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SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameSHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST
Plan identification number 001

SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST Benefits

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

401k Sponsoring company profile

SHIRLEY S WONG MD SC has sponsored the creation of one or more 401k plans.

Company Name:SHIRLEY S WONG MD SC
Employer identification number (EIN):363691348
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01LAURENCE WAXLER
0012015-01-01LAURENCE WAXLER
0012014-01-01LAURENCE WAXLER
0012013-01-01LAURENCE WAXLER
0012012-01-01LAURENCE WAXLER
0012011-01-01LAURENCE WAXLER
0012010-01-01LAURENCE WAXLER
0012009-01-01LAURENCE WAXLER
0012009-01-01LAURENCE WAXLER

Plan Statistics for SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016: SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-010
Total of all active and inactive participants2016-01-010
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: SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-010
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-012
2014: SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-019
Total participants2014-01-019
2013: SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-019
Total participants2013-01-019
2012: SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
2011: SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
2010: SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-015
Total participants2010-01-015
2009: SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-015
Total participants2009-01-015

Financial Data on SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016 : SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$0
Expenses. Total of all expenses incurred2016-12-31$4,864
Benefits paid (including direct rollovers)2016-12-31$4,864
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$4,864
Net income (gross income less expenses)2016-12-31$-4,864
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,864
2015 : SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$16,008
Expenses. Total of all expenses incurred2015-12-31$960,459
Benefits paid (including direct rollovers)2015-12-31$951,617
Total plan assets at end of year2015-12-31$4,864
Total plan assets at beginning of year2015-12-31$949,315
Expenses. Other expenses not covered elsewhere2015-12-31$8,842
Noncash contributions received2015-12-31$16,008
Net income (gross income less expenses)2015-12-31$-944,451
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,864
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$949,315
2014 : SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$43,521
Expenses. Total of all expenses incurred2014-12-31$9,221
Total plan assets at end of year2014-12-31$949,315
Total plan assets at beginning of year2014-12-31$915,015
Expenses. Other expenses not covered elsewhere2014-12-31$9,221
Other income received2014-12-31$23,521
Net income (gross income less expenses)2014-12-31$34,300
Net plan assets at end of year (total assets less liabilities)2014-12-31$949,315
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$915,015
Total contributions received or receivable from employer(s)2014-12-31$20,000
2013 : SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$98,632
Expenses. Total of all expenses incurred2013-12-31$8,386
Total plan assets at end of year2013-12-31$915,015
Total plan assets at beginning of year2013-12-31$824,769
Expenses. Other expenses not covered elsewhere2013-12-31$8,386
Other income received2013-12-31$78,632
Net income (gross income less expenses)2013-12-31$90,246
Net plan assets at end of year (total assets less liabilities)2013-12-31$915,015
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$824,769
Total contributions received or receivable from employer(s)2013-12-31$20,000
2012 : SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$111,898
Expenses. Total of all expenses incurred2012-12-31$6,185
Total plan assets at end of year2012-12-31$824,769
Total plan assets at beginning of year2012-12-31$719,056
Expenses. Other expenses not covered elsewhere2012-12-31$6,185
Other income received2012-12-31$91,898
Net income (gross income less expenses)2012-12-31$105,713
Net plan assets at end of year (total assets less liabilities)2012-12-31$824,769
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$719,056
Total contributions received or receivable from employer(s)2012-12-31$20,000
2011 : SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$-3,635
Expenses. Total of all expenses incurred2011-12-31$5,417
Total plan assets at end of year2011-12-31$719,056
Total plan assets at beginning of year2011-12-31$728,108
Expenses. Other expenses not covered elsewhere2011-12-31$5,417
Other income received2011-12-31$-23,635
Net income (gross income less expenses)2011-12-31$-9,052
Net plan assets at end of year (total assets less liabilities)2011-12-31$719,056
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$728,108
Total contributions received or receivable from employer(s)2011-12-31$20,000
2010 : SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$102,786
Expenses. Total of all expenses incurred2010-12-31$4,352
Total plan assets at end of year2010-12-31$728,108
Total plan assets at beginning of year2010-12-31$629,674
Expenses. Other expenses not covered elsewhere2010-12-31$4,352
Other income received2010-12-31$82,786
Net income (gross income less expenses)2010-12-31$98,434
Net plan assets at end of year (total assets less liabilities)2010-12-31$728,108
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$629,674
Total contributions received or receivable from employer(s)2010-12-31$20,000

Form 5500 Responses for SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST

2016: SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 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)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 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: SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 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: SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 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: SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 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: SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 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
2010: SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SHIRLEY S WONG MD SC PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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