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ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN 401k Plan overview

Plan NameARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN
Plan identification number 002

ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN Benefits

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

ARTHUR J. SPEECE, III, D.O. has sponsored the creation of one or more 401k plans.

Company Name:ARTHUR J. SPEECE, III, D.O.
Employer identification number (EIN):751593900
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01DODI SPEECE2019-07-16 ARTHUR SPEECE2019-07-16
0022017-01-01ARTHUR SPEECE III2018-09-06 DODI SPEECE2018-09-06
0022016-01-01ARTHUR SPEECE III
0022015-01-01ARTHUR SPEECE III
0022014-01-01ARTHUR SPEECE III
0022013-01-01ARTHUR SPEECE III
0022012-01-01ARTHUR SPEECE III
0022011-01-01ARTHUR SPEECE III
0022009-01-01ARTHUR SPEECE III

Plan Statistics for ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN

401k plan membership statisitcs for ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN

Measure Date Value
2016: ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN

Measure Date Value
2016 : ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$267,861
Expenses. Total of all expenses incurred2016-12-31$133,114
Benefits paid (including direct rollovers)2016-12-31$108,068
Total plan assets at end of year2016-12-31$2,953,644
Total plan assets at beginning of year2016-12-31$2,818,897
Other income received2016-12-31$214,861
Net income (gross income less expenses)2016-12-31$134,747
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,953,644
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,818,897
Total contributions received or receivable from employer(s)2016-12-31$53,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$25,046
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-50,479
Expenses. Total of all expenses incurred2015-12-31$137,461
Benefits paid (including direct rollovers)2015-12-31$111,391
Total plan assets at end of year2015-12-31$2,818,897
Total plan assets at beginning of year2015-12-31$3,006,837
Expenses. Other expenses not covered elsewhere2015-12-31$26,070
Other income received2015-12-31$-103,479
Net income (gross income less expenses)2015-12-31$-187,940
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,818,897
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,006,837
Total contributions received or receivable from employer(s)2015-12-31$53,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$148,915
Expenses. Total of all expenses incurred2014-12-31$126,880
Benefits paid (including direct rollovers)2014-12-31$107,011
Total plan assets at end of year2014-12-31$3,006,837
Total plan assets at beginning of year2014-12-31$2,984,802
Expenses. Other expenses not covered elsewhere2014-12-31$19,869
Other income received2014-12-31$96,915
Net income (gross income less expenses)2014-12-31$22,035
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,006,837
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,984,802
Total contributions received or receivable from employer(s)2014-12-31$52,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ARTHUR J. SPEECE, III, D.O. 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$294,560
Expenses. Total of all expenses incurred2013-12-31$12,609
Total plan assets at end of year2013-12-31$2,984,802
Total plan assets at beginning of year2013-12-31$2,702,851
Expenses. Other expenses not covered elsewhere2013-12-31$12,609
Other income received2013-12-31$243,560
Net income (gross income less expenses)2013-12-31$281,951
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,984,802
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,702,851
Total contributions received or receivable from employer(s)2013-12-31$51,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ARTHUR J. SPEECE, III, D.O. 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$289,338
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,702,851
Total plan assets at beginning of year2012-12-31$2,413,513
Expenses. Other expenses not covered elsewhere2012-12-31$0
Other income received2012-12-31$239,338
Net income (gross income less expenses)2012-12-31$289,338
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,702,851
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,413,513
Total contributions received or receivable from employer(s)2012-12-31$50,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ARTHUR J. SPEECE, III, D.O. 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$21,282
Expenses. Total of all expenses incurred2011-12-31$5,465
Total plan assets at end of year2011-12-31$2,413,513
Total plan assets at beginning of year2011-12-31$2,397,696
Expenses. Other expenses not covered elsewhere2011-12-31$5,465
Other income received2011-12-31$-27,718
Net income (gross income less expenses)2011-12-31$15,817
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,413,513
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,397,696
Total contributions received or receivable from employer(s)2011-12-31$49,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ARTHUR J. SPEECE, III, D.O. 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$317,351
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$2,397,696
Total plan assets at beginning of year2010-12-31$2,080,345
Expenses. Other expenses not covered elsewhere2010-12-31$0
Other income received2010-12-31$268,351
Net income (gross income less expenses)2010-12-31$317,351
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,397,696
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,080,345
Total contributions received or receivable from employer(s)2010-12-31$49,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN

2016: ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN 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: ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN 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: ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN 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: ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN 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: ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN 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: ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN 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: ARTHUR J. SPEECE, III, D.O. PROFIT SHARING PLAN 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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