JAMES A. WELLONS, JR., M.D., P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROFIT SHARING PLAN FOR EMPLOYEES OF JAMES A. WELLONS, JR., M.D., P.A.
401k plan membership statisitcs for PROFIT SHARING PLAN FOR EMPLOYEES OF JAMES A. WELLONS, JR., M.D., P.A.
| Measure | Date | Value |
|---|
| 2013: PROFIT SHARING PLAN FOR EMPLOYEES OF JAMES A. WELLONS, JR., M.D., P.A. 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 1 |
| Total of all active and inactive participants | 2013-07-01 | 1 |
| Total participants | 2013-07-01 | 1 |
| Number of participants with account balances | 2013-07-01 | 1 |
| 2012: PROFIT SHARING PLAN FOR EMPLOYEES OF JAMES A. WELLONS, JR., M.D., P.A. 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 1 |
| Total of all active and inactive participants | 2012-07-01 | 1 |
| Total participants | 2012-07-01 | 1 |
| Number of participants with account balances | 2012-07-01 | 1 |
| 2011: PROFIT SHARING PLAN FOR EMPLOYEES OF JAMES A. WELLONS, JR., M.D., P.A. 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 1 |
| Total of all active and inactive participants | 2011-07-01 | 1 |
| Total participants | 2011-07-01 | 1 |
| Number of participants with account balances | 2011-07-01 | 1 |
| 2009: PROFIT SHARING PLAN FOR EMPLOYEES OF JAMES A. WELLONS, JR., M.D., P.A. 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 3 |
| Total of all active and inactive participants | 2009-07-01 | 3 |
| Total participants | 2009-07-01 | 3 |
| Number of participants with account balances | 2009-07-01 | 3 |
| Measure | Date | Value |
|---|
| 2014 : PROFIT SHARING PLAN FOR EMPLOYEES OF JAMES A. WELLONS, JR., M.D., P.A. 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-06-30 | $8,000 |
| Total plan liabilities at beginning of year | 2014-06-30 | $8,000 |
| Total income from all sources | 2014-06-30 | $2,213 |
| Total plan assets at end of year | 2014-06-30 | $32,249 |
| Total plan assets at beginning of year | 2014-06-30 | $30,036 |
| Value of fidelity bond covering the plan | 2014-06-30 | $100,000 |
| Other income received | 2014-06-30 | $2,213 |
| Net income (gross income less expenses) | 2014-06-30 | $2,213 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $24,249 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $22,036 |
| 2013 : PROFIT SHARING PLAN FOR EMPLOYEES OF JAMES A. WELLONS, JR., M.D., P.A. 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-06-30 | $8,000 |
| Total plan liabilities at beginning of year | 2013-06-30 | $8,000 |
| Total income from all sources | 2013-06-30 | $7,467 |
| Total plan assets at end of year | 2013-06-30 | $30,036 |
| Total plan assets at beginning of year | 2013-06-30 | $22,569 |
| Value of fidelity bond covering the plan | 2013-06-30 | $100,000 |
| Other income received | 2013-06-30 | $7,467 |
| Net income (gross income less expenses) | 2013-06-30 | $7,467 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $22,036 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $14,569 |
| 2012 : PROFIT SHARING PLAN FOR EMPLOYEES OF JAMES A. WELLONS, JR., M.D., P.A. 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-06-30 | $8,000 |
| Total plan liabilities at beginning of year | 2012-06-30 | $8,000 |
| Total income from all sources | 2012-06-30 | $2,806 |
| Total plan assets at end of year | 2012-06-30 | $22,569 |
| Total plan assets at beginning of year | 2012-06-30 | $19,763 |
| Value of fidelity bond covering the plan | 2012-06-30 | $100,000 |
| Other income received | 2012-06-30 | $2,806 |
| Net income (gross income less expenses) | 2012-06-30 | $2,806 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $14,569 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $11,763 |
| 2011 : PROFIT SHARING PLAN FOR EMPLOYEES OF JAMES A. WELLONS, JR., M.D., P.A. 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-06-30 | $8,000 |
| Total plan liabilities at beginning of year | 2011-06-30 | $8,000 |
| Total income from all sources | 2011-06-30 | $139,373 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $827,609 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $827,609 |
| Total plan assets at end of year | 2011-06-30 | $19,763 |
| Total plan assets at beginning of year | 2011-06-30 | $707,999 |
| Value of fidelity bond covering the plan | 2011-06-30 | $100,000 |
| Other income received | 2011-06-30 | $139,373 |
| Net income (gross income less expenses) | 2011-06-30 | $-688,236 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $11,763 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $699,999 |
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