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DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameDAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 003

DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

DAVID A. STALKER, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:DAVID A. STALKER, M.D., P.A.
Employer identification number (EIN):742810816
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01

Plan Statistics for DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015
Number of participants with account balances2022-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-016
Number of participants with account balances2021-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0113
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016
Number of participants with account balances2020-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0113
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0111
Number of participants with account balances2019-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019
Number of participants with account balances2018-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012

Financial Data on DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-682,850
Expenses. Total of all expenses incurred2022-12-31$2,337,001
Benefits paid (including direct rollovers)2022-12-31$2,333,018
Total plan assets at end of year2022-12-31$45,738
Total plan assets at beginning of year2022-12-31$3,065,589
Other income received2022-12-31$-682,850
Net income (gross income less expenses)2022-12-31$-3,019,851
Net plan assets at end of year (total assets less liabilities)2022-12-31$45,738
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,065,589
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,983
2021 : DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$348,390
Expenses. Total of all expenses incurred2021-12-31$73,042
Benefits paid (including direct rollovers)2021-12-31$72,982
Total plan assets at end of year2021-12-31$3,065,589
Total plan assets at beginning of year2021-12-31$2,790,241
Other income received2021-12-31$348,390
Net income (gross income less expenses)2021-12-31$275,348
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,065,589
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,790,241
Assets. Value of assets in partnership/joint-venture interests2021-12-31$293,602
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$60
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$959,736
Expenses. Total of all expenses incurred2020-12-31$2,928
Benefits paid (including direct rollovers)2020-12-31$2,405
Total plan assets at end of year2020-12-31$2,790,241
Total plan assets at beginning of year2020-12-31$1,833,433
Total contributions received or receivable from participants2020-12-31$26,000
Other income received2020-12-31$894,366
Net income (gross income less expenses)2020-12-31$956,808
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,790,241
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,833,433
Assets. Value of assets in partnership/joint-venture interests2020-12-31$99,156
Total contributions received or receivable from employer(s)2020-12-31$39,370
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$523
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$443,433
Expenses. Total of all expenses incurred2019-12-31$9,072
Benefits paid (including direct rollovers)2019-12-31$8,952
Total plan assets at end of year2019-12-31$1,833,433
Total plan assets at beginning of year2019-12-31$1,399,072
Total contributions received or receivable from participants2019-12-31$25,000
Contributions received from other sources (not participants or employers)2019-12-31$4,909
Other income received2019-12-31$372,944
Net income (gross income less expenses)2019-12-31$434,361
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,833,433
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,399,072
Assets. Value of assets in partnership/joint-venture interests2019-12-31$19,389
Total contributions received or receivable from employer(s)2019-12-31$40,580
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$118,853
Expenses. Total of all expenses incurred2018-12-31$37,426
Benefits paid (including direct rollovers)2018-12-31$37,400
Total plan assets at end of year2018-12-31$1,399,072
Total plan assets at beginning of year2018-12-31$1,317,645
Total contributions received or receivable from participants2018-12-31$24,824
Other income received2018-12-31$51,359
Net income (gross income less expenses)2018-12-31$81,427
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,399,072
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,317,645
Assets. Value of assets in partnership/joint-venture interests2018-12-31$19,572
Total contributions received or receivable from employer(s)2018-12-31$42,670
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$26
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST

2022: DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & 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: DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & 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: DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & 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: DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & 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: DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & 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: DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & 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

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