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DAVID R. TREVARTHEN, M.D., P.C. 401K PLAN 401k Plan overview

Plan NameDAVID R. TREVARTHEN, M.D., P.C. 401K PLAN
Plan identification number 001

DAVID R. TREVARTHEN, M.D., P.C. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 R. TREVARTHEN, M.D., P.C. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID R. TREVARTHEN, M.D., P.C. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01JANICE HALVORSON2016-07-15
0012014-01-01JANICE HALVORSON2015-06-29
0012013-01-01DAVID TREVARTHEN
0012012-01-01DAVID R. TREVARTHEN2013-09-25
0012011-01-01DAVID R. TREVARTHEN2012-07-30
0012010-01-01DAVID R. TREVARTHEN2011-10-13

Plan Statistics for DAVID R. TREVARTHEN, M.D., P.C. 401K PLAN

401k plan membership statisitcs for DAVID R. TREVARTHEN, M.D., P.C. 401K PLAN

Measure Date Value
2013: DAVID R. TREVARTHEN, M.D., P.C. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0130
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
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% vested2013-01-010

Financial Data on DAVID R. TREVARTHEN, M.D., P.C. 401K PLAN

Measure Date Value
2013 : DAVID R. TREVARTHEN, M.D., P.C. 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
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$135,467
Expenses. Total of all expenses incurred2013-12-31$68,711
Benefits paid (including direct rollovers)2013-12-31$64,814
Total plan assets at end of year2013-12-31$1,076,865
Total plan assets at beginning of year2013-12-31$1,010,109
Value of fidelity bond covering the plan2013-12-31$0
Total contributions received or receivable from participants2013-12-31$27,474
Expenses. Other expenses not covered elsewhere2013-12-31$3,897
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$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 loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0

Form 5500 Responses for DAVID R. TREVARTHEN, M.D., P.C. 401K PLAN

2013: DAVID R. TREVARTHEN, M.D., P.C. 401K 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

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