PHILIP E. WERTHMAN, M.D., AMC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PHILIP E. WERTHMAN, M.D., A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN
| Measure | Date | Value |
|---|
| 2023 : PHILIP E. WERTHMAN, M.D., A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $122,647 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $8,144 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $1,348 |
| Total plan assets at end of year | 2023-12-31 | $1,537,698 |
| Total plan assets at beginning of year | 2023-12-31 | $1,423,195 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $6,796 |
| Other income received | 2023-12-31 | $47,647 |
| Net income (gross income less expenses) | 2023-12-31 | $114,503 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,537,698 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,423,195 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $284,580 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $75,000 |
| 2022 : PHILIP E. WERTHMAN, M.D., A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-309,482 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $10,377 |
| Total plan assets at end of year | 2022-12-31 | $1,423,195 |
| Total plan assets at beginning of year | 2022-12-31 | $1,743,054 |
| Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $10,377 |
| Other income received | 2022-12-31 | $-322,575 |
| Net income (gross income less expenses) | 2022-12-31 | $-319,859 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,423,195 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,743,054 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $284,580 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $13,093 |
| 2023: PHILIP E. WERTHMAN, M.D., A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: PHILIP E. WERTHMAN, M.D., A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
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