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Plan Name | JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | JOSEPH P. PETERMAN, M.D., P.A. |
Employer identification number (EIN): | 752332557 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about JOSEPH P. PETERMAN, M.D., P.A.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1990-10-15 |
Company Identification Number: | 0081277103 |
Legal Registered Office Address: |
8222 DOUGLAS AVE STE 500 DALLAS United States of America (USA) 75225 |
More information about JOSEPH P. PETERMAN, M.D., P.A.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2018-01-01 | JOSEPH PETERMAN | 2018-11-29 | JOSEPH PETERMAN | 2018-11-29 |
001 | 2017-01-01 | JOSEPH PETERMAN | 2018-09-24 | JOSEPH PETERMAN | 2018-09-24 |
001 | 2016-01-01 | JOSEPH P PETERMAN | 2017-09-18 | JOSEPH P PETERMAN | 2017-09-18 |
001 | 2015-01-01 | JOSEPH P. PETERMAN | |||
001 | 2014-01-01 | JOSEPH P. PETERMAN | |||
001 | 2013-01-01 | JOSEPH P. PETERMAN | |||
001 | 2012-01-01 | JOSEPH P. PETERMAN | |||
001 | 2011-01-01 | JOSEPH P PETERMAN | |||
001 | 2010-01-01 | JOSEPH P PETERMAN | |||
001 | 2009-01-01 | JOSEPH P PETERMAN |
Measure | Date | Value |
---|---|---|
2015: JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
2014: JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
Total of all active and inactive participants | 2014-01-01 | 6 |
Total participants | 2014-01-01 | 6 |
Number of participants with account balances | 2014-01-01 | 4 |
2013: JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
Total of all active and inactive participants | 2013-01-01 | 7 |
Total participants | 2013-01-01 | 7 |
Number of participants with account balances | 2013-01-01 | 5 |
2012: JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
Total of all active and inactive participants | 2012-01-01 | 6 |
Total participants | 2012-01-01 | 6 |
Number of participants with account balances | 2012-01-01 | 4 |
2011: JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 6 |
Total participants | 2010-01-01 | 6 |
Number of participants with account balances | 2010-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Total participants | 2009-01-01 | 5 |
Measure | Date | Value |
---|---|---|
2015 : JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $22,483 |
Total plan assets at end of year | 2015-12-31 | $1,360,840 |
Total plan assets at beginning of year | 2015-12-31 | $1,338,357 |
Value of fidelity bond covering the plan | 2015-12-31 | $75,000 |
Other income received | 2015-12-31 | $-17,517 |
Net income (gross income less expenses) | 2015-12-31 | $22,483 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,360,840 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,338,357 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $40,000 |
2014 : JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $136,631 |
Total plan assets at end of year | 2014-12-31 | $1,338,357 |
Total plan assets at beginning of year | 2014-12-31 | $1,201,726 |
Value of fidelity bond covering the plan | 2014-12-31 | $75,000 |
Other income received | 2014-12-31 | $96,631 |
Net income (gross income less expenses) | 2014-12-31 | $136,631 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,338,357 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,201,726 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $40,000 |
2013 : JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $235,672 |
Total plan assets at end of year | 2013-12-31 | $1,201,726 |
Total plan assets at beginning of year | 2013-12-31 | $966,054 |
Value of fidelity bond covering the plan | 2013-12-31 | $75,000 |
Other income received | 2013-12-31 | $195,672 |
Net income (gross income less expenses) | 2013-12-31 | $235,672 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,201,726 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $966,054 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $40,000 |
2012 : JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $130,278 |
Expenses. Total of all expenses incurred | 2012-12-31 | $15,005 |
Benefits paid (including direct rollovers) | 2012-12-31 | $14,755 |
Total plan assets at end of year | 2012-12-31 | $966,054 |
Total plan assets at beginning of year | 2012-12-31 | $850,781 |
Value of fidelity bond covering the plan | 2012-12-31 | $75,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $250 |
Other income received | 2012-12-31 | $90,278 |
Net income (gross income less expenses) | 2012-12-31 | $115,273 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $966,054 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $850,781 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $40,000 |
2011 : JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $21,742 |
Expenses. Total of all expenses incurred | 2011-12-31 | $7,634 |
Benefits paid (including direct rollovers) | 2011-12-31 | $7,634 |
Total plan assets at end of year | 2011-12-31 | $850,781 |
Total plan assets at beginning of year | 2011-12-31 | $836,673 |
Value of fidelity bond covering the plan | 2011-12-31 | $75,000 |
Other income received | 2011-12-31 | $-18,258 |
Net income (gross income less expenses) | 2011-12-31 | $14,108 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $850,781 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $836,673 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $40,000 |
2010 : JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $99,929 |
Total plan assets at end of year | 2010-12-31 | $836,673 |
Total plan assets at beginning of year | 2010-12-31 | $736,744 |
Value of fidelity bond covering the plan | 2010-12-31 | $75,000 |
Other income received | 2010-12-31 | $59,929 |
Net income (gross income less expenses) | 2010-12-31 | $99,929 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $836,673 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $736,744 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $40,000 |
2015: JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: JOSEPH P. PETERMAN, M.D., P.A. PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |