WILLOWBROOK FAMILY PRACTICE LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2022: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 2 |
| Number of participants with account balances | 2022-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 3 |
| Number of participants with account balances | 2021-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 3 |
| Number of participants with account balances | 2020-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 2 |
| Number of participants with account balances | 2019-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 2 |
| Number of participants with account balances | 2017-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 4 |
| Number of participants with account balances | 2016-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 4 |
| Number of participants with account balances | 2015-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 4 |
| Number of participants with account balances | 2014-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 4 |
| Number of participants with account balances | 2013-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 4 |
| Number of participants with account balances | 2012-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 4 |
| Number of participants with account balances | 2011-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2022 : WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-283,949 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $6,903 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $6,903 |
| Total plan assets at end of year | 2022-12-31 | $1,630,584 |
| Total plan assets at beginning of year | 2022-12-31 | $1,921,436 |
| Other income received | 2022-12-31 | $-293,949 |
| Net income (gross income less expenses) | 2022-12-31 | $-290,852 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,630,584 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,921,436 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $10,000 |
| 2021 : WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $-167,362 |
| Total plan assets at end of year | 2021-12-31 | $1,921,436 |
| Total plan assets at beginning of year | 2021-12-31 | $2,088,798 |
| Other income received | 2021-12-31 | $-177,362 |
| Net income (gross income less expenses) | 2021-12-31 | $-167,362 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,921,436 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,088,798 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $10,000 |
| 2020 : WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $213,401 |
| Total plan assets at end of year | 2020-12-31 | $2,088,798 |
| Total plan assets at beginning of year | 2020-12-31 | $1,875,397 |
| Other income received | 2020-12-31 | $203,401 |
| Net income (gross income less expenses) | 2020-12-31 | $213,401 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,088,798 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,875,397 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $10,000 |
| 2019 : WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $254,907 |
| Total plan assets at end of year | 2019-12-31 | $1,875,397 |
| Total plan assets at beginning of year | 2019-12-31 | $1,620,490 |
| Other income received | 2019-12-31 | $244,907 |
| Net income (gross income less expenses) | 2019-12-31 | $254,907 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,875,397 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,620,490 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $10,000 |
| 2018 : WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-26,941 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $13,602 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $13,602 |
| Total plan assets at end of year | 2018-12-31 | $1,620,490 |
| Total plan assets at beginning of year | 2018-12-31 | $1,661,033 |
| Other income received | 2018-12-31 | $-36,941 |
| Net income (gross income less expenses) | 2018-12-31 | $-40,543 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,620,490 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,661,033 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $10,000 |
| 2017 : WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $202,738 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $234,800 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $234,800 |
| Total plan assets at end of year | 2017-12-31 | $1,661,033 |
| Total plan assets at beginning of year | 2017-12-31 | $1,693,095 |
| Other income received | 2017-12-31 | $192,738 |
| Net income (gross income less expenses) | 2017-12-31 | $-32,062 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,661,033 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,693,095 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $10,000 |
| 2016 : WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $87,244 |
| Total plan assets at end of year | 2016-12-31 | $1,693,095 |
| Total plan assets at beginning of year | 2016-12-31 | $1,605,851 |
| Other income received | 2016-12-31 | $77,244 |
| Net income (gross income less expenses) | 2016-12-31 | $87,244 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,693,095 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,605,851 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $10,000 |
| 2015 : WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $370,941 |
| Total plan assets at end of year | 2015-12-31 | $1,605,851 |
| Total plan assets at beginning of year | 2015-12-31 | $1,234,910 |
| Other income received | 2015-12-31 | $360,941 |
| Net income (gross income less expenses) | 2015-12-31 | $370,941 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,605,851 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,234,910 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $10,000 |
| 2014 : WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $-141,227 |
| Total plan assets at end of year | 2014-12-31 | $1,234,910 |
| Total plan assets at beginning of year | 2014-12-31 | $1,376,137 |
| Other income received | 2014-12-31 | $-151,227 |
| Net income (gross income less expenses) | 2014-12-31 | $-141,227 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,234,910 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,376,137 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $10,000 |
| 2013 : WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $223,148 |
| Total plan assets at end of year | 2013-12-31 | $1,376,137 |
| Total plan assets at beginning of year | 2013-12-31 | $1,152,989 |
| Other income received | 2013-12-31 | $213,148 |
| Net income (gross income less expenses) | 2013-12-31 | $223,148 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,376,137 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,152,989 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $10,000 |
| 2012 : WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $91,850 |
| Total plan assets at end of year | 2012-12-31 | $1,152,989 |
| Total plan assets at beginning of year | 2012-12-31 | $1,061,139 |
| Other income received | 2012-12-31 | $81,850 |
| Net income (gross income less expenses) | 2012-12-31 | $91,850 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,152,989 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,061,139 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $10,000 |
| 2011 : WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $138,040 |
| Total plan assets at end of year | 2011-12-31 | $1,061,139 |
| Total plan assets at beginning of year | 2011-12-31 | $923,099 |
| Other income received | 2011-12-31 | $118,040 |
| Net income (gross income less expenses) | 2011-12-31 | $138,040 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,061,139 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $923,099 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $20,000 |
| 2010 : WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $20,000 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $346,285 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $14,280 |
| Total plan assets at end of year | 2010-12-31 | $923,099 |
| Total plan assets at beginning of year | 2010-12-31 | $1,249,384 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $332,005 |
| Net income (gross income less expenses) | 2010-12-31 | $-326,285 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $923,099 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,249,384 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $20,000 |
| 2022: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WILLOWBROOK FAMILY PRACTICE, LTD. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 24800 |
| Policy instance | 1 |
| Insurance contract or identification number | 24800 | | Number of Individuals Covered | 2 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 24800 |
| Policy instance | 1 |
| Insurance contract or identification number | 24800 | | Number of Individuals Covered | 2 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $1,817 | | Total amount of fees paid to insurance company | USD $64 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,817 | | Amount paid for insurance broker fees | 52 | | Additional information about fees paid to insurance broker | FEE | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 24800 |
| Policy instance | 1 |
| Insurance contract or identification number | 24800 | | Number of Individuals Covered | 2 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $1,573 | | Total amount of fees paid to insurance company | USD $95 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,555 | | Amount paid for insurance broker fees | 88 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 24800 |
| Policy instance | 1 |
| Insurance contract or identification number | 24800 | | Number of Individuals Covered | 2 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $1,473 | | Total amount of fees paid to insurance company | USD $83 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,463 | | Amount paid for insurance broker fees | 80 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 24800 |
| Policy instance | 1 |
| Insurance contract or identification number | 24800 | | Number of Individuals Covered | 4 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 6 | | Additional information about fees paid to insurance broker | FEES |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 24800 |
| Policy instance | 1 |
| Insurance contract or identification number | 24800 | | Number of Individuals Covered | 4 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,973 | | Total amount of fees paid to insurance company | USD $198 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,494 | | Amount paid for insurance broker fees | 93 | | Insurance broker organization code? | 6 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker name | GORIS FINANCIAL GROUP |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 24800 |
| Policy instance | 1 |
| Insurance contract or identification number | 24800 | | Number of Individuals Covered | 4 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $2,533 | | Total amount of fees paid to insurance company | USD $207 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,259 | | Amount paid for insurance broker fees | 93 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 | | Insurance broker name | GORIS FINANCIAL GROUP |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 24800 |
| Policy instance | 1 |
| Insurance contract or identification number | 24800 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $2,301 | | Total amount of fees paid to insurance company | USD $182 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,137 | | Amount paid for insurance broker fees | 89 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 | | Insurance broker name | GORIS FINANCIAL GROUP |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 24800 |
| Policy instance | 1 |
| Insurance contract or identification number | 24800 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $2,009 | | Total amount of fees paid to insurance company | USD $195 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $982 | | Amount paid for insurance broker fees | 94 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 | | Insurance broker name | GORIS FINANCIAL GROUP |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 24800 |
| Policy instance | 1 |
| Insurance contract or identification number | 24800 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $953 | | Total amount of fees paid to insurance company | USD $83 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $953 | | Amount paid for insurance broker fees | 83 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 | | Insurance broker name | BROOKS FULLER, JR. |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 24800 |
| Policy instance | 1 |
| Insurance contract or identification number | 24800 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $16 | | Total amount of fees paid to insurance company | USD $912 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 24800 |
| Policy instance | 1 |
| Insurance contract or identification number | 24800 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of fees paid to insurance company | USD $1,053 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1053 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 | | Insurance broker name | BROOKS FULLER, JR. |
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