?>
Plan Name | J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. |
Employer identification number (EIN): | 952665650 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1969-09-25 |
Company Identification Number: | C0581120 |
Legal Registered Office Address: |
3062 Capri Lane Costa Mesa United States of America (USA) 92626-3502 |
More information about J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2020-01-01 | J. W. APPLEGATE, M.D. | 2021-08-11 | ||
004 | 2019-01-01 | J. W. APPLEGATE, M.D. | 2020-03-17 | ||
004 | 2018-01-01 | ||||
004 | 2017-01-01 | ||||
004 | 2016-01-01 | J. W. APPLEGATE, M.D. | |||
004 | 2015-01-01 | J. W. APPLEGATE, M.D. | |||
004 | 2014-01-01 | J. W. APPLEGATE, M.D. | |||
004 | 2013-01-01 | J. W. APPLEGATE, M.D. | |||
004 | 2012-01-01 | J. W. APPLEGATE, M.D. | |||
004 | 2011-01-01 | J. W. APPLEGATE, M.D. | |||
004 | 2009-01-01 | JEFF D. WILLIAMS |
Measure | Date | Value |
---|---|---|
2020: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 2 |
Number of participants with account balances | 2019-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 2 |
Number of participants with account balances | 2018-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 3 |
Number of participants with account balances | 2017-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 3 |
Number of participants with account balances | 2016-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 3 |
Number of participants with account balances | 2015-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 3 |
Number of participants with account balances | 2014-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 3 |
Number of participants with account balances | 2013-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 3 |
Number of participants with account balances | 2012-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 3 |
Number of participants with account balances | 2011-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2020 : J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $175,639 |
Expenses. Total of all expenses incurred | 2020-12-31 | $3,671,898 |
Benefits paid (including direct rollovers) | 2020-12-31 | $3,671,898 |
Total plan assets at end of year | 2020-12-31 | $0 |
Total plan assets at beginning of year | 2020-12-31 | $3,496,259 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $175,639 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $-3,496,259 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,496,259 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
2019 : J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2019 401k financial data | ||
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $186,707 |
Expenses. Total of all expenses incurred | 2019-12-31 | $329,742 |
Benefits paid (including direct rollovers) | 2019-12-31 | $298,271 |
Total plan assets at end of year | 2019-12-31 | $3,496,259 |
Total plan assets at beginning of year | 2019-12-31 | $3,639,294 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $31,471 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $186,707 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $-143,035 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,496,259 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,639,294 |
Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $708,000 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $3,267 |
Expenses. Total of all expenses incurred | 2018-12-31 | $391,615 |
Benefits paid (including direct rollovers) | 2018-12-31 | $341,798 |
Total plan assets at end of year | 2018-12-31 | $3,639,294 |
Total plan assets at beginning of year | 2018-12-31 | $4,027,642 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $49,817 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $3,267 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-388,348 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,639,294 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,027,642 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $804,704 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $-7,722 |
Expenses. Total of all expenses incurred | 2017-12-31 | $625,453 |
Benefits paid (including direct rollovers) | 2017-12-31 | $572,058 |
Total plan assets at end of year | 2017-12-31 | $4,027,642 |
Total plan assets at beginning of year | 2017-12-31 | $4,660,817 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $53,395 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $-7,722 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $-633,175 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,027,642 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,660,817 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $884,704 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $226,022 |
Expenses. Total of all expenses incurred | 2016-12-31 | $511,142 |
Benefits paid (including direct rollovers) | 2016-12-31 | $451,067 |
Total plan assets at end of year | 2016-12-31 | $4,660,817 |
Total plan assets at beginning of year | 2016-12-31 | $4,945,937 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $60,075 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $226,022 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-285,120 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,660,817 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,945,937 |
Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $1,313,285 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $44,999 |
Expenses. Total of all expenses incurred | 2015-12-31 | $500,636 |
Benefits paid (including direct rollovers) | 2015-12-31 | $438,750 |
Total plan assets at end of year | 2015-12-31 | $4,945,937 |
Total plan assets at beginning of year | 2015-12-31 | $5,401,574 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $61,886 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $44,999 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-455,637 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,945,937 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,401,574 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $1,313,285 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $159,433 |
Expenses. Total of all expenses incurred | 2014-12-31 | $478,168 |
Benefits paid (including direct rollovers) | 2014-12-31 | $421,000 |
Total plan assets at end of year | 2014-12-31 | $5,401,574 |
Total plan assets at beginning of year | 2014-12-31 | $5,720,309 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $57,168 |
Other income received | 2014-12-31 | $159,433 |
Net income (gross income less expenses) | 2014-12-31 | $-318,735 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,401,574 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,720,309 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $1,271,176 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $80,000 |
2013 : J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $318,949 |
Expenses. Total of all expenses incurred | 2013-12-31 | $482,250 |
Benefits paid (including direct rollovers) | 2013-12-31 | $424,090 |
Total plan assets at end of year | 2013-12-31 | $5,720,309 |
Total plan assets at beginning of year | 2013-12-31 | $5,883,610 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $58,160 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $318,949 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $-163,301 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,720,309 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,883,610 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $1,302,356 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $80,000 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
2012 : J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $305,425 |
Expenses. Total of all expenses incurred | 2012-12-31 | $536,343 |
Benefits paid (including direct rollovers) | 2012-12-31 | $478,000 |
Total plan assets at end of year | 2012-12-31 | $5,883,610 |
Total plan assets at beginning of year | 2012-12-31 | $6,114,528 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Other income received | 2012-12-31 | $305,425 |
Net income (gross income less expenses) | 2012-12-31 | $-230,918 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,883,610 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,114,528 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $1,631,491 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $146,415 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $58,343 |
2011 : J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $77,818 |
Expenses. Total of all expenses incurred | 2011-12-31 | $480,068 |
Benefits paid (including direct rollovers) | 2011-12-31 | $420,000 |
Total plan assets at end of year | 2011-12-31 | $6,114,528 |
Total plan assets at beginning of year | 2011-12-31 | $6,516,778 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Other income received | 2011-12-31 | $77,818 |
Net income (gross income less expenses) | 2011-12-31 | $-402,250 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,114,528 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,516,778 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $1,659,441 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $148,295 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $60,068 |
2010 : J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $337,492 |
Expenses. Total of all expenses incurred | 2010-12-31 | $505,862 |
Benefits paid (including direct rollovers) | 2010-12-31 | $443,000 |
Total plan assets at end of year | 2010-12-31 | $6,516,778 |
Total plan assets at beginning of year | 2010-12-31 | $6,685,148 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Other income received | 2010-12-31 | $337,492 |
Net income (gross income less expenses) | 2010-12-31 | $-168,370 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,516,778 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,685,148 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $1,714,510 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $450,023 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $62,862 |
2020: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2020 form 5500 responses | ||
---|---|---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | Yes |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: J. W. APPLEGATE, M.D., F. C. WESTERHOUT, JR., M.D., INC. PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |