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DAVID A. JUNG, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID A. JUNG, M.D. PROFIT SHARING PLAN
Plan identification number 002

DAVID A. JUNG, 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).
  • 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.
  • Life insurance

401k Sponsoring company profile

DAVID A. JUNG, M.D. has sponsored the creation of one or more 401k plans.

Company Name:DAVID A. JUNG, M.D.
Employer identification number (EIN):990296820
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MALINEE JUNG2023-10-10 MALINEE JUNG2023-10-10
0022021-01-01
0022021-01-01MALINEE JUNG
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DAVID JUNG DAVID JUNG2018-09-12
0022016-01-01DAVID JUNG DAVID JUNG2017-09-18
0022015-01-01DAVID JUNG DAVID JUNG2016-10-12
0022014-01-01DAVID A. JUNG, MD2015-10-15 DAVID A. JUNG, MD2015-10-15
0022013-01-01DAVID A. JUNG2014-10-15 DAVID A. JUNG2014-10-15
0022012-01-01DAVID JUNG2013-10-15 DAVID JUNG2013-10-15
0022011-01-01DAVID JUNG2012-10-15 DAVID JUNG2012-10-15
0022010-01-01DAVID JUNG2011-10-17 DAVID JUNG2011-10-17

Financial Data on DAVID A. JUNG, M.D. PROFIT SHARING PLAN

Measure Date Value
2021 : DAVID A. JUNG, M.D. PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$498,673
Expenses. Total of all expenses incurred2021-12-31$251,054
Benefits paid (including direct rollovers)2021-12-31$251,054
Total plan assets at end of year2021-12-31$2,429,500
Total plan assets at beginning of year2021-12-31$2,181,881
Value of fidelity bond covering the plan2021-12-31$300,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$498,673
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$247,619
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,429,500
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,181,881
Assets. Value of real-estate (other than employer real property)2021-12-31$505,000
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : DAVID A. JUNG, M.D. PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$230,555
Expenses. Total of all expenses incurred2020-12-31$402
Benefits paid (including direct rollovers)2020-12-31$402
Total plan assets at end of year2020-12-31$2,181,881
Total plan assets at beginning of year2020-12-31$1,951,728
Value of fidelity bond covering the plan2020-12-31$300,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$230,555
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$230,153
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,181,881
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,951,728
Assets. Value of real-estate (other than employer real property)2020-12-31$443,800
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : DAVID A. JUNG, M.D. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$339,796
Expenses. Total of all expenses incurred2019-12-31$57,316
Benefits paid (including direct rollovers)2019-12-31$57,316
Total plan assets at end of year2019-12-31$1,951,728
Total plan assets at beginning of year2019-12-31$1,669,248
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$289,796
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$282,480
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,951,728
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,669,248
Assets. Value of real-estate (other than employer real property)2019-12-31$422,400
Total contributions received or receivable from employer(s)2019-12-31$50,000
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : DAVID A. JUNG, M.D. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
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$59,577
Expenses. Total of all expenses incurred2018-12-31$402
Benefits paid (including direct rollovers)2018-12-31$402
Total plan assets at end of year2018-12-31$1,669,248
Total plan assets at beginning of year2018-12-31$1,610,073
Value of fidelity bond covering the plan2018-12-31$160,000
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$0
Noncash contributions received2018-12-31$-5,423
Net income (gross income less expenses)2018-12-31$59,175
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,669,248
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,610,073
Assets. Value of real-estate (other than employer real property)2018-12-31$353,600
Total contributions received or receivable from employer(s)2018-12-31$65,000
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$0
2017 : DAVID A. JUNG, M.D. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
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$244,179
Expenses. Total of all expenses incurred2017-12-31$542
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,610,073
Total plan assets at beginning of year2017-12-31$1,366,436
Value of fidelity bond covering the plan2017-12-31$160,000
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$0
Noncash contributions received2017-12-31$180,179
Net income (gross income less expenses)2017-12-31$243,637
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,610,073
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,366,436
Assets. Value of real-estate (other than employer real property)2017-12-31$324,000
Total contributions received or receivable from employer(s)2017-12-31$64,000
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$542
2016 : DAVID A. JUNG, 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$133,378
Expenses. Total of all expenses incurred2016-12-31$1,523
Benefits paid (including direct rollovers)2016-12-31$1,121
Total plan assets at end of year2016-12-31$1,366,436
Total plan assets at beginning of year2016-12-31$1,234,581
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$402
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$83,378
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$131,855
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,366,436
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,234,581
Assets. Value of real-estate (other than employer real property)2016-12-31$342,400
Total contributions received or receivable from employer(s)2016-12-31$50,000
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : DAVID A. JUNG, M.D. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
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$97,675
Expenses. Total of all expenses incurred2015-12-31$19,390
Benefits paid (including direct rollovers)2015-12-31$18,912
Total plan assets at end of year2015-12-31$1,234,581
Total plan assets at beginning of year2015-12-31$1,156,296
Value of fidelity bond covering the plan2015-12-31$150,000
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$47,675
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$78,285
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,234,581
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,156,296
Assets. Value of real-estate (other than employer real property)2015-12-31$327,500
Total contributions received or receivable from employer(s)2015-12-31$50,000
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$478
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for DAVID A. JUNG, M.D. PROFIT SHARING PLAN

2021: DAVID A. JUNG, M.D. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DAVID A. JUNG, M.D. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVID A. JUNG, 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 filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID A. JUNG, 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID A. JUNG, 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID A. JUNG, 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID A. JUNG, 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )
Policy contract numberC2881
Policy instance 1
THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )
Policy contract numberC2881
Policy instance 1
THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )
Policy contract numberC2881
Policy instance 1
THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )
Policy contract numberC2881
Policy instance 1
THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )
Policy contract numberC2881
Policy instance 1
THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )
Policy contract numberC2881
Policy instance 1

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