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DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameDALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

DALE R. STIERWALT, M.D., P.C. 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.
  • 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

DALE R. STIERWALT, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:DALE R. STIERWALT, M.D., P.C.
Employer identification number (EIN):630956081
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DALE R. STIERWALT, M.D.2024-03-20
0012022-01-01DALE R. STIERWALT, M.D.2023-04-07
0012021-01-01DALE R. STIERWALT, M.D.2022-02-25
0012020-01-01DALE R. STIERWALT, M.D.2021-05-26
0012019-01-01DALE R. STIERWALT, M.D.2020-06-09
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DALE R. STIERWALT, M.D.
0012013-01-01DALE R. STIERWALT, M.D.
0012012-01-01DALE R. STIERWALT, M.D.
0012011-01-01DALE R. STIERWALT, M.D.
0012009-01-01DALE R. STIERWALT, M.D.

Financial Data on DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2024 : DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total income from all sources2024-01-01$33,735
Expenses. Total of all expenses incurred2024-01-01$0
Total plan assets at end of year2024-01-01$680,542
Total plan assets at beginning of year2024-01-01$646,807
Value of fidelity bond covering the plan2024-01-01$50,000
Other income received2024-01-01$23,735
Net income (gross income less expenses)2024-01-01$33,735
Net plan assets at end of year (total assets less liabilities)2024-01-01$680,542
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$646,807
Total contributions received or receivable from employer(s)2024-01-01$10,000
2023 : DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total income from all sources2023-12-31$42,178
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$646,807
Total plan assets at beginning of year2023-12-31$604,629
Value of fidelity bond covering the plan2023-12-31$50,000
Other income received2023-12-31$27,178
Net income (gross income less expenses)2023-12-31$42,178
Net plan assets at end of year (total assets less liabilities)2023-12-31$646,807
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$604,629
Total contributions received or receivable from employer(s)2023-12-31$15,000
2022 : DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources2022-12-31$-14,047
Expenses. Total of all expenses incurred2022-12-31$8,133
Benefits paid (including direct rollovers)2022-12-31$8,133
Total plan assets at end of year2022-12-31$604,629
Total plan assets at beginning of year2022-12-31$626,809
Value of fidelity bond covering the plan2022-12-31$50,000
Other income received2022-12-31$-34,047
Net income (gross income less expenses)2022-12-31$-22,180
Net plan assets at end of year (total assets less liabilities)2022-12-31$604,629
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$626,809
Total contributions received or receivable from employer(s)2022-12-31$20,000
2021 : DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources2021-12-31$-79,628
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$626,809
Total plan assets at beginning of year2021-12-31$706,437
Value of fidelity bond covering the plan2021-12-31$50,000
Other income received2021-12-31$-99,628
Net income (gross income less expenses)2021-12-31$-79,628
Net plan assets at end of year (total assets less liabilities)2021-12-31$626,809
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$706,437
Total contributions received or receivable from employer(s)2021-12-31$20,000
2020 : DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$242,539
Expenses. Total of all expenses incurred2020-12-31$39,000
Benefits paid (including direct rollovers)2020-12-31$39,000
Total plan assets at end of year2020-12-31$706,437
Total plan assets at beginning of year2020-12-31$502,898
Value of fidelity bond covering the plan2020-12-31$50,000
Other income received2020-12-31$222,539
Net income (gross income less expenses)2020-12-31$203,539
Net plan assets at end of year (total assets less liabilities)2020-12-31$706,437
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$502,898
Total contributions received or receivable from employer(s)2020-12-31$20,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$32,038
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$502,898
Total plan assets at beginning of year2019-12-31$470,860
Value of fidelity bond covering the plan2019-12-31$50,000
Other income received2019-12-31$2,038
Net income (gross income less expenses)2019-12-31$32,038
Net plan assets at end of year (total assets less liabilities)2019-12-31$502,898
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$470,860
Total contributions received or receivable from employer(s)2019-12-31$30,000
2018 : DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$34,022
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$470,860
Total plan assets at beginning of year2018-12-31$436,838
Value of fidelity bond covering the plan2018-12-31$50,000
Other income received2018-12-31$4,022
Net income (gross income less expenses)2018-12-31$34,022
Net plan assets at end of year (total assets less liabilities)2018-12-31$470,860
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$436,838
Total contributions received or receivable from employer(s)2018-12-31$30,000
2017 : DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$31,402
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$436,838
Total plan assets at beginning of year2017-12-31$405,436
Value of fidelity bond covering the plan2017-12-31$50,000
Other income received2017-12-31$-3,598
Net income (gross income less expenses)2017-12-31$31,402
Net plan assets at end of year (total assets less liabilities)2017-12-31$436,838
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$405,436
Total contributions received or receivable from employer(s)2017-12-31$35,000
2016 : DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$95,038
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$405,436
Total plan assets at beginning of year2016-12-31$310,398
Value of fidelity bond covering the plan2016-12-31$50,000
Other income received2016-12-31$45,038
Net income (gross income less expenses)2016-12-31$95,038
Net plan assets at end of year (total assets less liabilities)2016-12-31$405,436
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$310,398
Total contributions received or receivable from employer(s)2016-12-31$50,000
2015 : DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$-391,117
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$310,398
Total plan assets at beginning of year2015-12-31$701,515
Value of fidelity bond covering the plan2015-12-31$50,000
Other income received2015-12-31$-441,117
Net income (gross income less expenses)2015-12-31$-391,117
Net plan assets at end of year (total assets less liabilities)2015-12-31$310,398
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$701,515
Total contributions received or receivable from employer(s)2015-12-31$50,000
2014 : DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$167,401
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$701,515
Total plan assets at beginning of year2014-12-31$534,114
Value of fidelity bond covering the plan2014-12-31$50,000
Other income received2014-12-31$117,401
Net income (gross income less expenses)2014-12-31$167,401
Net plan assets at end of year (total assets less liabilities)2014-12-31$701,515
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$534,114
Total contributions received or receivable from employer(s)2014-12-31$50,000
2013 : DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$30,054
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$534,114
Total plan assets at beginning of year2013-12-31$504,060
Value of fidelity bond covering the plan2013-12-31$50,000
Other income received2013-12-31$54
Net income (gross income less expenses)2013-12-31$30,054
Net plan assets at end of year (total assets less liabilities)2013-12-31$534,114
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$504,060
Total contributions received or receivable from employer(s)2013-12-31$30,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$130,450
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$504,060
Total plan assets at beginning of year2012-12-31$373,610
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$100,450
Net income (gross income less expenses)2012-12-31$130,450
Net plan assets at end of year (total assets less liabilities)2012-12-31$504,060
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$373,610
Total contributions received or receivable from employer(s)2012-12-31$30,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 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$12,202
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$373,610
Total plan assets at beginning of year2011-12-31$361,408
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-17,798
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$12,202
Net plan assets at end of year (total assets less liabilities)2011-12-31$373,610
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$361,408
Total contributions received or receivable from employer(s)2011-12-31$30,000
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$0
2010 : DALE R. STIERWALT, M.D., P.C. 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$82,310
Expenses. Total of all expenses incurred2010-12-31$1,191
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$361,408
Total plan assets at beginning of year2010-12-31$280,289
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$0
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$54,310
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$81,119
Net plan assets at end of year (total assets less liabilities)2010-12-31$361,408
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$280,289
Total contributions received or receivable from employer(s)2010-12-31$28,000
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$1,191

Form 5500 Responses for DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST

2023: DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DALE R. STIERWALT, M.D., P.C. 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
2014: DALE R. STIERWALT, M.D., P.C. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DALE R. STIERWALT, M.D., P.C. 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: DALE R. STIERWALT, M.D., P.C. 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: DALE R. STIERWALT, M.D., P.C. 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
2009: DALE R. STIERWALT, M.D., P.C. 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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