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JAMES L. SCHRANTZ, M.D., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES L. SCHRANTZ, M.D., P.A. PROFIT SHARING PLAN
Plan identification number 001

JAMES L. SCHRANTZ, M.D., P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

JAMES L. SCHRANTZ, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:JAMES L. SCHRANTZ, M.D., P.A.
Employer identification number (EIN):710452159
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 L. SCHRANTZ, M.D., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-07-01JAMES L SCHRANTZ MD
0012009-07-01JAMES L SCHRANTZ MD

Plan Statistics for JAMES L. SCHRANTZ, M.D., P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES L. SCHRANTZ, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2011: JAMES L. SCHRANTZ, M.D., P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-016
Total of all active and inactive participants2011-07-010
Total participants2011-07-010
2009: JAMES L. SCHRANTZ, M.D., P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-016
Total number of active participants reported on line 7a of the Form 55002009-07-016
Total of all active and inactive participants2009-07-016
Total participants2009-07-016
Number of participants with account balances2009-07-016

Financial Data on JAMES L. SCHRANTZ, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2012 : JAMES L. SCHRANTZ, M.D., P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-06-30$11,959
Expenses. Total of all expenses incurred2012-06-30$1,828,455
Benefits paid (including direct rollovers)2012-06-30$1,823,512
Total plan assets at end of year2012-06-30$0
Total plan assets at beginning of year2012-06-30$1,816,496
Value of fidelity bond covering the plan2012-06-30$175,000
Expenses. Other expenses not covered elsewhere2012-06-30$4,943
Other income received2012-06-30$11,959
Net income (gross income less expenses)2012-06-30$-1,816,496
Net plan assets at end of year (total assets less liabilities)2012-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,816,496
2011 : JAMES L. SCHRANTZ, M.D., P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$76,017
Expenses. Total of all expenses incurred2011-06-30$11,813
Total plan assets at end of year2011-06-30$1,816,496
Total plan assets at beginning of year2011-06-30$1,752,292
Value of fidelity bond covering the plan2011-06-30$175,000
Expenses. Other expenses not covered elsewhere2011-06-30$11,813
Other income received2011-06-30$61,017
Net income (gross income less expenses)2011-06-30$64,204
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,816,496
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,752,292
Assets. Value of real-estate (other than employer real property)2011-06-30$53,101
Total contributions received or receivable from employer(s)2011-06-30$15,000

Form 5500 Responses for JAMES L. SCHRANTZ, M.D., P.A. PROFIT SHARING PLAN

2011: JAMES L. SCHRANTZ, M.D., P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01This submission is the final filingYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: JAMES L. SCHRANTZ, M.D., P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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