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STEVEN SCHALLHORN, M.D. A MEDICAL CORP DEFINED BENEFIT PLAN 401k Plan overview

Plan NameSTEVEN SCHALLHORN, M.D. A MEDICAL CORP DEFINED BENEFIT PLAN
Plan identification number 002

STEVEN SCHALLHORN, M.D. A MEDICAL CORP DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

401k Sponsoring company profile

STEVEN SCHALLHORN, M.D. A MEDICAL CORP has sponsored the creation of one or more 401k plans.

Company Name:STEVEN SCHALLHORN, M.D. A MEDICAL CORP
Employer identification number (EIN):371540921
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN SCHALLHORN, M.D. A MEDICAL CORP DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01
0022015-01-01
0022014-01-01STEVE SCHALLHORN2015-07-29 STEVE SCHALLHORN2015-07-29
0022013-01-01STEVE SCHALLHORN2014-10-15 STEVE SCHALLHORN2014-10-15
0022012-01-01STEVEN SCHALLHORN STEVEN SCHALLHORN2013-09-13
0022011-01-01STEVEN CRAIG SCHALLHORN STEVEN CRAIG SCHALLHORN2012-10-02
0022009-01-01STEVE SCHALLHORN STEVE SCHALLHORN2010-10-07
0022009-01-01STEVEN SCHALLHORN STEVEN SCHALLHORN2010-10-07

Plan Statistics for STEVEN SCHALLHORN, M.D. A MEDICAL CORP DEFINED BENEFIT PLAN

401k plan membership statisitcs for STEVEN SCHALLHORN, M.D. A MEDICAL CORP DEFINED BENEFIT PLAN

Measure Date Value
2012: STEVEN SCHALLHORN, M.D. A MEDICAL CORP DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
2011: STEVEN SCHALLHORN, M.D. A MEDICAL CORP DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
2009: STEVEN SCHALLHORN, M.D. A MEDICAL CORP DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012

Financial Data on STEVEN SCHALLHORN, M.D. A MEDICAL CORP DEFINED BENEFIT PLAN

Measure Date Value
2012 : STEVEN SCHALLHORN, M.D. A MEDICAL CORP DEFINED BENEFIT PLAN 2012 401k financial data
Total income from all sources2012-12-31$585,167
Expenses. Total of all expenses incurred2012-12-31$152,205
Total plan assets at end of year2012-12-31$2,301,158
Total plan assets at beginning of year2012-12-31$1,868,196
Expenses. Other expenses not covered elsewhere2012-12-31$152,205
Other income received2012-12-31$166,620
Net income (gross income less expenses)2012-12-31$432,962
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,301,158
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,868,196
Total contributions received or receivable from employer(s)2012-12-31$418,547
2011 : STEVEN SCHALLHORN, M.D. A MEDICAL CORP DEFINED BENEFIT PLAN 2011 401k financial data
Total income from all sources2011-12-31$540,326
Expenses. Total of all expenses incurred2011-12-31$152,667
Total plan assets at end of year2011-12-31$1,868,196
Total plan assets at beginning of year2011-12-31$1,480,537
Expenses. Other expenses not covered elsewhere2011-12-31$152,667
Other income received2011-12-31$121,318
Net income (gross income less expenses)2011-12-31$387,659
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,868,196
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,480,537
Total contributions received or receivable from employer(s)2011-12-31$419,008
2010 : STEVEN SCHALLHORN, M.D. A MEDICAL CORP DEFINED BENEFIT PLAN 2010 401k financial data
Total income from all sources2010-12-31$455,411
Expenses. Total of all expenses incurred2010-12-31$152,667
Total plan assets at end of year2010-12-31$1,480,537
Total plan assets at beginning of year2010-12-31$1,177,793
Expenses. Other expenses not covered elsewhere2010-12-31$152,667
Other income received2010-12-31$36,402
Net income (gross income less expenses)2010-12-31$302,744
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,480,537
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,177,793
Total contributions received or receivable from employer(s)2010-12-31$419,009

Form 5500 Responses for STEVEN SCHALLHORN, M.D. A MEDICAL CORP DEFINED BENEFIT PLAN

2012: STEVEN SCHALLHORN, M.D. A MEDICAL CORP DEFINED BENEFIT 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 – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2011: STEVEN SCHALLHORN, M.D. A MEDICAL CORP DEFINED BENEFIT 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 – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2009: STEVEN SCHALLHORN, M.D. A MEDICAL CORP DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – Section 412(e)(3) insurance ContractsYes
2009-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number0030000283
Policy instance 1
Insurance contract or identification number0030000283
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,057
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $453
Insurance broker organization code?3
Insurance broker nameJOHN LORD
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number7858G
Policy instance 2
Insurance contract or identification number7858G
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,580
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,526
Insurance broker organization code?3
Insurance broker nameJOHN LORD
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number0030000283
Policy instance 1
Insurance contract or identification number0030000283
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,251
Total amount of fees paid to insurance companyUSD $0
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number7858G
Policy instance 2
Insurance contract or identification number7858G
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,994
Total amount of fees paid to insurance companyUSD $0

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