WEST SHORE FAMILY PRACTICE, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN
401k plan membership statisitcs for WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN
Measure | Date | Value |
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2023: WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 14 |
Number of participants with account balances | 2023-01-01 | 11 |
2022: WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 12 |
Total participants | 2022-01-01 | 12 |
Number of participants with account balances | 2022-01-01 | 12 |
2021: WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 3 |
Total of all active and inactive participants | 2021-01-01 | 18 |
Total participants | 2021-01-01 | 18 |
Number of participants with account balances | 2021-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
2020: WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 13 |
Total participants | 2020-01-01 | 13 |
Number of participants with account balances | 2020-01-01 | 12 |
Measure | Date | Value |
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2023 : WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $228,763 |
Expenses. Total of all expenses incurred | 2023-12-31 | $737,965 |
Benefits paid (including direct rollovers) | 2023-12-31 | $732,202 |
Total plan assets at end of year | 2023-12-31 | $431,884 |
Total plan assets at beginning of year | 2023-12-31 | $941,086 |
Value of fidelity bond covering the plan | 2023-12-31 | $10,000 |
Total contributions received or receivable from participants | 2023-12-31 | $84,705 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $5,763 |
Other income received | 2023-12-31 | $110,973 |
Net income (gross income less expenses) | 2023-12-31 | $-509,202 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $431,884 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $941,086 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $33,085 |
2022 : WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $17,203 |
Expenses. Total of all expenses incurred | 2022-12-31 | $16,024 |
Benefits paid (including direct rollovers) | 2022-12-31 | $7,557 |
Total plan assets at end of year | 2022-12-31 | $941,086 |
Total plan assets at beginning of year | 2022-12-31 | $939,907 |
Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
Total contributions received or receivable from participants | 2022-12-31 | $51,959 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $8,467 |
Other income received | 2022-12-31 | $-76,028 |
Noncash contributions received | 2022-12-31 | $8,628 |
Net income (gross income less expenses) | 2022-12-31 | $1,179 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $941,086 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $939,907 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $32,644 |
2021 : WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $207,199 |
Expenses. Total of all expenses incurred | 2021-12-31 | $17,830 |
Benefits paid (including direct rollovers) | 2021-12-31 | $11,197 |
Total plan assets at end of year | 2021-12-31 | $932,699 |
Total plan assets at beginning of year | 2021-12-31 | $743,330 |
Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
Total contributions received or receivable from participants | 2021-12-31 | $56,036 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $17,830 |
Other income received | 2021-12-31 | $117,295 |
Net income (gross income less expenses) | 2021-12-31 | $189,369 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $932,699 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $743,330 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $33,868 |
2020 : WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $154,122 |
Expenses. Total of all expenses incurred | 2020-12-31 | $7,861 |
Benefits paid (including direct rollovers) | 2020-12-31 | $3,470 |
Total plan assets at end of year | 2020-12-31 | $743,330 |
Total plan assets at beginning of year | 2020-12-31 | $597,069 |
Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
Total contributions received or receivable from participants | 2020-12-31 | $43,391 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $4,391 |
Other income received | 2020-12-31 | $85,443 |
Net income (gross income less expenses) | 2020-12-31 | $146,261 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $743,330 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $597,069 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $25,288 |
2023: WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: WEST SHORE FAMILY PRACTICE, PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |