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JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JAMES T. SANDWICH MD PC has sponsored the creation of one or more 401k plans.

Company Name:JAMES T. SANDWICH MD PC
Employer identification number (EIN):582301495
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LINDA SANDWICH2023-09-18 LINDA SANDWICH2023-09-18
0012021-01-01LINDA SANDWICH2022-10-13 LINDA SANDWICH2022-10-13
0012020-01-01LINDA SANDWICH2021-07-30 LINDA SANDWICH2021-07-30
0012019-01-01LINDA SANDWICH2020-09-30 LINDA SANDWICH2020-09-30
0012018-01-01LINDA SANDWICH2019-07-09 LINDA SANDWICH2019-07-09
0012017-01-01LINDA SANDWICH2018-10-15 LINDA SANDWICH2018-10-15
0012016-01-01LINDA SANDWICH2017-10-04 LINDA SANDWICH2017-10-04
0012015-01-01LINDA ANN SANDWICH
0012014-01-01LINDA A SANDWICH2015-07-31
0012013-01-01LINDA A SANDWICH
0012012-01-01JAMES T SANDWICH MD PC
0012011-01-01JAMES T SANDWICH MD PC
0012010-01-01JAMES T SANDWICH MD PC
0012009-01-01JAMES T SANDWICH MD PC

Plan Statistics for JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015: JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0116
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0116
Number of participants with account balances2015-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2013: JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0114
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0114
Number of participants with account balances2013-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0116
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0112
Number of participants with account balances2012-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0117
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0116
Number of participants with account balances2011-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0119
Total number of active participants reported on line 7a of the Form 55002010-01-0114
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0117
Number of participants with account balances2010-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0120
Total number of active participants reported on line 7a of the Form 55002009-01-0115
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0118
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015 : JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$103,229
Expenses. Total of all expenses incurred2015-12-31$5,164
Benefits paid (including direct rollovers)2015-12-31$5,099
Total plan assets at end of year2015-12-31$872,294
Total plan assets at beginning of year2015-12-31$774,229
Value of fidelity bond covering the plan2015-12-31$77,423
Total contributions received or receivable from participants2015-12-31$81,458
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$1,144
Net income (gross income less expenses)2015-12-31$98,065
Net plan assets at end of year (total assets less liabilities)2015-12-31$872,294
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$774,229
Assets. Value of participant loans2015-12-31$5,381
Total contributions received or receivable from employer(s)2015-12-31$20,627
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2013 : JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$77,160
Expenses. Total of all expenses incurred2013-12-31$3,639
Benefits paid (including direct rollovers)2013-12-31$1,454
Total plan assets at end of year2013-12-31$705,097
Total plan assets at beginning of year2013-12-31$631,576
Value of fidelity bond covering the plan2013-12-31$63,158
Total contributions received or receivable from participants2013-12-31$25,557
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$36,336
Net income (gross income less expenses)2013-12-31$73,521
Net plan assets at end of year (total assets less liabilities)2013-12-31$705,097
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$631,576
Assets. Value of participant loans2013-12-31$3,608
Total contributions received or receivable from employer(s)2013-12-31$15,267
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$58,157
Expenses. Total of all expenses incurred2012-12-31$30,567
Benefits paid (including direct rollovers)2012-12-31$28,138
Total plan assets at end of year2012-12-31$631,576
Total plan assets at beginning of year2012-12-31$603,986
Value of fidelity bond covering the plan2012-12-31$60,399
Total contributions received or receivable from participants2012-12-31$25,528
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$12,756
Net income (gross income less expenses)2012-12-31$27,590
Net plan assets at end of year (total assets less liabilities)2012-12-31$631,576
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$603,986
Assets. Value of participant loans2012-12-31$4,727
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$38,643
Total contributions received or receivable from employer(s)2012-12-31$19,873
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,429
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$38,586
Expenses. Total of all expenses incurred2011-12-31$14,588
Benefits paid (including direct rollovers)2011-12-31$14,530
Total plan assets at end of year2011-12-31$603,986
Total plan assets at beginning of year2011-12-31$579,988
Value of fidelity bond covering the plan2011-12-31$57,999
Total contributions received or receivable from participants2011-12-31$24,543
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$1,522
Net income (gross income less expenses)2011-12-31$23,998
Net plan assets at end of year (total assets less liabilities)2011-12-31$603,986
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$579,988
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$32,528
Total contributions received or receivable from employer(s)2011-12-31$12,521
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$58
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST 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$143,048
Expenses. Total of all expenses incurred2010-12-31$66,454
Benefits paid (including direct rollovers)2010-12-31$66,374
Total plan assets at end of year2010-12-31$579,988
Total plan assets at beginning of year2010-12-31$503,394
Value of fidelity bond covering the plan2010-12-31$50,339
Total contributions received or receivable from participants2010-12-31$79,775
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$6,139
Net income (gross income less expenses)2010-12-31$76,594
Net plan assets at end of year (total assets less liabilities)2010-12-31$579,988
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$503,394
Assets. Value of participant loans2010-12-31$4,010
Total contributions received or receivable from employer(s)2010-12-31$57,134
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$80
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST

2015: JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2013: JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST 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: JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST 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: JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST 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: JAMES T. SANDWICH MD PC 401(K) PROFIT SHARING PLAN AND TRUST 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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