MD-KEOGH PLAN

Measure Date Value
2011: ROBERT M. EVANS, MD-KEOGH PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0122
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0114
Number of participants with account balances2011-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROBERT M. EVANS, MD-KEOGH PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0123
Total number of active participants reported on line 7a of the Form 55002010-01-0122
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0122
Number of participants with account balances2010-01-0122
2009: ROBERT M. EVANS, MD-KEOGH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0124
Total number of active participants reported on line 7a of the Form 55002009-01-0123
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0123
Number of participants with account balances2009-01-0123

Financial Data on ROBERT M. EVANS, MD-KEOGH PLAN

Measure Date Value
2011 : ROBERT M. EVANS, MD-KEOGH PLAN 2011 401k financial data
Total income from all sources2011-12-31$-203,124
Expenses. Total of all expenses incurred2011-12-31$24,923
Benefits paid (including direct rollovers)2011-12-31$14,100
Total plan assets at end of year2011-12-31$972,716
Total plan assets at beginning of year2011-12-31$1,200,763
Expenses. Other expenses not covered elsewhere2011-12-31$500
Other income received2011-12-31$-203,124
Net income (gross income less expenses)2011-12-31$-228,047
Net plan assets at end of year (total assets less liabilities)2011-12-31$972,716
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,200,763
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$10,323
2010 : ROBERT M. EVANS, MD-KEOGH PLAN 2010 401k financial data
Total income from all sources2010-12-31$304,463
Expenses. Total of all expenses incurred2010-12-31$8,967
Benefits paid (including direct rollovers)2010-12-31$2,204
Total plan assets at end of year2010-12-31$1,200,763
Total plan assets at beginning of year2010-12-31$905,267
Expenses. Other expenses not covered elsewhere2010-12-31$116
Other income received2010-12-31$292,736
Net income (gross income less expenses)2010-12-31$295,496
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,200,763
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$905,267
Total contributions received or receivable from employer(s)2010-12-31$11,727
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$6,647

Form 5500 Responses for ROBERT M. EVANS, MD-KEOGH PLAN

2011: ROBERT M. EVANS, MD-KEOGH PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT M. EVANS, MD-KEOGH PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT M. EVANS, MD-KEOGH PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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