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LAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN
Plan identification number 001

LAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

LAWRENCE E. YELLEN, M.D. has sponsored the creation of one or more 401k plans.

Company Name:LAWRENCE E. YELLEN, M.D.
Employer identification number (EIN):042637236
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LAWRENCE YELLEN2023-10-11
0012021-01-01LAWRENCE YELLEN2022-10-01
0012020-01-01LAWRENCE YELLEN2021-10-04
0012019-01-01LAWRENCE YELLEN2020-06-23
0012018-01-01DR. LAWRENCE E. YELLEN2019-10-07
0012018-01-01LAWRENCE YELLEN2020-10-05
0012017-01-01DR. LAWRENCE E. YELLEN2018-08-29
0012017-01-01DR. LAWRENCE E. YELLEN2019-10-07
0012016-01-01DR. LAWRENCE E. YELLEN2017-06-26
0012016-01-01DR. LAWRENCE E. YELLEN2018-09-17
0012015-01-01DR. LAWRENCE E. YELLEN2016-06-22
0012014-01-01DR. LAWRENCE E. YELLEN2015-10-04
0012013-01-01LAWRENCE E. YELLEN, MD
0012012-01-01LAWRENCE E. YELLEN LAWRENCE E. YELLEN, MD2013-10-09
0012011-01-01LAWRENCE E YELLEN MD LAWRENCE E YELLEN MD2012-10-03
0012009-01-01LAWRENCE E YELLEN MD

Plan Statistics for LAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: LAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: LAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: LAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2009: LAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on LAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013 : LAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$409,908
Expenses. Total of all expenses incurred2013-12-31$16,148
Total plan assets at end of year2013-12-31$3,220,878
Total plan assets at beginning of year2013-12-31$2,827,118
Value of fidelity bond covering the plan2013-12-31$322,000
Total contributions received or receivable from participants2013-12-31$23,000
Other income received2013-12-31$347,910
Net income (gross income less expenses)2013-12-31$393,760
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,220,878
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,827,118
Total contributions received or receivable from employer(s)2013-12-31$38,998
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$16,148
2012 : LAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$355,981
Expenses. Total of all expenses incurred2012-12-31$14,026
Total plan assets at end of year2012-12-31$2,827,118
Total plan assets at beginning of year2012-12-31$2,485,163
Value of fidelity bond covering the plan2012-12-31$285,000
Total contributions received or receivable from participants2012-12-31$22,500
Other income received2012-12-31$294,220
Net income (gross income less expenses)2012-12-31$341,955
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,827,118
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,485,163
Total contributions received or receivable from employer(s)2012-12-31$39,261
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$14,026
2011 : LAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$153,637
Expenses. Total of all expenses incurred2011-12-31$165,375
Total plan assets at end of year2011-12-31$2,485,163
Total plan assets at beginning of year2011-12-31$2,496,901
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$22,000
Expenses. Other expenses not covered elsewhere2011-12-31$165,375
Other income received2011-12-31$92,592
Net income (gross income less expenses)2011-12-31$-11,738
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,485,163
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,496,901
Total contributions received or receivable from employer(s)2011-12-31$39,045
2010 : LAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$292,824
Expenses. Total of all expenses incurred2010-12-31$9,183
Total plan assets at end of year2010-12-31$2,496,901
Total plan assets at beginning of year2010-12-31$2,213,260
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$22,000
Expenses. Other expenses not covered elsewhere2010-12-31$9,183
Other income received2010-12-31$231,984
Net income (gross income less expenses)2010-12-31$283,641
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,496,901
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,213,260
Total contributions received or receivable from employer(s)2010-12-31$38,840

Form 5500 Responses for LAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN

2013: LAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LAWRENCE E. YELLEN, M.D. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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