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ROBERT J LOVELAND PHD PC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT J LOVELAND PHD PC 401K PROFIT SHARING PLAN
Plan identification number 002

ROBERT J LOVELAND PHD PC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ROBERT J LOVELAND PHD PC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J LOVELAND PHD PC
Employer identification number (EIN):931160378
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J LOVELAND PHD PC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01ROBERT J. LOVELAND ROBERT J. LOVELAND2013-10-14
0022011-01-01PENSION FILERS
0022009-01-01ASSOCIATED PENSION CONSULTANTS

Financial Data on ROBERT J LOVELAND PHD PC 401K PROFIT SHARING PLAN

Measure Date Value
2015 : ROBERT J LOVELAND PHD PC 401K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$162,311
Expenses. Total of all expenses incurred2015-12-31$162,059
Benefits paid (including direct rollovers)2015-12-31$128,685
Total plan assets at end of year2015-12-31$1,659,288
Total plan assets at beginning of year2015-12-31$1,659,036
Value of fidelity bond covering the plan2015-12-31$400,000
Total contributions received or receivable from participants2015-12-31$24,000
Expenses. Other expenses not covered elsewhere2015-12-31$33,255
Other income received2015-12-31$110,301
Net income (gross income less expenses)2015-12-31$252
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,659,288
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,659,036
Assets. Value of participant loans2015-12-31$11,369
Assets. Value of real-estate (other than employer real property)2015-12-31$446,747
Total contributions received or receivable from employer(s)2015-12-31$28,010
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$119
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ROBERT J LOVELAND PHD PC 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$167,480
Expenses. Total of all expenses incurred2014-12-31$47,367
Total plan assets at end of year2014-12-31$1,659,036
Total plan assets at beginning of year2014-12-31$1,538,923
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$23,000
Expenses. Other expenses not covered elsewhere2014-12-31$47,297
Other income received2014-12-31$107,723
Net income (gross income less expenses)2014-12-31$120,113
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,659,036
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,538,923
Assets. Value of participant loans2014-12-31$21,594
Assets. Value of real-estate (other than employer real property)2014-12-31$379,967
Total contributions received or receivable from employer(s)2014-12-31$36,757
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$70
2013 : ROBERT J LOVELAND PHD PC 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$659
Total income from all sources2013-12-31$218,466
Expenses. Total of all expenses incurred2013-12-31$6,876
Total plan assets at end of year2013-12-31$1,538,923
Total plan assets at beginning of year2013-12-31$1,327,992
Value of fidelity bond covering the plan2013-12-31$350,000
Other income received2013-12-31$208,051
Net income (gross income less expenses)2013-12-31$211,590
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,538,923
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,327,333
Assets. Value of participant loans2013-12-31$49,923
Assets. Value of real-estate (other than employer real property)2013-12-31$329,800
Total contributions received or receivable from employer(s)2013-12-31$10,415
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,876
2012 : ROBERT J LOVELAND PHD PC 401K PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$659
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$126,621
Expenses. Total of all expenses incurred2012-12-31$7,882
Total plan assets at end of year2012-12-31$1,327,992
Total plan assets at beginning of year2012-12-31$1,208,594
Value of fidelity bond covering the plan2012-12-31$350,000
Total contributions received or receivable from participants2012-12-31$22,500
Expenses. Other expenses not covered elsewhere2012-12-31$4,189
Other income received2012-12-31$80,226
Net income (gross income less expenses)2012-12-31$118,739
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,327,333
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,208,594
Assets. Value of participant loans2012-12-31$41,294
Assets. Value of real-estate (other than employer real property)2012-12-31$301,800
Total contributions received or receivable from employer(s)2012-12-31$23,895
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,693
2011 : ROBERT J LOVELAND PHD PC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-102,563
Expenses. Total of all expenses incurred2011-12-31$5,424
Total plan assets at end of year2011-12-31$1,208,594
Total plan assets at beginning of year2011-12-31$1,316,581
Value of fidelity bond covering the plan2011-12-31$350,000
Expenses. Other expenses not covered elsewhere2011-12-31$5,329
Other income received2011-12-31$-104,854
Net income (gross income less expenses)2011-12-31$-107,987
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,208,594
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,316,581
Assets. Value of participant loans2011-12-31$50,000
Assets. Value of real-estate (other than employer real property)2011-12-31$280,000
Total contributions received or receivable from employer(s)2011-12-31$2,291
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$95
2010 : ROBERT J LOVELAND PHD PC 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$154,822
Expenses. Total of all expenses incurred2010-12-31$4,249
Total plan assets at end of year2010-12-31$1,316,581
Total plan assets at beginning of year2010-12-31$1,166,008
Value of fidelity bond covering the plan2010-12-31$350,000
Total contributions received or receivable from participants2010-12-31$22,000
Expenses. Other expenses not covered elsewhere2010-12-31$4,191
Other income received2010-12-31$103,673
Net income (gross income less expenses)2010-12-31$150,573
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,316,581
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,166,008
Assets. Value of participant loans2010-12-31$27,820
Assets. Value of real-estate (other than employer real property)2010-12-31$348,000
Total contributions received or receivable from employer(s)2010-12-31$29,149
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$58

Form 5500 Responses for ROBERT J LOVELAND PHD PC 401K PROFIT SHARING PLAN

2015: ROBERT J LOVELAND PHD PC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT J LOVELAND PHD PC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT J LOVELAND PHD PC 401K PROFIT SHARING 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 filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT J LOVELAND PHD PC 401K PROFIT SHARING 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT J LOVELAND PHD PC 401K PROFIT SHARING 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT J LOVELAND PHD PC 401K PROFIT SHARING 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 is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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