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SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST 401k Plan overview

Plan NameSOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST
Plan identification number 001

SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

SOUTHERN OREGON NEUROLOGY PC has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN OREGON NEUROLOGY PC
Employer identification number (EIN):930643246
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-07-01
0012015-07-01
0012014-07-01JOHN MELSON
0012013-07-01JOHN MELSON
0012012-07-01JOHN MELSON
0012011-07-01JOHN MELSON
0012010-07-01JOHN MELSON
0012009-07-01JOHN MELSON

Plan Statistics for SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST

401k plan membership statisitcs for SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST

Measure Date Value
2014: SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-014
Total number of active participants reported on line 7a of the Form 55002014-07-014
Total of all active and inactive participants2014-07-014
Total participants2014-07-014
Number of participants with account balances2014-07-014
2013: SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-015
Total number of active participants reported on line 7a of the Form 55002013-07-014
Number of retired or separated participants receiving benefits2013-07-011
Total of all active and inactive participants2013-07-015
Total participants2013-07-015
Number of participants with account balances2013-07-015
2012: SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-016
Total number of active participants reported on line 7a of the Form 55002012-07-014
Number of retired or separated participants receiving benefits2012-07-012
Total of all active and inactive participants2012-07-016
Total participants2012-07-016
Number of participants with account balances2012-07-015
2011: SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-016
Total number of active participants reported on line 7a of the Form 55002011-07-014
Number of retired or separated participants receiving benefits2011-07-012
Total of all active and inactive participants2011-07-016
Total participants2011-07-016
Number of participants with account balances2011-07-016
2010: SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-016
Total number of active participants reported on line 7a of the Form 55002010-07-015
Number of retired or separated participants receiving benefits2010-07-011
Total of all active and inactive participants2010-07-016
Total participants2010-07-016
Number of participants with account balances2010-07-016
2009: SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-016
Total number of active participants reported on line 7a of the Form 55002009-07-016
Total of all active and inactive participants2009-07-016
Total participants2009-07-016
Number of participants with account balances2009-07-016

Financial Data on SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST

Measure Date Value
2015 : SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-06-30$73,809
Expenses. Total of all expenses incurred2015-06-30$185,834
Benefits paid (including direct rollovers)2015-06-30$185,834
Total plan assets at end of year2015-06-30$1,853,208
Total plan assets at beginning of year2015-06-30$1,965,233
Total contributions received or receivable from participants2015-06-30$15,789
Other income received2015-06-30$46,689
Net income (gross income less expenses)2015-06-30$-112,025
Net plan assets at end of year (total assets less liabilities)2015-06-30$1,853,208
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,965,233
Total contributions received or receivable from employer(s)2015-06-30$11,331
2014 : SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-06-30$293,270
Expenses. Total of all expenses incurred2014-06-30$36,935
Benefits paid (including direct rollovers)2014-06-30$36,935
Total plan assets at end of year2014-06-30$1,965,233
Total plan assets at beginning of year2014-06-30$1,708,898
Total contributions received or receivable from participants2014-06-30$16,106
Other income received2014-06-30$265,694
Net income (gross income less expenses)2014-06-30$256,335
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,965,233
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,708,898
Total contributions received or receivable from employer(s)2014-06-30$11,470
2013 : SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-06-30$229,850
Expenses. Total of all expenses incurred2013-06-30$53,565
Benefits paid (including direct rollovers)2013-06-30$53,559
Total plan assets at end of year2013-06-30$1,708,898
Total plan assets at beginning of year2013-06-30$1,532,613
Total contributions received or receivable from participants2013-06-30$16,534
Expenses. Other expenses not covered elsewhere2013-06-30$6
Other income received2013-06-30$200,219
Net income (gross income less expenses)2013-06-30$176,285
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,708,898
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,532,613
Total contributions received or receivable from employer(s)2013-06-30$13,097
2012 : SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-06-30$77,630
Expenses. Total of all expenses incurred2012-06-30$108,885
Benefits paid (including direct rollovers)2012-06-30$108,885
Total plan assets at end of year2012-06-30$1,532,613
Total plan assets at beginning of year2012-06-30$1,563,868
Total contributions received or receivable from participants2012-06-30$17,874
Other income received2012-06-30$45,705
Net income (gross income less expenses)2012-06-30$-31,255
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,532,613
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,563,868
Total contributions received or receivable from employer(s)2012-06-30$14,051
2011 : SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-06-30$301,710
Expenses. Total of all expenses incurred2011-06-30$30,000
Benefits paid (including direct rollovers)2011-06-30$30,000
Total plan assets at end of year2011-06-30$1,563,868
Total plan assets at beginning of year2011-06-30$1,292,158
Total contributions received or receivable from participants2011-06-30$18,779
Other income received2011-06-30$266,160
Net income (gross income less expenses)2011-06-30$271,710
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,563,868
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,292,158
Total contributions received or receivable from employer(s)2011-06-30$16,771

Form 5500 Responses for SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST

2014: SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: SOUTHERN OREGON NEUROLOGY, PC 401(K) PROFIT-SHARING PLAN AND TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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