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JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN J. WILLSEN, M.D. PROFIT SHARING PLAN
Plan identification number 003

JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Target benefit plan
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • 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

JOHN J. WILLSEN, M.D. has sponsored the creation of one or more 401k plans.

Company Name:JOHN J. WILLSEN, M.D.
Employer identification number (EIN):942707807
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01JOHN J WILLSEN2020-02-05 JOHN J WILLSEN2020-02-05
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01MARTHA TALAMANTES2014-09-16
0032012-01-01JOHN J. WILLSEN2013-04-04 JOHN J. WILLSEN2013-04-04
0032011-01-01JOHN J. WILLSEN MD2012-05-21 JOHN J. WILLSEN MD2012-05-21
0032010-01-01JOHN J WILLSEN MD2012-05-21 JOHN J WILLSEN MD2012-05-21

Plan Statistics for JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN

Measure Date Value
2019: JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012

Financial Data on JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN

Measure Date Value
2019 : JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-10-31$0
Total plan liabilities at end of year2019-10-31$0
Total plan liabilities at beginning of year2019-10-31$0
Total income from all sources2019-10-31$210,943
Expenses. Total of all expenses incurred2019-10-31$2,047,745
Benefits paid (including direct rollovers)2019-10-31$2,045,021
Total plan assets at end of year2019-10-31$0
Total plan assets at beginning of year2019-10-31$1,836,802
Total contributions received or receivable from participants2019-10-31$0
Expenses. Other expenses not covered elsewhere2019-10-31$0
Contributions received from other sources (not participants or employers)2019-10-31$0
Other income received2019-10-31$210,943
Noncash contributions received2019-10-31$0
Net income (gross income less expenses)2019-10-31$-1,836,802
Net plan assets at end of year (total assets less liabilities)2019-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$1,836,802
Total contributions received or receivable from employer(s)2019-10-31$0
Value of certain deemed distributions of participant loans2019-10-31$0
Value of corrective distributions2019-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-10-31$2,724
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-10-31$0
2018 : JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-24,578
Expenses. Total of all expenses incurred2018-12-31$302,274
Benefits paid (including direct rollovers)2018-12-31$300,000
Total plan assets at end of year2018-12-31$1,836,802
Total plan assets at beginning of year2018-12-31$2,163,654
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-24,578
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-326,852
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,836,802
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,163,654
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,274
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,197
Expenses. Total of all expenses incurred2017-12-31$2,374
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$2,163,654
Total plan assets at beginning of year2017-12-31$2,163,831
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$2,197
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-177
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,163,654
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,163,831
Assets. Value of participant loans2017-12-31$47,400
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,374
2016 : JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$188,466
Expenses. Total of all expenses incurred2016-12-31$177,315
Benefits paid (including direct rollovers)2016-12-31$175,000
Total plan assets at end of year2016-12-31$2,163,831
Total plan assets at beginning of year2016-12-31$2,152,680
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$188,466
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$11,151
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,163,831
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,152,680
Assets. Value of participant loans2016-12-31$54,607
Assets. Value of assets in partnership/joint-venture interests2016-12-31$250,000
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,315
2015 : JOHN J. WILLSEN, M.D. 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$0
Total income from all sources2015-12-31$-12,262
Expenses. Total of all expenses incurred2015-12-31$53,595
Benefits paid (including direct rollovers)2015-12-31$50,000
Total plan assets at end of year2015-12-31$2,152,680
Total plan assets at beginning of year2015-12-31$2,218,537
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-12,262
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-65,857
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,152,680
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,218,537
Assets. Value of participant loans2015-12-31$61,323
Assets. Value of assets in partnership/joint-venture interests2015-12-31$250,000
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,595
2014 : JOHN J. WILLSEN, M.D. 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$199,307
Expenses. Total of all expenses incurred2014-12-31$302,062
Benefits paid (including direct rollovers)2014-12-31$300,000
Total plan assets at end of year2014-12-31$2,218,537
Total plan assets at beginning of year2014-12-31$2,321,292
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$2,062
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$199,307
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-102,755
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,218,537
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,321,292
Assets. Value of participant loans2014-12-31$67,580
Assets. Value of assets in partnership/joint-venture interests2014-12-31$250,000
Assets. Value of real-estate (other than employer real property)2014-12-31$50,000
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0

Form 5500 Responses for JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN

2019: JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN J. WILLSEN, M.D. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN J. WILLSEN, M.D. 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: JOHN J. WILLSEN, M.D. 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

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