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JAMES T. WOLFE, M.D. PENSION PLAN 401k Plan overview

Plan NameJAMES T. WOLFE, M.D. PENSION PLAN
Plan identification number 020

JAMES T. WOLFE, M.D. PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LUBBOCK DIAGNOSTIC RADIOLOGY LLP has sponsored the creation of one or more 401k plans.

Company Name:LUBBOCK DIAGNOSTIC RADIOLOGY LLP
Employer identification number (EIN):752857758
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES T. WOLFE, M.D. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0202012-01-01JAMES T. WOLFE
0202011-01-01JAMES T WOLFE
0202010-01-01JAMES T WOLFE
0202009-01-01JAMES T WOLFE

Financial Data on JAMES T. WOLFE, M.D. PENSION PLAN

Measure Date Value
2012 : JAMES T. WOLFE, M.D. PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$53,086
Total plan assets at end of year2012-12-31$796,609
Total plan assets at beginning of year2012-12-31$743,523
Other income received2012-12-31$3,086
Net income (gross income less expenses)2012-12-31$53,086
Net plan assets at end of year (total assets less liabilities)2012-12-31$796,609
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$743,523
Total contributions received or receivable from employer(s)2012-12-31$50,000
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$50,000
Amount contributed by the employer to the plan for this plan year2012-12-31$50,000
2011 : JAMES T. WOLFE, M.D. PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$-46,795
Total plan assets at end of year2011-12-31$743,523
Total plan assets at beginning of year2011-12-31$790,318
Other income received2011-12-31$-95,795
Net income (gross income less expenses)2011-12-31$-46,795
Net plan assets at end of year (total assets less liabilities)2011-12-31$743,523
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$790,318
Total contributions received or receivable from employer(s)2011-12-31$49,000
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$49,000
Amount contributed by the employer to the plan for this plan year2011-12-31$49,000
2010 : JAMES T. WOLFE, M.D. PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$94,896
Total plan assets at end of year2010-12-31$790,318
Total plan assets at beginning of year2010-12-31$695,422
Other income received2010-12-31$45,896
Net income (gross income less expenses)2010-12-31$94,896
Net plan assets at end of year (total assets less liabilities)2010-12-31$790,318
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$695,422
Total contributions received or receivable from employer(s)2010-12-31$49,000
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$49,000
Amount contributed by the employer to the plan for this plan year2010-12-31$49,000
2009 : JAMES T. WOLFE, M.D. PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$49,000
Amount contributed by the employer to the plan for this plan year2009-12-31$49,000

Form 5500 Responses for JAMES T. WOLFE, M.D. PENSION PLAN

2012: JAMES T. WOLFE, M.D. PENSION 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: JAMES T. WOLFE, M.D. PENSION 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: JAMES T. WOLFE, M.D. PENSION 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: JAMES T. WOLFE, M.D. PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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