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ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN
Plan identification number 001

ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ROBERT J. SWANGARD, M.D., P.C. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-12-01ROBERT J. SWANGARD
0012013-12-01ROBERT J. SWANGARD
0012012-12-01ROBERT J. SWANGARD
0012011-12-01ROBERT J SWANGARD MD
0012009-12-01ROBERT J SWANGARD MD
0012008-12-01

Financial Data on ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN

Measure Date Value
2015 : ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-11-30$-25,213
Expenses. Total of all expenses incurred2015-11-30$2,576,279
Benefits paid (including direct rollovers)2015-11-30$2,575,487
Total plan assets at end of year2015-11-30$0
Total plan assets at beginning of year2015-11-30$2,601,492
Total contributions received or receivable from participants2015-11-30$45,917
Expenses. Other expenses not covered elsewhere2015-11-30$792
Other income received2015-11-30$-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 year2014-11-30$22,545
Total income from all sources2014-11-30$182,680
Expenses. Total of all expenses incurred2014-11-30$79,380
Benefits paid (including direct rollovers)2014-11-30$79,380
Total plan assets at end of year2014-11-30$2,601,492
Total plan assets at beginning of year2014-11-30$2,520,737
Value of fidelity bond covering the plan2014-11-30$250,000
Total contributions received or receivable from participants2014-11-30$47,917
Other income received2014-11-30$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 loans2014-11-30$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 year2013-11-30$22,545
Total income from all sources2013-11-30$282,949
Expenses. Total of all expenses incurred2013-11-30$119,704
Benefits paid (including direct rollovers)2013-11-30$119,690
Total plan assets at end of year2013-11-30$2,520,737
Total plan assets at beginning of year2013-11-30$2,334,947
Value of fidelity bond covering the plan2013-11-30$250,000
Total contributions received or receivable from participants2013-11-30$46,837
Expenses. Other expenses not covered elsewhere2013-11-30$14
Other income received2013-11-30$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 sources2012-11-30$175,151
Expenses. Total of all expenses incurred2012-11-30$1,019
Benefits paid (including direct rollovers)2012-11-30$1,019
Total plan assets at end of year2012-11-30$2,334,947
Total plan assets at beginning of year2012-11-30$2,160,815
Value of fidelity bond covering the plan2012-11-30$600,000
Total contributions received or receivable from participants2012-11-30$43,996
Other income received2012-11-30$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 sources2011-11-30$166,410
Total plan assets at end of year2011-11-30$2,160,815
Total plan assets at beginning of year2011-11-30$1,994,405
Value of fidelity bond covering the plan2011-11-30$600,000
Total contributions received or receivable from participants2011-11-30$43,996
Other income received2011-11-30$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

Form 5500 Responses for ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN

2014: ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01This submission is the final filingYes
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement - TrustYes
2013: ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes
2009: ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes
2008: ROBERT J SWANGARD MD PC 401K PROFIT SHARING PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

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