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Plan Name | DAVID R. TREVARTHEN, M.D., P.C. 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | DAVID R. TREVARTHEN, M.D., P.C. |
Employer identification number (EIN): | 841511017 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about DAVID R. TREVARTHEN, M.D., P.C.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1999-08-12 |
Company Identification Number: | 19991151835 |
Legal Registered Office Address: |
799 E Hamdpen Ave Suite 500 Englewood United States of America (USA) 80113 |
More information about DAVID R. TREVARTHEN, M.D., P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2015-01-01 | JANICE HALVORSON | 2016-07-15 | ||
001 | 2014-01-01 | JANICE HALVORSON | 2015-06-29 | ||
001 | 2013-01-01 | DAVID TREVARTHEN | |||
001 | 2012-01-01 | DAVID R. TREVARTHEN | 2013-09-25 | ||
001 | 2011-01-01 | DAVID R. TREVARTHEN | 2012-07-30 | ||
001 | 2010-01-01 | DAVID R. TREVARTHEN | 2011-10-13 |
Measure | Date | Value |
---|---|---|
2013: DAVID R. TREVARTHEN, M.D., P.C. 401K PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 5 |
Number of participants with account balances | 2013-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2013 : DAVID R. TREVARTHEN, M.D., P.C. 401K PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $135,467 |
Expenses. Total of all expenses incurred | 2013-12-31 | $68,711 |
Benefits paid (including direct rollovers) | 2013-12-31 | $64,814 |
Total plan assets at end of year | 2013-12-31 | $1,076,865 |
Total plan assets at beginning of year | 2013-12-31 | $1,010,109 |
Value of fidelity bond covering the plan | 2013-12-31 | $0 |
Total contributions received or receivable from participants | 2013-12-31 | $27,474 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $3,897 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $90,360 |
Net income (gross income less expenses) | 2013-12-31 | $66,756 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,076,865 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,010,109 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $17,633 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
2013: DAVID R. TREVARTHEN, M.D., P.C. 401K PLAN 2013 form 5500 responses | ||
---|---|---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |