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MICHAEL A. TAN, MD PROFIT SHARING PLAN 401k Plan overview

Plan NameMICHAEL A. TAN, MD PROFIT SHARING PLAN
Plan identification number 001

MICHAEL A. TAN, MD 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

MICHAEL A. TAN, MD has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL A. TAN, MD
Employer identification number (EIN):621810968
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL A. TAN, MD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012017-01-01
0012016-01-01TOMMY HORST2017-09-28
0012015-01-01TOMMY HORST2016-09-30
0012014-01-01TOMMY HORST2015-10-14
0012013-01-01LANE COOPER
0012012-01-01LANE COOPER
0012011-01-01LANE COOPER
0012010-01-01MICHAEL TAN
0012009-01-01MICHAEL TAN

Financial Data on MICHAEL A. TAN, MD PROFIT SHARING PLAN

Measure Date Value
2025 : MICHAEL A. TAN, MD PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-2421066
Net assets as of the end of the plan year2025-06-242855513
Total assets as of the beginning of the plan year2025-06-242461873
Value of plan covered by a fidelity bond2025-06-24150000
Other income to plan in this plan year2025-06-24366652
Plan net income in this plan year2025-06-24393640
Net assets as of the end of the plan year2025-06-242855513
Net assets as of the beginning of the plan year2025-06-242461873
Employer contributions to plan in this plan year2025-06-2448054
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2421066
2024 : MICHAEL A. TAN, MD PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-020
Total expenses incurred by plan in this plan year2024-10-0240703
Net assets as of the end of the plan year2024-10-022461873
Total assets as of the beginning of the plan year2024-10-022129642
Value of plan covered by a fidelity bond2024-10-02150000
Other contributions to plan in this plan year2024-10-0222335
Other income to plan in this plan year2024-10-02312120
Plan net income in this plan year2024-10-02332231
Net assets as of the end of the plan year2024-10-022461873
Net assets as of the beginning of the plan year2024-10-022129642
Employer contributions to plan in this plan year2024-10-0238479
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0218360
2022 : MICHAEL A. TAN, MD PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-150
Total liabilities as of the end of the plan year2022-07-150
Total liabilities as of the beginning of the plan year2022-07-150
Total expenses incurred by plan in this plan year2022-07-1527982
Net assets as of the end of the plan year2022-07-152726443
Total assets as of the beginning of the plan year2022-07-152371252
Value of plan covered by a fidelity bond2022-07-15150000
Participant contributions to plan in this plan year2022-07-150
Other expenses paid from plan in this plan year2022-07-150
Other contributions to plan in this plan year2022-07-150
Other income to plan in this plan year2022-07-15352118
Plan net income in this plan year2022-07-15355191
Net assets as of the end of the plan year2022-07-152726443
Net assets as of the beginning of the plan year2022-07-152371252
Employer contributions to plan in this plan year2022-07-1531055
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-1521022
2013 : MICHAEL A. TAN, MD PROFIT SHARING PLAN 2013 401k financial data
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$239,701
Expenses. Total of all expenses incurred2013-12-31$1,844
Benefits paid (including direct rollovers)2013-12-31$1,844
Total plan assets at end of year2013-12-31$1,109,535
Total plan assets at beginning of year2013-12-31$871,678
Other income received2013-12-31$166,333
Net income (gross income less expenses)2013-12-31$237,857
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,109,535
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$871,678
Total contributions received or receivable from employer(s)2013-12-31$73,368
2012 : MICHAEL A. TAN, MD PROFIT SHARING PLAN 2012 401k financial data
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$167,799
Total plan assets at end of year2012-12-31$871,678
Total plan assets at beginning of year2012-12-31$703,879
Value of fidelity bond covering the plan2012-12-31$90,000
Other income received2012-12-31$95,640
Net income (gross income less expenses)2012-12-31$167,799
Net plan assets at end of year (total assets less liabilities)2012-12-31$871,678
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$703,879
Total contributions received or receivable from employer(s)2012-12-31$72,159
2011 : MICHAEL A. TAN, MD PROFIT SHARING PLAN 2011 401k financial data
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$47,335
Total plan assets at end of year2011-12-31$703,879
Total plan assets at beginning of year2011-12-31$656,544
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-23,175
Net income (gross income less expenses)2011-12-31$47,335
Net plan assets at end of year (total assets less liabilities)2011-12-31$703,879
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$656,544
Total contributions received or receivable from employer(s)2011-12-31$70,510
2010 : MICHAEL A. TAN, MD PROFIT SHARING PLAN 2010 401k financial data
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$131,344
Total plan assets at end of year2010-12-31$656,544
Total plan assets at beginning of year2010-12-31$525,200
Value of fidelity bond covering the plan2010-12-31$65,000
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$61,671
Net income (gross income less expenses)2010-12-31$131,344
Net plan assets at end of year (total assets less liabilities)2010-12-31$656,544
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$525,200
Total contributions received or receivable from employer(s)2010-12-31$69,673

Form 5500 Responses for MICHAEL A. TAN, MD PROFIT SHARING PLAN

2013: MICHAEL A. TAN, MD PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MICHAEL A. TAN, MD PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MICHAEL A. TAN, MD PROFIT SHARING 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: MICHAEL A. TAN, MD PROFIT SHARING 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: MICHAEL A. TAN, MD PROFIT SHARING 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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