DAVID E. WELLS, M.D.,P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN
| Measure | Date | Value |
|---|
| 2020 : DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-06-30 | $0 |
| Total plan liabilities at beginning of year | 2020-06-30 | $0 |
| Total income from all sources | 2020-06-30 | $604,722 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $11,342,067 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $11,315,109 |
| Total plan assets at end of year | 2020-06-30 | $0 |
| Total plan assets at beginning of year | 2020-06-30 | $10,737,345 |
| Value of fidelity bond covering the plan | 2020-06-30 | $31,500 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $26,958 |
| Other income received | 2020-06-30 | $604,722 |
| Net income (gross income less expenses) | 2020-06-30 | $-10,737,345 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $10,737,345 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-06-30 | $0 |
| 2019 : DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $950,391 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $569,085 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $569,085 |
| Total plan assets at end of year | 2019-06-30 | $10,487,345 |
| Total plan assets at beginning of year | 2019-06-30 | $10,106,039 |
| Value of fidelity bond covering the plan | 2019-06-30 | $31,500 |
| Other income received | 2019-06-30 | $950,391 |
| Net income (gross income less expenses) | 2019-06-30 | $381,306 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $10,487,345 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $10,106,039 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-06-30 | $3,161,000 |
| 2017 : DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $1,835,340 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $337,090 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $332,197 |
| Total plan assets at end of year | 2017-06-30 | $9,158,789 |
| Total plan assets at beginning of year | 2017-06-30 | $7,660,539 |
| Value of fidelity bond covering the plan | 2017-06-30 | $31,500 |
| Other income received | 2017-06-30 | $1,835,340 |
| Net income (gross income less expenses) | 2017-06-30 | $1,498,250 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $9,158,789 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $7,660,539 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $4,893 |
| 2016 : DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $998,646 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $321,000 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $321,000 |
| Total plan assets at end of year | 2016-06-30 | $7,660,539 |
| Total plan assets at beginning of year | 2016-06-30 | $6,982,893 |
| Value of fidelity bond covering the plan | 2016-06-30 | $31,500 |
| Other income received | 2016-06-30 | $998,646 |
| Net income (gross income less expenses) | 2016-06-30 | $677,646 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $7,660,539 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $6,982,893 |
| 2015 : DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $757,572 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $295,000 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $295,000 |
| Total plan assets at end of year | 2015-06-30 | $6,982,893 |
| Total plan assets at beginning of year | 2015-06-30 | $6,520,321 |
| Value of fidelity bond covering the plan | 2015-06-30 | $31,500 |
| Other income received | 2015-06-30 | $757,572 |
| Net income (gross income less expenses) | 2015-06-30 | $462,572 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $6,982,893 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $6,520,321 |
| 2014 : DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $838,670 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $232,070 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $232,070 |
| Total plan assets at end of year | 2014-06-30 | $6,520,321 |
| Total plan assets at beginning of year | 2014-06-30 | $5,913,721 |
| Value of fidelity bond covering the plan | 2014-06-30 | $31,500 |
| Other income received | 2014-06-30 | $838,670 |
| Net income (gross income less expenses) | 2014-06-30 | $606,600 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $6,520,321 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $5,913,721 |
| 2013 : DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $793,883 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $0 |
| Total plan assets at end of year | 2013-06-30 | $5,913,721 |
| Total plan assets at beginning of year | 2013-06-30 | $5,119,838 |
| Value of fidelity bond covering the plan | 2013-06-30 | $31,500 |
| Other income received | 2013-06-30 | $793,883 |
| Net income (gross income less expenses) | 2013-06-30 | $793,883 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $5,913,721 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $5,119,838 |
| 2012 : DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $306,378 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $219,793 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $219,793 |
| Total plan assets at end of year | 2012-06-30 | $5,119,838 |
| Total plan assets at beginning of year | 2012-06-30 | $5,033,253 |
| Value of fidelity bond covering the plan | 2012-06-30 | $31,500 |
| Other income received | 2012-06-30 | $306,378 |
| Net income (gross income less expenses) | 2012-06-30 | $86,585 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $5,119,838 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $5,033,253 |
| 2011 : DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $1,215,680 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $169,639 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $158,626 |
| Total plan assets at end of year | 2011-06-30 | $5,033,253 |
| Total plan assets at beginning of year | 2011-06-30 | $3,987,212 |
| Value of fidelity bond covering the plan | 2011-06-30 | $31,500 |
| Other income received | 2011-06-30 | $1,215,680 |
| Net income (gross income less expenses) | 2011-06-30 | $1,046,041 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $5,033,253 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $3,987,212 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $11,013 |
| 2019: DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | Yes |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DAVID E. WELLS, M.D., P.A., EMPLOYEE'S VOLUNTARY CONTRIBUTION PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
