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Plan Name | CHARLES TODD WOOLLEY, MD PC 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | CHARLES TODD WOOLLEY, MD, PC |
Employer identification number (EIN): | 550808247 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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001 | 2022-01-01 | KATHLEEN ENGLISH | 2022-09-26 | KATHLEEN ENGLISH | 2022-09-26 |
001 | 2021-01-01 | KATHLEEN ENGLISH | 2022-09-27 | KATHLEEN ENGLISH | 2022-09-27 |
001 | 2020-01-01 | KATHLEEN ENGLISH | 2021-10-10 | KATHLEEN ENGLISH | 2021-10-10 |
001 | 2019-01-01 | CHARLES WOOLLEY | 2020-10-01 | CHARLES WOOLLEY | 2020-10-01 |
001 | 2014-01-01 | CHARLES TODD WOOLLEY | 2015-05-28 | CHARLES TODD WOOLLEY | 2015-05-28 |
001 | 2013-01-01 | CHARLES TODD WOOLLEY | 2014-06-25 | CHARLES TODD WOOLLEY | 2014-06-25 |
001 | 2012-01-01 | CHARLES TODD WOOLLEY | 2013-07-10 | CHARLES TODD WOOLLEY | 2013-07-10 |
001 | 2011-01-01 | CHARLES TODD WOOLLEY | 2012-07-16 | CHARLES TODD WOOLLEY | 2012-07-16 |
001 | 2009-01-01 | CHARLES WOOLLEY | CHARLES WOOLLEY | 2010-07-29 |
Measure | Date | Value |
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2009: CHARLES TODD WOOLLEY, MD PC 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 2 |
Number of participants with account balances | 2009-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : CHARLES TODD WOOLLEY, MD PC 401(K) PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $92,079 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $161,743 |
Total plan assets at beginning of year | 2010-12-31 | $69,664 |
Total contributions received or receivable from participants | 2010-12-31 | $33,000 |
Other income received | 2010-12-31 | $14,870 |
Net income (gross income less expenses) | 2010-12-31 | $92,079 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $161,743 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $69,664 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $44,209 |
2009: CHARLES TODD WOOLLEY, MD PC 401(K) PLAN 2009 form 5500 responses | ||
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | First time form 5500 has been submitted | Yes |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 93201 | ||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
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