401k Plan data: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST plan

JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST
Plan identification number	003

JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

JOHN A.D. WARD, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: JOHN A.D. WARD, M.D., P.C.

Employer identification number (EIN): 860562960

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01 JOHN WARD 2019-10-13
003 2017-01-01
003 2016-01-01
003 2015-01-01 PAM WARD
003 2014-01-01 JOHN WARD
003 2013-01-01 JOHN A.D. WARD, M.D.
003 2012-01-01 JOHN A.D. WARD, M.D.
003 2011-01-01 JOHN AD WARD MD
003 2009-01-01 JOHN AD WARD MD

Financial Data on JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST

Measure	Date	Value
2018 : JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$631
Total plan liabilities at beginning of year	2018-12-31	$631
Total income from all sources	2018-12-31	$131,537
Expenses. Total of all expenses incurred	2018-12-31	$3,380
Total plan assets at end of year	2018-12-31	$823,507
Total plan assets at beginning of year	2018-12-31	$695,350
Value of fidelity bond covering the plan	2018-12-31	$65,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$40
Other income received	2018-12-31	$131,537
Net income (gross income less expenses)	2018-12-31	$128,157
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$822,876
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$694,719
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$490,291
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,340
2017 : JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$631
Total plan liabilities at beginning of year	2017-12-31	$83
Total income from all sources	2017-12-31	$17,394
Expenses. Total of all expenses incurred	2017-12-31	$43,901
Benefits paid (including direct rollovers)	2017-12-31	$40,500
Total plan assets at end of year	2017-12-31	$695,350
Total plan assets at beginning of year	2017-12-31	$721,309
Value of fidelity bond covering the plan	2017-12-31	$65,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$261
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$17,394
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-26,507
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$694,719
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$721,226
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$472,813
Total contributions received or receivable from employer(s)	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,140
2016 : JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$83
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$-11,307
Expenses. Total of all expenses incurred	2016-12-31	$36,059
Benefits paid (including direct rollovers)	2016-12-31	$36,039
Total plan assets at end of year	2016-12-31	$721,309
Total plan assets at beginning of year	2016-12-31	$768,592
Value of fidelity bond covering the plan	2016-12-31	$65,000
Total contributions received or receivable from participants	2016-12-31	$2,644
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$-32,212
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-47,366
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$721,226
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$768,592
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$466,468
Total contributions received or receivable from employer(s)	2016-12-31	$18,261
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$20
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$59,995
Expenses. Total of all expenses incurred	2015-12-31	$80
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$768,592
Total plan assets at beginning of year	2015-12-31	$708,677
Value of fidelity bond covering the plan	2015-12-31	$65,000
Total contributions received or receivable from participants	2015-12-31	$50,450
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-44,513
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$59,915
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$768,592
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$708,677
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$452,321
Total contributions received or receivable from employer(s)	2015-12-31	$54,058
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$80
2014 : JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$65,073
Expenses. Total of all expenses incurred	2014-12-31	$20
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$708,677
Total plan assets at beginning of year	2014-12-31	$643,624
Value of fidelity bond covering the plan	2014-12-31	$65,000
Total contributions received or receivable from participants	2014-12-31	$48,550
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-38,553
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$65,053
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$708,677
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$643,624
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$425,176
Total contributions received or receivable from employer(s)	2014-12-31	$55,076
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$20
2013 : JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$27,177
Total income from all sources	2013-12-31	$176,194
Total plan assets at end of year	2013-12-31	$643,624
Total plan assets at beginning of year	2013-12-31	$494,607
Value of fidelity bond covering the plan	2013-12-31	$65,000
Total contributions received or receivable from participants	2013-12-31	$48,650
Other income received	2013-12-31	$74,565
Net income (gross income less expenses)	2013-12-31	$176,194
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$643,624
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$467,430
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$283,222
Total contributions received or receivable from employer(s)	2013-12-31	$52,979
2012 : JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$27,177
Total income from all sources	2012-12-31	$112,782
Expenses. Total of all expenses incurred	2012-12-31	$261
Benefits paid (including direct rollovers)	2012-12-31	$261
Total plan assets at end of year	2012-12-31	$494,606
Total plan assets at beginning of year	2012-12-31	$354,908
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$47,250
Other income received	2012-12-31	$15,010
Net income (gross income less expenses)	2012-12-31	$112,521
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$467,429
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$354,908
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$204,704
Total contributions received or receivable from employer(s)	2012-12-31	$50,522
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$104,418
Total plan assets at end of year	2011-12-31	$354,908
Total plan assets at beginning of year	2011-12-31	$250,490
Value of fidelity bond covering the plan	2011-12-31	$36,000
Total contributions received or receivable from participants	2011-12-31	$44,400
Other income received	2011-12-31	$13,988
Net income (gross income less expenses)	2011-12-31	$104,418
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$354,908
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$250,490
Total contributions received or receivable from employer(s)	2011-12-31	$46,030
2010 : JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$87,767
Expenses. Total of all expenses incurred	2010-12-31	$8,644
Benefits paid (including direct rollovers)	2010-12-31	$8,644
Total plan assets at end of year	2010-12-31	$250,490
Total plan assets at beginning of year	2010-12-31	$171,367
Value of fidelity bond covering the plan	2010-12-31	$30,000
Total contributions received or receivable from participants	2010-12-31	$44,325
Other income received	2010-12-31	$2,937
Net income (gross income less expenses)	2010-12-31	$79,123
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$250,490
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$171,367
Total contributions received or receivable from employer(s)	2010-12-31	$40,505
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST

2018: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 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: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 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: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 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
2009: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 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

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Company Name:	JOHN A.D. WARD, M.D., P.C.
Employer identification number (EIN):	860562960
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2018-01-01	JOHN WARD	2019-10-13
003	2017-01-01
003	2016-01-01
003	2015-01-01	PAM WARD
003	2014-01-01	JOHN WARD
003	2013-01-01	JOHN A.D. WARD, M.D.
003	2012-01-01	JOHN A.D. WARD, M.D.
003	2011-01-01	JOHN AD WARD MD
003	2009-01-01	JOHN AD WARD MD