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MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 401k Plan overview

Plan NameMAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN
Plan identification number 501

MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance

401k Sponsoring company profile

MAHMOUD M. WAHBA, MD, PA has sponsored the creation of one or more 401k plans.

Company Name:MAHMOUD M. WAHBA, MD, PA
Employer identification number (EIN):481204922
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-01-01
5012021-01-01MAHMOUD M. WAHBA MD, PA
5012020-01-01
5012020-01-01
5012019-01-01
5012017-01-01BENEFIT STRATEGIES GROUP, LLC
5012016-01-01BENEFIT STRATEGIES GROUP, LLC MAHMOUD M. WAHBA MD, PA2017-09-28
5012015-01-01BENEFIT STRATEGIES GROUP, LLC MAHMOUD M. WAHBA MD, PA2016-09-18
5012014-01-01BENEFIT STRATEGIES GROUP, LLC MAHMOUD M. WAHBA MD, PA2015-03-29
5012013-01-01BENEFIT STRATEGIES GROUP, LLC MAHMOUD M. WAHBA MD, PA2014-07-13
5012012-01-01BENEFIT STRATEGIES GROUP, LLC MAHMOUD M. WAHBA MD, PA2013-10-03
5012011-01-01BENEFIT STRATEGIES GROUP, LLC MAHMOUD M. WAHBA MD, PA2012-10-04
5012009-01-01RONALD SNYDER MAHMOUD WAHBA M.D ,P.A.2010-09-30
5012009-01-01RONALD SNYDER MAHMOUD WAHBA2011-09-06

Plan Statistics for MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN

401k plan membership statisitcs for MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN

Measure Date Value
2021: MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
2020: MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
2019: MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
2017: MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
2016: MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
2015: MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
2014: MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
2013: MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
2012: MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
2011: MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
2009: MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-010

Financial Data on MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN

Measure Date Value
2021 : MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2021 401k financial data
Total income from all sources2021-12-31$201,183
Expenses. Total of all expenses incurred2021-12-31$35,527
Benefits paid (including direct rollovers)2021-12-31$16,915
Total plan assets at end of year2021-12-31$1,091,617
Total plan assets at beginning of year2021-12-31$925,961
Expenses. Other expenses not covered elsewhere2021-12-31$6,975
Other income received2021-12-31$201,183
Net income (gross income less expenses)2021-12-31$165,656
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,091,617
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$925,961
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$11,637
2020 : MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2020 401k financial data
Total income from all sources2020-12-31$142,404
Expenses. Total of all expenses incurred2020-12-31$48,726
Benefits paid (including direct rollovers)2020-12-31$15,704
Total plan assets at end of year2020-12-31$925,961
Total plan assets at beginning of year2020-12-31$832,283
Expenses. Other expenses not covered elsewhere2020-12-31$31,453
Other income received2020-12-31$145,033
Net income (gross income less expenses)2020-12-31$93,678
Net plan assets at end of year (total assets less liabilities)2020-12-31$925,961
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$832,283
Total contributions received or receivable from employer(s)2020-12-31$-2,629
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,569
2019 : MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2019 401k financial data
Total income from all sources2019-12-31$142,987
Expenses. Total of all expenses incurred2019-12-31$99
Total plan assets at end of year2019-12-31$823,283
Total plan assets at beginning of year2019-12-31$680,395
Expenses. Other expenses not covered elsewhere2019-12-31$99
Other income received2019-12-31$97,987
Net income (gross income less expenses)2019-12-31$142,888
Net plan assets at end of year (total assets less liabilities)2019-12-31$823,283
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$680,395
Total contributions received or receivable from employer(s)2019-12-31$45,000
2018 : MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$6,000
Total income from all sources2018-12-31$22,058
Expenses. Total of all expenses incurred2018-12-31$42,610
Benefits paid (including direct rollovers)2018-12-31$42,606
Total plan assets at end of year2018-12-31$680,395
Total plan assets at beginning of year2018-12-31$706,947
Expenses. Other expenses not covered elsewhere2018-12-31$4
Other income received2018-12-31$22,058
Net income (gross income less expenses)2018-12-31$-20,552
Net plan assets at end of year (total assets less liabilities)2018-12-31$680,395
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$700,947
2017 : MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$6,000
Total income from all sources2017-12-31$216,979
Expenses. Total of all expenses incurred2017-12-31$37,897
Benefits paid (including direct rollovers)2017-12-31$37,896
Total plan assets at end of year2017-12-31$706,947
Total plan assets at beginning of year2017-12-31$521,865
Expenses. Other expenses not covered elsewhere2017-12-31$1
Other income received2017-12-31$162,979
Net income (gross income less expenses)2017-12-31$179,082
Net plan assets at end of year (total assets less liabilities)2017-12-31$700,947
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$521,865
Total contributions received or receivable from employer(s)2017-12-31$54,000
2016 : MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2016 401k financial data
Total income from all sources2016-12-31$67,232
Expenses. Total of all expenses incurred2016-12-31$81,298
Benefits paid (including direct rollovers)2016-12-31$80,172
Total plan assets at end of year2016-12-31$521,865
Total plan assets at beginning of year2016-12-31$535,931
Expenses. Other expenses not covered elsewhere2016-12-31$531
Other income received2016-12-31$67,232
Net income (gross income less expenses)2016-12-31$-14,066
Net plan assets at end of year (total assets less liabilities)2016-12-31$521,865
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$535,931
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$595
2015 : MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2015 401k financial data
Total income from all sources2015-12-31$18,478
Expenses. Total of all expenses incurred2015-12-31$1,616
Total plan assets at end of year2015-12-31$535,931
Total plan assets at beginning of year2015-12-31$519,069
Expenses. Other expenses not covered elsewhere2015-12-31$1,616
Other income received2015-12-31$-36,522
Net income (gross income less expenses)2015-12-31$16,862
Net plan assets at end of year (total assets less liabilities)2015-12-31$535,931
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$519,069
Total contributions received or receivable from employer(s)2015-12-31$55,000
2014 : MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2014 401k financial data
Total income from all sources2014-12-31$77,738
Expenses. Total of all expenses incurred2014-12-31$1,606
Total plan assets at end of year2014-12-31$519,069
Total plan assets at beginning of year2014-12-31$442,937
Expenses. Other expenses not covered elsewhere2014-12-31$1,606
Other income received2014-12-31$24,138
Net income (gross income less expenses)2014-12-31$76,132
Net plan assets at end of year (total assets less liabilities)2014-12-31$519,069
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$442,937
Total contributions received or receivable from employer(s)2014-12-31$53,600
2013 : MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2013 401k financial data
Total income from all sources2013-12-31$98,942
Expenses. Total of all expenses incurred2013-12-31$1,606
Total plan assets at end of year2013-12-31$442,937
Total plan assets at beginning of year2013-12-31$345,601
Expenses. Other expenses not covered elsewhere2013-12-31$1,606
Other income received2013-12-31$47,337
Net income (gross income less expenses)2013-12-31$97,336
Net plan assets at end of year (total assets less liabilities)2013-12-31$442,937
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$345,601
Total contributions received or receivable from employer(s)2013-12-31$51,605
2012 : MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2012 401k financial data
Total income from all sources2012-12-31$71,497
Expenses. Total of all expenses incurred2012-12-31$2,496
Total plan assets at end of year2012-12-31$345,601
Total plan assets at beginning of year2012-12-31$276,600
Expenses. Other expenses not covered elsewhere2012-12-31$1,606
Other income received2012-12-31$24,825
Net income (gross income less expenses)2012-12-31$69,001
Net plan assets at end of year (total assets less liabilities)2012-12-31$345,601
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$276,600
Total contributions received or receivable from employer(s)2012-12-31$46,672
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$890
2011 : MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2011 401k financial data
Total income from all sources2011-12-31$42,637
Expenses. Total of all expenses incurred2011-12-31$1,606
Total plan assets at end of year2011-12-31$276,600
Total plan assets at beginning of year2011-12-31$235,569
Expenses. Other expenses not covered elsewhere2011-12-31$1,606
Other income received2011-12-31$-4,371
Net income (gross income less expenses)2011-12-31$41,031
Net plan assets at end of year (total assets less liabilities)2011-12-31$276,600
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$235,569
Total contributions received or receivable from employer(s)2011-12-31$47,008
2010 : MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$71,182
Expenses. Total of all expenses incurred2010-12-31$1,606
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$235,569
Total plan assets at beginning of year2010-12-31$165,993
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$1,606
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$21,598
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$69,576
Net plan assets at end of year (total assets less liabilities)2010-12-31$235,569
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$165,993
Total contributions received or receivable from employer(s)2010-12-31$49,584
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN

2021: MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 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 filingNo
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: MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 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: MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MAHMOUD M. WAHBA, MD, PA WELFARE BENEFIT PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MAHMOUD M. WAHBA, MD, PA WELFARE 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MAHMOUD M. WAHBA, MD, PA WELFARE 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MAHMOUD M. WAHBA, MD, PA WELFARE 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract number00547149
Policy instance 1
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract number00547149
Policy instance 1
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract number00547149
Policy instance 1
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract number00547149
Policy instance 1
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract number00547149
Policy instance 1

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