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W. DAVID MELLO, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameW. DAVID MELLO, M.D. PROFIT SHARING PLAN
Plan identification number 001

W. DAVID MELLO, M.D. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Target benefit plan
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • 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

W. DAVID MELLO, M.D. INC. A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:W. DAVID MELLO, M.D. INC. A PROFESSIONAL CORPORATION
Employer identification number (EIN):953877216
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W. DAVID MELLO, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01WDAVID MELLO2022-07-28 WDAVID MELLO2022-07-28
0012020-01-01WDAVID MELLO2021-07-30 WDAVID MELLO2021-07-30
0012019-01-01WDAVID MELLO2020-07-21 WDAVID MELLO2020-07-21
0012018-01-01WDAVID MELLO2019-07-31 WDAVID MELLO2019-07-31
0012017-01-01WDAVID MELLO2018-07-31 WDAVID MELLO2018-07-31
0012016-01-01WDAVID MELLO2017-07-25 WDAVID MELLO2017-07-25
0012015-01-01WDAVID MELLO2016-07-28 WDAVID MELLO2016-07-28
0012014-01-01WDAVID MELLO2015-10-13 WDAVID MELLO2015-10-13
0012013-01-01WDAVID MELLO2014-10-13 WDAVID MELLO2014-10-13
0012012-01-01WDAVID MELLO2013-10-11
0012011-01-01WDAVID MELLO
0012010-01-01WDAVID MELLO
0012009-01-01 WDAVID MELLO2010-08-24
0012009-01-01WDAVID MELLO

Financial Data on W. DAVID MELLO, M.D. PROFIT SHARING PLAN

Measure Date Value
2024 : W. DAVID MELLO, M.D. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-070
Total expenses incurred by plan in this plan year2024-06-070
Net assets as of the end of the plan year2024-06-073048929
Total assets as of the beginning of the plan year2024-06-072663810
Participant contributions to plan in this plan year2024-06-070
Other expenses paid from plan in this plan year2024-06-070
Other income to plan in this plan year2024-06-07309825
Plan net income in this plan year2024-06-07385119
Net assets as of the end of the plan year2024-06-073048929
Net assets as of the beginning of the plan year2024-06-072663810
Employer contributions to plan in this plan year2024-06-0775294
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-070
2011 : W. DAVID MELLO, M.D. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$69,999
Expenses. Total of all expenses incurred2011-12-31$47,613
Benefits paid (including direct rollovers)2011-12-31$47,583
Total plan assets at end of year2011-12-31$1,654,303
Total plan assets at beginning of year2011-12-31$1,631,917
Other income received2011-12-31$18,322
Net income (gross income less expenses)2011-12-31$22,386
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,654,303
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,631,917
Total contributions received or receivable from employer(s)2011-12-31$51,677
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$30
2010 : W. DAVID MELLO, M.D. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total income from all sources2010-12-31$94,937
Expenses. Total of all expenses incurred2010-12-31$130
Total plan assets at end of year2010-12-31$1,631,917
Total plan assets at beginning of year2010-12-31$1,537,110
Expenses. Other expenses not covered elsewhere2010-12-31$130
Other income received2010-12-31$43,039
Net income (gross income less expenses)2010-12-31$94,807
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,631,917
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,537,110
Total contributions received or receivable from employer(s)2010-12-31$51,898
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : W. DAVID MELLO, M.D. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for W. DAVID MELLO, M.D. PROFIT SHARING PLAN

2011: W. DAVID MELLO, M.D. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement - TrustYes
2010: W. DAVID MELLO, M.D. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement - TrustYes
2009: W. DAVID MELLO, M.D. 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 funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes

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