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MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

MARSHALL MEDLEY, D.O., P.C. has sponsored the creation of one or more 401k plans.

Company Name:MARSHALL MEDLEY, D.O., P.C.
Employer identification number (EIN):202735312
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01MARSHALL MEDLEY, DO
0012016-01-01MARSHALL MEDLEY, DO
0012015-01-01MARSHALL MEDLEY, DO
0012014-01-01MARSHALL MEDLEY, DO
0012013-01-01MARSHALL MEDLEY, DO
0012012-01-01MARSHALL MEDLEY, DO
0012011-01-01MARSHALL MEDLEY, DO
0012009-01-01MARSHALL MEDLEY, DO
0012009-01-01MARSHALL MEDLEY, DO

Plan Statistics for MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
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 benefits2016-01-011
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MARSHALL MEDLEY, D.O., P.C. 401(K) 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 benefits2014-01-011
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MARSHALL MEDLEY, D.O., P.C. 401(K) 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 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
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: MARSHALL MEDLEY, D.O., P.C. 401(K) 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: MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
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: MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-015
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 participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-012

Financial Data on MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$995
Expenses. Total of all expenses incurred2017-12-31$50,190
Benefits paid (including direct rollovers)2017-12-31$50,188
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$49,195
Total contributions received or receivable from participants2017-12-31$114
Other income received2017-12-31$881
Net income (gross income less expenses)2017-12-31$-49,195
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$49,195
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2
2016 : MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$29,136
Expenses. Total of all expenses incurred2016-12-31$338,788
Benefits paid (including direct rollovers)2016-12-31$336,066
Total plan assets at end of year2016-12-31$49,195
Total plan assets at beginning of year2016-12-31$358,847
Value of fidelity bond covering the plan2016-12-31$40,000
Total contributions received or receivable from participants2016-12-31$24,203
Other income received2016-12-31$3,813
Net income (gross income less expenses)2016-12-31$-309,652
Net plan assets at end of year (total assets less liabilities)2016-12-31$49,195
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$358,847
Total contributions received or receivable from employer(s)2016-12-31$1,120
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,722
2015 : MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$68,147
Expenses. Total of all expenses incurred2015-12-31$6,239
Benefits paid (including direct rollovers)2015-12-31$2,979
Total plan assets at end of year2015-12-31$358,847
Total plan assets at beginning of year2015-12-31$296,939
Value of fidelity bond covering the plan2015-12-31$40,000
Total contributions received or receivable from participants2015-12-31$57,229
Other income received2015-12-31$-1,821
Net income (gross income less expenses)2015-12-31$61,908
Net plan assets at end of year (total assets less liabilities)2015-12-31$358,847
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$296,939
Total contributions received or receivable from employer(s)2015-12-31$12,739
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,260
2014 : MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$66,241
Expenses. Total of all expenses incurred2014-12-31$10,359
Benefits paid (including direct rollovers)2014-12-31$7,941
Total plan assets at end of year2014-12-31$296,939
Total plan assets at beginning of year2014-12-31$241,057
Value of fidelity bond covering the plan2014-12-31$25,000
Total contributions received or receivable from participants2014-12-31$44,273
Other income received2014-12-31$16,329
Net income (gross income less expenses)2014-12-31$55,882
Net plan assets at end of year (total assets less liabilities)2014-12-31$296,939
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$241,057
Total contributions received or receivable from employer(s)2014-12-31$5,639
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,418
2013 : MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$83,944
Expenses. Total of all expenses incurred2013-12-31$11,769
Benefits paid (including direct rollovers)2013-12-31$9,950
Total plan assets at end of year2013-12-31$241,057
Total plan assets at beginning of year2013-12-31$168,882
Value of fidelity bond covering the plan2013-12-31$25,000
Total contributions received or receivable from participants2013-12-31$28,203
Other income received2013-12-31$44,843
Net income (gross income less expenses)2013-12-31$72,175
Net plan assets at end of year (total assets less liabilities)2013-12-31$241,057
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$168,882
Total contributions received or receivable from employer(s)2013-12-31$10,898
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,819
2012 : MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$67,896
Expenses. Total of all expenses incurred2012-12-31$1,415
Total plan assets at end of year2012-12-31$168,882
Total plan assets at beginning of year2012-12-31$102,401
Value of fidelity bond covering the plan2012-12-31$17,000
Total contributions received or receivable from participants2012-12-31$39,228
Other income received2012-12-31$11,002
Net income (gross income less expenses)2012-12-31$66,481
Net plan assets at end of year (total assets less liabilities)2012-12-31$168,882
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$102,401
Total contributions received or receivable from employer(s)2012-12-31$17,666
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,415
2011 : MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$50,254
Expenses. Total of all expenses incurred2011-12-31$596
Total plan assets at end of year2011-12-31$102,401
Total plan assets at beginning of year2011-12-31$52,743
Value of fidelity bond covering the plan2011-12-31$12,000
Total contributions received or receivable from participants2011-12-31$13,903
Other income received2011-12-31$-3,396
Net income (gross income less expenses)2011-12-31$49,658
Net plan assets at end of year (total assets less liabilities)2011-12-31$102,401
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$52,743
Total contributions received or receivable from employer(s)2011-12-31$39,747
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$596
2010 : MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$39,493
Total plan assets at end of year2010-12-31$52,743
Total plan assets at beginning of year2010-12-31$13,250
Value of fidelity bond covering the plan2010-12-31$6,000
Total contributions received or receivable from participants2010-12-31$11,756
Other income received2010-12-31$2,469
Net income (gross income less expenses)2010-12-31$39,493
Net plan assets at end of year (total assets less liabilities)2010-12-31$52,743
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$13,250
Total contributions received or receivable from employer(s)2010-12-31$25,268

Form 5500 Responses for MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN

2017: MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARSHALL MEDLEY, D.O., P.C. 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: MARSHALL MEDLEY, D.O., P.C. 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: MARSHALL MEDLEY, D.O., P.C. 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: MARSHALL MEDLEY, D.O., P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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