401k Plan data: OTTUMWA OBSTETRICS & GYNECOLOGY, P.C. PROFIT SHARING PLAN plan

OTTUMWA OBSTETRICS & GYNECOLOGY, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	OTTUMWA OBSTETRICS & GYNECOLOGY, P.C. PROFIT SHARING PLAN
Plan identification number	002

OTTUMWA OBSTETRICS & GYNECOLOGY, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Life insurance

401k Sponsoring company profile

OTTUMWA OBSTETRICS AND GYNECOLOGY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: OTTUMWA OBSTETRICS AND GYNECOLOGY, P.C.

Employer identification number (EIN): 421009264

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OTTUMWA OBSTETRICS & GYNECOLOGY, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2010-07-01 THEODORE HAAS 2011-09-13 JEFFREY BITTNER 2011-09-13
002 2006-07-01 2010-02-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2010-07-01	THEODORE HAAS	2011-09-13	JEFFREY BITTNER	2011-09-13
002	2006-07-01		2010-02-15

Plan Statistics for OTTUMWA OBSTETRICS & GYNECOLOGY, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for OTTUMWA OBSTETRICS & GYNECOLOGY, P.C. PROFIT SHARING PLAN

Measure Date Value
2006: OTTUMWA OBSTETRICS & GYNECOLOGY, P.C. PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year 2006-07-01 32
Total number of active participants reported on line 7a of the Form 5500 2006-07-01 24
Number of retired or separated participants receiving benefits 2006-07-01 0
Number of other retired or separated participants entitled to future benefits 2006-07-01 4
Total of all active and inactive participants 2006-07-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-07-01 0
Total participants 2006-07-01 28
Number of participants with account balances 2006-07-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-07-01 1

Measure	Date	Value
2006: OTTUMWA OBSTETRICS & GYNECOLOGY, P.C. PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year	2006-07-01	32
Total number of active participants reported on line 7a of the Form 5500	2006-07-01	24
Number of retired or separated participants receiving benefits	2006-07-01	0
Number of other retired or separated participants entitled to future benefits	2006-07-01	4
Total of all active and inactive participants	2006-07-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-07-01	0
Total participants	2006-07-01	28
Number of participants with account balances	2006-07-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-07-01	1

Financial Data on OTTUMWA OBSTETRICS & GYNECOLOGY, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2007 : OTTUMWA OBSTETRICS & GYNECOLOGY, P.C. PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources	2007-06-30	$2,086,304
Expenses. Total of all expenses incurred	2007-06-30	$291,428
Benefits paid (including direct rollovers)	2007-06-30	$291,428
Total plan assets at end of year	2007-06-30	$11,822,087
Total plan assets at beginning of year	2007-06-30	$10,027,211
Total contributions received or receivable from participants	2007-06-30	$97,207
Contributions received from other sources (not participants or employers)	2007-06-30	$39,977
Other income received	2007-06-30	$1,755,864
Net income (gross income less expenses)	2007-06-30	$1,794,876
Net plan assets at end of year (total assets less liabilities)	2007-06-30	$11,822,087
Net plan assets at beginning of year (total assets less liabilities)	2007-06-30	$10,027,211
Total contributions received or receivable from employer(s)	2007-06-30	$193,256
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-06-30	$0

Form 5500 Responses for OTTUMWA OBSTETRICS & GYNECOLOGY, P.C. PROFIT SHARING PLAN

2006: OTTUMWA OBSTETRICS & GYNECOLOGY, P.C. PROFIT SHARING PLAN 2006 form 5500 responses
2006-07-01	Type of plan entity	Single employer plan
2006-07-01	Submission has been amended	No
2006-07-01	This submission is the final filing	No
2006-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-07-01	Plan is a collectively bargained plan	No
2006-07-01	Plan funding arrangement – Insurance	Yes
2006-07-01	Plan funding arrangement – Trust	Yes
2006-07-01	Plan benefit arrangement – Insurance	Yes
2006-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

59526

Policy instance

Insurance contract or identification number	59526
Number of Individuals Covered	3
Insurance policy start date	2006-07-01
Insurance policy end date	2007-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	OTTUMWA OBSTETRICS AND GYNECOLOGY, P.C.
Employer identification number (EIN):	421009264
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)