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WALLA WALLA CLINIC PENSION PLAN 401k Plan overview

Plan NameWALLA WALLA CLINIC PENSION PLAN
Plan identification number 001

WALLA WALLA CLINIC 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.
  • 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

WALLA WALLA CLINIC INC. PS has sponsored the creation of one or more 401k plans.

Company Name:WALLA WALLA CLINIC INC. PS
Employer identification number (EIN):910862542
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALLA WALLA CLINIC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01DANIEL KIRSHNER
0012012-01-01KEVIN MICHELSON DAN KIRSHNER2013-10-15
0012011-01-01KEVIN MICHELSON
0012009-01-01DUANE LUCAS-ROBERTS DUANE LUCAS-ROBERTS2010-10-14

Plan Statistics for WALLA WALLA CLINIC PENSION PLAN

401k plan membership statisitcs for WALLA WALLA CLINIC PENSION PLAN

Measure Date Value
2013: WALLA WALLA CLINIC PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01230
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 benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WALLA WALLA CLINIC PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01257
Total number of active participants reported on line 7a of the Form 55002012-01-01230
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01258
Number of participants with account balances2012-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: WALLA WALLA CLINIC PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01257
Total number of active participants reported on line 7a of the Form 55002011-01-01229
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01257
Number of participants with account balances2011-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2009: WALLA WALLA CLINIC PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01235
Total number of active participants reported on line 7a of the Form 55002009-01-01224
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01249
Number of participants with account balances2009-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on WALLA WALLA CLINIC PENSION PLAN

Measure Date Value
2013 : WALLA WALLA CLINIC PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-02-01$0
Total transfer of assets from this plan2013-02-01$13,262,775
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-01$0
Total income from all sources (including contributions)2013-02-01$447,687
Total loss/gain on sale of assets2013-02-01$0
Total of all expenses incurred2013-02-01$14,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-01$14,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-01$0
Value of total assets at end of year2013-02-01$0
Value of total assets at beginning of year2013-02-01$12,829,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-01$0
Total interest from all sources2013-02-01$37
Total dividends received (eg from common stock, registered investment company shares)2013-02-01$6,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-02-01$0
Total dividends received from registered investment company shares (eg mutual funds)2013-02-01$6,599
Was this plan covered by a fidelity bond2013-02-01Yes
Value of fidelity bond cover2013-02-01$500,000
If this is an individual account plan, was there a blackout period2013-02-01No
Funding deficiency by the employer to the plan for this plan year2013-02-01$0
Minimum employer required contribution for this plan year2013-02-01$0
Amount contributed by the employer to the plan for this plan year2013-02-01$0
Were there any nonexempt tranactions with any party-in-interest2013-02-01No
Participant contributions at beginning of year2013-02-01$6,751
Other income not declared elsewhere2013-02-01$1
Total non interest bearing cash at end of year2013-02-01$0
Total non interest bearing cash at beginning of year2013-02-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-01No
Value of net income/loss2013-02-01$432,970
Value of net assets at end of year (total assets less liabilities)2013-02-01$0
Value of net assets at beginning of year (total assets less liabilities)2013-02-01$12,829,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-02-01No
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-01No
Were any leases to which the plan was party in default or uncollectible2013-02-01No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-02-01$11,711,717
Interest on participant loans2013-02-01$27
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-02-01$1,111,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-02-01$1,111,337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-02-01$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-02-01$441,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-01No
Was there a failure to transmit to the plan any participant contributions2013-02-01No
Has the plan failed to provide any benefit when due under the plan2013-02-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-02-01$14,717
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-02-01No
Did the plan have assets held for investment2013-02-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-02-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-02-01Yes
Opinion of an independent qualified public accountant for this plan2013-02-01Disclaimer
Accountancy firm name2013-02-01MOSS ADAMS
Accountancy firm EIN2013-02-01910189318
2012 : WALLA WALLA CLINIC PENSION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,382,168
Total of all expenses incurred2012-12-31$1,041,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,041,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$973,082
Value of total assets at end of year2012-12-31$12,829,805
Value of total assets at beginning of year2012-12-31$11,488,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$75
Total interest from all sources2012-12-31$621
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$417,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$417,537
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
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$993,966
Amount contributed by the employer to the plan for this plan year2012-12-31$993,966
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$6,751
Participant contributions at beginning of year2012-12-31$10,704
Administrative expenses (other) incurred2012-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,340,851
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,829,805
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,488,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,711,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,392,192
Interest on participant loans2012-12-31$504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,111,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,086,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,086,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$990,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$973,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,041,242
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS
Accountancy firm EIN2012-12-31910189318
2011 : WALLA WALLA CLINIC PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$595,320
Total of all expenses incurred2011-12-31$321,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$320,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$887,947
Value of total assets at end of year2011-12-31$11,488,954
Value of total assets at beginning of year2011-12-31$11,215,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$776
Total interest from all sources2011-12-31$841
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$325,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$325,701
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
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$887,947
Amount contributed by the employer to the plan for this plan year2011-12-31$887,947
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$10,704
Participant contributions at beginning of year2011-12-31$14,900
Administrative expenses (other) incurred2011-12-31$776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$273,888
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,488,954
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,215,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,392,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,179,306
Interest on participant loans2011-12-31$753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,086,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,020,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,020,860
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$88
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-619,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$887,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$320,656
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS
Accountancy firm EIN2011-12-31910189318
2010 : WALLA WALLA CLINIC PENSION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,184,216
Total of all expenses incurred2010-12-31$311,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$311,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$847,198
Value of total assets at end of year2010-12-31$11,215,066
Value of total assets at beginning of year2010-12-31$9,342,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$131
Total interest from all sources2010-12-31$870
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$202,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$202,656
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
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$847,198
Amount contributed by the employer to the plan for this plan year2010-12-31$847,198
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$14,900
Participant contributions at beginning of year2010-12-31$13,499
Administrative expenses (other) incurred2010-12-31$131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,872,544
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,215,066
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,342,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,179,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,664,601
Interest on participant loans2010-12-31$710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,020,860
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$664,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$664,422
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,133,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$847,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$311,541
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS
Accountancy firm EIN2010-12-31910189318
2009 : WALLA WALLA CLINIC PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
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$787,607
Amount contributed by the employer to the plan for this plan year2009-12-31$787,607

Form 5500 Responses for WALLA WALLA CLINIC PENSION PLAN

2013: WALLA WALLA CLINIC PENSION 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 filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WALLA WALLA CLINIC PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WALLA WALLA CLINIC PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WALLA WALLA CLINIC PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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