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Plan Name | ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ROBERT J. SWANGARD, M.D., P.C. |
Employer identification number (EIN): | 930801427 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about ROBERT J. SWANGARD, M.D., P.C.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 1982-01-08 |
Company Identification Number: | 15800618 |
Legal Registered Office Address: |
2885 ARLINE WAY EUGENE United States of America (USA) 97403 |
More information about ROBERT J. SWANGARD, M.D., P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2014-12-01 | ROBERT J. SWANGARD | |||
001 | 2013-12-01 | ROBERT J. SWANGARD | |||
001 | 2012-12-01 | ROBERT J. SWANGARD | |||
001 | 2011-12-01 | ROBERT J SWANGARD MD | |||
001 | 2009-12-01 | ROBERT J SWANGARD MD | |||
001 | 2008-12-01 |
Measure | Date | Value |
---|---|---|
2014: ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-12-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-12-01 | 0 |
Total of all active and inactive participants | 2014-12-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-12-01 | 0 |
Total participants | 2014-12-01 | 0 |
Number of participants with account balances | 2014-12-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-12-01 | 0 |
2013: ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-12-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-12-01 | 6 |
Total of all active and inactive participants | 2013-12-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-12-01 | 0 |
Total participants | 2013-12-01 | 10 |
Number of participants with account balances | 2013-12-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-12-01 | 0 |
2012: ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-12-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 4 |
Number of retired or separated participants receiving benefits | 2012-12-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-12-01 | 6 |
Total of all active and inactive participants | 2012-12-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-12-01 | 0 |
Total participants | 2012-12-01 | 12 |
Number of participants with account balances | 2012-12-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-12-01 | 0 |
2011: ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-12-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 6 |
Number of retired or separated participants receiving benefits | 2011-12-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-12-01 | 6 |
Total of all active and inactive participants | 2011-12-01 | 13 |
Total participants | 2011-12-01 | 13 |
2009: ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-12-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2009-12-01 | 8 |
Total of all active and inactive participants | 2009-12-01 | 14 |
Total participants | 2009-12-01 | 14 |
Measure | Date | Value |
---|---|---|
2015 : ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-11-30 | $-25,213 |
Expenses. Total of all expenses incurred | 2015-11-30 | $2,576,279 |
Benefits paid (including direct rollovers) | 2015-11-30 | $2,575,487 |
Total plan assets at end of year | 2015-11-30 | $0 |
Total plan assets at beginning of year | 2015-11-30 | $2,601,492 |
Total contributions received or receivable from participants | 2015-11-30 | $45,917 |
Expenses. Other expenses not covered elsewhere | 2015-11-30 | $792 |
Other income received | 2015-11-30 | $-73,579 |
Net income (gross income less expenses) | 2015-11-30 | $-2,601,492 |
Net plan assets at end of year (total assets less liabilities) | 2015-11-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-11-30 | $2,601,492 |
Total contributions received or receivable from employer(s) | 2015-11-30 | $2,449 |
2014 : ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2014 401k financial data | ||
Total plan liabilities at beginning of year | 2014-11-30 | $22,545 |
Total income from all sources | 2014-11-30 | $182,680 |
Expenses. Total of all expenses incurred | 2014-11-30 | $79,380 |
Benefits paid (including direct rollovers) | 2014-11-30 | $79,380 |
Total plan assets at end of year | 2014-11-30 | $2,601,492 |
Total plan assets at beginning of year | 2014-11-30 | $2,520,737 |
Value of fidelity bond covering the plan | 2014-11-30 | $250,000 |
Total contributions received or receivable from participants | 2014-11-30 | $47,917 |
Other income received | 2014-11-30 | $84,849 |
Net income (gross income less expenses) | 2014-11-30 | $103,300 |
Net plan assets at end of year (total assets less liabilities) | 2014-11-30 | $2,601,492 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-11-30 | $2,498,192 |
Assets. Value of participant loans | 2014-11-30 | $71,714 |
Total contributions received or receivable from employer(s) | 2014-11-30 | $49,914 |
2013 : ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-11-30 | $22,545 |
Total income from all sources | 2013-11-30 | $282,949 |
Expenses. Total of all expenses incurred | 2013-11-30 | $119,704 |
Benefits paid (including direct rollovers) | 2013-11-30 | $119,690 |
Total plan assets at end of year | 2013-11-30 | $2,520,737 |
Total plan assets at beginning of year | 2013-11-30 | $2,334,947 |
Value of fidelity bond covering the plan | 2013-11-30 | $250,000 |
Total contributions received or receivable from participants | 2013-11-30 | $46,837 |
Expenses. Other expenses not covered elsewhere | 2013-11-30 | $14 |
Other income received | 2013-11-30 | $199,774 |
Net income (gross income less expenses) | 2013-11-30 | $163,245 |
Net plan assets at end of year (total assets less liabilities) | 2013-11-30 | $2,498,192 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-11-30 | $2,334,947 |
Total contributions received or receivable from employer(s) | 2013-11-30 | $36,338 |
2012 : ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-11-30 | $175,151 |
Expenses. Total of all expenses incurred | 2012-11-30 | $1,019 |
Benefits paid (including direct rollovers) | 2012-11-30 | $1,019 |
Total plan assets at end of year | 2012-11-30 | $2,334,947 |
Total plan assets at beginning of year | 2012-11-30 | $2,160,815 |
Value of fidelity bond covering the plan | 2012-11-30 | $600,000 |
Total contributions received or receivable from participants | 2012-11-30 | $43,996 |
Other income received | 2012-11-30 | $99,550 |
Net income (gross income less expenses) | 2012-11-30 | $174,132 |
Net plan assets at end of year (total assets less liabilities) | 2012-11-30 | $2,334,947 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-11-30 | $2,160,815 |
Total contributions received or receivable from employer(s) | 2012-11-30 | $31,605 |
2011 : ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-11-30 | $166,410 |
Total plan assets at end of year | 2011-11-30 | $2,160,815 |
Total plan assets at beginning of year | 2011-11-30 | $1,994,405 |
Value of fidelity bond covering the plan | 2011-11-30 | $600,000 |
Total contributions received or receivable from participants | 2011-11-30 | $43,996 |
Other income received | 2011-11-30 | $84,472 |
Net income (gross income less expenses) | 2011-11-30 | $166,410 |
Net plan assets at end of year (total assets less liabilities) | 2011-11-30 | $2,160,815 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-11-30 | $1,994,405 |
Total contributions received or receivable from employer(s) | 2011-11-30 | $37,942 |
2014: ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2014 form 5500 responses | ||
---|---|---|
2014-12-01 | Type of plan entity | Single employer plan |
2014-12-01 | This submission is the final filing | Yes |
2014-12-01 | Plan funding arrangement – Trust | Yes |
2014-12-01 | Plan benefit arrangement - Trust | Yes |
2013: ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-12-01 | Type of plan entity | Single employer plan |
2013-12-01 | Plan funding arrangement – Trust | Yes |
2013-12-01 | Plan benefit arrangement - Trust | Yes |
2012: ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-12-01 | Type of plan entity | Single employer plan |
2012-12-01 | Plan funding arrangement – Trust | Yes |
2012-12-01 | Plan benefit arrangement - Trust | Yes |
2011: ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-12-01 | Type of plan entity | Single employer plan |
2011-12-01 | Plan funding arrangement – Trust | Yes |
2011-12-01 | Plan benefit arrangement - Trust | Yes |
2009: ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-12-01 | Type of plan entity | Single employer plan |
2009-12-01 | Plan funding arrangement – Trust | Yes |
2009-12-01 | Plan benefit arrangement - Trust | Yes |
2008: ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2008 form 5500 responses | ||
2008-12-01 | Type of plan entity | Single employer plan |
2008-12-01 | Submission has been amended | No |
2008-12-01 | This submission is the final filing | No |
2008-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-12-01 | Plan is a collectively bargained plan | No |