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Plan Name | DAVID A. WALDEN, M.D., INC. PROFIT SHARING PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | DAVID A. WALDEN, M.D., INC. |
Employer identification number (EIN): | 953272758 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about DAVID A. WALDEN, M.D., INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1977-11-29 |
Company Identification Number: | C0856428 |
Legal Registered Office Address: |
320 Superior Ave #380 Newport Beach United States of America (USA) 92663 |
More information about DAVID A. WALDEN, M.D., INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2016-11-01 | ||||
003 | 2014-11-01 | DAVID A. WALDEN, M.D. | |||
003 | 2013-11-01 | DAVID A. WALDEN, M.D. | |||
003 | 2012-11-01 | DAVID A. WALDEN, M.D. | |||
003 | 2011-11-01 | CONTRACT ADMINISTRATOR | |||
003 | 2010-11-01 | DAVID A. WALDEN, M.D. | |||
003 | 2009-11-01 | DAVID A. WALDEN, M.D. | |||
003 | 2008-11-01 |
Measure | Date | Value |
---|---|---|
2014: DAVID A. WALDEN, M.D., INC. PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 3 |
Number of retired or separated participants receiving benefits | 2014-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 0 |
Total of all active and inactive participants | 2014-11-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 0 |
Total participants | 2014-11-01 | 3 |
Number of participants with account balances | 2014-11-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 0 |
2013: DAVID A. WALDEN, M.D., INC. PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 3 |
Number of retired or separated participants receiving benefits | 2013-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 0 |
Total of all active and inactive participants | 2013-11-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 0 |
Total participants | 2013-11-01 | 3 |
Number of participants with account balances | 2013-11-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-11-01 | 0 |
2012: DAVID A. WALDEN, M.D., INC. PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 2 |
Number of retired or separated participants receiving benefits | 2012-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 1 |
Total of all active and inactive participants | 2012-11-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 0 |
Total participants | 2012-11-01 | 3 |
Number of participants with account balances | 2012-11-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 0 |
2011: DAVID A. WALDEN, M.D., INC. PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 3 |
Number of retired or separated participants receiving benefits | 2011-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 0 |
Total of all active and inactive participants | 2011-11-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 0 |
Total participants | 2011-11-01 | 3 |
Number of participants with account balances | 2011-11-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 0 |
2010: DAVID A. WALDEN, M.D., INC. PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 3 |
Number of retired or separated participants receiving benefits | 2010-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-11-01 | 0 |
Total of all active and inactive participants | 2010-11-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-11-01 | 0 |
Total participants | 2010-11-01 | 3 |
Number of participants with account balances | 2010-11-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-11-01 | 0 |
2009: DAVID A. WALDEN, M.D., INC. PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 0 |
Total of all active and inactive participants | 2009-11-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 0 |
Total participants | 2009-11-01 | 3 |
Number of participants with account balances | 2009-11-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : DAVID A. WALDEN, M.D., INC. PROFIT SHARING PLAN 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-10-31 | $0 |
Total plan liabilities at beginning of year | 2015-10-31 | $0 |
Total income from all sources | 2015-10-31 | $136,823 |
Expenses. Total of all expenses incurred | 2015-10-31 | $54,558 |
Benefits paid (including direct rollovers) | 2015-10-31 | $54,558 |
Total plan assets at end of year | 2015-10-31 | $1,559,960 |
Total plan assets at beginning of year | 2015-10-31 | $1,477,695 |
Value of fidelity bond covering the plan | 2015-10-31 | $500,000 |
Total contributions received or receivable from participants | 2015-10-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-10-31 | $0 |
Other income received | 2015-10-31 | $136,823 |
Noncash contributions received | 2015-10-31 | $0 |
Net income (gross income less expenses) | 2015-10-31 | $82,265 |
Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $1,559,960 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $1,477,695 |
Total contributions received or receivable from employer(s) | 2015-10-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-10-31 | $0 |
Value of corrective distributions | 2015-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-10-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-10-31 | $0 |
2014 : DAVID A. WALDEN, M.D., INC. PROFIT SHARING PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-10-31 | $0 |
Total plan liabilities at end of year | 2014-10-31 | $0 |
Total plan liabilities at beginning of year | 2014-10-31 | $0 |
Total income from all sources | 2014-10-31 | $107,791 |
Expenses. Total of all expenses incurred | 2014-10-31 | $49,117 |
Benefits paid (including direct rollovers) | 2014-10-31 | $49,117 |
Total plan assets at end of year | 2014-10-31 | $1,477,695 |
Total plan assets at beginning of year | 2014-10-31 | $1,419,021 |
Value of fidelity bond covering the plan | 2014-10-31 | $500,000 |
Total contributions received or receivable from participants | 2014-10-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-10-31 | $0 |
Other income received | 2014-10-31 | $107,791 |
Noncash contributions received | 2014-10-31 | $0 |
Net income (gross income less expenses) | 2014-10-31 | $58,674 |
Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $1,477,695 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $1,419,021 |
Total contributions received or receivable from employer(s) | 2014-10-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-10-31 | $0 |
Value of corrective distributions | 2014-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-10-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-10-31 | $0 |
2013 : DAVID A. WALDEN, M.D., INC. PROFIT SHARING PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-10-31 | $0 |
Total plan liabilities at end of year | 2013-10-31 | $0 |
Total plan liabilities at beginning of year | 2013-10-31 | $0 |
Total income from all sources | 2013-10-31 | $96,608 |
Expenses. Total of all expenses incurred | 2013-10-31 | $0 |
Benefits paid (including direct rollovers) | 2013-10-31 | $0 |
Total plan assets at end of year | 2013-10-31 | $1,419,021 |
Total plan assets at beginning of year | 2013-10-31 | $1,322,413 |
Value of fidelity bond covering the plan | 2013-10-31 | $600,000 |
Assets. Value of tangible personal property | 2013-10-31 | $780,000 |
Total contributions received or receivable from participants | 2013-10-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-10-31 | $0 |
Other income received | 2013-10-31 | $96,608 |
Noncash contributions received | 2013-10-31 | $0 |
Net income (gross income less expenses) | 2013-10-31 | $96,608 |
Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $1,419,021 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $1,322,413 |
Total contributions received or receivable from employer(s) | 2013-10-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-10-31 | $0 |
Value of corrective distributions | 2013-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-10-31 | $0 |
2012 : DAVID A. WALDEN, M.D., INC. PROFIT SHARING PLAN 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-10-31 | $0 |
Total plan liabilities at beginning of year | 2012-10-31 | $0 |
Total income from all sources | 2012-10-31 | $178,826 |
Expenses. Total of all expenses incurred | 2012-10-31 | $0 |
Benefits paid (including direct rollovers) | 2012-10-31 | $0 |
Total plan assets at end of year | 2012-10-31 | $1,322,413 |
Total plan assets at beginning of year | 2012-10-31 | $1,143,587 |
Value of fidelity bond covering the plan | 2012-10-31 | $900,000 |
Assets. Value of tangible personal property | 2012-10-31 | $800,000 |
Total contributions received or receivable from participants | 2012-10-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-10-31 | $0 |
Other income received | 2012-10-31 | $178,826 |
Noncash contributions received | 2012-10-31 | $0 |
Net income (gross income less expenses) | 2012-10-31 | $178,826 |
Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $1,322,413 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $1,143,587 |
Total contributions received or receivable from employer(s) | 2012-10-31 | $0 |
Value of certain deemed distributions of participant loans | 2012-10-31 | $0 |
Value of corrective distributions | 2012-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-10-31 | $0 |
2011 : DAVID A. WALDEN, M.D., INC. PROFIT SHARING PLAN 2011 401k financial data | ||
Transfers to/from the plan | 2011-10-31 | $0 |
Total plan liabilities at end of year | 2011-10-31 | $0 |
Total plan liabilities at beginning of year | 2011-10-31 | $0 |
Total income from all sources | 2011-10-31 | $132,200 |
Expenses. Total of all expenses incurred | 2011-10-31 | $0 |
Benefits paid (including direct rollovers) | 2011-10-31 | $0 |
Total plan assets at end of year | 2011-10-31 | $1,143,587 |
Total plan assets at beginning of year | 2011-10-31 | $1,011,387 |
Value of fidelity bond covering the plan | 2011-10-31 | $600,000 |
Assets. Value of tangible personal property | 2011-10-31 | $662,500 |
Total contributions received or receivable from participants | 2011-10-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-10-31 | $0 |
Other income received | 2011-10-31 | $132,200 |
Noncash contributions received | 2011-10-31 | $0 |
Net income (gross income less expenses) | 2011-10-31 | $132,200 |
Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $1,143,587 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $1,011,387 |
Total contributions received or receivable from employer(s) | 2011-10-31 | $0 |
Value of certain deemed distributions of participant loans | 2011-10-31 | $0 |
Value of corrective distributions | 2011-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-10-31 | $0 |
2014: DAVID A. WALDEN, M.D., INC. PROFIT SHARING PLAN 2014 form 5500 responses | ||
---|---|---|
2014-11-01 | Type of plan entity | Single employer plan |
2014-11-01 | Submission has been amended | No |
2014-11-01 | This submission is the final filing | No |
2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-11-01 | Plan is a collectively bargained plan | No |
2014-11-01 | Plan funding arrangement – Trust | Yes |
2014-11-01 | Plan benefit arrangement - Trust | Yes |
2013: DAVID A. WALDEN, M.D., INC. PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-11-01 | Type of plan entity | Single employer plan |
2013-11-01 | Submission has been amended | No |
2013-11-01 | This submission is the final filing | No |
2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-11-01 | Plan is a collectively bargained plan | No |
2013-11-01 | Plan funding arrangement – Trust | Yes |
2013-11-01 | Plan benefit arrangement - Trust | Yes |
2012: DAVID A. WALDEN, M.D., INC. PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-11-01 | Type of plan entity | Single employer plan |
2012-11-01 | Submission has been amended | No |
2012-11-01 | This submission is the final filing | No |
2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-11-01 | Plan is a collectively bargained plan | No |
2012-11-01 | Plan funding arrangement – Trust | Yes |
2012-11-01 | Plan benefit arrangement - Trust | Yes |
2011: DAVID A. WALDEN, M.D., INC. PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-11-01 | Type of plan entity | Single employer plan |
2011-11-01 | Submission has been amended | No |
2011-11-01 | This submission is the final filing | No |
2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-11-01 | Plan is a collectively bargained plan | No |
2011-11-01 | Plan funding arrangement – Trust | Yes |
2011-11-01 | Plan benefit arrangement - Trust | Yes |
2010: DAVID A. WALDEN, M.D., INC. PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-11-01 | Type of plan entity | Single employer plan |
2010-11-01 | Submission has been amended | No |
2010-11-01 | This submission is the final filing | No |
2010-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-11-01 | Plan is a collectively bargained plan | No |
2010-11-01 | Plan funding arrangement – Trust | Yes |
2010-11-01 | Plan benefit arrangement - Trust | Yes |
2009: DAVID A. WALDEN, M.D., INC. PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-11-01 | Type of plan entity | Single employer plan |
2009-11-01 | Submission has been amended | No |
2009-11-01 | This submission is the final filing | No |
2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-11-01 | Plan is a collectively bargained plan | No |
2009-11-01 | Plan funding arrangement – Trust | Yes |
2009-11-01 | Plan benefit arrangement - Trust | Yes |
2008: DAVID A. WALDEN, M.D., INC. PROFIT SHARING PLAN 2008 form 5500 responses | ||
2008-11-01 | Type of plan entity | Single employer plan |
2008-11-01 | Submission has been amended | No |
2008-11-01 | This submission is the final filing | No |
2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-11-01 | Plan is a collectively bargained plan | No |