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MARK J. GELWAN, M.D. PENSION PLAN 401k Plan overview

Plan NameMARK J. GELWAN, M.D. PENSION PLAN
Plan identification number 001

MARK J. GELWAN, M.D. PENSION 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
  • 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.
  • Life insurance

401k Sponsoring company profile

MARK J. GELWAN, M.D. has sponsored the creation of one or more 401k plans.

Company Name:MARK J. GELWAN, M.D.
Employer identification number (EIN):133448113
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK J. GELWAN, M.D. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01MARK GELWAN2021-09-24 MARK GELWAN2021-09-24
0012019-01-01MARK GELWAN2020-02-11 MARK GELWAN2020-02-11
0012018-01-01MARK GELWAN2019-10-15 MARK GELWAN2019-10-15
0012018-01-01MARK GELWAN2020-01-23
0012017-01-01MARK GELWAN2018-07-10
0012016-01-01MARK GELWAN2017-09-22
0012015-01-01MARK GELWAN2016-06-28
0012014-01-01MARK GELWAN2015-10-12
0012013-01-01MARK GELWAN
0012012-01-01MARK GELWAN
0012011-01-01MARK GELWAN
0012010-01-01MARK GELWAN
0012009-01-01MARK GELWAN
0012009-01-01MARK GELWAN

Financial Data on MARK J. GELWAN, M.D. PENSION PLAN

Measure Date Value
2013 : MARK J. GELWAN, M.D. PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$171,482
Expenses. Total of all expenses incurred2013-12-31$20,000
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,477,909
Total plan assets at beginning of year2013-12-31$1,326,427
Value of fidelity bond covering the plan2013-12-31$50,000
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$131,482
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$151,482
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,477,909
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,326,427
Assets. Value of participant loans2013-12-31$49,245
Total contributions received or receivable from employer(s)2013-12-31$40,000
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$20,000
2012 : MARK J. GELWAN, M.D. PENSION 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$129,826
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,326,427
Total plan assets at beginning of year2012-12-31$1,196,601
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$89,826
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$129,826
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,326,427
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,196,601
Assets. Value of participant loans2012-12-31$64,000
Total contributions received or receivable from employer(s)2012-12-31$40,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
2011 : MARK J. GELWAN, M.D. PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-14,018
Expenses. Total of all expenses incurred2011-12-31$20,000
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,196,601
Total plan assets at beginning of year2011-12-31$1,230,619
Value of fidelity bond covering the plan2011-12-31$50,000
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$0
Other income received2011-12-31$-54,018
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-34,018
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,196,601
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,230,619
Total contributions received or receivable from employer(s)2011-12-31$40,000
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$20,000
2010 : MARK J. GELWAN, M.D. PENSION 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$80,278
Expenses. Total of all expenses incurred2010-12-31$20,000
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,230,619
Total plan assets at beginning of year2010-12-31$1,170,341
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$40,278
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$60,278
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,230,619
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,170,341
Total contributions received or receivable from employer(s)2010-12-31$40,000
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$20,000

Form 5500 Responses for MARK J. GELWAN, M.D. PENSION PLAN

2013: MARK J. GELWAN, M.D. PENSION 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARK J. GELWAN, M.D. PENSION 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARK J. GELWAN, M.D. PENSION 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MARK J. GELWAN, M.D. PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MARK J. GELWAN, M.D. PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AVIVA LIFE & ANNUITY CO. OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 63932 )
Policy contract number02-BL06055090
Policy instance 1
AVIVA LIFE & ANNUITY CO. OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 63932 )
Policy contract number02-BL06055090
Policy instance 1
AVIVA LIFE & ANNUITY CO. OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 63932 )
Policy contract number02-BL06055090
Policy instance 1

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