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DAVID J SLOAN MD PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID J SLOAN MD PROFIT SHARING PLAN
Plan identification number 001

DAVID J SLOAN MD PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • 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 JAMES SLOAN MD has sponsored the creation of one or more 401k plans.

Company Name:DAVID JAMES SLOAN MD
Employer identification number (EIN):751869467
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 J SLOAN MD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01RAYMOND BLEVINS
0012016-01-01RAYMOND BLEVINS RAYMOND BLEVINS2017-10-11
0012015-01-01RAYMOND BLEVINS
0012014-01-01
0012013-01-01DAVID J. SLOAN, MD DAVID J. SLOAN, MD2014-10-07
0012012-01-01DAVID J. SLOAN, MD DAVID J. SLOAN, MD2013-10-15
0012011-01-01DAVID J. SLOAN, MD DAVID J. SLOAN, MD2012-10-15
0012010-01-01DAVID J. SLOAN, MD DAVID J. SLOAN, MD2012-10-17
0012009-01-01DAVID J. SLOAN, MD DAVID J. SLOAN, MD2010-10-15
0012009-01-01DAVID J. SLOAN, MD DAVID J. SLOAN, MD2010-10-15
0012009-01-01DAVID J. SLOAN, MD DAVID J. SLOAN, MD2010-10-15

Plan Statistics for DAVID J SLOAN MD PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID J SLOAN MD PROFIT SHARING PLAN

Measure Date Value
2017: DAVID J SLOAN MD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
Number of participants with account balances2017-01-011
2016: DAVID J SLOAN MD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: DAVID J SLOAN MD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: DAVID J SLOAN MD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: DAVID J SLOAN MD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: DAVID J SLOAN MD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Number of participants with account balances2012-01-014
2011: DAVID J SLOAN MD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-013
2010: DAVID J SLOAN MD PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
2009: DAVID J SLOAN MD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
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 benefits2009-01-012
Total of all active and inactive participants2009-01-013
Total participants2009-01-013

Financial Data on DAVID J SLOAN MD PROFIT SHARING PLAN

Measure Date Value
2017 : DAVID J SLOAN MD PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$8,540
Expenses. Total of all expenses incurred2017-12-31$3,711
Benefits paid (including direct rollovers)2017-12-31$1,079
Total plan assets at end of year2017-12-31$1,057,522
Total plan assets at beginning of year2017-12-31$1,052,693
Expenses. Other expenses not covered elsewhere2017-12-31$2,632
Other income received2017-12-31$8,540
Net income (gross income less expenses)2017-12-31$4,829
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,057,522
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,052,693
2016 : DAVID J SLOAN MD 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$2,617
Expenses. Total of all expenses incurred2016-12-31$13,340
Benefits paid (including direct rollovers)2016-12-31$9,438
Total plan assets at end of year2016-12-31$1,052,693
Total plan assets at beginning of year2016-12-31$1,063,416
Expenses. Other expenses not covered elsewhere2016-12-31$3,902
Other income received2016-12-31$2,617
Net income (gross income less expenses)2016-12-31$-10,723
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,052,693
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,063,416
2015 : DAVID J SLOAN MD PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$44,134
Expenses. Total of all expenses incurred2015-12-31$2,429
Total plan assets at end of year2015-12-31$1,063,416
Total plan assets at beginning of year2015-12-31$1,021,711
Other income received2015-12-31$105
Net income (gross income less expenses)2015-12-31$41,705
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,063,416
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,021,711
Total contributions received or receivable from employer(s)2015-12-31$44,029
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,429
2014 : DAVID J SLOAN MD PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$50,005
Expenses. Total of all expenses incurred2014-12-31$2,336
Total plan assets at end of year2014-12-31$1,021,711
Total plan assets at beginning of year2014-12-31$974,042
Other income received2014-12-31$24
Net income (gross income less expenses)2014-12-31$47,669
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,021,711
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$974,042
Total contributions received or receivable from employer(s)2014-12-31$49,981
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,336
2013 : DAVID J SLOAN MD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$39,643
Expenses. Total of all expenses incurred2013-12-31$1,855
Total plan assets at end of year2013-12-31$974,042
Total plan assets at beginning of year2013-12-31$936,254
Other income received2013-12-31$74
Net income (gross income less expenses)2013-12-31$37,788
Net plan assets at end of year (total assets less liabilities)2013-12-31$974,042
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$936,254
Total contributions received or receivable from employer(s)2013-12-31$39,569
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,855
2012 : DAVID J SLOAN MD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$50,289
Expenses. Total of all expenses incurred2012-12-31$1,760
Total plan assets at end of year2012-12-31$936,254
Total plan assets at beginning of year2012-12-31$887,725
Other income received2012-12-31$91
Net income (gross income less expenses)2012-12-31$48,529
Net plan assets at end of year (total assets less liabilities)2012-12-31$936,254
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$887,725
Total contributions received or receivable from employer(s)2012-12-31$50,198
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,760
2011 : DAVID J SLOAN MD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$47,159
Expenses. Total of all expenses incurred2011-12-31$3,278
Benefits paid (including direct rollovers)2011-12-31$1,285
Total plan assets at end of year2011-12-31$887,725
Total plan assets at beginning of year2011-12-31$843,844
Other income received2011-12-31$99
Net income (gross income less expenses)2011-12-31$43,881
Net plan assets at end of year (total assets less liabilities)2011-12-31$887,725
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$843,844
Total contributions received or receivable from employer(s)2011-12-31$47,060
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,993
2010 : DAVID J SLOAN MD PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$47,110
Expenses. Total of all expenses incurred2010-12-31$2,415
Total plan assets at end of year2010-12-31$843,844
Total plan assets at beginning of year2010-12-31$799,149
Other income received2010-12-31$368
Net income (gross income less expenses)2010-12-31$44,695
Net plan assets at end of year (total assets less liabilities)2010-12-31$843,844
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$799,149
Total contributions received or receivable from employer(s)2010-12-31$46,742
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,415

Form 5500 Responses for DAVID J SLOAN MD PROFIT SHARING PLAN

2017: DAVID J SLOAN MD PROFIT SHARING PLAN 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: DAVID J SLOAN MD 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: DAVID J SLOAN MD 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: DAVID J SLOAN MD 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: DAVID J SLOAN MD PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID J SLOAN MD PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID J SLOAN MD PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAVID J SLOAN MD PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVID J SLOAN MD PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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