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STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameSTEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN
Plan identification number 001

STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K 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).
  • 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.

401k Sponsoring company profile

STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D.
Employer identification number (EIN):050418628
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01STEPHEN E. GLINICK
0012015-01-01STEPHEN E. GLINICK
0012014-01-01STEPHEN E. GLINICK
0012013-01-01STEPHEN E. GLINICK
0012012-01-01STEPHEN E. GLINICK
0012011-01-01STEPHEN E. GLINICK
0012009-01-01STEPHEN E GLINICK

Plan Statistics for STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN

Measure Date Value
2016: STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN

Measure Date Value
2016 : STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-03-31$0
Total plan liabilities at beginning of year2016-03-31$0
Total income from all sources2016-03-31$1,879
Expenses. Total of all expenses incurred2016-03-31$7,271
Benefits paid (including direct rollovers)2016-03-31$7,270
Total plan assets at end of year2016-03-31$0
Total plan assets at beginning of year2016-03-31$5,392
Value of fidelity bond covering the plan2016-03-31$100,000
Other income received2016-03-31$1,879
Net income (gross income less expenses)2016-03-31$-5,392
Net plan assets at end of year (total assets less liabilities)2016-03-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$5,392
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$1
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
2015 : STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN 2015 401k financial data
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$8,026
Expenses. Total of all expenses incurred2015-12-31$4,498,806
Benefits paid (including direct rollovers)2015-12-31$4,468,227
Total plan assets at end of year2015-12-31$5,392
Total plan assets at beginning of year2015-12-31$4,496,172
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$8,026
Net income (gross income less expenses)2015-12-31$-4,490,780
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,392
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,496,172
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$30,579
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$193,713
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$4,496,172
Total plan assets at beginning of year2014-12-31$4,302,459
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$109,916
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$193,713
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,496,172
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,302,459
Total contributions received or receivable from employer(s)2014-12-31$83,797
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$633,414
Expenses. Total of all expenses incurred2013-12-31$1,500
Benefits paid (including direct rollovers)2013-12-31$1,500
Total plan assets at end of year2013-12-31$4,302,459
Total plan assets at beginning of year2013-12-31$3,670,545
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$522,226
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$631,914
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,302,459
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,670,545
Total contributions received or receivable from employer(s)2013-12-31$111,188
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$486,081
Expenses. Total of all expenses incurred2012-12-31$6,500
Benefits paid (including direct rollovers)2012-12-31$6,500
Total plan assets at end of year2012-12-31$3,670,545
Total plan assets at beginning of year2012-12-31$3,190,964
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$376,975
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$479,581
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,670,545
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,190,964
Total contributions received or receivable from employer(s)2012-12-31$109,106
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$151,024
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$3,190,964
Total plan assets at beginning of year2011-12-31$3,039,940
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$44,070
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$151,024
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,190,964
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,039,940
Total contributions received or receivable from employer(s)2011-12-31$106,954
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$462,863
Expenses. Total of all expenses incurred2010-12-31$5,000
Benefits paid (including direct rollovers)2010-12-31$5,000
Total plan assets at end of year2010-12-31$3,039,940
Total plan assets at beginning of year2010-12-31$2,582,077
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$357,827
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$457,863
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,039,940
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,582,077
Total contributions received or receivable from employer(s)2010-12-31$105,036
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K 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 STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN

2016: STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K 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 filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 benefit arrangement - TrustYes
2009: STEPHEN E. GLINICK, M.D. AND ELIZABETH A. WELCH, M.D. 401K 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 benefit arrangement - TrustYes

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